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
$1.95 Million 0.16% of portfolio
38,505
Q3 2025 Reduced 2.7%
$0
$1.92 Million 0.16% of portfolio
128,801
Q3 2025 Added 18.89%
$0
$1.9 Million 0.16% of portfolio
32,058
Q3 2025 New
$13.3B
$1.92 Million 0.16% of portfolio
51,333
Q3 2025 Added 2.22%
$0
$1.91 Million 0.16% of portfolio
13,521
Q3 2025 Added 1.46%
$0
$1.94 Million 0.16% of portfolio
41,472
Q3 2025 Added 4,006.14%
$0
$1.95 Million 0.16% of portfolio
18,664
Q3 2025 Added 3.42%
$404B
$1.83 Million 0.15% of portfolio
1,978
Q3 2025 Reduced 52.51%
$0
$1.82 Million 0.15% of portfolio
20,789
Q3 2025 Added 18.38%
$152B
$1.77 Million 0.15% of portfolio
7,173
Q3 2025 Reduced 45.61%
$0
$1.66 Million 0.14% of portfolio
64,270
Q3 2025 Reduced 6.79%
$0
$1.62 Million 0.14% of portfolio
62,856
Q3 2025 Added 130,850.0%
$0
$1.71 Million 0.14% of portfolio
18,314
Q3 2025 Added 70,338.46%
$61.4B
$1.65 Million 0.14% of portfolio
8,117
Q3 2025 Reduced 38.2%
$159B
$1.69 Million 0.14% of portfolio
3,470
Q3 2025 Added 17.03%
$72.7B
$1.59 Million 0.13% of portfolio
8,123
Q3 2025 Reduced 6.1%
$0
$1.57 Million 0.13% of portfolio
8,283
Q3 2025 Added 21.99%
$0
$1.54 Million 0.13% of portfolio
19,581
Q3 2025 New
$53.8B
$1.56 Million 0.13% of portfolio
6,629
Q3 2025 Reduced 29.53%
$0
$1.5 Million 0.13% of portfolio
14,086
Q3 2025 Added 357.34%
$300B
$1.53 Million 0.13% of portfolio
4,437
Q3 2025 Reduced 15.97%
$0
$1.4 Million 0.12% of portfolio
16,318
Q3 2025 Added 4,310.27%
$7.49B
$1.48 Million 0.12% of portfolio
3,715
Q2 2025 New
$0
$1.39 Million 0.12% of portfolio
7,146
Q3 2025 Added 895.26%
$16.1B
$1.32 Million 0.11% of portfolio
17,288
Q2 2025 Reduced 4.42%
$0
$1.33 Million 0.11% of portfolio
12,485
Q3 2025 Reduced 1.36%
$0
$1.31 Million 0.11% of portfolio
12,072
Q3 2025 New
$0
$1.37 Million 0.11% of portfolio
88,316
Q3 2025 Added 1.12%
$0
$1.29 Million 0.11% of portfolio
2,700
Q3 2025 Added 19.63%
$2.54B
$1.36 Million 0.11% of portfolio
8,384
Q2 2025 New
$0
$1.36 Million 0.11% of portfolio
13,549
Q3 2025 Added 9.82%
$0
$1.34 Million 0.11% of portfolio
3,657
Q3 2025 Added 0.85%
$0
$1.22 Million 0.1% of portfolio
18,016
Q3 2025 Reduced 2.07%
$0
$1.15 Million 0.1% of portfolio
39,570
Q3 2025 Added 12,582.69%
$5.27B
$1.21 Million 0.1% of portfolio
90,123
Q3 2025 Added 30.9%
$78.4B
$1.24 Million 0.1% of portfolio
9,300
Q3 2025 Added 1.67%
$0
$1.13 Million 0.1% of portfolio
21,345
Q3 2025 Added 5.34%
$0
$1.19 Million 0.1% of portfolio
3,712
Q3 2025 Reduced 2.01%
$279B
$1.25 Million 0.1% of portfolio
12,104
Q3 2025 Reduced 52.03%
$0
$1.15 Million 0.1% of portfolio
11,969
Q3 2025 Added 5.88%
$3.71B
$1.13 Million 0.09% of portfolio
11,611
Q3 2025 Reduced 3.43%
$85.9B
$1.03 Million 0.09% of portfolio
4,662
Q3 2025 Reduced 47.8%
$0
$1.06 Million 0.09% of portfolio
52,102
Q3 2025 Reduced 1.43%
$0
$1.02 Million 0.09% of portfolio
14,976
Q3 2025 Added 627.34%
$46.9B
$1.09 Million 0.09% of portfolio
9,005
Q3 2025 Added 511.75%
$41.4B
$1.13 Million 0.09% of portfolio
12,576
Q3 2025 Reduced 85.0%
$0
$988,000 0.08% of portfolio
3,507
Q3 2025 Reduced 31.05%
$346B
$1 Million 0.08% of portfolio
6,523
Q3 2025 Added 13.42%
$512B
$992,000 0.08% of portfolio
1,745
Q3 2025 Reduced 10.92%

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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