Strategic Wealth Partners, Ltd. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 321 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53M, Ishares Tr with a value of $37.3M, Apple Inc. with a value of $34.2M, Spdr Portfolio Short Term Corp with a value of $31.7M, and Ishares Tr Msci Eafe ETF with a value of $31M.
Examining the 13F form we can see an increase of $107M in the current position value, from $1.03B to 1.14B.
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.
Portfolio value
$1.14 Billion
ETFs: $390 Million
Technology: $222 Million
Financial Services: $121 Million
Healthcare: $79.7 Million
Industrials: $76 Million
Consumer Cyclical: $60.7 Million
Communication Services: $51 Million
Energy: $41.6 Million
Other: $95.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
