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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81369Y886

Shares:5.0K

Value:$391.7K

% of Portfolio:0.7% ($391.7K/$57.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.6K

Value:$391.6K

% of Portfolio:0.7% ($391.6K/$57.5M)

NOVO NORDISK A S

NVO|670100205

Shares:5.5K

Value:$378.6K

% of Portfolio:0.7% ($378.6K/$57.5M)

921908844

VIG|921908844

Shares:1.7K

Value:$324.6K

% of Portfolio:0.6% ($324.6K/$57.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.2K

Value:$280.8K

% of Portfolio:0.5% ($280.8K/$57.5M)

30151E541

Shares:10.0K

Value:$265.3K

% of Portfolio:0.5% ($265.3K/$57.5M)

COCA COLA CO

KO|191216100

Shares:3.2K

Value:$229.5K

% of Portfolio:0.4% ($229.5K/$57.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y886)✕	5.0K	QoQ -92.08% (-57.8K) YoY-	All Managers (Combined)	$391.7K	0.7% ($391.7K/$57.5M)	QoQ -91.75% (-$4.4M) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.6K	QoQ -96.70% (-46.3K) YoY-	All Managers (Combined)	$391.6K	0.7% ($391.6K/$57.5M)	QoQ -96.27% (-$10.1M) YoY-
NOVO NORDISK A S(NVOcusip670100205)	5.5K	QoQ NEW(+5.5K) YoY-	All Managers (Combined)	$378.6K	0.7% ($378.6K/$57.5M)	QoQ NEW(+$378.6K) YoY-
(VIGcusip921908844)	1.7K	QoQ -56.35% (-2.2K) YoY-	All Managers (Combined)	$324.6K	0.6% ($324.6K/$57.5M)	QoQ -56.75% (-$426.0K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	1.2K	QoQ -96.32% (-31.8K) YoY-	All Managers (Combined)	$280.8K	0.5% ($280.8K/$57.5M)	QoQ -95.78% (-$6.4M) YoY-
(cusip30151E541)✕	10.0K	QoQ -95.14% (-195.3K) YoY-	All Managers (Combined)	$265.3K	0.5% ($265.3K/$57.5M)	QoQ -94.87% (-$4.9M) YoY-
COCA COLA CO(KOcusip191216100)	3.2K	QoQ -79.67% (-12.6K) YoY-	All Managers (Combined)	$229.5K	0.4% ($229.5K/$57.5M)	QoQ -76.62% (-$752.4K) YoY-