SW
| |
Strategic Wealth Partners Group, LLC13F | |
| Strategic Wealth Partners Group, LLC | |
| Last update 2024-04-30 | 70 Stocks (4 new) |
| Value $906.00 Mil | Turnover 6 % |
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 | 169,189.1 | +0.69% | 18.670 | +0.13% | - | +26.89% | +7.95% | 112,963.2 | ||
IVE | iShares S&P 500 Value ETF | 462,991 | 86,491.4 | +2.58% | 9.540 | +0.24% | - | +12.22% | +5.05% | 39,785.8 | ||
IWD | iShares Russell 1000 Value ETF | 437,499 | 78,360.4 | -0.63% | 8.650 | -0.06% | - | +12.06% | +7.61% | 62,518.2 | ||
VTI | Vanguard Total Stock Market ETF | 240,015 | 62,379.9 | -1.77% | 6.880 | -0.13% | - | +19.96% | +7.60% | 474,434.4 | ||
SPY | S&P 500 ETF TRUST ETF | 113,297 | 59,442.9 | -0.64% | 6.560 | -0.05% | - | +19.62% | +7.94% | 648,846.5 | ||
IVW | iShares S&P 500 Growth ETF | 508,118 | 42,905.4 | +10.98% | 4.730 | +0.47% | - | +27.03% | +10.54% | 61,544.3 | ||
PDEC |
Innovator U.S. Equity Power Buffer ETF - December
Innovator U.S. Equity Power Buffer ETF - December
| 1,083,141 | 39,640.6 | 0% | 4.370 | 0% | - | +10.74% | +5.18% | 1,076.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 323,469 | 35,749.8 | -0.54% | 3.950 | -0.02% | - | +17.16% | -1.41% | 82,221.5 | ||
EFA | iShares MSCI EAFE ETF | 372,465 | 29,745.0 | +1.43% | 3.280 | +0.05% | - | +10.37% | +20.18% | 64,414.9 | ||
JAAA | Janus Henderson AAA CLO ETF | 583,025 | 29,582.7 | New Holding | 3.260 | +3.26% | - | +2.14% | +2.70% | 22,855.0 |
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 - December
Innovator U.S. Equity Power Buffer ETF - December
| 2024-03-31 | Reduce Reduce | -4.45% | 34.76 ($35.82) 36.6 | $40.41 | 12.81% | Reduce -86.11% | 158,838 | -984,878 | |
JAAA | Janus Henderson AAA CLO ETF | 2024-03-31 | New Buy New Buy | +3.26% | 50.32 ($50.55) 50.74 | $50.71 | 0.32% | New holding | 583,025 | 583,025 | |
PMAR |
Innovator U.S. Equity Power Buffer ETF - March
Innovator U.S. Equity Power Buffer ETF - March
| 2024-03-31 | Add Add | +0.69% | 35.51 ($36.14) 36.81 | $42.63 | 17.96% | Add 272.71% | 232,111 | 169,835 | |
PAPR |
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
| 2024-03-31 | Add Add | +0.50% | 32.46 ($33.18) 33.59 | $37.57 | 13.23% | Add 138.24% | 233,206 | 135,319 | |
IVW | iShares S&P 500 Growth ETF | 2024-03-31 | Add Add | +0.47% | 72.87 ($80.34) 85.14 | $111.98 | 39.38% | Add 10.98% | 508,118 | 50,257 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add Add | +0.28% | 53.67 ($56.61) 60.74 | $63.88 | 12.84% | Add 472.96% | 51,016 | 42,112 | |
IVE | iShares S&P 500 Value ETF | 2024-03-31 | Add Add | +0.24% | 171.09 ($177.75) 186.81 | $198.88 | 11.89% | Add 2.58% | 462,991 | 11,652 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2024-03-31 | Add Add | +0.23% | 76.81 ($83.42) 91.25 | $93.10 | 11.60% | Add 521.57% | 28,269 | 23,721 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Add Add | +0.18% | 469.56 ($500.36) 525.73 | $631.74 | 26.26% | Add 5.83% | 54,808 | 3,019 | |
IWF | iShares Russell 1000 Growth ETF | 2024-03-31 | Add Add | +0.13% | 294.43 ($322.28) 339.01 | $432.64 | 34.24% | Add 0.69% | 501,970 | 3,462 |
Strategic Wealth Partners Group, LLC Total Holding History ($B)
Strategic Wealth Partners Group, LLC's Asset Allocation
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers