StockDriftsStockDriftsTop 50 Strategic Wealth Partners Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | RUS 1000 GRW ETF | 18.67% | 502.0K | $169.2M | +0.69%(+3.46K) | — | 2024-03-31 | |
| IVE | S&P 500 VAL ETF | 9.54% | 463.0K | $86.5M | +2.58%(+11.65K) | — | 2024-03-31 | |
| IWD | RUS 1000 VAL ETF | 8.65% | 437.5K | $78.4M | -0.63%(-2.76K) | — | 2024-03-31 | |
| VTI | TOTAL STK MKT | 6.88% | 240.0K | $62.4M | -1.77%(-4.32K) | — | 2024-03-31 | |
| SPY | TR UNIT | 6.56% | 113.3K | $59.4M | -0.64%(-735) | — | 2024-03-31 | |
| IVW | S&P 500 GRWT ETF | 4.73% | 508.1K | $42.9M | +10.98%(+50.26K) | — | 2024-03-31 | |
| PDEC | US EQTY PWR BUF | 4.37% | 1.08M | $39.6M | -5.30%(-60.58K) | — | 2024-03-31 | |
| IJR | CORE S&P SCP ETF | 3.95% | 323.5K | $35.7M | -0.54%(-1.74K) | — | 2024-03-31 | |
| EFA | MSCI EAFE ETF | 3.28% | 372.5K | $29.7M | +1.43%(+5.24K) | — | 2024-03-31 | |
| JAAA | HENDRSON AAA CL | 3.26% | 583.0K | $29.6M | new | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Strategic Wealth Partners Group, Llc reports $906.20M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are IWF (18.7%), IVE (9.5%) and IWD (8.7%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Wealth Partners Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1682677). View Strategic Wealth Partners Group, Llc’s 13F filings on SEC