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Strategic Wealth Partners, Ltd. Buys iShares Gold Trust, DraftKings Inc, VanEck J.P. Morgan EM Local Currency Bond ETF, Sells Newmont Corp, Vanguard Total Stock Market ETF,

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Nov 12, 2021
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Investment company Strategic Wealth Partners, Ltd. (Current Portfolio) buys iShares Gold Trust, DraftKings Inc, VanEck J.P. Morgan EM Local Currency Bond ETF, Amazon.com Inc, iShares 1-3 Year Credit Bond ETF, sells Newmont Corp, Vanguard Total Stock Market ETF, , Las Vegas Sands Corp, McCormick Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Strategic Wealth Partners, Ltd.. As of 2021Q3, Strategic Wealth Partners, Ltd. owns 229 stocks with a total value of $341 million. These are the details of the buys and sells.

For the details of Strategic Wealth Partners, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+partners%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of Strategic Wealth Partners, Ltd.
  1. iShares Core Dividend Growth ETF (DGRO) - 279,981 shares, 4.13% of the total portfolio. Shares added by 2.07%
  2. S&P 500 ETF TRUST ETF (SPY) - 26,858 shares, 3.38% of the total portfolio. Shares reduced by 4.66%
  3. iShares Russell 1000 Growth ETF (IWF) - 40,996 shares, 3.30% of the total portfolio. Shares reduced by 0.5%
  4. SPDR Gold Shares ETF (GLD) - 57,475 shares, 2.77% of the total portfolio. Shares added by 2.07%
  5. iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 70,718 shares, 2.76% of the total portfolio. Shares added by 2.16%
New Purchase: iShares Gold Trust (IAU)

Strategic Wealth Partners, Ltd. initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $35.465000. The impact to a portfolio due to this purchase was 0.34%. The holding were 35,078 shares as of 2021-09-30.

New Purchase: VanEck J.P. Morgan EM Local Currency Bond ETF (EMLC)

Strategic Wealth Partners, Ltd. initiated holding in VanEck J.P. Morgan EM Local Currency Bond ETF. The purchase prices were between $29.66 and $30.83, with an estimated average price of $30.41. The stock is now traded at around $29.390000. The impact to a portfolio due to this purchase was 0.32%. The holding were 35,859 shares as of 2021-09-30.

New Purchase: DraftKings Inc (DKNG)

Strategic Wealth Partners, Ltd. initiated holding in DraftKings Inc. The purchase prices were between $43.79 and $63.67, with an estimated average price of $53.1. The stock is now traded at around $40.515000. The impact to a portfolio due to this purchase was 0.32%. The holding were 22,413 shares as of 2021-09-30.

New Purchase: Baxter International Inc (BAX)

Strategic Wealth Partners, Ltd. initiated holding in Baxter International Inc. The purchase prices were between $73.77 and $83.61, with an estimated average price of $79.12. The stock is now traded at around $79.449900. The impact to a portfolio due to this purchase was 0.27%. The holding were 11,299 shares as of 2021-09-30.

New Purchase: MKS Instruments Inc (MKSI)

Strategic Wealth Partners, Ltd. initiated holding in MKS Instruments Inc. The purchase prices were between $140.42 and $170.77, with an estimated average price of $153.66. The stock is now traded at around $166.255000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,994 shares as of 2021-09-30.

New Purchase: Ultra Clean Holdings Inc (UCTT)

Strategic Wealth Partners, Ltd. initiated holding in Ultra Clean Holdings Inc. The purchase prices were between $39.72 and $54.13, with an estimated average price of $47.21. The stock is now traded at around $59.262300. The impact to a portfolio due to this purchase was 0.22%. The holding were 17,558 shares as of 2021-09-30.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Strategic Wealth Partners, Ltd. added to a holding in iShares 1-3 Year Credit Bond ETF by 141.38%. The purchase prices were between $54.44 and $54.69, with an estimated average price of $54.57. The stock is now traded at around $54.145000. The impact to a portfolio due to this purchase was 0.29%. The holding were 30,588 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Strategic Wealth Partners, Ltd. added to a holding in Amazon.com Inc by 23.66%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3516.000000. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,568 shares as of 2021-09-30.

Added: Baker Hughes Co (BKR)

Strategic Wealth Partners, Ltd. added to a holding in Baker Hughes Co by 178.18%. The purchase prices were between $19.65 and $25.13, with an estimated average price of $22.3. The stock is now traded at around $24.545000. The impact to a portfolio due to this purchase was 0.28%. The holding were 59,773 shares as of 2021-09-30.

Added: Canadian Pacific Railway Ltd (CP)

Strategic Wealth Partners, Ltd. added to a holding in Canadian Pacific Railway Ltd by 184.20%. The purchase prices were between $64.64 and $77.57, with an estimated average price of $71.38. The stock is now traded at around $77.345000. The impact to a portfolio due to this purchase was 0.25%. The holding were 20,491 shares as of 2021-09-30.

Added: JPMorgan Chase & Co (JPM)

Strategic Wealth Partners, Ltd. added to a holding in JPMorgan Chase & Co by 21.59%. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $166.410000. The impact to a portfolio due to this purchase was 0.25%. The holding were 29,831 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

Strategic Wealth Partners, Ltd. added to a holding in Meta Platforms Inc by 36.19%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $338.490000. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,194 shares as of 2021-09-30.

Sold Out: Newmont Corp (NEM)

Strategic Wealth Partners, Ltd. sold out a holding in Newmont Corp. The sale prices were between $53.71 and $63.98, with an estimated average price of $59.05.

Sold Out: Las Vegas Sands Corp (LVS)

Strategic Wealth Partners, Ltd. sold out a holding in Las Vegas Sands Corp. The sale prices were between $35.59 and $53.13, with an estimated average price of $43.05.

Sold Out: McCormick & Co Inc (MKC)

Strategic Wealth Partners, Ltd. sold out a holding in McCormick & Co Inc. The sale prices were between $81.03 and $88.61, with an estimated average price of $85.93.

Sold Out: Boeing Co (BA)

Strategic Wealth Partners, Ltd. sold out a holding in Boeing Co. The sale prices were between $206.99 and $239.73, with an estimated average price of $223.15.

Sold Out: Spirit AeroSystems Holdings Inc (SPR)

Strategic Wealth Partners, Ltd. sold out a holding in Spirit AeroSystems Holdings Inc. The sale prices were between $37.92 and $47.65, with an estimated average price of $41.91.

Sold Out: Lamb Weston Holdings Inc (LW)

Strategic Wealth Partners, Ltd. sold out a holding in Lamb Weston Holdings Inc. The sale prices were between $60.37 and $80.82, with an estimated average price of $67.84.



Here is the complete portfolio of Strategic Wealth Partners, Ltd.. Also check out:

1. Strategic Wealth Partners, Ltd.'s Undervalued Stocks
2. Strategic Wealth Partners, Ltd.'s Top Growth Companies, and
3. Strategic Wealth Partners, Ltd.'s High Yield stocks
4. Stocks that Strategic Wealth Partners, Ltd. keeps buying
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