13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001720777
Total reported value
$1.6B
$1.6B
314 檔
14.1%
As reported in its official Q4 2024 Form 13F filing, Strategic Wealth Partners, Ltd.'s tracked investment portfolio stood at $1.6B with 314 total positions.
During Q4 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 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 7.08% | -0.11% | +0.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.10% | +33.25% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 3.00% | -0.17% | +0.21% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.15% | +21.65% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.59% | -0.12% | -1.20% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.36% | -0.09% | +0.93% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.85% | -0.10% | +1.75% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.27% | +21.70% | |
| 9 | PID | Invesco International Divide | ETF-Other | 1.52% | -0.14% | +1.41% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.40% | -0.08% | +0.28% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.40% | +0.02% | +41.37% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.37% | +0.08% | +22.04% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.06% | +13.69% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.10% | +6.20% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.04% | -1.54% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.11% | +0.32% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.21% | -0.46% | +23.20% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.19% | -0.05% | -4.58% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.03% | +20.94% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.14% | -0.04% | +18.92% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.01% | +6.25% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | +0.21% | +35.25% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | — | +30.69% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 1.05% | +0.17% | +32.49% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.33% | +19.75% | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.98% | — | +62.71% | |
| 27 | LAZ | Lazard Inc | Stock-Financials | 0.97% | — | +31.55% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.12% | -1.37% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.96% | +0.06% | +31.90% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | +0.05% | +28.97% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.90% | -0.05% | -6.51% | |
| 32 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.88% | +0.01% | — | |
| 33 | BKR | Baker Hughes Co | Stock-Energy | 0.88% | -0.11% | +12.43% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.05% | +13.37% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.01% | +105.20% | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 0.82% | -0.02% | +21.68% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | +0.06% | +512.04% | |
| 38 | ARMK | Aramark | Stock-Industrials | 0.82% | — | +32.46% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.10% | -16.30% | |
| 40 | VFH | Vanguard Financials ETF | ETF-Other | 0.80% | -0.01% | +2.49% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.05% | +14.80% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.79% | +0.04% | +32.70% | |
| 43 | CCJ | Cameco CORP | Stock-Energy | 0.78% | +0.16% | +2.14% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.77% | -0.10% | +14.77% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.08% | +33.59% | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.76% | -0.01% | +28.99% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.01% | +25.01% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.07% | -41.00% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.07% | EXIT | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.68% | +0.01% | -8.54% |
According to official SEC Form 13F filings, Strategic Wealth Partners, Ltd. reported a total U.S. public equity portfolio value of $1.6B across 314 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SWP, MSFT, MBB) accounted for 14.1% of total reported equity market value during Q4 2024.
During Q4 2024, Strategic Wealth Partners, Ltd.'s top holdings by market value included SWP (7.1%)、MSFT (3.4%)、MBB (3.0%). The largest single position, SWP, represented 7.1% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.