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Strategic Wealth Partners

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

Top 5 stock holdings are SWP, MSFT, MBB, AAPL, SPSB, and represent 18.81% of Strategic Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IGV (+$11M), MSFT (+$10M), UNP (+$8.2M), AIT (+$7.5M), RSPD (+$7.1M), DKS (+$6.8M), ITB (+$6.7M), IYT (+$6.6M), RSPN (+$6.4M), TGT (+$6.0M).
Started 41 new stock positions in DKS, SILA, TRV, LECO, CVNA, MAGS, FBTC, MO, RSPD, NOW.
Reduced shares in these 10 stocks: RSP (-$9.4M), IHI (-$8.2M), XLK (-$7.8M), IEF (-$6.4M), STE (-$6.1M), INDA (-$6.0M), IWM (-$5.8M), HIMS, ICSH, MDLZ.
Sold out of its positions in AEM, ASPN, BlackRock, Brookfield Renewable Corp, EXAS, GSK, HAS, IRM, EWW, IUSB. KLAC, Lam Research Corporation, LYFT, NVO, PRMW, NOBL, TELL, TTEK, UL, WY.
Strategic Wealth Partners was a net buyer of stock by $125M.
Strategic Wealth Partners has $1.2B in assets under management (AUM), dropping by 16.18%.
Central Index Key (CIK): 0001720777

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Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 314 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Swp Growth & Income Etf Etf (SWP)	7.1	$86M		3.2M	26.50	View chart
Microsoft Corp Stock (MSFT)	3.4	$41M	+33%	99k	410.54	View chart
Ishares Mbs Etf Etf (MBB)	3.0	$36M		394k	92.07	View chart
Apple Stock (AAPL)	2.8	$34M	+21%	139k	241.52	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.6	$31M		1.0M	29.91	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$29M		349k	81.81	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	1.9	$22M		193k	115.71	View chart
Broadcom Stock (AVGO)	1.7	$21M	+21%	89k	235.80	View chart
Invesco International Dividend Achievers Etf Etf (PID)	1.5	$18M		952k	19.31	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.4	$17M		157k	107.57	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.4	$17M	+41%	185k	91.55	View chart
Goldman Sachs Group Stock (GS)	1.4	$17M	+22%	25k	648.95	View chart
Jpmorgan Chase & Co Stock (JPM)	1.4	$16M	+13%	59k	276.32	View chart
Amazon Stock (AMZN)	1.3	$16M	+6%	70k	230.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.3	$16M		26k	609.73	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$15M		82k	186.14	View chart
Salesforce Stock (CRM)	1.2	$15M	+23%	44k	329.84	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	1.2	$14M	-4%	131k	110.23	View chart
Nvidia Corporation Stock (NVDA)	1.1	$14M	+20%	102k	135.29	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.1	$14M	+18%	35k	389.53	View chart
Visa Inc Com Cl A Stock (V)	1.1	$14M	+6%	38k	355.62	View chart
International Business Machs Stock (IBM)	1.1	$13M	+35%	51k	259.18	View chart
Starbucks Corp Stock (SBUX)	1.1	$13M	+30%	117k	113.00	View chart
Pnc Finl Svcs Group Stock (PNC)	1.1	$13M	+32%	65k	195.43	View chart
Eli Lilly & Co Stock (LLY)	1.0	$13M	+19%	14k	871.88	View chart
Astrazeneca Adr (AZN)	1.0	$12M	+62%	159k	74.45	View chart
Lazard Stock (LAZ)	1.0	$12M	+31%	216k	53.97	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$12M		22k	535.91	View chart
Oracle Corp Stock (ORCL)	1.0	$12M	+31%	67k	173.85	View chart
Philip Morris Intl Stock (PM)	0.9	$11M	+28%	74k	149.18	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$11M	-6%	170k	64.07	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.9	$11M	NEW	100k	106.67	View chart
Baker Hughes Company Cl A Stock (BKR)	0.9	$11M	+12%	231k	46.15	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$10M	+13%	17k	612.66	View chart
Home Depot Stock (HD)	0.8	$10M	+105%	25k	412.43	View chart
Prologis Reit (PLD)	0.8	$9.9M	+21%	82k	120.90	View chart
Union Pac Corp Stock (UNP)	0.8	$9.9M	+512%	39k	250.97	View chart
Aramark Stock (ARMK)	0.8	$9.8M	+32%	255k	38.68	View chart
Rtx Corporation Stock (RTX)	0.8	$9.7M	-16%	77k	125.84	View chart
Vanguard Financials Etf Etf (VFH)	0.8	$9.6M	+2%	76k	126.35	View chart
Tjx Cos Stock (TJX)	0.8	$9.5M	+14%	76k	125.85	View chart
