Strategic Wealth Designers Portfolio Holdings
Q3 2025•130 long positions•$1.2B portfolio value
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Holding212 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $96.3M 8.1% | +$94.0M Bought | — 3.3M shares | 79.2K → 3.3M +$94.0M | +4,104.66% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $56.7M 4.77% | +$54.7M Bought | — 1.7M shares | 61.5K → 1.7M +$54.7M | +2,712.35% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $52.3M 4.41% | +$50.8M Bought | — 622.3K shares | 18.6K → 622.3K +$50.8M | +3,236.69% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $47.3M 3.98% | +$44.8M Bought | — 1.8M shares | 92.8K → 1.8M +$44.8M | +1,792.41% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $46.7M 3.93% | +$44.6M Bought | — 70.1K shares | 3.1K → 70.1K +$44.6M | +2,126.62% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $44.2M 3.72% | +$41.5M Bought | 0.001% 85.4K shares | 5.4K → 85.4K +$41.5M | +1,486.78% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $44.1M 3.71% | +$41.5M Bought | 0.002% 200.7K shares | 11.7K → 200.7K +$41.5M | +1,613.46% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $37.7M 3.17% | +$34.9M Bought | 0.001% 148.1K shares | 11.0K → 148.1K +$34.9M | +1,242.49% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $33.7M 2.83% | +$31.2M Bought | 0.002% 102.1K shares | 7.5K → 102.1K +$31.2M | +1,269.94% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $32.5M 2.74% | +$29.9M Bought | 0.001% 174.4K shares | 14.4K → 174.4K +$29.9M | +1,112.55% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $32.1M 2.71% | +$29.9M Bought | 0.002% 43.8K shares | 3.1K → 43.8K +$29.9M | +1,304.59% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $31.7M 2.67% | +$29.7M Bought | 0.004% 100.5K shares | 6.4K → 100.5K +$29.7M | +1,471.55% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $30.5M 2.57% | +$29.4M Bought | — 85.8K shares | 3.0K → 85.8K +$29.4M | +2,742.71% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $30.1M 2.53% | +$18.0M Bought | — 327.8K shares | 131.2K → 327.8K +$18.0M | +149.8% | — — | Q2 2024 Held for 1y 5m | |
Medical - Diagnostics & Research Healthcare | $24.0M 2.02% | +$22.5M Bought | 0.013% 49.6K shares | 3.3K → 49.6K +$22.5M | +1,421.61% | $183.15B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $21.1M 1.77% | +$20.3M Bought | — 230.3K shares | 7.8K → 230.3K +$20.3M | +2,864.15% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $20.2M 1.7% | +$19.7M Bought | — 680.2K shares | 17.8K → 680.2K +$19.7M | +3,726.63% | — — | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $19.8M 1.67% | +$18.6M Bought | 0.008% 24.8K shares | 1.5K → 24.8K +$18.6M | +1,507.9% | $241.07B Mega Cap | Q2 2024 Held for 1y 5m | |
Electrical Equipment & Parts Industrials | $19.4M 1.63% | +$18.4M Bought | 0.085% 45.1K shares | 2.4K → 45.1K +$18.4M | +1,756.47% | $22.9B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $19.1M 1.61% | +$17.2M Bought | 0.001% 78.7K shares | 7.8K → 78.7K +$17.2M | +904.59% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $18.9M 1.59% | +$17.7M Bought | 0.003% 55.5K shares | 3.7K → 55.5K +$17.7M | +1,397.49% | $662.60B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $18.8M 1.59% | +$18.1M Bought | 0.008% 79.5K shares | 3.4K → 79.5K +$18.1M | +2,272.52% | $225.62B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $17.8M 1.5% | +$16.2M Bought | 0.009% 181.8K shares | 16.6K → 181.8K +$16.2M | +992.74% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.4M 1.38% | +$16.1M Bought | — 568.4K shares | 10.8K → 568.4K +$16.1M | +5,143.1% | — — | Q3 2024 Held for 1y 2m | |
