Strategic Wealth Partners, Ltd. Portfolio Holdings
Strategic Wealth Partners, Ltd.
- $892 Million
- Q1 2024
Strategic Wealth Partners, Ltd. has filed its 13F form on May 20, 2024 for Q1 2024 where it was disclosed a total value porftolio of $892 Million distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $54M, Spdr Portfolio with a value of $31.8M, Ishares Tr with a value of $31.4M, Microsoft Corp with a value of $28.7M, and Spdr Portfolio Short Term Corp with a value of $27.1M.
Examining the 13F form we can see an increase of $84.5M in the current position value, from $808M to 892M. Also it can be appreciated an additional of 37 stocks purchases and 34 closed positions.
Strategic Wealth Partners, Ltd. is based out at Independence, OH
Below you can find more details about Strategic Wealth Partners, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 278
- Current Value $892 Million
- Prior Value $808 Million
- Filing
- Period Q1 2024
- Filing Date May 20, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 37 stocks
- Additional Purchases 151 stocks
- Sold out of 34 stocks
- Reduced holdings in 76 stocks