Strategic Wealth Partners Group LLC Portfolio Holdings

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

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.

Portfolio value $851 Million
ETFs: $849 Million
Financial Services: $1.58 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $851 Million
  • Prior Value $738 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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