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Portfolio (Quarterly) Guide ↗

Strategic Wealth Investment Group, LLC

· CIK 0001802365
13F Portfolio $825M AUM 104 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 104 New
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 142,330.0 $12.5M 1.51% NEW $87.77 -2.1%
22 V VISA INC Financial Services 36,394.0 $12.5M 1.51% NEW $343.09 +6.5%
23 JNJ JOHNSON & JOHNSON Healthcare 48,023.0 $12.2M 1.48% NEW $253.97 +7.7%
24 VYMI VANGUARD WHITEHALL FDS 123,648.0 $12.1M 1.47% NEW $98.20 +6.3%
25 BIL SPDR SERIES TRUST 131,216.0 $12.0M 1.46% NEW $91.64 -0.1%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,485.0 $11.7M 1.42% NEW $935.50 +2.3%
27 XLU SELECT SECTOR SPDR TR 256,746.0 $11.6M 1.41% NEW $45.34 -2.9%
28 LIN LINDE PLC Basic Materials 21,418.0 $11.1M 1.35% NEW $518.93 -7.3%
29 VNQ VANGUARD INDEX FDS 115,029.0 $11.1M 1.34% NEW $96.43 +2.3%
30 BX BLACKSTONE INC Financial Services 89,405.0 $10.5M 1.28% NEW $117.67 +23.3%
31 PG PROCTER & GAMBLE CO Consumer Defensive 71,103.0 $10.4M 1.26% NEW $146.64 -1.5%
32 BA BOEING CO Industrials 46,178.0 $10.0M 1.21% NEW $216.47 +2.6%
33 EMR EMERSON ELEC CO Industrials 69,810.0 $10.0M 1.21% NEW $143.15 +10.1%
34 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 108,262.0 $10.0M 1.21% NEW $92.09 -1.0%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 35,187.0 $9.9M 1.20% NEW $281.21 -15.7%
36 CRM SALESFORCE INC Technology 61,392.0 $9.6M 1.17% NEW $156.66 +31.6%
37 ABBV ABBVIE INC Healthcare 37,016.0 $9.3M 1.13% NEW $251.64 +5.7%
38 PEP PEPSICO INC Consumer Defensive 68,073.0 $9.2M 1.12% NEW $135.40 +5.3%
39 NFLX NETFLIX INC. Communication Services 127,625.0 $9.1M 1.10% NEW $71.40 +12.4%
40 BSX BOSTON SCIENTIFIC CORP Healthcare 209,615.0 $8.9M 1.08% NEW $42.68 +21.9%
Page 2 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 23.5%
Healthcare 12.8%
Industrials 8.9%
Communication Services 8.7%
Consumer Cyclical 7.9%
Consumer Defensive 6.2%
Utilities 3.6%
Basic Materials 2.1%
Energy 0.9%