Long-term investor
Strategic Wealth Investment Group, LLC @strategicwealthinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802365).
Record
- Tracked since 2025-06-30 (449 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.4% · 1 year n/a · all -1.6%
- Max drawdown n/a · win rate 53% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A672 · 7.8% · long · since 2025-06-30
- 92206C870 · 6.3% · long · since 2025-06-30
- 30151E558 · 4.7% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 78462F103 · 3.1% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- 78464A664 · 2.7% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- GLD · 2.4% · long · since 2025-06-30