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
$40.3B
$617,000 0.05% of portfolio
1,829
Q3 2025 Reduced 34.33%
$0
$582,000 0.05% of portfolio
5,129
Q3 2025 Added 2.58%
$4.11B
$589,000 0.05% of portfolio
10,253
Q3 2025 Added 2.53%
$0
$554,000 0.05% of portfolio
4,824
Q3 2025 Reduced 95.23%
$7.89B
$628,000 0.05% of portfolio
673
Q3 2025 Added 9.08%
$123B
$543,000 0.05% of portfolio
1,089
Q3 2025 Reduced 0.37%
$291B
$557,000 0.05% of portfolio
1,169
Q3 2025 Added 4.28%
$9.97B
$650,000 0.05% of portfolio
3,123
Q3 2025 Reduced 16.14%
$0
$462,000 0.04% of portfolio
9,601
Q3 2025 Reduced 3.28%
$123B
$495,000 0.04% of portfolio
1,757
Q3 2025 Reduced 6.19%
$73.7B
$425,000 0.04% of portfolio
5,058
Q3 2025 Added 23.01%
$86.1B
$470,000 0.04% of portfolio
1,359
Q2 2025 Reduced 4.56%
$13.1B
$424,000 0.04% of portfolio
1,800
Q4 2024 New
$0
$498,000 0.04% of portfolio
6,239
Q3 2025 Reduced 9.34%
$132B
$446,000 0.04% of portfolio
1,808
Q3 2025 Reduced 62.35%
$0
$524,000 0.04% of portfolio
5,323
Q3 2025 New
$0
$463,000 0.04% of portfolio
3,264
Q2 2025 Reduced 20.27%
$0
$523,000 0.04% of portfolio
10,310
Q3 2025 Added 2,763.89%
$0
$527,000 0.04% of portfolio
5,512
Q3 2025 Added 638.87%
$0
$453,000 0.04% of portfolio
2,434
Q3 2025 Reduced 2.95%
$68.5B
$483,000 0.04% of portfolio
3,551
Q3 2025 Reduced 18.61%
$0
$417,000 0.04% of portfolio
8,980
Q4 2024 New
$3.16B
$491,000 0.04% of portfolio
26,720
Q3 2025 Added 0.94%
$328B
$420,000 0.04% of portfolio
1,399
Q3 2025 Reduced 3.25%
$0
$467,000 0.04% of portfolio
14,792
Q3 2025 Added 2.84%
$303B
$518,000 0.04% of portfolio
3,340
Q3 2025 Reduced 65.75%
$197B
$441,000 0.04% of portfolio
2,155
Q2 2025 Reduced 19.2%
$16.2B
$513,000 0.04% of portfolio
15,624
Q3 2025 Added 6.4%
$59.1B
$472,000 0.04% of portfolio
6,021
Q3 2025 Reduced 67.06%
$0
$473,000 0.04% of portfolio
9,464
Q3 2025 New
$23.5B
$310,000 0.03% of portfolio
3,006
Q3 2025 Added 8.36%
$70.2B
$316,000 0.03% of portfolio
10,112
Q3 2025 Reduced 11.13%
$0
$309,000 0.03% of portfolio
667
Q3 2025 Reduced 3.33%
$0
$359,000 0.03% of portfolio
7,098
Q3 2025 Added 7.97%
$0
$402,000 0.03% of portfolio
8,170
Q3 2025 New
$53.4B
$351,000 0.03% of portfolio
4,521
Q3 2025 Added 25.55%
$204B
$375,000 0.03% of portfolio
2,671
Q3 2025 Reduced 12.8%
$0
$305,000 0.03% of portfolio
11,616
Q4 2024 Added 210.92%
$79.5B
$340,000 0.03% of portfolio
2,717
Q3 2025 Reduced 18.46%
$0
$335,000 0.03% of portfolio
9,333
Q3 2025 New
$79.2B
$381,000 0.03% of portfolio
5,478
Q3 2025 Added 76.71%
$0
$339,000 0.03% of portfolio
6,296
Q2 2025 Reduced 21.5%
$0
$365,000 0.03% of portfolio
614
Q3 2025 Reduced 53.31%
$0
$403,000 0.03% of portfolio
3,900
Q3 2025 Added 2.28%
$0
$336,000 0.03% of portfolio
14,563
Q3 2025 Reduced 12.78%
$0
$362,000 0.03% of portfolio
5,001
Q4 2024 Reduced 9.11%
$0
$366,000 0.03% of portfolio
5,114
Q3 2025 Reduced 94.62%
$76.2B
$300,000 0.03% of portfolio
4,818
Q3 2025 Reduced 26.44%
$0
$316,000 0.03% of portfolio
19,903
Q3 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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