Strategic Wealth Partners

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

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Positions held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 278 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
Ishares Tr Core Div Grwth (DGRO) 5.9 $54M 929k 58.06
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.5 $32M 435k 73.15
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Ishares Tr Mbs Etf (MBB) 3.4 $31M +10% 340k 92.42
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Microsoft Corporation (MSFT) 3.2 $29M +6% 68k 420.72
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Spdr Ser Tr Portfolio Short (SPSB) 3.0 $27M +10% 911k 29.77
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Ishares Tr Msci Eafe Etf (EFA) 2.8 $26M +7% 323k 79.86
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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.1 $19M +11% 161k 115.81
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Apple (AAPL) 2.0 $18M +9% 106k 171.48
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $18M -5% 192k 91.80
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 1.8 $16M +8% 862k 18.54
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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $15M +11% 136k 108.92
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Ishares Tr Short Treas Bd (SHV) 1.5 $13M +6% 120k 110.54
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Ishares Tr Russell 2000 Etf (IWM) 1.4 $12M +11% 59k 210.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $12M +53% 23k 523.06
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JPMorgan Chase & Co. (JPM) 1.2 $11M +5% 54k 200.30
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $11M 71k 150.93
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Visa Com Cl A (V) 1.1 $10M +6% 37k 279.08
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Amazon (AMZN) 1.1 $10M +4% 55k 180.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $9.7M +12% 22k 444.01
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Goldman Sachs (GS) 1.0 $9.3M +10% 22k 417.69
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $9.2M +12% 55k 169.37
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Broadcom (AVGO) 1.0 $9.1M 6.9k 1325.36
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $8.9M +7% 26k 346.62
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $8.8M +10% 17k 525.74
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Raytheon Technologies Corp (RTX) 0.9 $8.4M +10% 87k 97.53
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Eli Lilly & Co. (LLY) 0.9 $8.3M +10% 11k 777.97
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.9 $8.0M -9% 80k 99.42
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Cameco Corporation (CCJ) 0.9 $7.8M +12% 181k 43.32
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PNC Financial Services (PNC) 0.9 $7.8M -8% 48k 161.60
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American Express Company (AXP) 0.9 $7.8M +5% 34k 227.69
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Ishares Msci Jpn Etf New (EWJ) 0.9 $7.8M NEW 109k 71.35
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Vanguard World Financials Etf (VFH) 0.8 $7.7M +10% 75k 102.39
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Lazard Ltd Shs -a - (LAZ) 0.8 $7.6M NEW 182k 41.87
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Constellation Brands Cl A (STZ) 0.8 $7.5M +9% 28k 271.76
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $7.5M +10% 128k 58.59
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Ishares Msci Mexico Etf (EWW) 0.8 $7.5M -4% 108k 69.31
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International Business Machines (IBM) 0.8 $7.4M +18% 39k 190.96
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Oracle Corporation (ORCL) 0.8 $7.4M +7% 59k 125.61
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Roper Industries (ROP) 0.8 $7.3M +5% 13k 560.83
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $6.9M +114% 85k 80.63
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Intuit (INTU) 0.7 $6.7M +5% 10k 650.01
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Medtronic SHS (MDT) 0.7 $6.7M +27% 76k 87.15
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Steris Shs Usd (STE) 0.7 $6.6M +9% 29k 224.82
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Abbvie (ABBV) 0.7 $6.5M +9% 36k 182.10
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Nextera Energy (NEE) 0.7 $6.5M +11% 101k 63.91
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Stryker Corporation (SYK) 0.7 $6.4M +5% 18k 357.87
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Emerson Electric (EMR) 0.7 $6.4M +5% 56k 113.42
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salesforce (CRM) 0.7 $6.3M +274% 21k 301.18
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Honeywell International (HON) 0.7 $6.3M +3% 31k 205.25
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Spdr Ser Tr Aerospace Def (XAR) 0.7 $6.2M -8% 45k 140.51
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Aramark Hldgs (ARMK) 0.7 $6.2M +10% 192k 32.52
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Astrazeneca Sponsored Adr (AZN) 0.7 $6.0M +11% 89k 67.75
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Starbucks Corporation (SBUX) 0.7 $6.0M +35% 66k 91.39
