Strategic Wealth Partners, Ltd. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $947 Million distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $37.6M, Spdr Portfolio Short Term Corp with a value of $32.1M, Microsoft Corp with a value of $31.9M, Ishares Tr Msci Eafe ETF with a value of $28.9M, and Apple Inc. with a value of $26.5M.
Examining the 13F form we can see an increase of $3.68M in the current position value, from $943M to 947M.
Also it can be appreciated an additional of 13 stocks purchases and 13 closed positions.
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
$947 Million
ETFs: $373 Million
Technology: $150 Million
Financial Services: $89.6 Million
Healthcare: $80.3 Million
Industrials: $59 Million
Consumer Defensive: $47.8 Million
Consumer Cyclical: $41.9 Million
Energy: $34.1 Million
Other: $70.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
