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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Strategic Wealth Advisors Group, LLC INSTITUTION : Strategic Wealth Advisors Group, LLC
Strategic Wealth Advisors Group, LLC Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 41,472,000 168,799 3.74%
AMAZON COM INC    (COM) AMZN 36,953,000 19,308 3.33%
ISHARES TR    (MSCI MIN VOL ETF) USMV 33,479,000 643,555 3.02%
ADVANCED MICRO DEVICES INC    (COM) AMD 28,588,000 654,628 2.58%
MICROSOFT CORP    (COM) MSFT 26,463,000 172,713 2.39%
ISHARES TR    (CORE S&P500 ETF) IVV 24,469,000 96,989 2.21%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 23,194,000 92,893 2.09%
TESLA INC    (COM) TSLA 22,040,000 45,708 1.99%
INVESCO QQQ TR    (UNIT SER 1) 21,898,000 118,352 1.97%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 21,289,000 426,271 1.92%
SPDR SER TR    (PORTFOLIO SH TSR) SST 20,621,000 672,132 1.86%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 18,205,000 855,549 1.64%
FRANKLIN TEMPLETON ETF TR    (LIBERTYQ US EQT) 16,875,000 631,687 1.52%
ISHARES TR    (RUS 1000 GRW ETF) IWF 13,776,000 94,498 1.24%
GOLDMAN SACHS ETF TR    (ACTIVEBETA EME) 12,849,000 505,977 1.16%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 12,021,000 95,873 1.08%
HARTFORD FDS EXCHANGE TRADED    (TOTAL RTRN ETF) 11,439,000 288,643 1.03%
VANGUARD INDEX FDS    (VALUE ETF) VTV 11,420,000 133,875 1.03%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 10,831,000 107,533 0.97%
INVESCO EXCHANGE-TRADED FD T    (TREAS COLATERL) 10,532,000 99,443 0.95%
ISHARES TR    (RUS 1000 VAL ETF) IWD 10,075,000 105,668 0.91%
ARK ETF TR    (INNOVATION ETF) ARKK 9,743,000 240,145 0.88%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 9,558,000 95,468 0.86%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 9,201,000 52,292 0.83%
ISHARES TR    (20 YR TR BD ETF) TLT 8,646,000 51,884 0.78%
ISHARES TR    (S&P 500 GRWT ETF) IVW 8,410,000 52,604 0.75%
VISA INC    (COM CL A) V 8,281,000 53,781 0.74%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 8,251,000 220,249 0.74%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 8,234,000 54,762 0.74%
SPDR GOLD TRUST    (GOLD SHS) GLD 7,926,000 53,060 0.71%
JOHNSON & JOHNSON    (COM) JNJ 7,903,000 61,184 0.71%
ISHARES TR    (1 3 YR TREAS BD) SHY 7,591,000 87,632 0.68%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 7,336,000 277,658 0.66%
ISHARES TR    (US TREAS BD ETF) GOVT 7,187,000 256,298 0.64%
INVESCO EXCHANGE-TRADED FD T    (S&P MIDCP LOW) 7,127,000 189,487 0.64%
DISNEY WALT CO    (COM DISNEY) DIS 7,028,000 73,759 0.63%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 7,019,000 147,876 0.63%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 7,003,000 58,435 0.63%
J P MORGAN EXCHANGE-TRADED F    (JPMORGAN DIVER) 6,938,000 124,247 0.62%
SPDR SER TR    (SPDR BLOOMBERG) 6,908,000 75,418 0.62%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 6,803,000 33,635 0.61%
ISHARES INC    (MIN VOL GBL ETF) ACWV 6,596,000 84,629 0.59%
VERIZON COMMUNICATIONS INC    (COM) VZ 6,260,000 118,135 0.56%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 5,913,000 26,012 0.53%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 5,844,000 36,581 0.52%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 5,826,000 122,139 0.52%
