Strategic Wealth Investment Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Louisville, KY
CIK
0001802365
Alternate names
Strategic Wealth Designers
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 130 665,328 NOBL, AMZN, SPY, AAPL 13F-HR 1/16/2024 000180236524000001
Q3 2023 102 551,693 NOBL, SPY, AMZN, AAPL 13F-HR 11/3/2023 000180236523000006
Q2 2023 127 630,162 NOBL, SPY, CITIGROUP INC NOTE QTRLY VAR, AAPL 13F-HR 7/17/2023 000180236523000004
Q1 2023 135 539,167 NOBL, CITIGROUP INC NOTE QTRLY VAR, SPY, SPTL RESTATEMENT 4/24/2023 000180236523000003
Q4 2022 125 432,526 CITIGROUP INC NOTE QTRLY VAR, NOBL, SPY, SPTL 13F-HR 1/27/2023 000180236523000001
Q3 2022 114 347,812 CITIGROUP INC NOTE QTRLY VAR, SPTL, NOBL, SPY 13F-HR 10/21/2022 000180236522000005
Q2 2022 137 399,194 CITIGROUP INC NOTE QTRLY VAR, SPTL, NOBL, SPY 13F-HR 8/8/2022 000180236522000004
Q1 2022 106 419,283 SPTL, VGSH, NOBL, SPY 13F-HR 4/26/2022 000180236522000003
Q4 2021 92 384,544 SPTL, VGSH, NOBL, SPY 13F-HR 1/20/2022 000180236522000001
Q3 2021 89 334,716 SPTL, VGSH, NOBL, SPY 13F-HR 11/15/2021 000180236521000006
Q2 2021 89 282,189 SPTL, VGSH, NOBL, SPY 13F-HR 7/16/2021 000180236521000004
Q1 2021 78 208,480 VGSH, SPTL, NOBL, SPY 13F-HR 4/22/2021 000180236521000003
Q4 2020 81 170,694 SPTL, VGSH, NOBL, AAPL RESTATEMENT 1/26/2021 000180236521000002
Q3 2020 86 132,939 SPTL, NOBL, VGSH, AAPL 13F-HR 11/3/2020 000180236520000005
Q2 2020 81 102,080 SPTL, NOBL, VGSH, AAPL 13F-HR 7/13/2020 000180236520000004
Q1 2020 43 61,378 SH, PFF, AMZN, AAPL 13F-HR 4/20/2020 000180236520000003
Q4 2019 56 96,437 NOBL, BIV, BLV, VTI 13F-HR 2/11/2020 000180236520000001
Additional filings from Strategic Wealth Investment Group, LLC that have since been restated