Emerson Elec Stock (EMR)	0.8	$9.5M	+32%	76k	125.30	View chart
Cameco Corp Stock (CCJ)	0.8	$9.5M	+2%	193k	49.08	View chart
Medtronic Stock (MDT)	0.8	$9.3M	+14%	101k	92.20	View chart
Nextera Energy Stock (NEE)	0.8	$9.2M	+33%	134k	68.60	View chart
Kinder Morgan Inc Del Stock (KMI)	0.8	$9.1M	+28%	344k	26.56	View chart
Stryker Corporation Stock (SYK)	0.8	$9.1M	+25%	23k	388.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$8.3M	-40%	37k	226.14	View chart
Honeywell Intl Stock (HON)	0.7	$8.2M	+33%	40k	205.27	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.7	$8.2M	-8%	82k	99.25	View chart
Abbvie Stock (ABBV)	0.7	$8.0M	+11%	42k	193.45	View chart
Zoetis Inc Cl A Stock (ZTS)	0.7	$7.9M	+20%	48k	164.96	View chart
Citigroup Stock (C)	0.7	$7.9M	+41%	97k	82.10	View chart
Roper Technologies Stock (ROP)	0.7	$7.9M	+4%	14k	573.38	View chart
Intuit Stock (INTU)	0.7	$7.9M	+26%	14k	583.89	View chart
Cencora Stock (COR)	0.6	$7.8M	+34%	32k	244.52	View chart
Duke Energy Corp Stock (DUK)	0.6	$7.5M	+30%	66k	113.96	View chart
Applied Indl Technologies Stock (AIT)	0.6	$7.5M	NEW	28k	263.14	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.6	$7.4M	+120%	73k	101.48	View chart
Sysco Corp Stock (SYY)	0.6	$7.4M	+34%	103k	71.86	View chart
Invesco S&p 500 Equal Weight Consumer Discretionary Etf Etf (RSPD)	0.6	$7.1M	NEW	129k	55.17	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$7.0M	+197%	253k	27.85	View chart
Unitedhealth Group Stock (UNH)	0.6	$7.0M	+108%	13k	531.19	View chart
Dicks Sporting Goods Stock (DKS)	0.6	$6.8M	NEW	28k	242.61	View chart
Verizon Communications Stock (VZ)	0.6	$6.8M	+75%	166k	41.04	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.6	$6.7M	NEW	65k	102.93	View chart
Ishares Us Transportation Etf Etf (IYT)	0.5	$6.6M	NEW	91k	72.19	View chart
Target Corp Stock (TGT)	0.5	$6.6M	+1092%	51k	128.58	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.5	$6.5M	+398%	66k	99.96	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.5	$6.4M	NEW	124k	51.70	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.5	$5.9M	-4%	253k	23.52	View chart
Vulcan Matls Stock (VMC)	0.5	$5.9M	+27%	22k	269.32	View chart
Digital Rlty Tr Reit (DLR)	0.5	$5.7M	+70%	35k	164.81	View chart
Match Group Stock (MTCH)	0.5	$5.6M	+152%	164k	34.01	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$5.6M	+10%	94k	59.28	View chart
Corpay Stock (CPAY)	0.5	$5.5M	-8%	15k	368.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.4M		29k	187.88	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.4	$5.4M	-8%	119k	45.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$5.3M		11k	480.49	View chart
Blackrock Stock (BLK)	0.4	$5.2M	NEW	5.3k	980.24	View chart
Spdr Gold Shares Etf (GLD)	0.4	$4.7M	-2%	17k	270.31	View chart
Costco Whsl Corp Stock (COST)	0.4	$4.5M		4.2k	1076.88	View chart
Uber Technologies Stock (UBER)	0.3	$4.2M	+22%	52k	80.29	View chart
Lululemon Athletica Stock (LULU)	0.3	$4.0M	+126%	10k	390.85	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$4.0M	+97%	5.4k	728.57	View chart
Amgen Stock (AMGN)	0.3	$3.7M		13k	296.97	View chart
Paycom Software Stock (PAYC)	0.3	$3.1M	-19%	15k	211.98	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.3	$3.0M	-7%	206k	14.72	View chart
American Express Stock (AXP)	0.2	$3.0M	-11%	9.7k	307.49	View chart
Paypal Hldgs Stock (PYPL)	0.2	$2.9M	+18%	39k	76.59	View chart
Fs Kkr Cap Corp Cef (FSK)	0.2	$2.9M		123k	23.36	View chart
Global Pmts Stock (GPN)	0.2	$2.8M	-4%	27k	104.13	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.6M	+73%	13k	201.88	View chart
Tesla Stock (TSLA)	0.2	$2.6M	+21%	7.2k	355.94	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.5M	+7%	21k	117.91	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.4M	+5%	12k	204.64	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.3M	+3%	21k	111.81	View chart
Walmart Stock (WMT)	0.2	$2.3M	+7%	22k	105.05	View chart
T-mobile Us Stock (TMUS)	0.2	$2.2M	-24%	8.2k	265.06	View chart
Blackstone Stock (BX)	0.2	$2.1M	+8%	13k	160.48	View chart
