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Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC is a Louisville, Kentucky-based SEC-registered investment adviser established in 2019, though its founder Matthew J. Dicken began operating in 2002. The firm specializes in fee-based financial planning, retirement planning, and ongoing investment advisory services for individuals, high-net-worth individuals, and businesses. It has over 18 offices in several states and a staff of approximately 76 employees (financial planners and advisors), serving over 22,000 clients across the United States.
Investment Strategy
Strategic Wealth Investment Group provides tailored discretionary portfolio management focused on long-term client goals, risk tolerance, and time horizons. Its investment approach includes advice on mutual funds, ETFs, real estate investment trusts (REITs), equities, fixed income, annuities, and government securities. The firm emphasizes customized financial plans, fiduciary standards, and close relationships to navigate evolving financial situations. Advisory fees are charged as a percentage of AUM, and all advisors are licensed insurance agents. The strategy aims for growth and stability via diversified, research-based investments and comprehensive financial planning, including retirement, tax, insurance, and debt management.
Latest 13F Filing Activity
Strategic Wealth Investment Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $69M. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Microsoft Corp. among other positions. Strategic Wealth Investment Group, LLC reduced exposure to Thermo Fisher Scientific Inc., Johnson & Johnson, Marsh & Mclennan Cos Inc. among others.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 17.43% | $12.0M | 131,210 | $91.75 | $91.73 | +$583.0K |
M MSFT | MICROSOFT CORP | 3.88% | $2.7M | 5,384 | $446.13 | $497.41 | +$687.0K |
A AMZN | AMAZON COM INC | 3.72% | $2.6M | 11,715 | $199.07 | $219.39 | +$528.9K |
S SPTL | SPDR SERIES TRUST | 3.57% | $2.5M | 92,773 | $27.45 | $26.58 | +$278.9K |
M META | META PLATFORMS INC | 3.33% | $2.3M | 3,116 | $539.72 | $738.09 | +$664.8K |
Industry Allocation
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