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
DISNEY WALT CO COM 51 $10,587,000 112,235 0.45 0.43 6,104 5.75 09-30-2022
ISHARES TR CORE S&P MCP ETF 52 $10,007,000 45,638 0.43 0.44 71 0.16 09-30-2022
PACER FDS TR US CASH COWS 100 53 $9,825,000 239,510 0.42 0.27 89,441 59.60 09-30-2022
SPDR SER TR PORTFOLI S&P1500 54 $9,600,000 217,648 0.41 0.36 38,342 21.38 09-30-2022
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