Strategic Wealth Partners Group LLC Portfolio Holdings by Sector
Strategic Wealth Partners Group LLC
- $851 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF IVE IWD SPY IVW IJR EFA JAAA 63 stocks |
$785,729
92.37% of portfolio
|
24
|
35
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$62,379
7.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,583
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$911
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|