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Prologis (PLD) 0.7 $6.0M +28% 46k 130.22
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TJX Companies (TJX) 0.7 $6.0M +8% 59k 101.42
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Zoetis Cl A (ZTS) 0.7 $6.0M +8% 35k 169.21
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Blackstone Group Inc Com Cl A (BX) 0.6 $5.6M -13% 43k 131.37
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $5.6M 129k 43.04
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Mondelez Intl Cl A (MDLZ) 0.6 $5.4M +34% 77k 70.00
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Cisco Systems (CSCO) 0.6 $5.1M +7% 103k 49.91
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Blue Owl Capital Com Cl A (OWL) 0.6 $5.0M -37% 267k 18.86
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Philip Morris International (PM) 0.5 $5.0M +36% 54k 91.62
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CVS Caremark Corporation (CVS) 0.5 $4.9M +6% 62k 79.76
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Nike CL B (NKE) 0.5 $4.9M +2255% 53k 93.98
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SYSCO Corporation (SYY) 0.5 $4.8M +5% 59k 81.18
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NVIDIA Corporation (NVDA) 0.5 $4.8M +34% 5.3k 903.58
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Duke Energy Corp Com New (DUK) 0.5 $4.8M -6% 49k 96.71
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Alphabet Cap Stk Cl C (GOOG) 0.5 $4.7M 31k 152.26
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Diamondback Energy (FANG) 0.5 $4.7M -27% 24k 198.17
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Vulcan Materials Company (VMC) 0.5 $4.6M +8% 17k 272.92
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $4.5M 78k 57.86
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Kinder Morgan (KMI) 0.5 $4.4M +36% 237k 18.34
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Cohen & Steers infrastucture Fund (UTF) 0.5 $4.3M +9% 184k 23.57
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Vestis Corporation Com Shs (VSTS) 0.5 $4.3M NEW 223k 19.27
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Darden Restaurants (DRI) 0.5 $4.2M NEW 25k 167.15
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Nextera Energy Partners Com Unit Part In (NEP) 0.5 $4.2M +7% 139k 30.08
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UnitedHealth (UNH) 0.4 $3.9M +14% 7.9k 494.72
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United Parcel Service CL B (UPS) 0.4 $3.9M +814% 26k 148.63
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Corpay Com Shs 0.4 $3.9M NEW 13k 308.54
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AmerisourceBergen (COR) 0.4 $3.7M +12% 15k 243.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.6M -11% 8.5k 420.52
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Anthem (ELV) 0.4 $3.5M +2% 6.8k 518.51
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Spdr Gold Tr Gold Shs (GLD) 0.4 $3.5M 17k 205.72
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Amgen (AMGN) 0.4 $3.4M 12k 284.32
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PIMCO Corporate Opportunity Fund (PTY) 0.4 $3.2M +11% 216k 14.87
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Baker Hughes Company Cl A (BKR) 0.3 $3.0M -38% 90k 33.50
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Advanced Micro Devices (AMD) 0.3 $2.9M +22% 16k 180.48
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Costco Wholesale Corporation (COST) 0.3 $2.7M +11% 3.7k 732.60
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Fs Kkr Capital Corp (FSK) 0.3 $2.5M +2% 129k 19.07
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Palo Alto Networks (PANW) 0.2 $2.2M -21% 7.9k 284.13
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Union Pacific Corporation (UNP) 0.2 $2.2M -24% 9.1k 245.93
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Uber Technologies (UBER) 0.2 $2.1M -12% 27k 76.99
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.9M +53% 11k 182.61
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Home Depot (HD) 0.2 $1.8M +17% 4.8k 383.62
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Edwards Lifesciences (EW) 0.2 $1.8M +29% 19k 95.56
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $1.8M -3% 22k 81.53
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Blackrock Debt Strategies Com New (DSU) 0.2 $1.7M +4% 152k 11.06
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $1.6M 50k 31.95
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Thermo Fisher Scientific (TMO) 0.2 $1.6M 2.7k 581.28
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Metropcs Communications (TMUS) 0.2 $1.6M +17% 9.5k 163.22
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.6M 17k 93.71
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.5M 13k 120.99
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.5M +3% 61k 25.28
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Doubleline Income Solutions (DSL) 0.2 $1.5M 116k 12.70
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Paypal Holdings (PYPL) 0.2 $1.5M +214% 22k 66.99
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.5M 29k 51.28
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Waste Management (WM) 0.2 $1.4M 6.8k 213.14
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Tetra Tech (TTEK) 0.2 $1.4M +10% 7.8k 184.71
