SW

Strategic Wealth Partners Group, LLC

13F
Strategic Wealth Partners Group, LLC
Last update 2024-04-30 70 Stocks (4 new)
Value $906.00 Mil Turnover 6 %
Countries:
Top Holdings: IWF(18.67%)IVE(9.54%)IWD(8.65%)VTI(6.88%)SPY(6.56%)
Portfolio Report
Summary Stock Picks Current Portfolio
Strategic Wealth Partners Grou... Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF 		iShares Russell 1000 Growth ETF
501,970
169189.130
+0.69%
18.670
+0.13%
-
+15.01%
+31.51%
103764.585
 
IVE 		iShares S&P 500 Value ETF
462,991
86491.370
+2.58%
9.540
+0.24%
-
+8.60%
+15.62%
36121.113
 
IWD 		iShares Russell 1000 Value ETF
437,499
78360.420
-0.63%
8.650
-0.06%
-
+10.05%
+18.00%
61138.741
 
VTI 		Vanguard Total Stock Market ETF
240,015
62379.940
-1.77%
6.880
-0.13%
-
+12.80%
+24.93%
418831.491
 
SPY 		S&P 500 ETF TRUST ETF
113,297
59442.880
-0.64%
6.560
-0.05%
-
+11.91%
+25.56%
617362.995
 
IVW 		iShares S&P 500 Growth ETF
508,118
42905.440
+10.98%
4.730
+0.47%
-
+14.36%
+34.59%
56202.005
 
PDEC 		Innovator U.S. Equity Power Buffer ETF - December
1,083,141
39640.580
0%
4.370
0%
-
+3.31%
+10.31%
738.584
 
IJR 		iShares Core S&P Small-Cap ETF
323,469
35749.840
-0.54%
3.950
-0.02%
-
+14.33%
+14.85%
92389.766
 
EFA 		iShares MSCI EAFE ETF
372,465
29745.030
+1.43%
3.280
+0.05%
-
+0.51%
+3.13%
54180.273
 
JAAA 		Janus Henderson AAA CLO ETF
583,025
29582.680
New Holding
3.260
+3.26%
-
+0.26%
+0.97%
13903.763
 

Strategic Wealth Partners Group, LLC's Historical Top Holdings Breakdowns

Strategic Wealth Partners Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PDEC 		Innovator U.S. Equity Power Buffer ETF - December2024-03-31Reduce
-4.45%
●
34.76 ($35.82) 36.6
$38.72
8.10%
Reduce -86.11%
158,838
-984,878
JAAA 		Janus Henderson AAA CLO ETF2024-03-31New Buy
+3.26%
●
50.32 ($50.55) 50.74
$50.79
0.47%
New holding
583,025
583,025
PMAR 		Innovator U.S. Equity Power Buffer ETF - March2024-03-31Add
+0.69%
●
35.51 ($36.14) 36.81
$39.95
10.54%
Add 272.71%
232,111
169,835
PAPR 		Innovator U.S. Equity Power Buffer ETF - April2024-03-31Add
+0.50%
●
32.46 ($33.18) 33.59
$36.65
10.45%
Add 138.24%
233,206
135,319
IVW 		iShares S&P 500 Growth ETF2024-03-31Add
+0.47%
●
72.87 ($80.34) 85.14
$101.08
25.82%
Add 10.98%
508,118
50,257
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+0.28%
●
53.67 ($56.61) 60.74
$65.81
16.25%
Add 472.96%
51,016
42,112
IVE 		iShares S&P 500 Value ETF2024-03-31Add
+0.24%
●
171.09 ($177.75) 186.81
$201.06
13.11%
Add 2.58%
462,991
11,652
IJK 		iShares S&P Mid-Cap 400 Growth ETF2024-03-31Add
+0.23%
●
76.81 ($83.42) 91.25
$96.46
15.63%
Add 521.57%
28,269
23,721
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+0.18%
●
469.56 ($500.36) 525.73
$599.82
19.88%
Add 5.83%
54,808
3,019
IWF 		iShares Russell 1000 Growth ETF2024-03-31Add
+0.13%
●
294.43 ($322.28) 339.01
$398.70
23.71%
Add 0.69%
501,970
3,462

Strategic Wealth Partners Group, LLC Total Holding History ($B)

To

Strategic Wealth Partners Group, LLC's Asset Allocation

To

Strategic Wealth Partners Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Wealth Partners Group, LLC's Hypothetical Growth since 2024-03-31

Strategic Wealth Partners Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Wealth Partners Group, LLC's Holdings Heat Map

Size field:

Strategic Wealth Partners Group, LLC's Holdings Bubble Chart

Strategic Wealth Partners Group, LLC News

  • 1

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