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Strategic Wealth Partners

Latest statistics and disclosures from Strategic Wealth Partners Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, IVE, IWD, VTI, SPY, and represent 50.31% of Strategic Wealth Partners Group's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$30M), IVW (+$8.0M), PSEP (+$8.0M), PNOV (+$6.6M), POCT (+$6.2M), PAUG (+$6.2M), PMAR (+$6.2M), PAPR, PJAN, PFEB.
Started 11 new stock positions in IEMG, EMXC, IMAR, JAAA, JBBB, POCT, IWV, PSEP, ACWI, PAUG. IAPR.
Reduced shares in these 10 stocks: VTI, VEA, PJUN, AOR, PJUL, ESGD, PMAY, VWO, IWM, Ishares Tr ibnd dec23 etf.
Sold out of its positions in AGG, ESGE, Ishares Tr ibnd dec23 etf.
Strategic Wealth Partners Group was a net buyer of stock by $98M.
Strategic Wealth Partners Group has $906M in assets under management (AUM), dropping by 34.41%.
Central Index Key (CIK): 0001682677

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Portfolio Holdings for Strategic Wealth Partners Group

Strategic Wealth Partners Group holds 70 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rus 1000 Grw Etf Ishares Tr (IWF)	18.7	$169M		502k	337.05	View chart
S&p 500 Val Etf Ishares Tr (IVE)	9.5	$87M		463k	186.81	View chart
Rus 1000 Val Etf Ishares Tr (IWD)	8.6	$78M	+3%	438k	179.11	View chart
Total Stk Mkt Vanguard Index Fds (VTI)	6.9	$62M	-3%	240k	259.90	View chart
Tr Unit Spdr S&p 500 Etf Tr (SPY)	6.6	$59M		113k	524.66	View chart
S&p 500 Grwt Etf Ishares Tr (IVW)	4.7	$43M	+23%	508k	84.44	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)	4.4	$40M		1.1M	36.60	View chart
Core S&p Scp Etf Ishares Tr (IJR)	3.9	$36M	+2%	324k	110.52	View chart
Msci Eafe Etf Ishares Tr (EFA)	3.3	$30M	+7%	373k	79.86	View chart
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)	3.3	$30M	NEW	583k	50.74	View chart
Core S&p500 Etf Ishares Tr (IVV)	3.2	$29M	+12%	55k	525.73	View chart
Grwt Allocat Etf Ishares Tr (AOR)	2.0	$18M	-3%	319k	55.67	View chart
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)	1.7	$15M	-7%	305k	50.17	View chart
Russell 2000 Etf Ishares Tr (IWM)	1.5	$13M	-2%	63k	210.30	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)	1.4	$13M	+48%	322k	39.11	View chart
Rusel 2500 Etf Ishares Tr (SMMD)	1.3	$12M	+9%	182k	65.61	View chart
Rus 2000 Grw Etf Ishares Tr (IWO)	1.2	$11M		40k	270.80	View chart
S&p 500 Etf Vanguard Index Fds (VOO)	1.1	$10M	+2%	21k	480.70	View chart
Rus 2000 Val Etf Ishares Tr (IWN)	1.0	$9.5M		60k	158.81	View chart
Rus Md Cp Gr Etf Ishares Tr (IWP)	1.0	$9.4M		82k	114.14	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PMAR)	0.9	$8.5M	+261%	232k	36.81	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PFEB)	0.9	$8.1M	+82%	238k	34.16	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PSEP)	0.9	$8.0M	NEW	220k	36.50	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PJUN)	0.9	$8.0M	-10%	231k	34.52	View chart
Us Eqt Pwr Buf Innovator Etfs Tr (PAPR)	0.9	$7.8M	+132%	233k	33.59	View chart
Rus 1000 Etf Ishares Tr (IWB)	0.8	$7.4M	-2%	26k	288.03	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PJUL)	0.8	$7.1M	-8%	187k	37.98	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PNOV)	0.7	$6.7M	+14020%	188k	35.55	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (POCT)	0.7	$6.2M	NEW	167k	37.49	View chart
Us Eqty Pwr Bf Innovator Etfs Tr (PAUG)	0.7	$6.2M	NEW	176k	35.38	View chart
Sp Smcp600vl Etf Ishares Tr (IJS)	0.6	$5.4M		53k	102.76	View chart
Us Eqty Pwr Buf Innovator Etfs Tr (PMAY)	0.6	$5.2M	-8%	159k	32.47	View chart
Msci Kld400 Soc Ishares Tr (DSI)	0.5	$4.6M	+2%	46k	100.81	View chart
Div App Etf Vanguard Specialized Funds (VIG)	0.5	$4.2M	+14%	23k	182.61	View chart
Msci Acwi Ex Us Ishares Tr (ACWX)	0.4	$4.0M	-2%	76k	53.39	View chart
S&p500 Eql Wgt Invesco Exchange Traded Fd T (RSP)	0.4	$3.9M	+2%	23k	169.37	View chart
Core S&p Mcp Etf Ishares Tr (IJH)	0.3	$3.1M	+717%	51k	60.74	View chart
Growth Etf Vanguard Index Fds (VUG)	0.3	$2.8M		8.1k	344.21	View chart
S&p Mc 400gr Etf Ishares Tr (IJK)	0.3	$2.6M	+521%	28k	91.25	View chart
Value Etf Vanguard Index Fds (VTV)	0.3	$2.5M	+20%	15k	162.86	View chart
S&P SML 600 GWT Ishares Tr (IJT)	0.2	$2.1M	+9%	16k	130.73	View chart
Core Msci Eafe Ishares Tr (IEFA)	0.2	$1.9M	-5%	25k	74.22	View chart
Com S&p Global Inc (SPGI)	0.2	$1.6M		3.7k	425.40	View chart
S&p Mc 400vl Etf Ishares Tr (IJJ)	0.1	$1.2M	+16%	10k	118.29	View chart
Intrnl Dev Mar Innovator Etfs Tr (IMAR)	0.1	$1.0M	NEW	41k	25.74	View chart
Morningstr Us Eq Ishares Tr (ILCB)	0.1	$1.0M	-8%	14k	72.47	View chart
Extend Mkt Etf Vanguard Index Fds (VXF)	0.1	$1.0M		5.7k	175.28	View chart
Rus Mid Cap Etf Ishares Tr (IWR)	0.1	$955k		11k	84.09	View chart
Msci Emg Mkt Etf Ishares Tr (EEM)	0.1	$911k	-10%	22k	41.08	View chart
Small Cp Etf Vanguard Index Fds (VB)	0.1	$838k		3.7k	228.57	View chart
Rus Mdcp Val Etf Ishares Tr (IWS)	0.1	$803k	-2%	6.4k	125.32	View chart
Allwrld Ex Us Vanguard Intl Equity Index F (VEU)	0.1	$734k	-12%	13k	58.65	View chart
Intrnl Dev Aprl Innovator Etfs Tr (IAPR)	0.1	$675k	NEW	25k	27.16	View chart
Core Msci Total Ishares Tr (IXUS)	0.1	$628k	-2%	9.3k	67.86	View chart
Mcap Vl Idxvip Vanguard Index Fds (VOE)	0.1	$520k		3.3k	155.93	View chart
Core Msci Emkt Ishares Inc (IEMG)	0.1	$506k	NEW	9.8k	51.60	View chart
B-bbb Clo Etf Janus Detroit Str Tr (JBBB)	0.1	$471k	NEW	9.6k	48.89	View chart
Mid Cap Etf Vanguard Index Fds (VO)	0.1	$470k	-16%	1.9k	249.89	View chart
Ut Ser 1 Spdr Dow Jones Indl Average (DIA)	0.0	$452k	+21%	1.1k	398.66	View chart
Esg Aw Msci Eafe Ishares Tr (ESGD)	0.0	$413k	-52%	5.2k	79.91	View chart
Msci Emrg Chn Ishares Inc (EMXC)	0.0	$393k	NEW	6.8k	57.57	View chart
Esg Aware Msci Ishares Tr (ESML)	0.0	$384k	-2%	9.5k	40.27	View chart
Ibonds Dec24 Etf Ishares Tr (IBDP)	0.0	$377k		15k	25.05	View chart
Esg Awr Us Agrgt Ishares Tr (EAGG)	0.0	$272k	-19%	5.8k	47.06	View chart
Russell 3000 Etf Ishares Tr (IWV)	0.0	$255k	NEW	850.00	300.08	View chart
0-3 Mnth Treasry Ishares Tr (SGOV)	0.0	$253k	+40%	2.5k	100.73	View chart
Us Lcap Va Etf Schwab Strategic Tr (SCHV)	0.0	$248k	-23%	3.3k	75.98	View chart
Ftse Emr Mkt Etf Vanguard Intl Equity Index F (VWO)	0.0	$230k	-64%	5.5k	41.77	View chart
Msci Acwi Etf Ishares Tr (ACWI)	0.0	$59k	NEW	532.00	110.23	View chart
Ibonds Dec2026 Ishares Tr (IBDR)	0.0	$18k		759.00	23.85	View chart