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Match Group (MTCH) 0.2 $1.4M +51% 40k 36.28
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Meta Platforms Cl A (META) 0.2 $1.4M +3% 2.9k 485.63
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Doubleline Opportunistic Cr (DBL) 0.1 $1.3M 87k 15.42
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Wal-Mart Stores (WMT) 0.1 $1.3M +54% 21k 60.17
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Charles Schwab Corporation (SCHW) 0.1 $1.3M -25% 18k 72.34
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.3M -3% 25k 50.45
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $1.3M -17% 12k 100.89
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.2M NEW 17k 72.63
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Aspen Aerogels (ASPN) 0.1 $1.2M +8% 69k 17.60
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $1.2M -21% 29k 42.02
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.2M +19% 2.9k 418.01
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Brown & Brown (BRO) 0.1 $1.1M 13k 87.54
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Deere & Company (DE) 0.1 $1.1M -7% 2.8k 410.72
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.1M +5% 11k 104.73
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Churchill Downs (CHDN) 0.1 $1.1M +48% 9.0k 123.75
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Aaon Com Par $0.004 (AAON) 0.1 $1.1M -83% 13k 88.10
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Tesla Motors (TSLA) 0.1 $1.1M +33% 6.2k 175.80
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M +138% 15k 74.22
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Ares Capital Corporation (ARCC) 0.1 $1.1M 52k 20.82
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Chevron Corporation (CVX) 0.1 $1.1M +15% 6.8k 157.74
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Owl Rock Capital Corporation (OBDC) 0.1 $1.1M -2% 69k 15.38
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Ishares Gold Tr Ishares New (IAU) 0.1 $1.1M +13% 25k 42.01
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.0M +2% 3.6k 288.03
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Target Corporation (TGT) 0.1 $1.0M -82% 5.9k 177.20
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Exxon Mobil Corporation (XOM) 0.1 $1.0M -33% 8.9k 116.24
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $993k 9.0k 110.52
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Us Foods Hldg Corp call (USFD) 0.1 $976k 18k 53.97
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Johnson & Johnson (JNJ) 0.1 $961k +26% 6.1k 158.18
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Progressive Corporation (PGR) 0.1 $949k 4.6k 206.82
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $935k -21% 9.3k 100.71
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Global Payments (GPN) 0.1 $928k -26% 6.9k 133.66
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S&p Global (SPGI) 0.1 $927k +14% 2.2k 425.49
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Mastercard Incorporated Cl A (MA) 0.1 $920k +2% 1.9k 481.57
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Select Sector Spdr Tr Technology (XLK) 0.1 $892k +61% 4.3k 208.27
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Primo Water (PRMW) 0.1 $879k NEW 48k 18.21
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Abbott Laboratories (ABT) 0.1 $875k +17% 7.7k 113.66
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $872k -9% 11k 81.78
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $860k -47% 17k 50.69
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Procter & Gamble Company (PG) 0.1 $858k -8% 5.3k 162.24
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Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.1 $858k +9% 71k 12.06
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Lowe's Companies (LOW) 0.1 $846k -11% 3.3k 254.73
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Hims & Hers Health Com Cl A (HIMS) 0.1 $839k NEW 54k 15.47
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Phillips 66 (PSX) 0.1 $834k -82% 5.1k 163.33
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FactSet Research Systems (FDS) 0.1 $816k +8% 1.8k 454.44
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Walt Disney Company (DIS) 0.1 $805k +8% 6.6k 122.37
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Synopsys (SNPS) 0.1 $786k 1.4k 571.50
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Merck & Co (MRK) 0.1 $779k -41% 5.9k 131.95
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Fiserv (FI) 0.1 $759k -16% 4.8k 159.82
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Ishares Msci Emrg Chn (EMXC) 0.1 $735k 13k 57.57
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $734k +16% 14k 53.39
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Lam Research Corporation (LRCX) 0.1 $724k -21% 746.00 971.05
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $713k -50% 14k 50.29
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Lyft Cl A Com (LYFT) 0.1 $708k NEW 37k 19.35
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $668k +28% 7.1k 94.62
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Bank of America Corporation (BAC) 0.1 $657k +46% 17k 37.92
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $653k +2% 8.4k 77.31
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $650k 14k 47.44
