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:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:7.6K

Value:$1.2M

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

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.8K

Value:$961.0K

% of Portfolio:1.7% ($961.0K/$57.5M)

PEPSICO INC

PEP|713448108

Shares:6.4K

Value:$953.3K

% of Portfolio:1.7% ($953.3K/$57.5M)

BOEING CO

BA|097023105

Shares:5.5K

Value:$938.5K

% of Portfolio:1.6% ($938.5K/$57.5M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:616

Value:$882.5K

% of Portfolio:1.5% ($882.5K/$57.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:930

Value:$879.4K

% of Portfolio:1.5% ($879.4K/$57.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.2K

Value:$863.0K

% of Portfolio:1.5% ($863.0K/$57.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.0K

Value:$862.4K

% of Portfolio:1.5% ($862.4K/$57.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.5K

Value:$831.5K

% of Portfolio:1.4% ($831.5K/$57.5M)

Salesforce, Inc.

CRM|79466L302

Shares:3.0K

Value:$812.7K

% of Portfolio:1.4% ($812.7K/$57.5M)

HUBBELL INC

HUBB|443510607

Shares:2.2K

Value:$741.9K

% of Portfolio:1.3% ($741.9K/$57.5M)

922908553

VNQ|922908553

Shares:7.2K

Value:$649.7K

% of Portfolio:1.1% ($649.7K/$57.5M)

ELI LILLY & Co

LLY|532457108

Shares:612

Value:$505.5K

% of Portfolio:0.9% ($505.5K/$57.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$498.1K

% of Portfolio:0.9% ($498.1K/$57.5M)

92189F437

Shares:16.0K

Value:$463.1K

% of Portfolio:0.8% ($463.1K/$57.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.2K

Value:$459.7K

% of Portfolio:0.8% ($459.7K/$57.5M)

921946794

VYMI|921946794

Shares:6.2K

Value:$456.7K

% of Portfolio:0.8% ($456.7K/$57.5M)

464287341

Shares:10.6K

Value:$446.7K

% of Portfolio:0.8% ($446.7K/$57.5M)

464288687

Shares:14.4K

Value:$442.3K

% of Portfolio:0.8% ($442.3K/$57.5M)

Duke Energy CORP

DUK|26441C204

Shares:3.3K

Value:$407.8K

% of Portfolio:0.7% ($407.8K/$57.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	7.6K	QoQ -92.58% (-94.6K) YoY-	All Managers (Combined)	$1.2M	2.0% ($1.2M/$57.5M)	QoQ -93.94% (-$18.2M) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.8K	QoQ -90.45% (-54.9K) YoY-	All Managers (Combined)	$961.0K	1.7% ($961.0K/$57.5M)	QoQ -89.05% (-$7.8M) YoY-
PEPSICO INC(PEPcusip713448108)	6.4K	QoQ -88.13% (-47.2K) YoY-	All Managers (Combined)	$953.3K	1.7% ($953.3K/$57.5M)	QoQ -88.29% (-$7.2M) YoY-
BOEING CO(BAcusip097023105)	5.5K	QoQ -93.57% (-80.1K) YoY-	All Managers (Combined)	$938.5K	1.6% ($938.5K/$57.5M)	QoQ -93.80% (-$14.2M) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	616	QoQ NEW(+616) YoY-	All Managers (Combined)	$882.5K	1.5% ($882.5K/$57.5M)	QoQ NEW(+$882.5K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	930	QoQ -92.75% (-11.9K) YoY-	All Managers (Combined)	$879.4K	1.5% ($879.4K/$57.5M)	QoQ -92.52% (-$10.9M) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	3.2K	QoQ -92.32% (-38.6K) YoY-	All Managers (Combined)	$863.0K	1.5% ($863.0K/$57.5M)	QoQ -93.04% (-$11.5M) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	3.0K	QoQ -96.80% (-90.6K) YoY-	All Managers (Combined)	$862.4K	1.5% ($862.4K/$57.5M)	QoQ -96.19% (-$21.8M) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.5K	QoQ -92.79% (-19.6K) YoY-	All Managers (Combined)	$831.5K	1.4% ($831.5K/$57.5M)	QoQ -93.13% (-$11.3M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	3.0K	QoQ -93.77% (-45.6K) YoY-	All Managers (Combined)	$812.7K	1.4% ($812.7K/$57.5M)	QoQ -95.00% (-$15.4M) YoY-
HUBBELL INC(HUBBcusip443510607)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$741.9K	1.3% ($741.9K/$57.5M)	QoQ NEW(+$741.9K) YoY-
(VNQcusip922908553)	7.2K	QoQ -92.94% (-94.5K) YoY-	All Managers (Combined)	$649.7K	1.1% ($649.7K/$57.5M)	QoQ -92.82% (-$8.4M) YoY-
ELI LILLY & Co(LLYcusip532457108)	612	QoQ -51.15% (-641) YoY-	All Managers (Combined)	$505.5K	0.9% ($505.5K/$57.5M)	QoQ -47.75% (-$462.0K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ -94.96% (-20.0K) YoY-	All Managers (Combined)	$498.1K	0.9% ($498.1K/$57.5M)	QoQ -95.37% (-$10.3M) YoY-
(cusip92189F437)✕	16.0K	QoQ -95.40% (-333.2K) YoY-	All Managers (Combined)	$463.1K	0.8% ($463.1K/$57.5M)	QoQ -95.37% (-$9.6M) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	2.2K	QoQ -95.77% (-49.7K) YoY-	All Managers (Combined)	$459.7K	0.8% ($459.7K/$57.5M)	QoQ -95.01% (-$8.8M) YoY-
(VYMIcusip921946794)	6.2K	QoQ -95.62% (-135.4K) YoY-	All Managers (Combined)	$456.7K	0.8% ($456.7K/$57.5M)	QoQ -95.24% (-$9.2M) YoY-
(cusip464287341)✕	10.6K	QoQ -94.42% (-180.0K) YoY-	All Managers (Combined)	$446.7K	0.8% ($446.7K/$57.5M)	QoQ -93.86% (-$6.8M) YoY-
(cusip464288687)✕	14.4K	QoQ -95.88% (-335.8K) YoY-	All Managers (Combined)	$442.3K	0.8% ($442.3K/$57.5M)	QoQ -95.98% (-$10.6M) YoY-
Duke Energy CORP(DUKcusip26441C204)	3.3K	QoQ -96.13% (-83.1K) YoY-	All Managers (Combined)	$407.8K	0.7% ($407.8K/$57.5M)	QoQ -95.62% (-$8.9M) YoY-