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, VTI, SPY, IWD, and represent 57.21% of Strategic Wealth Partners Group's stock portfolio.
  • Added to shares of these 10 stocks: IWD, SMMD, EFA, AOM, EEM, BSV, IVE, VTI, IVV, VBK.
  • Started 4 new stock positions in AOM, BSV, VO, VBK.
  • Reduced shares in these 10 stocks: AGG, AOR, VOO, IWF, , IVW, IWN, SPY, IWB, SCHG.
  • Sold out of its positions in SPLG.
  • Strategic Wealth Partners Group was a net seller of stock by $-954k.
  • Strategic Wealth Partners Group has $498M in assets under management (AUM), dropping by 5.50%.
  • Central Index Key (CIK): 0001682677

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Portfolio Holdings for Strategic Wealth Partners Group

Companies in the Strategic Wealth Partners Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 21.0 $105M 430k 243.06
Ishares Tr S&p 500 Val Etf (IVE) 10.0 $50M 353k 141.26
Vanguard Index Fds Total Stk Mkt (VTI) 9.2 $46M 222k 206.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.6 $43M 108k 395.35
Ishares Tr Rus 1000 Val Etf (IWD) 8.4 $42M +6% 274k 153.33
Ishares Tr Grwt Allocat Etf (AOR) 8.0 $40M -7% 744k 53.71
Ishares Tr Core S&p Scp Etf (IJR) 4.2 $21M 194k 108.03
Ishares Tr S&p 500 Grwt Etf (IVW) 3.7 $18M 281k 65.11
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.3 $16M 333k 49.15
Ishares Tr Russell 2000 Etf (IWM) 2.7 $14M 61k 220.96
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $13M 42k 300.75
Ishares Tr Msci Eafe Etf (EFA) 1.9 $9.7M +8% 128k 75.71
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $9.4M 59k 159.47
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $8.1M 80k 102.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $8.1M -9% 22k 364.30
Ishares Tr Rus 1000 Etf (IWB) 1.1 $5.3M -2% 24k 223.83
Ishares Tr Core S&p500 Etf (IVV) 1.0 $5.2M +4% 13k 397.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $4.3M 42k 100.74
Ishares Tr Msci Acwi Ex Us (ACWX) 0.8 $4.0M +4% 72k 55.18
Ishares Tr Rusel 2500 Etf (SMMD) 0.7 $3.3M +127% 53k 62.89
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.1M -54% 27k 113.84
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $3.0M 21k 147.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $2.8M 20k 141.64
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.2M 8.6k 257.03
Vanguard Index Fds Value Etf (VTV) 0.3 $1.7M +3% 13k 131.43
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.5M +48% 29k 53.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.4M -6% 11k 129.80
Broadcom (AVGO) 0.2 $1.1M -2% 2.5k 463.82
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.0M +4% 10k 101.89
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.0M 5.9k 176.87
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $1.0M 4.5k 224.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $971k -5% 15k 65.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $950k 3.7k 260.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $948k 16k 60.67
Vanguard Index Fds Small Cp Etf (VB) 0.2 $815k 3.8k 214.14
Ishares Tr Core Msci Eafe (IEFA) 0.2 $790k 11k 72.07
Ishares Tr Modert Alloc Etf (AOM) 0.2 $771k NEW 18k 43.58
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $738k 5.8k 128.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $643k 12k 52.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $612k +3% 8.3k 73.98
Ishares Tr Core Msci Total (IXUS) 0.1 $564k 8.0k 70.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $494k +14% 4.5k 109.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $417k -8% 3.3k 127.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $409k 5.2k 78.41
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.1 $408k +23% 16k 25.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $389k 2.9k 134.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $381k -12% 4.6k 82.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $367k NEW 4.5k 82.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $353k -5% 6.5k 54.63
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $349k 13k 26.16
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $346k 13k 26.83
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $330k 13k 26.43
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.1 $329k 13k 24.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $314k -17% 5.8k 54.61
Ishares Tr Russell 3000 Etf (IWV) 0.1 $308k 1.3k 237.11
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $295k +12% 893.00 330.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $277k 582.00 475.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $243k NEW 883.00 275.20
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $220k NEW 994.00 221.33

Past Filings by Strategic Wealth Partners Group

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

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