Strategic-Wealth-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "GOOGL",
  "AXP",
  "AVGO",
  "DUK",
  "HUBB",
  "META",
  "LIN",
  "MMC",
  "MSFT",
  null,
  "ORLY",
  null,
  "PEP",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "TMO",
  "UBER",
  "VNQ",
  "VCIT",
  "VIG",
  null,
  "WM",
  "NVO",
  "AMZN",
  "VYMI",
  "V",
  "CRM",
  "BA",
  "KO",
  "COST",
  "DHR",
  null,
  "QQQ",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 47
Total Value: 57464923
Accession Number: 0001767151-25-000002
Form Type: 13F-HR
CIK: strategic-wealth-investment-group
Manager Name: Strategic-Wealth-Investment-Group

Data Enrichment

81% identified

38 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $57.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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78468R663

Shares:124.9K

Value:$11.5M

% of Portfolio:19.9% ($11.5M/$57.5M)

Apple Inc.

AAPL|037833100

Shares:9.9K

Value:$2.2M

% of Portfolio:3.8% ($2.2M/$57.5M)

78464A664

Shares:80.2K

Value:$2.2M

% of Portfolio:3.8% ($2.2M/$57.5M)

AMAZON COM INC

AMZN|023135106

Shares:10.7K

Value:$2.0M

% of Portfolio:3.6% ($2.0M/$57.5M)

MICROSOFT CORP

MSFT|594918104

Shares:5.3K

Value:$2.0M

% of Portfolio:3.5% ($2.0M/$57.5M)

78464A672

Shares:66.0K

Value:$1.9M

% of Portfolio:3.3% ($1.9M/$57.5M)

Meta Platforms, Inc.

META|30303M102

Shares:2.8K

Value:$1.6M

% of Portfolio:2.8% ($1.6M/$57.5M)

NVIDIA CORP

NVDA|67066G104

Shares:14.0K

Value:$1.5M

% of Portfolio:2.6% ($1.5M/$57.5M)

30151E558

Shares:51.4K

Value:$1.5M

% of Portfolio:2.6% ($1.5M/$57.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.0K

Value:$1.5M

% of Portfolio:2.6% ($1.5M/$57.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.6K

Value:$1.5M

% of Portfolio:2.5% ($1.5M/$57.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.6K

Value:$1.4M

% of Portfolio:2.5% ($1.4M/$57.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.8K

Value:$1.4M

% of Portfolio:2.5% ($1.4M/$57.5M)

92206C870

VCIT|92206C870

Shares:17.1K

Value:$1.4M

% of Portfolio:2.4% ($1.4M/$57.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:5.3K

Value:$1.3M

% of Portfolio:2.2% ($1.3M/$57.5M)

VISA INC.

V|92826C839

Shares:3.7K

Value:$1.3M

% of Portfolio:2.2% ($1.3M/$57.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:5.9K

Value:$1.2M

% of Portfolio:2.1% ($1.2M/$57.5M)

LINDE PLC

LIN|G54950103

Shares:2.6K

Value:$1.2M

% of Portfolio:2.1% ($1.2M/$57.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:16.4K

Value:$1.2M

% of Portfolio:2.1% ($1.2M/$57.5M)

Broadcom Inc.