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Vanguard Index Fds Value Etf (VTV) 0.1 $644k -12% 4.0k 162.86
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $641k +4% 2.5k 259.90
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Uipath Cl A (PATH) 0.1 $641k NEW 28k 22.67
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $636k NEW 6.0k 106.49
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Global X Fds Rate Preferred (PFFV) 0.1 $636k -3% 27k 23.68
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Cheniere Energy Com New (LNG) 0.1 $628k +6% 3.9k 161.29
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Verizon Communications (VZ) 0.1 $624k -8% 15k 41.96
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Chubb (CB) 0.1 $621k 2.4k 259.14
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $618k +38% 6.3k 97.95
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $613k +59% 19k 32.23
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $607k +21% 7.9k 76.67
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Linde SHS (LIN) 0.1 $602k +7% 1.3k 464.32
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Pepsi (PEP) 0.1 $602k +3% 3.4k 175.01
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $601k +10% 6.3k 94.66
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Vanguard Index Fds Growth Etf (VUG) 0.1 $600k -18% 1.7k 344.20
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $576k -21% 1.8k 320.59
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Morgan Stanley Com New (MS) 0.1 $576k +20% 6.1k 94.16
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Lockheed Martin Corporation (LMT) 0.1 $575k -27% 1.3k 454.88
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $570k 1.0k 556.40
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McDonald's Corporation (MCD) 0.1 $565k +5% 2.0k 281.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $557k -16% 1.2k 480.49
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Ametek (AME) 0.1 $553k -3% 3.0k 182.90
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Applied Materials (AMAT) 0.1 $551k NEW 2.7k 206.26
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $546k +86% 1.6k 337.05
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Ishares Core Msci Emkt (IEMG) 0.1 $538k +101% 10k 51.60
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Southern Company (SO) 0.1 $529k +4% 7.4k 71.74
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Cigna Corp (CI) 0.1 $517k -49% 1.4k 363.19
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Ishares Tr Select Divid Etf (DVY) 0.1 $512k 4.2k 123.18
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Cadence Design Systems (CDNS) 0.1 $508k +2% 1.6k 311.28
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $499k 16k 30.83
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $492k -9% 4.9k 99.43
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Parker-Hannifin Corporation (PH) 0.1 $485k +20% 872.00 555.79
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Sherwin-Williams Company (SHW) 0.1 $482k -14% 1.4k 347.41
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Coinbase Global Com Cl A (COIN) 0.1 $481k 1.8k 265.12
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $460k 13k 35.84
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Digital Realty Trust (DLR) 0.1 $456k NEW 3.2k 144.04
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Palantir Technologies Cl A (PLTR) 0.0 $451k +92% 20k 23.01
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Select Sector Spdr Tr Energy (XLE) 0.0 $444k +9% 4.7k 94.41
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Arthur J. Gallagher & Co. (AJG) 0.0 $441k +6% 1.8k 250.04
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Adobe Systems Incorporated (ADBE) 0.0 $429k +11% 850.00 504.60
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EOG Resources (EOG) 0.0 $418k +10% 3.3k 127.84
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Qualcomm (QCOM) 0.0 $415k -21% 2.5k 169.31
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Select Sector Spdr Tr Financial (XLF) 0.0 $413k +55% 9.8k 42.12
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Entergy Corporation (ETR) 0.0 $408k 3.9k 105.68
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Caterpillar (CAT) 0.0 $405k NEW 1.1k 366.43
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Kla Corp Com New (KLAC) 0.0 $405k +49% 579.00 698.57
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $384k -9% 3.8k 101.42
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Ishares Tr National Mun Etf (MUB) 0.0 $379k +62% 3.5k 107.59
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Bristol Myers Squibb (BMY) 0.0 $375k -12% 6.9k 54.23
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.0 $366k NEW 5.8k 63.17
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $357k -4% 11k 31.62
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Cintas Corporation (CTAS) 0.0 $356k 518.00 687.03
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $352k -6% 5.7k 61.53
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Marsh & McLennan Companies (MMC) 0.0 $347k +7% 1.7k 205.98
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $340k NEW 854.00 397.76
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Genuine Parts Company (GPC) 0.0 $334k +24% 2.2k 154.93
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Ingersoll Rand (IR) 0.0 $321k +9% 3.4k 94.95
