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CIK: 0001720777
Total reported value
$1.6B
$1.6B
278 檔
10.7%
In Q1 2024, Strategic Wealth Partners, Ltd.'s U.S. equity holdings reached a combined market value of $1.6B, distributed across 278 disclosed stock positions.
During Q1 2024, Strategic Wealth Partners, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.92% | -0.05% | +1.94% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.49% | — | +1.96% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 3.45% | -0.17% | +10.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.10% | +6.62% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.97% | -0.12% | +10.74% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.83% | -0.09% | +7.34% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.05% | -0.10% | +11.82% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.15% | +9.44% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.93% | +0.02% | -5.64% | |
| 10 | PID | Invesco International Divide | ETF-Other | 1.75% | -0.14% | +8.38% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.63% | -0.08% | +11.90% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.45% | -0.05% | +6.75% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.36% | +0.07% | +11.52% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.04% | +53.98% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.06% | +5.22% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.11% | +0.81% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.01% | +6.11% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.10% | +4.62% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.12% | +12.06% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | +0.08% | +10.13% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | -0.01% | +12.06% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.27% | +1.02% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.98% | -0.04% | +7.93% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.05% | +10.65% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.10% | +10.79% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.33% | +10.09% | |
| 27 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.88% | +0.01% | -9.21% | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 0.86% | +0.16% | +12.95% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 0.86% | +0.17% | -8.07% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.86% | +0.07% | +5.39% | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.85% | -0.02% | — | |
| 32 | VFH | Vanguard Financials ETF | ETF-Other | 0.84% | -0.01% | +10.57% | |
| 33 | LAZ | Lazard Inc | Stock-Financials | 0.84% | — | — | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.83% | — | +9.11% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.82% | — | +10.77% | |
| 36 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.82% | — | -4.71% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | +0.21% | +18.57% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.81% | +0.06% | +7.76% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.80% | — | +5.22% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | -0.08% | +114.35% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.01% | +5.65% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.10% | +27.00% | |
| 43 | STE | STERIS plc | Stock-Healthcare | 0.72% | -0.01% | +9.08% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.08% | +9.01% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.08% | +11.32% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.70% | -0.01% | +5.12% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.70% | +0.04% | +5.59% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.46% | +274.14% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.07% | EXIT | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.69% | — | -8.75% |
According to official SEC Form 13F filings, Strategic Wealth Partners, Ltd. reported a total U.S. public equity portfolio value of $1.6B across 278 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DGRO, SPYG, MBB) accounted for 10.7% of total reported equity market value during Q1 2024.
During Q1 2024, Strategic Wealth Partners, Ltd.'s top holdings by market value included DGRO (5.9%)、SPYG (3.5%)、MBB (3.5%). The largest single position, DGRO, represented 5.9% of total portfolio value.
In Q1 2024, Strategic Wealth Partners, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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