Asset Manager
← All Institutions
Strategic Wealth Investment Group, LLC
Market Value
$0
-100.0%
Holdings
92
-40
New Purchases
0
Added To
0
Closed
92
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 35 | $0 | 0% |
| Large Cap | 39 | $0 | 0% |
| Mid Cap | 13 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$522.5B
Median Market Cap
$119.3B
Avg P/E
36.2
Median P/E
27.1
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
53
# ETFs / Funds
39
Top Holdings (92 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CRM | —% | — | — | — | -$15M | -57,074 | -100.0% | SOLD |
| 2 | DIS | —% | — | — | — | -$335K | -2,941 | -100.0% | SOLD |
| 3 | HLI | —% | — | — | — | -$869K | -4,986 | -100.0% | SOLD |
| 4 | UBER | —% | — | — | — | -$10M | -128,439 | -100.0% | SOLD |
| 5 | XOM | —% | — | — | — | -$4M | -33,193 | -100.0% | SOLD |
| 6 | KEYS | —% | — | — | — | -$372K | -1,833 | -100.0% | SOLD |
| 7 | HUBB | —% | — | — | — | -$15M | -32,797 | -100.0% | SOLD |
| 8 | GS | —% | — | — | — | -$15M | -17,398 | -100.0% | SOLD |
| 9 | HD | —% | — | — | — | -$262K | -761 | -100.0% | SOLD |
| 10 | AXP | —% | — | — | — | -$12M | -32,440 | -100.0% | SOLD |
| 11 | ABBV | —% | — | — | — | -$10M | -42,081 | -100.0% | SOLD |
| 12 | TMO | —% | — | — | — | -$20M | -34,741 | -100.0% | SOLD |
| 13 | COST | —% | — | — | — | -$9M | -10,257 | -100.0% | SOLD |
| 14 | KO | —% | — | — | — | -$293K | -4,193 | -100.0% | SOLD |
| 15 | UPS | —% | — | — | — | -$204K | -2,058 | -100.0% | SOLD |
| 16 | IBM | —% | — | — | — | -$9M | -31,927 | -100.0% | SOLD |
| 17 | WM | —% | — | — | — | -$6M | -28,028 | -100.0% | SOLD |
| 18 | BX | —% | — | — | — | -$10M | -63,070 | -100.0% | SOLD |
| 19 | JPM | —% | — | — | — | -$23M | -70,211 | -100.0% | SOLD |
| 20 | TFC | —% | — | — | — | -$282K | -5,727 | -100.0% | SOLD |
| 21 | PG | —% | — | — | — | -$10M | -71,007 | -100.0% | SOLD |
| 22 | STE | —% | — | — | — | -$407K | -1,606 | -100.0% | SOLD |
| 23 | V | —% | — | — | — | -$14M | -39,452 | -100.0% | SOLD |
| 24 | ARKQ | —% | — | — | — | -$2M | -20,469 | -100.0% | SOLD |
| 25 | MCK | —% | — | — | — | -$212K | -259 | -100.0% | SOLD |
| 26 | LLY | —% | — | — | — | -$13M | -12,318 | -100.0% | SOLD |
| 27 | BA | —% | — | — | — | -$10M | -45,637 | -100.0% | SOLD |
| 28 | MCD | —% | — | — | — | -$543K | -1,777 | -100.0% | SOLD |
| 29 | APH | —% | — | — | — | -$1M | -8,188 | -100.0% | SOLD |
| 30 | DUK | —% | — | — | — | -$9M | -74,570 | -100.0% | SOLD |
| 31 | JNJ | —% | — | — | — | -$12M | -60,320 | -100.0% | SOLD |
| 32 | BSX | —% | — | — | — | -$10M | -101,681 | -100.0% | SOLD |
| 33 | COF | —% | — | — | — | -$558K | -2,301 | -100.0% | SOLD |
| 34 | TSM | —% | — | — | — | -$726K | -2,389 | -100.0% | SOLD |
| 35 | ACN | —% | — | — | — | -$1M | -4,903 | -100.0% | SOLD |
| 36 | DHR | —% | — | — | — | -$12M | -52,988 | -100.0% | SOLD |
| 37 | AMZN | —% | — | — | — | -$33M | -142,132 | -100.0% | SOLD |
| 38 | MAR | —% | — | — | — | -$223K | -719 | -100.0% | SOLD |
| 39 | AAPL | —% | — | — | — | -$28M | -101,275 | -100.0% | SOLD |
| 40 | ANGL | —% | — | — | — | -$16M | -528,207 | -100.0% | SOLD |
| 41 | LIN | —% | — | — | — | -$10M | -22,907 | -100.0% | SOLD |
| 42 | META | —% | — | — | — | -$21M | -31,431 | -100.0% | SOLD |