MASTERCARD INC    (CL A) MA 5,772,000 24,993 0.52%
ISHARES TR    (S&P MC 400VL ETF) IJJ 5,727,000 55,474 0.51%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 5,686,000 83,381 0.51%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 5,677,000 66,355 0.51%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 5,614,000 64,912 0.50%
AT&T INC    (COM) T 5,602,000 197,561 0.50%
NETFLIX INC    (COM) NFLX 5,534,000 15,175 0.49%
ISHARES TR    (CORE S&P MCP ETF) IJH 5,497,000 39,486 0.49%
FACEBOOK INC    (CL A) FB 5,450,000 33,944 0.49%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 5,411,000 68,626 0.48%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 5,375,000 234,402 0.48%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 5,275,000 88,204 0.47%
PROCTER & GAMBLE CO    (COM) PG 5,262,000 48,082 0.47%
ISHARES TR    (CORE S&P SCP ETF) IJR 5,211,000 97,105 0.47%
COSTCO WHSL CORP NEW    (COM) COST 5,160,000 18,021 0.46%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 4,864,000 110,882 0.43%
ISHARES TR    (CORE MSCI EAFE) IEFA 4,789,000 98,330 0.43%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 4,718,000 142,438 0.42%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 4,663,000 24,779 0.42%
PFIZER INC    (COM) PFE 4,635,000 145,650 0.41%
INTEL CORP    (COM) INTC 4,606,000 88,103 0.41%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 4,540,000 95,021 0.41%
CHEVRON CORP NEW    (COM) CVX 4,532,000 65,345 0.40%
VIRGIN GALACTIC HOLDINGS INC    (COM) 4,323,000 325,055 0.39%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 4,238,000 123,791 0.38%
ISHARES TR    (EXPND TEC SC ETF) IGM 4,230,000 20,904 0.38%
ISHARES TR    (U.S. MED DVC ETF) IHI 4,087,000 18,503 0.36%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 4,037,000 29,697 0.36%
ISHARES TR    (3 7 YR TREAS BD) IEI 3,933,000 29,507 0.35%
SPDR SER TR    (S&P DIVID ETF) SDY 3,874,000 50,859 0.34%
BOEING CO    (COM) BA 3,831,000 27,996 0.34%
CISCO SYS INC    (COM) CSCO 3,784,000 98,218 0.34%
ISHARES TR    (SHORT TREAS BD) SHV 3,779,000 34,063 0.34%
COCA COLA CO    (COM) KO 3,617,000 84,832 0.32%
ISHARES TR    (CORE S&P TTL STK) ISI 3,554,000 64,431 0.32%
AMGEN INC    (COM) AMGN 3,551,000 17,921 0.32%
TWITTER INC    (COM) TWTR 3,519,000 150,848 0.31%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 3,516,000 41,308 0.31%
SNAP INC    (CL A) 3,509,000 312,525 0.31%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 3,362,000 27,609 0.30%
ISHARES TR    (SELECT DIVID ETF) DVY 3,351,000 47,576 0.30%
ISHARES TR    (CALIF MUN BD ETF) CMF 3,341,000 56,366 0.30%
EATON VANCE TX MNG BY WRT OP    (COM) ETV 3,339,000 296,332 0.30%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,252,000 29,818 0.29%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 3,251,000 149,183 0.29%
ISHARES TR    (RUSSELL 2000 ETF) IWM 3,201,000 29,373 0.28%
PIMCO ETF TR    (25YR+ ZERO U S) ZROZ 3,151,000 17,752 0.28%
INVESCO EXCHANGE-TRADED FD T    (CALIF AMT MUN) 3,148,000 120,794 0.28%
WALMART INC    (COM) WMT 3,147,000 27,591 0.28%
MCDONALDS CORP    (COM) MCD 3,118,000 19,596 0.28%
ISHARES TR    (CORE US AGGBD ET) AGG 3,052,000 26,515 0.27%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 3,030,000 36,766 0.27%
WISDOMTREE TR    (ITL HDG QTLY DIV) IHDG 3,007,000 102,419 0.27%
ZYNGA INC    (CL A) ZNGA 2,956,000 431,557 0.26%
