Strategic Wealth Partners, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Strategic Wealth Partners, Ltd. | Institutional Filer | ▲ 116.64% | $2.90B | 1579 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1579)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | — | 4.7M | $131.3M | 4.52% |
| 2 | SWP | SWP GROWTH & INCOME ETF | — | 4.8M | $128.2M | 4.42% |
| 3 | MBB | ISHARES MBS ETF | — | 486K | $46.1M | 1.59% |
| 4 | MBB | ISHARES MBS ETF | — | 467K | $44.4M | 1.53% |
| 5 | MSFT | Microsoft Corporation | Technology | 90K | $43.4M | 1.49% |
| 6 | MSFT | Microsoft Corporation | Technology | 114K | $42.1M | 1.45% |
| 7 | GOOGL | Alphabet Inc. | Technology | 128K | $40.2M | 1.38% |
| 8 | AAPL | Apple Inc. | Technology | 148K | $40.1M | 1.38% |
| 9 | EFA | ISHARES MSCI EAFE ETF | — | 394K | $38.3M | 1.32% |
| 10 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | — | 1.3M | $38.2M | 1.31% |
| 11 | AAPL | Apple Inc. | Technology | 149K | $37.8M | 1.30% |
| 12 | GOOGL | Alphabet Inc. | Technology | 131K | $37.7M | 1.30% |
| 13 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | — | 1.2M | $36.7M | 1.27% |
| 14 | EFA | ISHARES MSCI EAFE ETF | — | 379K | $36.4M | 1.25% |
| 15 | AVGO | Broadcom Inc. | Technology | 85K | $29.5M | 1.01% |
Showing 1 to 15 of 1000 holdings