| 43 | DGRO | —% | — | — | — | -$403K | -5,811 | -100.0% | SOLD |
| 44 | IVV | —% | — | — | — | -$323K | -471 | -100.0% | SOLD |
| 45 | ORLY | —% | — | — | — | -$9M | -102,822 | -100.0% | SOLD |
| 46 | PEP | —% | — | — | — | -$10M | -68,140 | -100.0% | SOLD |
| 47 | VAW | —% | — | — | — | -$2M | -7,586 | -100.0% | SOLD |
| 48 | VEU | —% | — | — | — | -$5M | -67,074 | -100.0% | SOLD |
| 49 | VGT | —% | — | — | — | -$293K | -389 | -100.0% | SOLD |
| 50 | ARKK | —% | — | — | — | -$2M | -23,771 | -100.0% | SOLD |
| 51 | CINF | —% | — | — | — | -$204K | -1,250 | -100.0% | SOLD |
| 52 | SPTL | —% | — | — | — | -$29M | -1,104,176 | -100.0% | SOLD |
| 53 | FELC | —% | — | — | — | -$248K | -6,495 | -100.0% | SOLD |
| 54 | MLPX | —% | — | — | — | -$2M | -34,165 | -100.0% | SOLD |
| 55 | MOO | —% | — | — | — | -$2M | -21,468 | -100.0% | SOLD |
| 56 | NOBL | —% | — | — | — | -$624K | -5,994 | -100.0% | SOLD |
| 57 | PFF | —% | — | — | — | -$7M | -216,417 | -100.0% | SOLD |
| 58 | MSFT | —% | — | — | — | -$28M | -58,209 | -100.0% | SOLD |
| 59 | NFLX | —% | — | — | — | -$5M | -56,822 | -100.0% | SOLD |
| 60 | SPY | —% | — | — | — | -$24M | -35,152 | -100.0% | SOLD |
| 61 | WMT | —% | — | — | — | -$551K | -4,950 | -100.0% | SOLD |
| 62 | VUG | —% | — | — | — | -$1M | -2,726 | -100.0% | SOLD |
| 63 | AVGO | —% | — | — | — | -$24M | -70,389 | -100.0% | SOLD |
| 64 | EPI | —% | — | — | — | -$1M | -26,069 | -100.0% | SOLD |
| 65 | GOOGL | —% | — | — | — | -$16M | -52,133 | -100.0% | SOLD |
| 66 | GOOG | —% | — | — | — | -$224K | -713 | -100.0% | SOLD |
| 67 | GLD | —% | — | — | — | -$20M | -49,807 | -100.0% | SOLD |
| 68 | BIL | —% | — | — | — | -$14M | -148,461 | -100.0% | SOLD |
| 69 | IXC | —% | — | — | — | -$8M | -183,236 | -100.0% | SOLD |
| 70 | SPGM | —% | — | — | — | -$705K | -9,188 | -100.0% | SOLD |
| 71 | HACK | —% | — | — | — | -$666K | -8,289 | -100.0% | SOLD |
| 72 | QQQ | —% | — | — | — | -$7M | -11,693 | -100.0% | SOLD |
| 73 | NVDA | —% | — | — | — | -$22M | -118,734 | -100.0% | SOLD |
| 74 | TSLA | —% | — | — | — | -$1M | -2,939 | -100.0% | SOLD |
| 75 | SPAB | —% | — | — | — | -$242K | -9,399 | -100.0% | SOLD |
| 76 | VO | —% | — | — | — | -$240K | -827 | -100.0% | SOLD |
| 77 | VCIT | —% | — | — | — | -$40M | -473,101 | -100.0% | SOLD |
| 78 | SPTI | —% | — | — | — | -$63M | -2,198,284 | -100.0% | SOLD |
| 79 | BLOK | —% | — | — | — | -$2M | -30,121 | -100.0% | SOLD |
| 80 | FDN | —% | — | — | — | -$215K | -799 | -100.0% | SOLD |
| 81 | VTI | —% | — | — | — | -$525K | -1,567 | -100.0% | SOLD |
| 82 | VIG | —% | — | — | — | -$803K | -3,652 | -100.0% | SOLD |
| 83 | XT | —% | — | — | — | -$2M | -22,994 | -100.0% | SOLD |
| 84 | VYM | —% | — | — | — | -$279K | -1,946 | -100.0% | SOLD |
| 85 | XLU | —% | — | — | — | -$6M | -129,228 | -100.0% | SOLD |
| 86 | BRK-B | —% | — | — | — | -$272K | -541 | -100.0% | SOLD |
| 87 | VNQ | —% | — | — | — | -$16M | -177,670 | -100.0% | SOLD |
| 88 | VYMI | —% | — | — | — | -$12M | -130,270 | -100.0% | SOLD |
| 89 | GLTR | —% | — | — | — | -$2M | -12,121 | -100.0% | SOLD |
| 90 | BCUS | —% | — | — | — | -$36M | -1,118,553 | -100.0% | SOLD |
| 91 | BCIL | —% | — | — | — | -$13M | -462,943 | -100.0% | SOLD |
| 92 | MMC | —% | — | — | — | -$10M | -53,419 | -100.0% | SOLD |