Past Filings by Strategic Wealth Partners Group

SEC 13F filings are viewable for Strategic Wealth Partners Group going back to 2016

Strategic Wealth Partners Group 2024 Q1 filed April 30, 2024
Strategic Wealth Partners Group 2023 Q3 filed Nov. 14, 2023
Strategic Wealth Partners Group 2023 Q2 filed Aug. 10, 2023
Strategic Wealth Partners Group 2023 Q1 filed May 11, 2023
Strategic Wealth Partners Group 2022 Q4 filed Feb. 7, 2023
Strategic Wealth Partners Group 2022 Q3 filed Nov. 8, 2022
Strategic Wealth Partners Group 2022 Q2 filed Aug. 12, 2022
Strategic Wealth Partners Group 2022 Q1 filed May 12, 2022
Strategic Wealth Partners Group 2021 Q4 filed Feb. 11, 2022
Strategic Wealth Partners Group 2021 Q3 filed Nov. 12, 2021
Strategic Wealth Partners Group 2021 Q1 filed May 17, 2021
Strategic Wealth Partners Group 2020 Q4 filed Feb. 11, 2021
Strategic Wealth Partners Group 2020 Q3 filed Nov. 13, 2020
Strategic Wealth Partners Group 2020 Q2 filed Aug. 13, 2020
Strategic Wealth Partners Group 2020 Q1 filed May 14, 2020
Strategic Wealth Partners Group 2019 Q4 filed Feb. 14, 2020

View all past filings

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