Household & Personal Products Consumer Defensive | $16.4M 1.38% | +$15.0M Bought | 0.005% 106.6K shares | 9.1K → 106.6K +$15.0M | +1,071.9% | $359.62B Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $16.3M 1.37% | +$15.2M Bought | 0.004% 88.0K shares | 5.9K → 88.0K +$15.2M | +1,386.76% | $446.55B Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $15.7M 1.32% | +$14.5M Bought | 0.007% 47.1K shares | 3.4K → 47.1K +$14.5M | +1,304.02% | $231.14B Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $15.5M 1.3% | +$14.4M Bought | 0.017% 143.4K shares | 9.5K → 143.4K +$14.4M | +1,414.26% | $91.5B Large Cap | Q1 2025 Held for 8 months | |
Chemicals - Specialty Basic Materials | $15.4M 1.3% | +$14.1M Bought | 0.007% 32.4K shares | 2.7K → 32.4K +$14.1M | +1,080.77% | $222.73B Mega Cap | Q2 2024 Held for 1y 5m | |
Insurance - Brokers Financial Services | $15.3M 1.29% | +$14.2M Bought | 0.015% 76.0K shares | 5.6K → 76.0K +$14.2M | +1,251.75% | $99.1B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Diagnostics & Research Healthcare | $15.2M 1.28% | +$14.0M Bought | 0.011% 76.8K shares | 6.2K → 76.8K +$14.0M | +1,141.27% | $141.96B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.7M 1.24% | +$14.2M Bought | — 174.1K shares | 6.5K → 174.1K +$14.2M | +2,570.81% | — — | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $13.9M 1.17% | +$13.4M Bought | 0.002% 18.3K shares | 663.0 → 18.3K +$13.4M | +2,653.39% | $684.00B Mega Cap | Q2 2024 Held for 1y 5m | |
Aerospace & Defense Industrials | $13.8M 1.16% | +$12.7M Bought | 0.008% 64.1K shares | 5.3K → 64.1K +$12.7M | +1,108.96% | $163.20B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $13.6M 1.15% | +$13.1M Bought | 0.003% 58.9K shares | 2.5K → 58.9K +$13.1M | +2,262.66% | $409.03B Mega Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $13.6M 1.15% | +$13.6M Bought | 0.01% 79.7K shares | 12.0 → 79.7K +$13.6M | +664,433.33% | $133.37B Large Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $13.5M 1.14% | +$12.5M Bought | 0.007% 96.2K shares | 7.0K → 96.2K +$12.5M | +1,283.95% | $192.27B Large Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $13.4M 1.13% | +$12.6M Bought | 0.003% 14.5K shares | 934.0 → 14.5K +$12.6M | +1,454.18% | $410.27B Mega Cap | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $13.0M 1.09% | +$13.0M Bought | 0.009% 132.9K shares | — | — | $144.66B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $12.3M 1.04% | +$11.9M Bought | 0.005% 43.6K shares | 1.5K → 43.6K +$11.9M | +2,789.07% | $262.84B Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $12.1M 1.02% | +$11.6M Bought | 0.013% 97.6K shares | 3.6K → 97.6K +$11.6M | +2,580.09% | $96.2B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.3M 0.947% | +$10.8M Bought | — 269.6K shares | 12.1K → 269.6K +$10.8M | +2,134.49% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.3M 0.871% | +$9.6M Bought | — 17.2K shares | 1.3K → 17.2K +$9.6M | +1,264.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.2M 0.855% | +$9.7M Bought | — 116.5K shares | 5.6K → 116.5K +$9.7M | +1,984.82% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.1M 0.769% | +$8.6M Bought | — 288.8K shares | 16.1K → 288.8K +$8.6M | +1,693.83% | — — | Q2 2024 Held for 1y 5m | |
Entertainment Communication Services | $8.7M 0.73% | +$8.6M Bought | 0.002% 7.2K shares | 90.0 → 7.2K +$8.6M | +7,942.22% | $509.45B Mega Cap | Q2 2024 Held for 1y 5m | |
Waste Management Industrials | $8.3M 0.696% | +$8.0M Bought | 0.009% 37.5K shares | 1.3K → 37.5K +$8.0M | +2,793.05% | $89.0B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.7M 0.476% | +$5.7M New | — 79.2K shares | 0 → 79.2K +$5.7M | New | — — | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $4.3M 0.359% | +$4.3M Bought | 0.001% 37.9K shares | — | — | $480.68B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $4.0M 0.335% | +$3.8M Bought | — 24.1K shares | 1.3K → 24.1K +$3.8M | +1,744.64% | — — | Q2 2024 Held for 1y 5m |