Primo Brands Corporation Class A Stock (PRMB)	0.2	$2.0M	NEW	61k	33.55	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$2.0M	+6%	25k	81.58	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$2.0M	-23%	21k	92.12	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.8M	+35%	37k	50.47	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$1.8M	+8%	17k	108.13	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$1.8M	+14%	22k	84.54	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$1.8M		50k	35.94	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.8M	+11%	13k	133.95	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$1.8M		70k	25.13	View chart
Blackrock Debt Strategies Fd I Cef (DSU)	0.1	$1.7M		161k	10.79	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.7M	+14%	3.7k	462.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.7M	+5%	7.4k	227.60	View chart
Netflix Stock (NFLX)	0.1	$1.7M	NEW	1.6k	1043.69	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.7M	-82%	7.0k	239.18	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$1.6M		29k	57.57	View chart
Elevance Health Stock (ELV)	0.1	$1.6M	-14%	4.2k	391.60	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.1	$1.6M	-75%	27k	59.18	View chart
Doubleline Income Solutions Cef (DSL)	0.1	$1.5M		117k	12.83	View chart
S&p Global Stock (SPGI)	0.1	$1.5M	+5%	2.8k	542.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.5M	-86%	8.1k	181.25	View chart
Cheniere Energy Stock (LNG)	0.1	$1.5M	+8%	7.0k	209.99	View chart
Dollar Gen Corp Stock (DG)	0.1	$1.4M	-56%	20k	72.84	View chart
Churchill Downs Stock (CHDN)	0.1	$1.4M	+6%	11k	123.09	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.4M		2.6k	532.69	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.1	$1.4M		87k	15.69	View chart
Establishment Labs Hldgs Stock (ESTA)	0.1	$1.4M	NEW	41k	33.59	View chart
Vistra Corp Stock (VST)	0.1	$1.4M		8.2k	165.65	View chart
Brown & Brown Stock (BRO)	0.1	$1.3M	+5%	12k	110.93	View chart
Progressive Corp Stock (PGR)	0.1	$1.3M	-7%	4.9k	262.13	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.3M		18k	71.11	View chart
Chevron Corp Stock (CVX)	0.1	$1.3M	-5%	8.1k	155.88	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.2M	-3%	22k	55.28	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.2M	-3%	53k	23.08	View chart
Cisco Sys Stock (CSCO)	0.1	$1.2M	-11%	19k	63.81	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.2M		3.6k	336.01	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.2M	-6%	23k	51.88	View chart
Hexcel Corp Stock (HXL)	0.1	$1.2M	NEW	18k	64.19	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.1M	-3%	20k	55.78	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.1M	+7%	11k	105.84	View chart
Martin Marietta Matls Stock (MLM)	0.1	$1.1M	+16%	2.0k	531.66	View chart
Southern Stock (SO)	0.1	$1.1M	+23%	12k	86.78	View chart
Ccc Intelligent Solutions Hld Stock (CCCS)	0.1	$1.1M	+58%	99k	10.94	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.1M	-85%	11k	92.93	View chart
Deere & Co Stock (DE)	0.1	$1.1M		2.3k	466.28	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.0M		69k	15.30	View chart
Procter And Gamble Stock (PG)	0.1	$1.0M	+6%	6.0k	171.03	View chart
Proshares S&p 500 High Income Etf Etf (ISPY)	0.1	$1.0M	NEW	23k	45.60	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.0M	NEW	6.2k	165.00	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.0M		6.4k	157.25	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.0M	+3%	1.8k	566.31	View chart
Synopsys Stock (SNPS)	0.1	$974k	+16%	1.8k	528.29	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$968k	+6%	4.3k	222.84	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$968k	+2%	40k	24.52	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$943k	+30%	1.7k	560.76	View chart
Abbott Labs Stock (ABT)	0.1	$938k		7.1k	131.79	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$935k	-11%	8.0k	117.18	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$921k	+12%	11k	81.99	View chart
