News + Filings 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 |
|
Vivos Therapeutics, Inc.
| VVOS | COM | 3,219,705 | 3,219,705 | 1,642,050,000 | 1,642,050,000 | 0.26 | 10.76 |
Hist
| 06/30/2023 |
|
Merck & Co., Inc.
| MRK | COM | 5,942 | 5,942 | 685,648,000 | 685,648,000 | 0.11 | |
Hist
| 06/30/2023 |
|
Medtronic plc
| MDT | COM | 6,378 | 6,378 | 561,902,000 | 561,902,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
|
SOUTHERN CO
| SO | Common | 7,970 | 7,970 | 559,875,000 | 559,875,000 | 0.09 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| WFC | Common | 6,999 | 6,999 | 298,701,000 | 298,701,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IJH | Common | 1,029 | 1,029 | 268,983,000 | 268,983,000 | 0.04 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTV | Common | 1,705 | 1,705 | 242,239,000 | 242,239,000 | 0.04 | |
Hist
| 06/30/2023 |
|
Elevance Health, Inc.
| ANTM | COM | 541 | 541 | 240,232,000 | 240,232,000 | 0.04 | |
Hist
| 06/30/2023 |
|
Vanguard Growth ETF
| VUG | ETF | 746 | 746 | 210,966,000 | 210,966,000 | 0.03 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 515 | 515 | 209,749,000 | 209,749,000 | 0.03 | |
Hist
| 06/30/2023 |
|
Navvis & Company, LLC
| VV | ETF | 1,025 | 1,025 | 207,788,000 | 207,788,000 | 0.03 | |
Hist
| 06/30/2023 |
|
VANGUARD WHITEHALL FUNDS
| VYM | Common | 1,943 | 1,943 | 206,084,000 | 206,084,000 | 0.03 | |
Hist
| 06/30/2023 |
|
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 2,773 | 2,773 | 201,060,000 | 201,060,000 | 0.03 | |
Hist
| 06/30/2023 |
|
|
|
|