Strategic Wealth Partners, Ltd. Reduced Holdings in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-744K
- 80.39%
$57.47 - $62.76 $42.8M - $46.7M
182K $11.4M
SPYG
Spdr Portfolio

ETFs
-402K
- 93.46%
$73.38 - $84.1 $29.5M - $33.8M
28.1K $2.33M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-135K
- 95.86%
$57.0 - $57.0 $7.7M - $7.7M
5.84K $332K
EWJ
Ishares Msci Japan ETF

ETFs
-107K
- 92.91%
$63.12 - $72.99 $6.75M - $7.8M
8.15K $583K
NKE
Nike, Inc.

Consumer Cyclical
-69.5K
- 93.45%
$71.09 - $89.44 $4.94M - $6.21M
4.87K $429K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-56.2K
- 30.11%
$91.42 - $91.82 $5.14M - $5.16M
131K $12M
UPS
United Parcel Service Inc

Industrials
-36.4K
- 89.83%
$123.32 - $147.38 $4.48M - $5.36M
4.12K $561K
CSCO
Cisco Systems, Inc.

Technology
-85K
- 79.71%
$44.74 - $53.22 $3.8M - $4.53M
21.6K $1.15M
SCHW
Schwab Charles Corp

Financial Services
-49.9K
- 68.01%
$61.74 - $76.08 $3.08M - $3.8M
23.5K $1.52M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-128K
- 76.85%
$22.3 - $26.02 $2.86M - $3.34M
38.7K $1.01M
LYFT
Lyft, Inc.

Technology
-83.3K
- 73.42%
$9.08 - $13.97 $756K - $1.16M
30.2K $384K
FANG
Diamondback Energy, Inc.

Energy
-3.03K
- 12.48%
$168.46 - $210.94 $511K - $639K
21.3K $3.67M
ELV
Elevance Health, Inc.

Healthcare
-1.92K
- 28.19%
$500.12 - $562.29 $962K - $1.08M
4.9K $2.55M
GOOG
Alphabet Inc.

Communication Services
-1.98K
- 6.45%
$149.54 - $192.66 $296K - $381K
28.7K $4.8M
INTC
Intel Corp

Technology
-22.1K
- 66.97%
$18.9 - $34.87 $418K - $771K
10.9K $255K
VALE
Vale S.A.

Basic Materials
-69.5K
- 70.68%
$9.9 - $11.8 $688K - $820K
28.8K $336K
PFE
Pfizer Inc

Healthcare
-23.7K
- 62.71%
$27.7 - $31.39 $657K - $745K
14.1K $408K
WY
Weyerhaeuser CO

Real Estate
-21.4K
- 75.37%
$27.05 - $33.84 $579K - $725K
7K $236K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.85K
- 6.11%
$98.97 - $99.59 $579K - $583K
89.9K $8.96M
UNP
Union Pacific Corp

Industrials
-2.59K
- 28.73%
$221.78 - $256.09 $574K - $663K
6.42K $1.58M
INTU
Intuit Inc

Technology
-84
- 0.78%
$602.97 - $670.49 $50.6K - $56.3K
10.7K $6.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.76K
- 46.16%
$96.25 - $101.98 $458K - $485K
5.55K $562K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.59K
- 9.72%
$520.18 - $576.82 $825K - $915K
14.7K $8.5M
HON
Honeywell International Inc

Industrials
-1.01K
- 3.27%
$196.73 - $220.21 $198K - $222K
29.8K $6.15M
SHEL
Shell PLC

Energy
-2.39K
- 9.09%
$65.65 - $73.28 $157K - $175K
23.9K $1.58M
DIS
Walt Disney CO

Communication Services
-2.04K
- 31.27%
$85.6 - $98.61 $175K - $201K
4.49K $431K
DOW
Dow Inc.

Basic Materials
-4.08K
- 26.08%
$50.15 - $55.41 $205K - $226K
11.6K $632K
RIO
Rio Tinto PLC

Basic Materials
-3.51K
- 29.14%
$59.71 - $71.21 $210K - $250K
8.53K $607K
F
Ford Motor CO

Consumer Cyclical
-12.4K
- 47.27%
$9.71 - $14.55 $120K - $180K
13.8K $145K
BX
Blackstone Inc.

Financial Services
-4.16K
- 25.51%
$120.77 - $159.66 $503K - $665K
12.2K $1.86M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.1K
- 22.63%
$47.01 - $48.2 $146K - $149K
10.6K $510K
T
At&T Inc.

Communication Services
-13.2K
- 24.2%
$18.21 - $22.28 $240K - $293K
41.3K $907K
FSK
Fs Kkr Capital Corp

Financial Services
-6.65K
- 5.15%
$18.74 - $20.43 $125K - $136K
122K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
-602
- 21.13%
$255.18 - $283.2 $154K - $170K
2.25K $636K
DEA
Easterly Government Properties, Inc.

Real Estate
-10.8K
- 48.21%
$12.21 - $14.1 $132K - $152K
11.6K $157K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.16K
- 12.93%
$100.3 - $100.74 $117K - $117K
7.84K $789K
BRO
Brown & Brown, Inc.

Financial Services
-2.97K
- 20.78%
$89.11 - $105.82 $265K - $315K
11.3K $1.17M
AMAT
Applied Materials Inc

Technology
-36
- 1.25%
$174.88 - $254.97 $6.3K - $9.18K
2.84K $573K
MRK
Merck & Co., Inc.

Healthcare
-234
- 3.2%
$111.15 - $128.97 $26K - $30.2K
7.09K $804K
CVX
Chevron Corp

Energy
-108
- 1.24%
$137.88 - $161.97 $14.9K - $17.5K
8.6K $1.27M
SUB
Ishares Short Term National Mu

ETFs
-1.04K
- 9.53%
$104.3 - $106.3 $108K - $111K
9.88K $1.05M
PANW
Palo Alto Networks Inc

Technology
-338
- 4.3%
$294.18 - $368.01 $99.4K - $124K
7.52K $2.57M
IRM
Iron Mountain Inc

Real Estate
-1.96K
- 37.91%
$89.69 - $119.32 $176K - $234K
3.21K $381K
COIN
Coinbase Global, Inc.

Technology
-9
- 0.52%
$147.09 - $265.15 $1.32K - $2.39K
1.71K $304K
ORCL
Oracle Corp

Technology
-10.9K
- 17.81%
$125.9 - $170.35 $1.38M - $1.86M
50.4K $8.59M
QCOM
Qualcomm Inc

Technology
-19
- 0.83%
$156.12 - $209.64 $2.97K - $3.98K
2.27K $386K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.36K
- 20.25%
$60.84 - $67.51 $82.6K - $91.7K
5.35K $361K
CVS
Cvs Health Corp

Healthcare
-1.5K
- 18.26%
$55.81 - $63.18 $83.5K - $94.6K
6.7K $421K
BA
Boeing CO

Industrials
-85
- 5.08%
$152.04 - $190.6 $12.9K - $16.2K
1.59K $241K
Activity Summary
Buys All Purchases 158 New Holdings 13 Increased Positions 145 Sells All Sells 131 Reductions 118 Sold out 13 Options Calls 1 Puts 0
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email