Cadence Design System Stock (CDNS)	0.1	$912k	+44%	3.1k	296.16	View chart
Diamondback Energy Stock (FANG)	0.1	$881k	-73%	5.6k	156.17	View chart
Parker-hannifin Corp Stock (PH)	0.1	$831k	+4%	1.2k	693.82	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$822k	+52%	8.4k	97.34	View chart
Steris Plc Shs Usd Stock (STE)	0.1	$821k	-88%	3.7k	219.24	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$819k	+18%	2.5k	328.56	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$810k	+6%	14k	57.19	View chart
Fiserv Stock (FI)	0.1	$796k	-16%	3.5k	229.87	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$786k	+265%	5.4k	146.39	View chart
Bank America Corp Stock (BAC)	0.1	$778k		17k	46.33	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$768k	-8%	1.7k	453.77	View chart
Oaktree Specialty Lending Corp Cef (OCSL)	0.1	$753k		48k	15.68	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$748k	-4%	7.4k	100.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$736k	+3%	9.7k	75.92	View chart
Morgan Stanley Stock (MS)	0.1	$709k	-12%	5.2k	136.84	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$709k	-92%	11k	64.45	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$704k	+14%	1.2k	584.32	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$700k	+3%	2.3k	301.84	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$695k	-8%	1.6k	426.77	View chart
Phillips 66 Stock (PSX)	0.1	$674k	-26%	5.4k	125.53	View chart
Molina Healthcare Stock (MOH)	0.1	$654k		2.4k	270.67	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$654k	NEW	12k	54.74	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$642k		6.0k	107.44	View chart
Lowes Cos Stock (LOW)	0.1	$640k	-28%	2.5k	252.66	View chart
Lam Research Corp Stock (LRCX)	0.1	$631k	NEW	7.6k	83.30	View chart
At&t Stock (T)	0.1	$621k	-41%	24k	25.63	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$618k		10k	60.38	View chart
Federal Signal Corp Stock (FSS)	0.1	$611k	+12%	6.3k	97.10	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$610k	+19%	2.0k	298.11	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$607k	-27%	12k	50.43	View chart
Vanguard Value Etf Etf (VTV)	0.0	$601k	-12%	3.4k	177.78	View chart
Tractor Supply Stock (TSCO)	0.0	$595k	+503%	10k	56.99	View chart
Mcdonalds Corp Stock (MCD)	0.0	$593k		1.9k	310.04	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$591k	+8%	7.6k	78.22	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$579k	+12%	1.3k	434.86	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$575k	+12%	16k	36.76	View chart
Merck & Co Stock (MRK)	0.0	$570k	-4%	6.8k	84.42	View chart
Mckesson Corp Stock (MCK)	0.0	$568k	+42%	942.00	602.47	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$567k	+20%	2.5k	231.10	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$556k		4.1k	135.74	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$550k	-88%	3.4k	163.12	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$546k	NEW	11k	51.38	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.0	$545k	NEW	27k	19.87	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$543k	-10%	17k	31.70	View chart
Pepsico Stock (PEP)	0.0	$540k	-2%	3.7k	144.58	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$534k	+39%	7.4k	71.73	View chart
Chubb Stock (CB)	0.0	$523k	-2%	2.0k	267.79	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$515k	-89%	8.4k	61.14	View chart
Sherwin Williams Stock (SHW)	0.0	$514k	+4%	1.4k	361.21	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$514k	-68%	7.6k	67.37	View chart
M & T Bk Corp Stock (MTB)	0.0	$513k	-10%	2.6k	197.14	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$498k		10k	47.63	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$495k	+15%	2.5k	199.21	View chart
Applied Matls Stock (AMAT)	0.0	$491k	-6%	2.7k	184.25	View chart
Entergy Corp Stock (ETR)	0.0	$491k	+111%	5.9k	83.25	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$490k	+3%	12k	42.51	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$484k	+23%	6.4k	76.22	View chart