AVGO|11135F101

Shares:7.0K

Value:$1.2M

% of Portfolio:2.0% ($1.2M/$57.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	124.9K	QoQ -56.99% (-165.5K) YoY-	All Managers (Combined)	$11.5M	19.9% ($11.5M/$57.5M)	QoQ -56.85% (-$15.1M) YoY-
Apple Inc.(AAPLcusip037833100)	9.9K	QoQ -94.45% (-169.1K) YoY-	All Managers (Combined)	$2.2M	3.8% ($2.2M/$57.5M)	QoQ -95.08% (-$42.6M) YoY-
(cusip78464A664)✕	80.2K	QoQ -96.24% (-2.1M) YoY-	All Managers (Combined)	$2.2M	3.8% ($2.2M/$57.5M)	QoQ -96.08% (-$53.7M) YoY-
AMAZON COM INC(AMZNcusip023135106)	10.7K	QoQ -94.68% (-191.1K) YoY-	All Managers (Combined)	$2.0M	3.6% ($2.0M/$57.5M)	QoQ -95.39% (-$42.2M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	5.3K	QoQ -92.51% (-65.6K) YoY-	All Managers (Combined)	$2.0M	3.5% ($2.0M/$57.5M)	QoQ -93.33% (-$27.9M) YoY-
(cusip78464A672)✕	66.0K	QoQ -94.63% (-1.2M) YoY-	All Managers (Combined)	$1.9M	3.3% ($1.9M/$57.5M)	QoQ -94.50% (-$32.4M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.8K	QoQ -93.54% (-41.1K) YoY-	All Managers (Combined)	$1.6M	2.8% ($1.6M/$57.5M)	QoQ -93.64% (-$24.1M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	14.0K	QoQ -93.01% (-186.7K) YoY-	All Managers (Combined)	$1.5M	2.6% ($1.5M/$57.5M)	QoQ -94.36% (-$25.4M) YoY-
(cusip30151E558)✕	51.4K	QoQ -96.01% (-1.2M) YoY-	All Managers (Combined)	$1.5M	2.6% ($1.5M/$57.5M)	QoQ -96.15% (-$37.7M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.0K	QoQ -94.19% (-97.5K) YoY-	All Managers (Combined)	$1.5M	2.6% ($1.5M/$57.5M)	QoQ -94.05% (-$23.3M) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	8.6K	QoQ -91.68% (-94.8K) YoY-	All Managers (Combined)	$1.5M	2.5% ($1.5M/$57.5M)	QoQ -91.55% (-$15.9M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.6K	QoQ -96.08% (-63.5K) YoY-	All Managers (Combined)	$1.4M	2.5% ($1.4M/$57.5M)	QoQ -96.26% (-$37.3M) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.8K	QoQ -86.08% (-17.6K) YoY-	All Managers (Combined)	$1.4M	2.5% ($1.4M/$57.5M)	QoQ -86.69% (-$9.2M) YoY-
(VCITcusip92206C870)	17.1K	QoQ -95.70% (-381.9K) YoY-	All Managers (Combined)	$1.4M	2.4% ($1.4M/$57.5M)	QoQ -95.62% (-$30.6M) YoY-
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	5.3K	QoQ -91.10% (-53.9K) YoY-	All Managers (Combined)	$1.3M	2.2% ($1.3M/$57.5M)	QoQ -89.77% (-$11.3M) YoY-
VISA INC.(Vcusip92826C839)	3.7K	QoQ -93.56% (-53.2K) YoY-	All Managers (Combined)	$1.3M	2.2% ($1.3M/$57.5M)	QoQ -92.86% (-$16.7M) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	5.9K	QoQ -85.55% (-35.2K) YoY-	All Managers (Combined)	$1.2M	2.1% ($1.2M/$57.5M)	QoQ -87.09% (-$8.2M) YoY-
LINDE PLC(LINcusipG54950103)	2.6K	QoQ -90.84% (-25.6K) YoY-	All Managers (Combined)	$1.2M	2.1% ($1.2M/$57.5M)	QoQ -89.82% (-$10.6M) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	16.4K	QoQ -90.13% (-149.5K) YoY-	All Managers (Combined)	$1.2M	2.1% ($1.2M/$57.5M)	QoQ -88.08% (-$8.8M) YoY-
Broadcom Inc.(AVGOcusip11135F101)	7.0K	QoQ -93.52% (-101.5K) YoY-	All Managers (Combined)	$1.2M	2.0% ($1.2M/$57.5M)	QoQ -95.32% (-$24.0M) YoY-