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 Market Cap. of $10 Billions to $200 Billions