Global X Variable Rate Preferred Etf Etf (PFFV)	0.0	$483k	-6%	20k	23.92	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$474k		15k	30.79	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$474k		5.3k	88.67	View chart
Disney Walt Stock (DIS)	0.0	$466k	-5%	4.3k	109.59	View chart
Pfizer Stock (PFE)	0.0	$442k	+22%	17k	25.64	View chart
Pulte Group Stock (PHM)	0.0	$437k	+60%	4.1k	106.70	View chart
Ingersoll Rand Stock (IR)	0.0	$437k	+22%	4.7k	92.55	View chart
Caterpillar Stock (CAT)	0.0	$433k	-2%	1.2k	353.82	View chart
Carlisle Cos Stock (CSL)	0.0	$424k	+23%	1.2k	360.61	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$422k	NEW	4.2k	100.95	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$415k	+18%	4.6k	89.71	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$415k	-15%	8.0k	51.70	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.0	$409k	NEW	9.0k	45.51	View chart
Qualcomm Stock (QCOM)	0.0	$400k	+2%	2.3k	172.15	View chart
Welltower Reit (WELL)	0.0	$393k	-2%	2.6k	151.44	View chart
Eog Res Stock (EOG)	0.0	$392k	-3%	3.0k	129.02	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$391k	+21%	12k	33.21	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$388k	-21%	3.8k	101.66	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$385k	NEW	1.8k	213.81	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$384k	NEW	9.1k	42.23	View chart
Dow Stock (DOW)	0.0	$381k	-14%	9.9k	38.34	View chart
United Rentals Stock (URI)	0.0	$376k	+54%	515.00	729.37	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$375k	-10%	838.00	447.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$375k	-8%	6.9k	54.57	View chart
The Cigna Group Stock (CI)	0.0	$373k	-10%	1.2k	299.82	View chart
Eaton Corp Stock (ETN)	0.0	$368k	+16%	1.2k	307.81	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$366k	+23%	1.8k	201.83	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$366k	-8%	4.8k	76.00	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$366k	-5%	879.00	415.78	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$358k	NEW	3.0k	118.41	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$357k	+16%	1.3k	276.48	View chart
Sap Se Adr (SAP)	0.0	$354k	-18%	1.2k	293.69	View chart
Intuitive Surgical Stock (ISRG)	0.0	$341k	NEW	576.00	591.39	View chart
Nike Inc Cl B Stock (NKE)	0.0	$339k	-4%	4.6k	73.13	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$336k	-64%	6.6k	50.57	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$332k	-9%	5.0k	66.45	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$330k		3.1k	106.54	View chart
Trane Technologies Stock (TT)	0.0	$329k	+64%	911.00	361.28	View chart
Cvs Health Corp Stock (CVS)	0.0	$324k	-27%	4.9k	66.37	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$324k	-31%	2.8k	115.52	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$315k	-95%	6.2k	50.39	View chart
Kb Home Stock (KBH)	0.0	$313k	+30%	4.9k	64.17	View chart
Dupont De Nemours Stock (DD)	0.0	$311k	+10%	3.7k	84.06	View chart
Hershey Stock (HSY)	0.0	$310k	-92%	1.9k	160.58	View chart
Danaher Corporation Stock (DHR)	0.0	$306k	+14%	1.5k	203.65	View chart
Genuine Parts Stock (GPC)	0.0	$302k	+4%	2.4k	124.68	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$302k	-46%	4.4k	69.26	View chart
Ge Aerospace Stock (GE)	0.0	$298k	+7%	1.4k	208.36	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$294k		3.8k	77.32	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$292k	+2%	6.4k	45.54	View chart
General Dynamics Corp Stock (GD)	0.0	$292k	-91%	1.2k	246.20	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$291k	-5%	3.7k	79.43	View chart
Ametek Stock (AME)	0.0	$289k	-19%	1.6k	184.43	View chart
Cintas Corp Stock (CTAS)	0.0	$288k		1.4k	205.99	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.0	$287k	-93%	5.7k	50.54	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$284k	NEW	3.4k	84.08	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$281k	+210%	12k	24.19	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC)	0.0	$280k	NEW	10k	27.49	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$280k	-4%	5.0k	55.97	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$275k		4.0k	69.37	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$273k	NEW	2.0k	137.89	View chart
