StockDriftsStockDriftsTop 50 Strategic Wealth Advisors Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.05% | 1.02M | $141K | new | — | 2022-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.24% | 211.4K | $75K | new | — | 2022-09-30 | |
| QQQ | INVESCO QQQ TR | 2.98% | 259.6K | $69K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 2.05% | 204.9K | $48K | new | — | 2022-09-30 | |
| SPLG | SPDR SER TR | 1.95% | 1.08M | $45K | new | — | 2022-09-30 | |
| SPYV | SPDR SER TR | 1.77% | 1.20M | $41K | new | — | 2022-09-30 | |
| AMZN | AMAZON COM INC | 1.76% | 362.3K | $41K | new | — | 2022-09-30 | |
| TSLA | TESLA INC | 1.53% | 133.9K | $36K | new | — | 2022-09-30 | |
| IVV | ISHARES TR | 1.51% | 97.8K | $35K | new | — | 2022-09-30 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 1.18% | 770.0K | $28K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Strategic Wealth Advisors Group, Llc reports $2.33M in US-listed equity holdings across 555 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.0%), SPY (3.2%) and QQQ (3.0%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Strategic Wealth Advisors Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1548916). View Strategic Wealth Advisors Group, Llc’s 13F filings on SEC