Strategic Wealth Partners, Ltd. Portfolio Holdings

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

Strategic Wealth Partners, Ltd. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.7M, Ishares Tr with a value of $36.1M, Apple Inc. with a value of $34.7M, Spdr Portfolio Short Term Corp with a value of $31.2M, and Ishares Tr Msci Eafe ETF with a value of $26.4M.

Examining the 13F form we can see an increase of $84.1M in the current position value, from $947M to 1.03B.

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 $1.03 Billion
ETFs: $355 Million
Technology: $196 Million
Financial Services: $104 Million
Healthcare: $82.1 Million
Industrials: $72.8 Million
Consumer Cyclical: $63.6 Million
Communication Services: $40.4 Million
Consumer Defensive: $36.4 Million
Other: $80.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.8B
$7.82 Million 0.76% of portfolio
48,024
Q4 2024 Added 20.14%
$329B
$7.38 Million 0.72% of portfolio
41,550
Q4 2024 Added 11.67%
$59.1B
$7.18 Million 0.7% of portfolio
13,811
Q4 2024 Added 4.36%
$92.3B
$7.11 Million 0.69% of portfolio
65,977
Q4 2024 Added 30.45%
$44.5B
$6.91 Million 0.67% of portfolio
51,098
Q4 2024 Added 1,092.76%
$0
$6.91 Million 0.67% of portfolio
252,944
Q4 2024 Added 197.54%
$133B
$6.79 Million 0.66% of portfolio
96,470
Q4 2024 Added 41.78%
$9.2B
$6.8 Million 0.66% of portfolio
28,378
Q4 2024 New
$392B
$6.68 Million 0.65% of portfolio
13,202
Q4 2024 Added 108.17%
$0
$6.69 Million 0.65% of portfolio
64,721
Q4 2024 New
$176B
$6.62 Million 0.64% of portfolio
165,494
Q4 2024 Added 75.42%
$10.4B
$6.45 Million 0.63% of portfolio
28,203
Q4 2024 New
$0
$6.55 Million 0.63% of portfolio
65,520
Q4 2024 Added 398.29%
$17.1B
$6.33 Million 0.61% of portfolio
73,378
Q4 2024 Added 120.96%
$0
$6.16 Million 0.6% of portfolio
91,130
Q4 2024 New
$46B
$6.11 Million 0.59% of portfolio
34,471
Q4 2024 Added 70.93%
$38.4B
$5.88 Million 0.57% of portfolio
31,749
Q4 2024 Added 34.21%
$32.8B
$5.66 Million 0.55% of portfolio
22,006
Q4 2024 Added 27.13%
$997B
$5.51 Million 0.53% of portfolio
28,916
Q4 2024 Added 0.71%
$8.51B
$5.38 Million 0.52% of portfolio
164,379
Q4 2024 Added 152.74%
$0
$5.32 Million 0.52% of portfolio
118,509
Q4 2024 Reduced 8.06%
$0
$5.41 Million 0.52% of portfolio
94,026
Q4 2024 Added 10.55%
$691B
$4.99 Million 0.48% of portfolio
11,005
Q4 2024 Reduced 1.7%
$105B
$4.21 Million 0.41% of portfolio
17,373
Q4 2024 Reduced 2.35%
$32.8B
$3.92 Million 0.38% of portfolio
10,246
Q4 2024 Added 126.48%
$432B
$3.83 Million 0.37% of portfolio
4,181
Q4 2024 Added 1.23%
$150B
$3.26 Million 0.32% of portfolio
12,491
Q4 2024 Added 1.24%
$75.6B
$3.28 Million 0.32% of portfolio
38,477
Q4 2024 Added 18.07%
$154B
$3.15 Million 0.31% of portfolio
52,196
Q4 2024 Added 22.22%
$1.23T
$3.2 Million 0.31% of portfolio
5,426
Q4 2024 Added 97.45%
$20.1B
$2.99 Million 0.29% of portfolio
26,690
Q4 2024 Reduced 4.3%
$0
$2.97 Million 0.29% of portfolio
206,365
Q4 2024 Reduced 7.07%
$13.7B
$2.97 Million 0.29% of portfolio
14,495
Q4 2024 Reduced 19.34%
$198B
$2.87 Million 0.28% of portfolio
9,658
Q4 2024 Reduced 11.86%
$900B
$2.93 Million 0.28% of portfolio
7,245
Q4 2024 Added 21.3%
$0
$2.68 Million 0.26% of portfolio
123,420
Q4 2024 Added 0.83%
$156B
$2.52 Million 0.24% of portfolio
20,874
Q4 2024 Added 3.58%
$53.6B
$2.37 Million 0.23% of portfolio
13,026
Q4 2024 Added 73.29%
$94.2B
$2.28 Million 0.22% of portfolio
13,247
Q4 2024 Added 8.97%
$0
$2.09 Million 0.2% of portfolio
11,494
Q4 2024 Added 5.56%
$258B
$1.97 Million 0.19% of portfolio
21,855
Q4 2024 Added 7.41%
$0
$1.84 Million 0.18% of portfolio
36,555
Q4 2024 Added 35.75%
$145B
$1.85 Million 0.18% of portfolio
24,963
Q4 2024 Added 6.38%
$727M
$1.87 Million 0.18% of portfolio
40,683
Q4 2024 New
$452B
$1.83 Million 0.18% of portfolio
17,050
Q4 2024 Added 8.3%
$290B
$1.82 Million 0.18% of portfolio
8,233
Q4 2024 Reduced 24.13%
$0
$1.88 Million 0.18% of portfolio
21,432
Q4 2024 Reduced 23.71%
$0
$1.72 Million 0.17% of portfolio
21,531
Q4 2024 Added 14.76%
$0
$1.7 Million 0.17% of portfolio
13,354
Q4 2024 Added 11.26%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $1.03 Billion
  • Prior Value $947 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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