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Danaher Corporation (DHR) 0.0 $321k +17% 1.3k 249.63
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $314k -12% 5.5k 56.98
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Eaton Corp SHS (ETN) 0.0 $313k +8% 1.0k 312.68
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Federal Signal Corporation (FSS) 0.0 $310k NEW 3.6k 84.87
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $308k NEW 1.4k 225.92
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McKesson Corporation (MCK) 0.0 $308k NEW 573.00 536.85
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Boeing Company (BA) 0.0 $307k +24% 1.6k 192.99
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Coca-Cola Company (KO) 0.0 $304k +9% 5.0k 61.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $303k +5% 1.2k 249.86
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Novo-nordisk A S Adr (NVO) 0.0 $300k +13% 2.3k 128.40
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Martin Marietta Materials (MLM) 0.0 $298k NEW 485.00 613.94
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Perrigo SHS (PRGO) 0.0 $294k -93% 9.1k 32.19
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Sap Se Spon Adr (SAP) 0.0 $290k -57% 1.5k 195.03
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $289k NEW 6.3k 45.61
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Hasbro (HAS) 0.0 $280k -93% 5.0k 56.52
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Goldman Sachs Bdc SHS (GSBD) 0.0 $274k 18k 14.98
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Enterprise Products Partners (EPD) 0.0 $274k 9.4k 29.18
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EXACT Sciences Corporation (EXAS) 0.0 $271k +3% 3.9k 69.06
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Humana (HUM) 0.0 $269k 775.00 346.72
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $268k -8% 9.3k 28.92
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Unilever Spon Adr New (UL) 0.0 $266k -42% 5.3k 50.19
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $263k +2% 1.5k 175.26
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Allstate Corporation (ALL) 0.0 $260k NEW 1.5k 173.01
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $259k +18% 1.8k 147.73
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $256k -11% 4.4k 58.65
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Lincoln Electric Holdings (LECO) 0.0 $255k 1.0k 255.44
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Vanguard World Inf Tech Etf (VGT) 0.0 $253k NEW 483.00 524.34
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Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.0 $250k 8.8k 28.49
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $246k 10k 24.57
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $243k -65% 3.7k 65.65
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $241k -6% 3.0k 79.46
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Amphenol Corp Cl A (APH) 0.0 $239k 2.1k 115.35
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Micron Technology (MU) 0.0 $234k NEW 2.0k 117.89
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $232k 3.7k 62.06
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Dupont De Nemours (DD) 0.0 $230k +11% 3.0k 76.68
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Dow (DOW) 0.0 $229k NEW 4.0k 57.93
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $226k NEW 2.4k 92.89
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ConocoPhillips (COP) 0.0 $222k NEW 1.7k 127.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $220k +4% 2.5k 86.48
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $220k NEW 2.6k 84.09
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $217k NEW 1.2k 179.11
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $217k NEW 5.3k 40.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $214k -13% 5.1k 41.77
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Pulte (PHM) 0.0 $214k NEW 1.8k 120.62
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BlackRock (BLK) 0.0 $211k 253.00 832.74
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Jacobs Engineering Group (J) 0.0 $211k NEW 1.4k 153.73
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $206k NEW 212.00 970.47
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Fifth Third Ban (FITB) 0.0 $205k NEW 5.5k 37.21
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General Electric Com New (GE) 0.0 $203k NEW 1.2k 175.53
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Wells Fargo & Company (WFC) 0.0 $201k NEW 3.5k 57.96
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Golub Capital BDC (GBDC) 0.0 $191k -32% 12k 16.63
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Ares Coml Real Estate (ACRE) 0.0 $134k NEW 18k 7.45
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Soundhound Ai Class A Com (SOUN) 0.0 $73k NEW 12k 5.89
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Bridge Invt Group Hldgs Com Cl A (BRDG) 0.0 $72k -12% 11k 6.85
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Ashford (AINC) 0.0 $29k 13k 2.26
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Tellurian (TELL) 0.0 $13k +13% 20k 0.66
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Past Filings by Strategic Wealth Partners

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

View all past filings