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
$0
$1.77 Million 0.16% of portfolio
68,950
Q2 2025 Reduced 1.32%
$921M
$1.87 Million 0.16% of portfolio
43,876
Q2 2025 Added 7.85%
$0
$1.79 Million 0.16% of portfolio
50,006
Q3 2022 New
$251B
$1.78 Million 0.16% of portfolio
12,577
Q2 2025 Reduced 39.75%
$0
$1.78 Million 0.16% of portfolio
13,327
Q2 2025 Reduced 0.2%
$85B
$1.68 Million 0.15% of portfolio
8,651
Q2 2025 Added 5.8%
$0
$1.72 Million 0.15% of portfolio
18,046
Q2 2025 Reduced 15.8%
$75.6B
$1.64 Million 0.14% of portfolio
4,219
Q2 2025 Added 0.64%
$179B
$1.56 Million 0.14% of portfolio
2,965
Q2 2025 Added 7.66%
$331B
$1.65 Million 0.14% of portfolio
5,280
Q2 2025 Reduced 60.01%
$59.9B
$1.56 Million 0.14% of portfolio
18,276
Q2 2025 New
$0
$1.47 Million 0.13% of portfolio
17,561
Q2 2025 Added 81.19%
$58.1B
$1.33 Million 0.12% of portfolio
21,357
Q2 2025 Reduced 4.1%
$17.5B
$1.33 Million 0.12% of portfolio
17,288
Q2 2025 Reduced 4.42%
$0
$1.35 Million 0.12% of portfolio
12,657
Q2 2025 Added 19.39%
$145B
$1.35 Million 0.12% of portfolio
5,785
Q2 2025 Reduced 85.46%
$2.75B
$1.4 Million 0.12% of portfolio
8,384
Q2 2025 New
$310B
$1.4 Million 0.12% of portfolio
9,753
Q2 2025 Added 20.14%
$0
$1.29 Million 0.11% of portfolio
5,086
Q2 2025 Reduced 27.03%
$3.61B
$1.21 Million 0.11% of portfolio
12,023
Q2 2025 Added 6.4%
$26.9B
$1.24 Million 0.11% of portfolio
2,321
Q2 2025 New
$146B
$1.28 Million 0.11% of portfolio
4,802
Q2 2025 Reduced 2.52%
$0
$1.23 Million 0.11% of portfolio
6,790
Q2 2025 Reduced 16.54%
$81.8B
$1.3 Million 0.11% of portfolio
9,147
Q2 2025 New
$190B
$1.24 Million 0.11% of portfolio
1,210
Q2 2025 Added 395.9%
$161B
$1.2 Million 0.11% of portfolio
2,202
Q2 2025 Added 282.29%
$0
$1.2 Million 0.11% of portfolio
6,941
Q2 2025 Added 12.83%
$9.68B
$1.26 Million 0.11% of portfolio
18,704
Q2 2025 New
$0
$1.22 Million 0.11% of portfolio
12,337
Q2 2025 Added 46.02%
$4.52B
$1.3 Million 0.11% of portfolio
17,603
Q2 2025 New
$0
$1.23 Million 0.11% of portfolio
3,626
Q1 2024 Added 2.52%
$562B
$1.1 Million 0.1% of portfolio
1,959
Q2 2025 Added 10.06%
$100B
$1.13 Million 0.1% of portfolio
12,301
Q2 2025 Reduced 0.95%
$0
$1.16 Million 0.1% of portfolio
52,858
Q2 2025 Reduced 0.55%
$0
$1.16 Million 0.1% of portfolio
18,396
Q2 2025 Added 29.89%
$39.4B
$1.14 Million 0.1% of portfolio
2,074
Q2 2025 Added 1.37%
$7.82B
$1.1 Million 0.1% of portfolio
3,715
Q2 2025 New
$0
$1.08 Million 0.1% of portfolio
3,788
Q2 2025 New
$278B
$1.19 Million 0.1% of portfolio
17,155
Q2 2025 Reduced 10.57%
$0
$1.08 Million 0.1% of portfolio
11,304
Q2 2025 Reduced 0.87%
$144B
$1.11 Million 0.1% of portfolio
2,186
Q2 2025 Reduced 2.93%
$185B
$1.06 Million 0.09% of portfolio
24,536
Q2 2025 Reduced 85.17%
$45.9B
$976,000 0.09% of portfolio
2,785
Q2 2025 Added 36.19%
$0
$989,000 0.09% of portfolio
2,257
Q2 2025 Added 38.55%
$0
$1.07 Million 0.09% of portfolio
20,262
Q2 2025 Reduced 11.08%
$0
$1.02 Million 0.09% of portfolio
37,677
Q2 2025 Reduced 4.56%
$0
$971,000 0.09% of portfolio
22,807
Q2 2025 Reduced 80.76%
$67B
$993,000 0.09% of portfolio
1,938
Q2 2025 Added 5.1%
$467B
$895,000 0.08% of portfolio
5,864
Q2 2025 Reduced 8.96%

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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