MERCK & CO. INC    (COM) MRK 2,934,000 39,283 0.26%
ISHARES TR    (0-5YR HI YL CP) SHYG 2,932,000 73,368 0.26%
NVIDIA CORP    (COM) NVDA 2,900,000 11,803 0.26%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 2,860,000 63,687 0.25%
FIRST TR EXCHANGE-TRADED FD    (NY ARCA BIOTECH) FBT 2,696,000 20,849 0.24%
SSGA ACTIVE ETF TR    (ULT SHT TRM BD) ULST 2,669,000 68,418 0.24%
ISHARES INC    (CORE MSCI EMKT) IEMG 2,665,000 67,316 0.24%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 2,656,000 54,007 0.23%
ISHARES TR    (MBS ETF) MBB 2,580,000 23,424 0.23%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 2,545,000 52,470 0.22%
JPMORGAN CHASE & CO    (COM) JPM 2,505,000 29,281 0.22%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 HY) 2,453,000 115,655 0.22%
HOME DEPOT INC    (COM) HD 2,439,000 13,579 0.22%
ISHARES TR    (USD INV GRDE ETF) CFT 2,419,000 43,775 0.21%
ISHARES TR    (CORE HIGH DV ETF) HDV 2,366,000 34,232 0.21%
ISHARES TR    (INTRM TR CRP ETF) CIU 2,312,000 42,155 0.20%
ISHARES TR    (MSCI EMG MKT ETF) EEM 2,304,000 70,099 0.20%
ISHARES TR    (U.S. TECH ETF) IYW 2,253,000 11,394 0.20%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 2,240,000 106,496 0.20%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 2,236,000 106,888 0.20%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,214,000 18,100 0.19%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,186,000 27,704 0.19%
VANGUARD WORLD FDS    (COMM SRVC ETF) VOX 2,184,000 29,877 0.19%
COMCAST CORP NEW    (CL A) CMCSA 2,183,000 66,707 0.19%
ISHARES TR    (GLOBAL TECH ETF) IXN 2,139,000 11,903 0.19%
STARBUCKS CORP    (COM) SBUX 2,109,000 33,467 0.19%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 2,084,000 21,050 0.18%
PAYPAL HLDGS INC    (COM) PYPL 2,058,000 22,116 0.18%
FS KKR CAPITAL CORP    (COM) 1,983,000 688,671 0.17%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 1,977,000 17,246 0.17%
PEPSICO INC    (COM) PEP 1,962,000 16,529 0.17%
EXXON MOBIL CORP    (COM) XOM 1,947,000 51,650 0.17%
SALESFORCE COM INC    (COM) CRM 1,920,000 14,280 0.17%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 1,916,000 74,290 0.17%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,906,000 21,035 0.17%
GILEAD SCIENCES INC    (COM) GILD 1,893,000 26,026 0.17%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,864,000 22,768 0.16%
ISHARES TR    (USA MOMENTUM FCT) 1,822,000 17,644 0.16%
NUSHARES ETF TR    (NUVEEN ESG SMLCP) 1,820,000 89,549 0.16%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 1,806,000 13,013 0.16%
CATERPILLAR INC DEL    (COM) CAT 1,798,000 15,976 0.16%
WELLS FARGO CO NEW    (COM) WFC 1,798,000 65,790 0.16%
GENERAL MLS INC    (COM) GIS 1,791,000 33,719 0.16%
ISHARES TR    (PFD AND INCM SEC) PFF 1,789,000 58,585 0.16%
WELLTOWER INC    (COM) HCN 1,783,000 43,884 0.16%
ABBVIE INC    (COM) ABBV 1,774,000 24,050 0.16%
ISHARES TR    (S&P SML 600 GWT) IJT 1,772,000 13,527 0.16%
ISHARES TR    (EXPONENTIAL TECH) 1,769,000 51,892 0.15%
FIRST TR EXCHANGE TRADED FD    (WTR ETF) FIW 1,750,000 39,387 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,739,000 22,381 0.15%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 1,738,000 33,045 0.15%
BK OF AMERICA CORP    (COM) BAC 1,720,000 84,572 0.15%
ETF SER SOLUTIONS    (NATIONWIDE MAX) 1,715,000 71,375 0.15%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,703,000 84,443 0.15%
