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 IMAR, IEMG, EMXC, IWV, PSEP, JAAA, ACWI, IAPR, PAUG, JBBB. POCT.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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
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