Strategic Wealth Investment Group, LLC [Rocket]

Holdings

Strategic Wealth Investment Group, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Duke Energy CORP	DUK	COM	2,480	-2,985	222,576,000	-336,243,000	0.04	0.00	Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	6,524	-4,548	409,777,000	-288,105,000	0.07		Hist	06/30/2023
SPDR SERIES TRUST	XBI	Common	18,945	-1,806	1,576,191,000	-203,793,000	0.25		Hist	06/30/2023
SPDR SERIES TRUST	BNDS	Common	14,497	-5,544	367,791,000	-154,678,000	0.06		Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	4,457	-4,106	241,079,000	-145,027,000	0.04	0.00	Hist	06/30/2023
SIMON PROPERTY GROUP INC /DE/	SPG	Common	1,743	-769	201,282,000	-105,792,000	0.03	0.00	Hist	06/30/2023
BP PLC	BP	CALL	6,056	-2,237	213,724,000	-79,340,000	0.03		Hist	06/30/2023
SPDR INDEX SHARES FUNDS	FEZ	Common	4,537	-1,328	208,611,000	-42,939,000	0.03		Hist	06/30/2023
Hewlett Packard Enterprise Co	HPE	COM	21,082	-3,221	354,178,000	-36,614,000	0.06	0.00	Hist	06/30/2023
UNION PACIFIC CORP	UNP	Common	1,116	-126	228,419,000	-31,659,000	0.04	0.00	Hist	06/30/2023
iSHARES TRUST	SUSA	Common	2,620	-609	245,337,000	-28,127,000	0.04		Hist	06/30/2023
AgeX Therapeutics, Inc.	AGE	Common	82,083	-4,357	73,317,000	12,801,000	0.01	0.22	Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	2,251	-173	767,591,000	20,272,000	0.12		Hist	06/30/2023
HP INC	HPQ	COM	21,320	-158	654,737,000	63,448,000	0.10	0.00	Hist	06/30/2023
Broadcom Ltd	AVGO	COM	409	-91	354,779,000	67,634,000	0.06		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	2,949	-749	1,383,241,000	81,513,000	0.22	0.00	Hist	06/30/2023
NETFLIX INC	NFLX	Common	4,846	-156	2,134,615,000	502,312,000	0.34	0.00	Hist	06/30/2023
Kraft Heinz Co	KHC	COM	194,439	-1,158,752	6,902,577,000	1,535,807,000	1.10		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	38,881	-59	11,158,069,000	5,978,270,000	1.77		Hist	06/30/2023