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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.32 Million 0.7% of portfolio
103,699
Q3 2025 Added 1.44%
$57.4B
$8.04 Million 0.68% of portfolio
204,932
Q3 2025 Added 68.97%
$136B
$7.84 Million 0.66% of portfolio
33,150
Q3 2025 Reduced 11.24%
$37.3B
$7.49 Million 0.63% of portfolio
24,337
Q3 2025 Reduced 9.13%
$0
$7.36 Million 0.62% of portfolio
128,845
Q3 2025 Added 8.46%
$0
$7.32 Million 0.62% of portfolio
73,021
Q3 2025 Added 72,921.0%
$1.46T
$7.35 Million 0.62% of portfolio
26,305
Q3 2025 Reduced 3.13%
$9.13B
$7.21 Million 0.61% of portfolio
204,077
Q3 2025 Added 5.44%
$0
$7 Million 0.59% of portfolio
199,059
Q3 2025 New
$0
$7.07 Million 0.59% of portfolio
184,606
Q3 2025 Added 2.63%
$0
$6.67 Million 0.56% of portfolio
244,489
Q3 2025 Added 0.15%
$1.37T
$6.69 Million 0.56% of portfolio
9,111
Q3 2025 Added 3.21%
$14.8B
$6.37 Million 0.54% of portfolio
46,093
Q3 2025 New
$38.4B
$6.22 Million 0.52% of portfolio
33,573
Q3 2025 Added 2.9%
$272B
$5.75 Million 0.48% of portfolio
30,095
Q3 2025 Added 15,023.12%
$130B
$5.71 Million 0.48% of portfolio
16,071
Q3 2025 Reduced 1.97%
$0
$5.17 Million 0.43% of portfolio
51,539
Q3 2025 Reduced 3.09%
$96.7B
$4.81 Million 0.4% of portfolio
95,254
Q3 2025 Added 2,253.11%
$38.8B
$4.49 Million 0.38% of portfolio
140,639
Q3 2025 New
$6.09B
$4.35 Million 0.37% of portfolio
257,110
Q3 2025 Added 1.4%
$1.74T
$4.42 Million 0.37% of portfolio
18,149
Q3 2025 Reduced 18.96%
$0
$4.03 Million 0.34% of portfolio
43,968
Q3 2025 Reduced 76.68%
$533B
$3.98 Million 0.33% of portfolio
11,666
Q3 2025 Reduced 63.54%
$0
$3.73 Million 0.31% of portfolio
47,605
Q3 2025 Added 692.62%
$0
$3.5 Million 0.29% of portfolio
149,021
Q3 2025 New
$183B
$3.26 Million 0.27% of portfolio
11,553
Q3 2025 Added 0.91%
$20.5B
$3.1 Million 0.26% of portfolio
37,268
Q3 2025 Added 11.88%
$49.1B
$3.04 Million 0.26% of portfolio
2,532
Q3 2025 Added 14.93%
$1.55B
$2.94 Million 0.25% of portfolio
71,807
Q3 2025 Added 63.66%
$0
$2.92 Million 0.25% of portfolio
275,161
Q3 2025 Added 30.49%
$5B
$2.98 Million 0.25% of portfolio
31,860
Q3 2025 Added 80.99%
$490B
$2.91 Million 0.25% of portfolio
25,845
Q3 2025 Reduced 13.51%
$0
$2.86 Million 0.24% of portfolio
197,950
Q3 2025 Reduced 0.05%
$1.29T
$2.71 Million 0.23% of portfolio
6,089
Q3 2025 Reduced 4.87%
$71.6B
$2.66 Million 0.22% of portfolio
39,641
Q3 2025 Reduced 2.43%
$0
$2.51 Million 0.21% of portfolio
38,539
Q3 2025 Added 13.82%
$0
$2.53 Million 0.21% of portfolio
65,598
Q3 2025 Added 31.18%
$0
$2.43 Million 0.2% of portfolio
198,187
Q3 2025 Added 0.42%
$167B
$2.36 Million 0.2% of portfolio
24,725
Q3 2025 Reduced 2.03%
$662B
$2.31 Million 0.19% of portfolio
4,601
Q3 2025 Reduced 55.79%
$342B
$2.22 Million 0.19% of portfolio
12,153
Q3 2025 Reduced 49.16%
$388B
$2.32 Million 0.19% of portfolio
14,310
Q3 2025 Added 13.78%
$0
$2.21 Million 0.19% of portfolio
12,141
Q3 2025 Added 2.43%
$0
$1.96 Million 0.17% of portfolio
21,935
Q3 2025 Added 0.29%
$111B
$1.98 Million 0.17% of portfolio
5,043
Q3 2025 Added 0.46%
$0
$2.04 Million 0.17% of portfolio
63,796
Q3 2025 Added 17,621.11%
$169B
$2 Million 0.17% of portfolio
2,169
Q3 2025 Added 79.26%
$65.3B
$1.95 Million 0.16% of portfolio
26,849
Q3 2025 Added 25.72%
$32.5B
$1.92 Million 0.16% of portfolio
2,321
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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