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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.27B
$5.38 Million 0.52% of portfolio
164,379
Q4 2024 Added 152.74%
$627B
$4.99 Million 0.48% of portfolio
11,005
Q4 2024 Reduced 1.7%
$43.9B
$3.92 Million 0.38% of portfolio
10,246
Q4 2024 Added 126.48%
$458B
$3.83 Million 0.37% of portfolio
4,181
Q4 2024 Added 1.23%
$162B
$3.26 Million 0.32% of portfolio
12,491
Q4 2024 Added 1.24%
$86.7B
$3.28 Million 0.32% of portfolio
38,477
Q4 2024 Added 18.07%
$156B
$3.15 Million 0.31% of portfolio
52,196
Q4 2024 Added 22.22%
$1.54T
$3.2 Million 0.31% of portfolio
5,426
Q4 2024 Added 97.45%
$28.6B
$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%
$12.8B
$2.97 Million 0.29% of portfolio
14,495
Q4 2024 Reduced 19.34%
$221B
$2.87 Million 0.28% of portfolio
9,658
Q4 2024 Reduced 11.86%
$1.07T
$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%
$179B
$2.52 Million 0.24% of portfolio
20,874
Q4 2024 Added 3.58%
$57.2B
$2.37 Million 0.23% of portfolio
13,026
Q4 2024 Added 73.29%
$257B
$1.97 Million 0.19% of portfolio
21,855
Q4 2024 Added 7.41%
$146B
$1.85 Million 0.18% of portfolio
24,963
Q4 2024 Added 6.38%
$811M
$1.87 Million 0.18% of portfolio
40,683
Q4 2024 New
$461B
$1.83 Million 0.18% of portfolio
17,050
Q4 2024 Added 8.3%
$330B
$1.82 Million 0.18% of portfolio
8,233
Q4 2024 Reduced 24.13%
$0
$1.73 Million 0.17% of portfolio
161,011
Q4 2024 Added 0.88%
$199B
$1.52 Million 0.15% of portfolio
20,075
Q4 2024 Added 2.53%
$55.2B
$1.5 Million 0.15% of portfolio
6,978
Q4 2024 Added 8.25%
$93.6B
$1.5 Million 0.15% of portfolio
7,428
Q4 2024 Added 5.81%
$4.37B
$1.51 Million 0.15% of portfolio
11,300
Q4 2024 Added 6.48%
$92.4B
$1.55 Million 0.15% of portfolio
4,192
Q4 2024 Reduced 14.45%
$17.3B
$1.48 Million 0.14% of portfolio
19,508
Q4 2024 Reduced 56.31%
$0
$1.47 Million 0.14% of portfolio
116,757
Q4 2024 Added 0.6%
$124B
$1.48 Million 0.14% of portfolio
3,680
Q4 2024 Added 14.96%
$446B
$1.44 Million 0.14% of portfolio
1,617
Q4 2024 New
$209B
$1.35 Million 0.13% of portfolio
2,588
Q4 2024 Reduced 1.07%
$0
$1.35 Million 0.13% of portfolio
87,336
Q4 2024 Added 0.81%
$174B
$1.37 Million 0.13% of portfolio
2,754
Q4 2024 Added 5.56%
$15.7B
$1.22 Million 0.12% of portfolio
18,088
Q2 2023 New
$31.6B
$1.22 Million 0.12% of portfolio
11,969
Q4 2024 Added 5.54%
$156B
$1.18 Million 0.11% of portfolio
4,926
Q4 2024 Reduced 7.39%
$0
$1.16 Million 0.11% of portfolio
53,149
Q4 2024 Reduced 3.26%
$5.27B
$1.14 Million 0.11% of portfolio
18,190
Q4 2024 New
$307B
$1.18 Million 0.11% of portfolio
8,118
Q4 2024 Reduced 5.64%
$62.6B
$1.13 Million 0.11% of portfolio
8,177
Q4 2024 Reduced 0.98%
$6.47B
$1.16 Million 0.11% of portfolio
98,503
Q4 2024 Added 59.0%
$263B
$1.14 Million 0.11% of portfolio
19,183
Q4 2024 Reduced 11.39%
$96.2B
$1.02 Million 0.1% of portfolio
12,419
Q4 2024 Added 23.29%
$30.6B
$1.06 Million 0.1% of portfolio
2,046
Q4 2024 Added 16.45%
$403B
$1.01 Million 0.1% of portfolio
6,035
Q4 2024 Added 6.98%
$424B
$931,000 0.09% of portfolio
6,441
Q4 2024 Added 0.62%
$0
$949,000 0.09% of portfolio
39,478
Q4 2024 Added 2.05%
$148B
$954,000 0.09% of portfolio
2,252
Q4 2024 Reduced 1.05%

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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