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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.33B
$3,000 0.0% of portfolio
333
Q2 2025 New
$8.62B
$6,000 0.0% of portfolio
649
Q2 2025 New
$9.04B
$16,000 0.0% of portfolio
100
Q2 2025 New
$6.32B
$6,000 0.0% of portfolio
61
Q2 2025 New
$3.65B
$13,000 0.0% of portfolio
1,055
Q2 2025 New
$7.16B
$4,000 0.0% of portfolio
77
Q2 2025 New
$5.39B
$5,000 0.0% of portfolio
53
Q2 2025 New
$3.9B
$0 0.0% of portfolio
6
Q2 2025 New
$6.19B
$4,000 0.0% of portfolio
34
Q2 2025 New
$7.77B
$4,000 0.0% of portfolio
32
Q2 2025 New
$4.46B
$0 0.0% of portfolio
0
Q2 2025 New
$2.97B
$0 0.0% of portfolio
25
Q2 2025 New
$6.25B
$15,000 0.0% of portfolio
300
Q2 2025 New
$3.2B
$6,000 0.0% of portfolio
208
Q2 2025 New
$5.62B
$31,000 0.0% of portfolio
198
Q2 2025 New
$3.94B
$6,000 0.0% of portfolio
368
Q2 2025 New
$6.88B
$2,000 0.0% of portfolio
21
Q2 2025 New
$2.34B
$3,000 0.0% of portfolio
122
Q2 2025 New
$8.42B
$7,000 0.0% of portfolio
155
Q2 2025 New
$6.77B
$0 0.0% of portfolio
2
Q2 2025 New
$7.33B
$0 0.0% of portfolio
13
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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