Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STRATEGIC WEALTH ADVISORS GROUP LLC 11-10-2022 09-30-2022 555 2,327,166,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $140,694,000 1,018,046 6.05 5.93 19,466 1.95 09-30-2022
SPDR S&P 500 ETF TR TR UNIT 2 $75,496,000 211,367 3.24 3.31 7,532 3.70 09-30-2022
INVESCO QQQ TR UNIT SER 1 3 $69,385,000 259,616 2.98 3.28 -11,369 -4.20 09-30-2022
MICROSOFT CORP COM 4 $47,712,000 204,859 2.05 2.32 -4,476 -2.14 09-30-2022
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