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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$53 Million 4.66% of portfolio
106,603
Q2 2025 Added 7.74%
$0
$37.3 Million 3.28% of portfolio
397,392
Q2 2025 Added 0.94%
$3.7T
$34.2 Million 3.0% of portfolio
166,569
Q2 2025 Added 20.18%
$0
$31.7 Million 2.79% of portfolio
1,050,095
Q2 2025 Added 0.39%
$0
$31 Million 2.73% of portfolio
346,895
Q2 2025 Reduced 0.47%
$146B
$28 Million 2.46% of portfolio
101,623
Q2 2025 Added 14.27%
$1.44T
$27.2 Million 2.39% of portfolio
154,563
Q2 2025 Added 89.5%
$0
$23.4 Million 2.05% of portfolio
196,200
Q2 2025 Added 1.56%
$830B
$21.9 Million 1.92% of portfolio
99,944
Q2 2025 Added 50.33%
$442B
$18.3 Million 1.61% of portfolio
115,810
Q2 2025 Added 13.73%
$896B
$18 Million 1.58% of portfolio
62,161
Q2 2025 Added 4.77%
$0
$17.4 Million 1.53% of portfolio
158,434
Q2 2025 Added 0.69%
$0
$17.3 Million 1.52% of portfolio
188,566
Q2 2025 Added 2.21%
$0
$17.1 Million 1.5% of portfolio
958,671
Q2 2025 Added 0.73%
$2.34T
$16.4 Million 1.44% of portfolio
74,822
Q2 2025 Added 7.26%
$0
$14.7 Million 1.29% of portfolio
132,755
Q2 2025 Added 1.7%
$0
$14 Million 1.23% of portfolio
22,725
Q2 2025 Reduced 12.87%
$260B
$14 Million 1.23% of portfolio
76,601
Q2 2025 Added 4.01%
$719B
$13.7 Million 1.21% of portfolio
17,618
Q2 2025 Added 23.19%
$268B
$12.4 Million 1.09% of portfolio
17,521
Q2 2025 Reduced 31.05%
$0
$12.4 Million 1.09% of portfolio
20,001
Q2 2025 Added 19.72%
$130B
$12 Million 1.06% of portfolio
80,388
Q2 2025 Added 506.84%
$0
$11.8 Million 1.04% of portfolio
21,414
Q2 2025 Reduced 1.25%
$251B
$11.9 Million 1.04% of portfolio
169,881
Q2 2025 Added 6.88%
$50.2B
$11.7 Million 1.03% of portfolio
67,057
Q2 2025 Added 94.53%
$230B
$11.5 Million 1.01% of portfolio
39,054
Q2 2025 Reduced 23.53%
$232B
$11.5 Million 1.01% of portfolio
78,461
Q2 2025 Added 1.49%
$562B
$11.4 Million 1.0% of portfolio
32,001
Q2 2025 Reduced 16.68%
$34.6B
$11.3 Million 1.0% of portfolio
152,809
Q2 2025 Reduced 20.84%
$0
$11.1 Million 0.97% of portfolio
101,165
Q2 2025 Added 1.12%
$0
$11 Million 0.97% of portfolio
172,578
Q2 2025 Added 1.69%
$62B
$10.5 Million 0.92% of portfolio
357,608
Q2 2025 Added 3.85%
$81.3B
$10.3 Million 0.9% of portfolio
77,179
Q2 2025 Added 1.56%
$10.2B
$10.2 Million 0.9% of portfolio
43,992
Q2 2025 Added 55.02%
$106B
$9.89 Million 0.87% of portfolio
94,090
Q2 2025 Added 14.54%
$140B
$9.74 Million 0.86% of portfolio
140,235
Q2 2025 Added 5.01%
$164B
$9.83 Million 0.86% of portfolio
79,607
Q2 2025 Added 4.92%
$125B
$9.56 Million 0.84% of portfolio
109,702
Q2 2025 Added 8.4%
$147B
$9.61 Million 0.84% of portfolio
24,284
Q2 2025 Added 4.02%
$12.6B
$9.42 Million 0.83% of portfolio
47,637
Q2 2025 Added 68.91%
$433B
$9.28 Million 0.82% of portfolio
25,312
Q2 2025 Added 2.22%
$389B
$8.85 Million 0.78% of portfolio
47,670
Q2 2025 Added 14.73%
$81.9B
$8.88 Million 0.78% of portfolio
47,645
Q2 2025 Reduced 26.81%
$47B
$8.78 Million 0.77% of portfolio
228,989
Q2 2025 Reduced 0.95%
$143B
$8.8 Million 0.77% of portfolio
24,660
Q2 2025 Added 1,965.33%
$133B
$8.59 Million 0.76% of portfolio
37,349
Q2 2025 Reduced 4.92%
$191B
$8.69 Million 0.76% of portfolio
102,109
Q2 2025 Added 5.85%
$42.1B
$8.27 Million 0.73% of portfolio
83,845
Q2 2025 Added 64.09%
$54.8B
$8.08 Million 0.71% of portfolio
14,253
Q2 2025 Added 3.2%

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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