- New Purchases: AGG, AVGO,
- Added Positions: IVE, VEA, VTI, IWM, IVW, IWN, QQQ, VWO, IJS, IWR, VO, IWP, SCHV, SCHG, VCSH, IEFA, IEMG,
- Reduced Positions: GBDC, IWD, AOR, EFA, IJR, ACWX, IVV, IJH, RSP, MDY, EEM, VIG, IWB, IWO, VB, VTV, IJT, IJK, VEU, VOE, VUG,
- Sold Out: SCHB, IWV, SCHM, SCHX, VBK, VT,
For the details of Strategic Wealth Partners Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+partners+group+llc/current-portfolio/portfolio
These are the top 5 holdings of Strategic Wealth Partners Group LLC- iShares Russell 1000 Growth (IWF) - 456,506 shares, 20.12% of the total portfolio. Shares reduced by 0.07%
- iShares Core Growth Allocation (AOR) - 1,081,464 shares, 13.09% of the total portfolio. Shares reduced by 10.41%
- iShares S&P 500 Value (IVE) - 370,968 shares, 10.45% of the total portfolio. Shares added by 798.47%
- SPDR S&P 500 (SPY) - 120,458 shares, 9.08% of the total portfolio. Shares added by 0.68%
- Vanguard Total Stock Market (VTI) - 238,925 shares, 9.01% of the total portfolio. Shares added by 59.21%
Strategic Wealth Partners Group LLC initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $106.13 and $117.37, with an estimated average price of $113.26. The stock is now traded at around $116.86. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,204 shares as of .
New Purchase: Broadcom Inc (AVGO)Strategic Wealth Partners Group LLC initiated holding in Broadcom Inc. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $260.07. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,907 shares as of .
Added: iShares S&P 500 Value (IVE)Strategic Wealth Partners Group LLC added to a holding in iShares S&P 500 Value by 798.47%. The purchase prices were between $82.22 and $130.6, with an estimated average price of $117.99. The stock is now traded at around $100.36. The impact to a portfolio due to this purchase was 9.29%. The holding were 370,968 shares as of .
Added: Vanguard FTSE Developed Markets (VEA)Strategic Wealth Partners Group LLC added to a holding in Vanguard FTSE Developed Markets by 1703.31%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.49. The impact to a portfolio due to this purchase was 3.41%. The holding were 369,968 shares as of .
Added: Vanguard Total Stock Market (VTI)Strategic Wealth Partners Group LLC added to a holding in Vanguard Total Stock Market by 59.21%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $140.65. The impact to a portfolio due to this purchase was 3.35%. The holding were 238,925 shares as of .
Added: iShares Russell 2000 (IWM)Strategic Wealth Partners Group LLC added to a holding in iShares Russell 2000 by 79.53%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $121.06. The impact to a portfolio due to this purchase was 1.01%. The holding were 68,297 shares as of .
Added: iShares Russell 2000 Value (IWN)Strategic Wealth Partners Group LLC added to a holding in iShares Russell 2000 Value by 32.89%. The purchase prices were between $71.38 and $128.75, with an estimated average price of $111.58. The stock is now traded at around $81.58. The impact to a portfolio due to this purchase was 0.44%. The holding were 74,405 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Strategic Wealth Partners Group LLC added to a holding in PowerShares QQQ Trust Ser 1 by 31.90%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $217.41. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,473 shares as of .
Sold Out: Schwab U.S. Broad Market (SCHB)Strategic Wealth Partners Group LLC sold out a holding in Schwab U.S. Broad Market. The sale prices were between $52.35 and $80.88, with an estimated average price of $73.19.
Sold Out: iShares Russell 3000 (IWV)Strategic Wealth Partners Group LLC sold out a holding in iShares Russell 3000. The sale prices were between $127.69 and $197.12, with an estimated average price of $177.08.
Sold Out: Schwab U.S. Mid Cap (SCHM)Strategic Wealth Partners Group LLC sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $35.83 and $62.24, with an estimated average price of $55.51.
Sold Out: Schwab U.S. Large-Cap (SCHX)Strategic Wealth Partners Group LLC sold out a holding in Schwab U.S. Large-Cap. The sale prices were between $53.21 and $81.03, with an estimated average price of $73.44.
Sold Out: Vanguard Total World Stock Index (VT)Strategic Wealth Partners Group LLC sold out a holding in Vanguard Total World Stock Index. The sale prices were between $54.48 and $83.17, with an estimated average price of $76.
Sold Out: Vanguard Small-Cap Growth (VBK)Strategic Wealth Partners Group LLC sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $128.7 and $210.28, with an estimated average price of $187.33.
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