Boeing Stock (BA)	0.0	$268k	-9%	1.4k	185.44	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$260k	NEW	902.00	288.24	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$258k	-68%	7.1k	36.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$257k	+14%	5.6k	45.60	View chart
Oreilly Automotive Stock (ORLY)	0.0	$257k	NEW	192.00	1335.68	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$256k	+11%	330.00	776.99	View chart
Coca Cola Stock (KO)	0.0	$254k	-8%	3.7k	69.50	View chart
Jacobs Solutions Stock (J)	0.0	$251k	+8%	1.9k	130.35	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$248k	NEW	2.4k	104.67	View chart
Xplr Infrastructure Lp Com Unit Part In Stock (XIFR)	0.0	$243k	-40%	28k	8.65	View chart
Servicenow Stock (NOW)	0.0	$241k	NEW	244.00	989.48	View chart
Hubspot Stock (HUBS)	0.0	$238k	NEW	290.00	819.71	View chart
Conocophillips Stock (COP)	0.0	$236k	-50%	2.4k	96.90	View chart
Intel Corp Stock (INTC)	0.0	$233k	-11%	9.7k	24.13	View chart
Sila Realty Trust Reit (SILA)	0.0	$232k	NEW	9.0k	25.69	View chart
Roundhill Magnificent Seven Etf Etf (MAGS)	0.0	$231k	NEW	4.2k	55.28	View chart
Rio Tinto Adr (RIO)	0.0	$228k	-57%	3.6k	63.28	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$226k	NEW	2.5k	92.05	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$224k	-40%	3.1k	72.30	View chart
Goldman Sachs Bdc Cef (GSBD)	0.0	$219k		17k	12.88	View chart
Altria Group Stock (MO)	0.0	$217k	NEW	4.0k	53.62	View chart
Carvana Co Cl A Stock (CVNA)	0.0	$216k	NEW	794.00	272.40	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$216k		5.0k	42.80	View chart
Wells Fargo Stock (WFC)	0.0	$211k	NEW	2.7k	78.85	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$208k	-13%	7.3k	28.61	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$207k	NEW	2.2k	92.31	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.0	$205k		7.1k	28.98	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$204k	-19%	3.3k	61.19	View chart
Travelers Companies Stock (TRV)	0.0	$203k	NEW	836.00	243.01	View chart
Restaurant Brands Intl Stock (QSR)	0.0	$201k		3.0k	66.40	View chart
Nuveen Real Estate Income Cef (JRS)	0.0	$195k	-26%	23k	8.65	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$168k		11k	15.92	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$157k	NEW	10k	15.25	View chart
Vale S A Adr (VALE)	0.0	$150k	-45%	16k	9.57	View chart
Bridge Invt Group Hldgs Inc Com Cl A Stock (BRDG)	0.0	$132k		17k	7.73	View chart
Easterly Govt Pptys Reit (DEA)	0.0	$124k		12k	10.71	View chart
Ford Mtr Stock (F)	0.0	$119k	-7%	13k	9.35	View chart
Ares Coml Real Estate Corp Reit (ACRE)	0.0	$107k	+5%	21k	5.08	View chart
Standard Lithium Stock (SLI)	0.0	$30k	+34%	20k	1.54	View chart

Past Filings by Strategic Wealth Partners

SEC 13F filings are viewable for Strategic Wealth Partners going back to 2017

Strategic Wealth Partners 2024 Q4 filed Feb. 14, 2025
Strategic Wealth Partners 2024 Q2 filed Oct. 8, 2024
Strategic Wealth Partners 2024 Q3 filed Oct. 8, 2024
Strategic Wealth Partners 2023 Q2 filed May 20, 2024
Strategic Wealth Partners 2023 Q3 filed May 20, 2024
Strategic Wealth Partners 2024 Q1 filed May 20, 2024
Strategic Wealth Partners 2023 Q4 filed May 20, 2024
Strategic Wealth Partners 2023 Q1 filed April 24, 2023
Strategic Wealth Partners 2022 Q4 filed April 24, 2023
Strategic Wealth Partners 2022 Q3 filed April 24, 2023
Strategic Wealth Partners 2022 Q2 filed Aug. 22, 2022
Strategic Wealth Partners 2022 Q1 filed May 19, 2022
Strategic Wealth Partners 2021 Q4 filed Feb. 11, 2022
Strategic Wealth Partners 2021 Q3 filed Nov. 12, 2021
Strategic Wealth Partners 2021 Q2 filed Aug. 25, 2021
Strategic Wealth Partners 2021 Q1 filed May 24, 2021

View all past filings

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