Holdings of Strategic Wealth Advisors LLC
239 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.6 % of the equity sleeve
Sector breakdown
- Funds 13.5 %
- Technology 1.9 %
- Health care 1.2 %
- Financials 0.9 %
- Industrials 0.7 %
- Consumer staples 0.6 %
- Consumer discretionary 0.4 %
- Communication 0.3 %
- Energy 0.2 %
- Real estate 0.1 %
- Utilities 0.1 %
- Unattributed 80.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- GB 0.0 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 235 | 120K $ | 99.98 % |
| 2 | GB | 3 | 19 $ | 0.02 % |
| 3 | NL | 1 | 2 $ | 0.00 % |