ISHARES TR    (RUS 2000 GRW ETF) IWO 1,690,000 11,416 0.15%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 1,669,000 51,612 0.15%
PROSHARES TR    (PSHS ULTRA QQQ) QLD 1,643,000 18,338 0.14%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,627,000 29,612 0.14%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,622,000 12,753 0.14%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 1,617,000 20,864 0.14%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,614,000 27,844 0.14%
DOMINION ENERGY INC    (COM) D 1,553,000 22,112 0.14%
ISHARES GOLD TRUST    (ISHARES) IAU 1,528,000 100,806 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 HY) 1,527,000 69,458 0.13%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,516,000 33,568 0.13%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,504,000 46,233 0.13%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 1,493,000 29,085 0.13%
FIRST TR MID CAP CORE ALPHAD    (COM SHS) FNX 1,450,000 31,991 0.13%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 1,423,000 56,843 0.12%
ISHARES TR    (NASDAQ BIOTECH) IBB 1,410,000 13,328 0.12%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,394,000 14,958 0.12%
FIRST TR NASDAQ-100 TECH IND    (SHS) QTEC 1,361,000 16,946 0.12%
ISHARES TR    (MSCI KLD400 SOC) DSI 1,358,000 14,553 0.12%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,335,000 33,234 0.12%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 1,334,000 14,216 0.12%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 1,331,000 12,633 0.12%
HONEYWELL INTL INC    (COM) HON 1,309,000 10,062 0.11%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 1,283,000 11,462 0.11%
PHILIP MORRIS INTL INC    (COM) PM 1,275,000 17,804 0.11%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 1,272,000 21,551 0.11%
TARGET CORP    (COM) TGT 1,250,000 13,179 0.11%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 1,236,000 75,302 0.11%
WISDOMTREE TR    (US TOTAL DIVIDND) DTD 1,228,000 16,385 0.11%
ABBOTT LABS    (COM) ABT 1,223,000 15,958 0.11%
ENBRIDGE INC    (COM) ENB 1,213,000 44,551 0.10%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 1,211,000 25,426 0.10%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,197,000 15,582 0.10%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 1,155,000 26,071 0.10%
ALTRIA GROUP INC    (COM) MO 1,149,000 30,180 0.10%
NIKE INC    (CL B) NKE 1,149,000 14,444 0.10%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 1,144,000 18,376 0.10%
ROKU INC    (COM CL A) 1,142,000 13,807 0.10%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 1,139,000 51,521 0.10%
PROSPECT CAPITAL CORPORATION    (COM) PSEC 1,137,000 288,522 0.10%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,130,000 12,307 0.10%
WISDOMTREE TR    (US HIGH DIVIDEND) DHS 1,127,000 20,885 0.10%
INDEXIQ ETF TR    (HEDGE MLTI ETF) QAI 1,111,000 39,535 0.10%
CROSSAMERICA PARTNERS LP    (UT LTD PTN INT) CAPL 1,100,000 136,589 0.09%
J P MORGAN EXCHANGE-TRADED F    (US AGGREGATE) 1,098,000 40,673 0.09%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 1,097,000 21,211 0.09%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 1,107,045,000 SEC FILING
* Portfolios do not reflect changes after reporting
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