13F HOLDINGS REPORT
Strategic Wealth Investment Group, LLC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001767151-25-000002
Total Value
$7.5M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIREXION DAILY TSLA BULL2X ETF | 78468R663 | 124,855 | $11.5M | 19.93% |
| 2 | DANAHER CORP | AAPL | 9,922 | $2.2M | 3.84% |
| 3 | STERIS PLC F | 78464A664 | 80,228 | $2.2M | 3.81% |
| 4 | ALTRIA GROUP INC | AMZN | 10,729 | $2.0M | 3.55% |
| 5 | APPLE INC | MSFT | 5,304 | $2.0M | 3.46% |
| 6 | CBIZ INC | 78464A672 | 65,969 | $1.9M | 3.28% |
| 7 | LAM RESH CORP | META | 2,837 | $1.6M | 2.85% |
| 8 | XEROX HOLDINGS CORP | NVDA | 14,021 | $1.5M | 2.64% |
| 9 | VANGUARD EMERGING MARKT GOVT BND ETF | 30151E558 | 51,350 | $1.5M | 2.62% |
| 10 | SPDR PORT INTER TERM TREASURY ETF | VYLD | 6,013 | $1.5M | 2.57% |
| 11 | ENERGY SELECT SECTOR SPDR ETF | 742718109 | 8,593 | $1.5M | 2.55% |
| 12 | SELECT SECTOR INDUSTRIALSPDR ETF | SPY | 2,584 | $1.4M | 2.52% |
| 13 | EMERSON ELEC CO | TMO | 2,836 | $1.4M | 2.46% |
| 14 | UNITED PARCEL SVC INC CLASS B | 92206C870 | 17,143 | $1.4M | 2.44% |
| 15 | XCEL ENERGY INC | 571748102 | 5,261 | $1.3M | 2.23% |
| 16 | ABRDN PHYSICAL PREC MTL BSKT SHS ETF | V | 3,659 | $1.3M | 2.23% |
| 17 | THERMO FISHER SCIENTIFIC | 235851102 | 5,948 | $1.2M | 2.12% |
| 18 | DOLLAR TREE INC | LIN | 2,577 | $1.2M | 2.09% |
| 19 | VANGUARD INTERNATNL HGH DIV YLD ETF | UBER | 16,362 | $1.2M | 2.07% |
| 20 | DISNEY WALT CO | AVGO | 7,026 | $1.2M | 2.05% |
| 21 | ISHARES CORE S&P MID CAPETF | GOOG | 7,582 | $1.2M | 2.04% |
| 22 | ISHARES FUTURE AI AND TECH ETF | JNJ | 5,795 | $960,995 | 1.67% |
| 23 | MONDELEZ INTL INC CLASS A | PEP | 6,358 | $953,267 | 1.66% |
| 24 | BOEING CO | BA-PA | 5,503 | $938,537 | 1.63% |
| 25 | ISHARES CORE S&P SMALL CAP ETF | 67103H107 | 616 | $882,469 | 1.54% |
| 26 | THE COCA-COLA CO | 22160K105 | 930 | $879,400 | 1.53% |
| 27 | ISHARES CORE MSCI TOTL INTL STCK ETF | AXP | 3,207 | $862,952 | 1.50% |
| 28 | BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS | GLD | 2,993 | $862,403 | 1.50% |
| 29 | DRXN DLY GLD MNS INX BL 2X ETF | GSCE | 1,522 | $831,451 | 1.45% |
| 30 | HUBBELL INC | CRM | 3,028 | $812,709 | 1.41% |
| 31 | VANGUARD MID CAP ETF | HUBB | 2,242 | $741,931 | 1.29% |
| 32 | CONDUENT INC | 922908553 | 7,176 | $649,744 | 1.13% |
| 33 | AMDOCS LTD F | LLY | 612 | $505,463 | 0.88% |
| 34 | DUKE ENERGY CORP NEW | IVZ | 1,062 | $498,122 | 0.87% |
| 35 | ADVANCED MICRO DEVIC | 92189F437 | 16,048 | $463,147 | 0.81% |
| 36 | ISHARES CORE MSCI EMERGING ETF | ABBV | 2,194 | $459,671 | 0.80% |
| 37 | ISHARES CORE S&P US GROWTH ETF | 921946794 | 6,198 | $456,739 | 0.79% |
| 38 | DIREXION DAILY FINANCIALBULL 3X ETF | 464287341 | 10,619 | $446,745 | 0.78% |
| 39 | VANGUARD MATERIALS ETF | 464288687 | 14,394 | $442,337 | 0.77% |
| 40 | VANGUARD SMALL CAP ETF | DUKB | 3,343 | $407,759 | 0.71% |
| 41 | AMPLIFY TRNSFRMTNL DATA SHRNG ETF | 81369Y886 | 4,968 | $391,727 | 0.68% |
| 42 | ISHARES EXPONENTIAL TECHNOLOGIES ETF | INTR | 1,575 | $391,649 | 0.68% |
| 43 | TEXAS INSTRS INC | NONOF | 5,452 | $378,587 | 0.66% |
| 44 | VANGUARD HIGH DIVIDEND YIELD ETF | 921908844 | 1,673 | $324,573 | 0.56% |
| 45 | FRANKLIN SENIOR LOAN ETF | 94106L109 | 1,213 | $280,814 | 0.49% |
| 46 | FIRST SOLAR INC | 30151E541 | 9,962 | $265,280 | 0.46% |
| 47 | LOCKHEED MARTIN CORP | KO | 3,205 | $229,528 | 0.40% |