Strategic Wealth Partners, Ltd. Portfolio Holdings

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

Strategic Wealth Partners, Ltd. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 1316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.8M, Ishares Tr with a value of $39.7M, Apple Inc. with a value of $39.1M, Alphabet Inc. with a value of $34.9M, and Spdr Portfolio Short Term Corp with a value of $32.4M.

Examining the 13F form we can see an increase of $50.9M in the current position value, from $1.14B to 1.19B.

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 $1.19 Billion
ETFs: $425 Million
Technology: $216 Million
Financial Services: $131 Million
Industrials: $82.1 Million
Healthcare: $81.6 Million
Consumer Cyclical: $69.6 Million
Communication Services: $58.1 Million
Energy: $37.4 Million
Other: $87.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$243M
$0 0.0% of portfolio
2
Q2 2025 New
$152M
$4,000 0.0% of portfolio
975
Q2 2025 New
$251M
$0 0.0% of portfolio
3
Q2 2025 New
$91.8M
$2,000 0.0% of portfolio
100
Q3 2025 New
$174M
$0 0.0% of portfolio
875
Q2 2025 New
$92.8M
$41,000 0.0% of portfolio
25,211
Q3 2025 Added 21.73%
$182M
$0 0.0% of portfolio
300
Q2 2025 New
$222M
$19,000 0.0% of portfolio
2,053
Q3 2025 Added 5.55%
$136M
$0 0.0% of portfolio
0
Q3 2025 New
$268M
$34,000 0.0% of portfolio
7,600
Q2 2025 Reduced 63.81%
$161M
$4,000 0.0% of portfolio
900
Q2 2025 New
$181M
$0 0.0% of portfolio
4
Q2 2025 New
$111M
$0 0.0% of portfolio
275
Q2 2025 New
$233M
$15,000 0.0% of portfolio
653
Q3 2025 New
$124M
$4,000 0.0% of portfolio
594
Q3 2025 Reduced 74.73%
$65.6M
$0 0.0% of portfolio
4
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,316
  • Current Value $1.19 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 250 stocks
  • Additional Purchases 266 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
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