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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94B
$7.99 Million 0.7% of portfolio
67,722
Q2 2025 Added 2.64%
$0
$7.84 Million 0.69% of portfolio
36,354
Q2 2025 Reduced 0.88%
$0
$7.66 Million 0.67% of portfolio
102,231
Q2 2025 Added 2,246.9%
$0
$7.63 Million 0.67% of portfolio
128,501
Q2 2025 New
$0
$7.53 Million 0.66% of portfolio
75,765
Q2 2025 Reduced 7.88%
$0
$7.18 Million 0.63% of portfolio
25,759
Q2 2025 New
$40.1B
$6.99 Million 0.61% of portfolio
26,781
Q2 2025 Added 21.7%
$0
$6.75 Million 0.59% of portfolio
118,794
Q2 2025 Added 26.34%
$0
$6.75 Million 0.59% of portfolio
179,879
Q2 2025 New
$187B
$6.5 Million 0.57% of portfolio
69,667
Q2 2025 Added 33.47%
$0
$6.47 Million 0.57% of portfolio
244,129
Q2 2025 Reduced 3.48%
$1.69T
$6.52 Million 0.57% of portfolio
8,828
Q2 2025 Added 62.7%
$0
$6.51 Million 0.57% of portfolio
94,990
Q2 2025 Added 4.24%
$1.34T
$6.15 Million 0.54% of portfolio
27,156
Q2 2025 Added 1,396.2%
$38.4B
$6.04 Million 0.53% of portfolio
32,627
Q2 2025 Added 2.77%
$10.8B
$5.98 Million 0.53% of portfolio
193,545
Q2 2025 Added 17.74%
$65.6B
$5.26 Million 0.46% of portfolio
121,284
Q2 2025 New
$116B
$5 Million 0.44% of portfolio
16,394
Q2 2025 Reduced 5.64%
$637B
$5.06 Million 0.44% of portfolio
10,407
Q2 2025 Reduced 5.43%
$8.29B
$4.87 Million 0.43% of portfolio
253,570
Q2 2025 Added 0.24%
$427B
$4.12 Million 0.36% of portfolio
4,165
Q2 2025 Reduced 0.38%
$154B
$3.94 Million 0.35% of portfolio
13,188
Q2 2025 Reduced 62.59%
$1.47T
$3.97 Million 0.35% of portfolio
22,395
Q2 2025 Reduced 22.55%
$323B
$3.26 Million 0.29% of portfolio
23,904
Q2 2025 Added 19.07%
$151B
$3.2 Million 0.28% of portfolio
11,449
Q2 2025 Reduced 8.34%
$467B
$3.22 Million 0.28% of portfolio
29,881
Q2 2025 Added 75.26%
$246B
$3.08 Million 0.27% of portfolio
9,670
Q2 2025 Added 0.12%
$77.8B
$3.02 Million 0.27% of portfolio
40,627
Q2 2025 Added 5.59%
$536B
$2.95 Million 0.26% of portfolio
2,203
Q2 2025 Added 36.24%
$20.3B
$2.91 Million 0.26% of portfolio
12,236
Q2 2025 Added 19.42%
$0
$2.75 Million 0.24% of portfolio
198,042
Q2 2025 Reduced 4.03%
$59.3B
$2.69 Million 0.24% of portfolio
13,134
Q2 2025 Added 0.83%
$24B
$2.67 Million 0.23% of portfolio
33,310
Q2 2025 Added 24.8%
$186B
$2.51 Million 0.22% of portfolio
3,184
Q2 2025 Reduced 76.4%
$279B
$2.47 Million 0.22% of portfolio
25,235
Q2 2025 Added 15.47%
$0
$2.42 Million 0.21% of portfolio
197,357
Q2 2025 Added 69.03%
$102B
$2.23 Million 0.2% of portfolio
5,020
Q2 2025 Added 36.41%
$0
$2.25 Million 0.2% of portfolio
108,336
Q2 2025 Reduced 12.22%
$0
$2.23 Million 0.2% of portfolio
210,861
Q2 2025 Added 30.96%
$59.2B
$2.29 Million 0.2% of portfolio
9,407
Q2 2025 Added 34.81%
$171B
$2.3 Million 0.2% of portfolio
25,238
Q2 2025 Added 1.1%
$20.5B
$2.15 Million 0.19% of portfolio
50,217
Q2 2025 New
$0
$2.16 Million 0.19% of portfolio
11,853
Q2 2025 Added 3.12%
$90.5B
$2.04 Million 0.18% of portfolio
8,931
Q2 2025 Added 20.23%
$0
$2.06 Million 0.18% of portfolio
33,859
Q2 2025 Added 66.65%
$0
$2.01 Million 0.18% of portfolio
39,575
Q2 2025 Added 8.26%
$1.16T
$2.03 Million 0.18% of portfolio
6,401
Q2 2025 Reduced 11.65%
$0
$1.97 Million 0.17% of portfolio
21,871
Q2 2025 Added 1.58%
$300B
$1.95 Million 0.17% of portfolio
8,168
Q2 2025 Reduced 0.79%

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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