Strategic Wealth Partners Group LLC Portfolio Holdings

Strategic Wealth Partners Group LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $851 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $169M, Ishares S&P 500 Value ETF with a value of $86.5M, Ishares Russell 1000 Val ETF with a value of $78.4M, Vanguard Total Stock Market Et with a value of $62.4M, and Spdr S&P 500 ETF Trust with a value of $59.3M.

Examining the 13F form we can see an increase of $113M in the current position value, from $738M to 851M.

Strategic Wealth Partners Group LLC is based out at Deerfield, IL

Below you can find more details about Strategic Wealth Partners Group LLC portfolio as well as his latest detailed transactions.