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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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