Strategic Wealth Partners, Ltd. Portfolio Holdings

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.75 Million 0.24% of portfolio
198,042
Q2 2025 Reduced 4.03%
$0
$2.42 Million 0.21% of portfolio
197,357
Q2 2025 Added 69.03%
$0
$2.25 Million 0.2% of portfolio
108,336
Q2 2025 Reduced 12.22%
$0
$2.23 Million 0.2% of portfolio
210,861
Q2 2025 Added 30.96%
$0
$1.34 Million 0.12% of portfolio
87,336
Q4 2024 Added 0.81%
$0
$1.16 Million 0.1% of portfolio
52,858
Q2 2025 Reduced 0.55%
$0
$1.02 Million 0.09% of portfolio
37,677
Q2 2025 Reduced 4.56%
$0
$257,000 0.02% of portfolio
20,367
Q2 2025 New
$0
$175,000 0.02% of portfolio
22,575
Q4 2024 Reduced 26.17%
$0
$78,000 0.01% of portfolio
6,408
Q2 2025 New
$0
$77,000 0.01% of portfolio
6,897
Q2 2025 Reduced 59.39%
$0
$63,000 0.01% of portfolio
7,908
Q2 2025 New
$0
$9,000 0.0% of portfolio
1,199
Q2 2025 New
$0
$46,000 0.0% of portfolio
2,050
Q2 2025 New
$0
$7,000 0.0% of portfolio
700
Q2 2025 New
$11.7M
$0 0.0% of portfolio
183
Q2 2025 New
$0
$3,000 0.0% of portfolio
813
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$15,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$1,000 0.0% of portfolio
100
Q2 2025 New
$0
$17,000 0.0% of portfolio
1,370
Q2 2025 New
$0
$56,000 0.0% of portfolio
4,560
Q2 2025 New
$0
$0 0.0% of portfolio
15
Q2 2025 New
$0
$0 0.0% of portfolio
1,028
Q2 2025 New
$31.6M
$0 0.0% of portfolio
311
Q2 2025 New
$0
$0 0.0% of portfolio
21
Q2 2025 New
$0
$42,000 0.0% of portfolio
2,706
Q2 2025 New
$0
$13,000 0.0% of portfolio
825
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$35.8M
$0 0.0% of portfolio
97
Q2 2025 New
$0
$21,000 0.0% of portfolio
700
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $1.14 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 840 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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