Strategic Wealth Partners Group, LLC has disclosed 70 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $906.00 Mil. The turnover rate is 6%.
In Strategic Wealth Partners Group, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
iShares Russell 1000 Growth ETF (IWF), iShares S&P 500 Value ETF (IVE), iShares Russell 1000 Value ETF (IWD), Vanguard Total Stock Market ETF (VTI), SPDR S&P 500 ETF Trust (SPY), not including call and put options.
Strategic Wealth Partners Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Strategic Wealth Partners Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Strategic Wealth Partners Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Strategic Wealth Partners Group, LLC.