Strategic Wealth Investment Group, LLC

The portfolio consists of 61 holdings, reflecting a diversified approach. The turnover rate was exceptionally high this quarter; the firm executed 50 trades involving position changes, with 24 new positions initiated and 24 existing positions sold completely. Notably, there were 0 reductions in existing stakes—every position held in the previous quarter was either increased or sold entirely. This "all-in or all-out" adjustment pattern suggests a strategic pivot rather than simple portfolio rebalancing.

Key Holdings