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Home > Institutional Investor > Strategic Wealth Partners, Ltd. > Profile

Instuitional Investor - Strategic Wealth Partners, Ltd.

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Partners, Ltd.
Portfolio Value $1,136,988,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Swp Growth & Income Etf
 3,228,844 $85,564,364 7.08%
2.
Microsoft Corp
 MSFT 98,947 $40,621,510 3.36%
3.
Ishares Mbs Etf
 393,696 $36,247,572 3%
4.
Apple Inc.
 AAPL 138,600 $33,474,906 2.77%
5.
Spdr Series Trust
 1,045,995 $31,285,697 2.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)