Strategic Wealth Partners Group LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 52 stocks valued at a total of $430.00Mil. The top holdings were IWF(21.27%), IWD(12.11%), and IVE(10.62%).
According to GuruFocus data, these were Strategic Wealth Partners Group LLC’s top five trades of the quarter.
iShares Core Growth Allocation ETF
Strategic Wealth Partners Group LLC reduced their investment in ARCA:AOR by 40,303 shares. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.24.
On 11/09/2022, iShares Core Growth Allocation ETF traded for a price of $46.15 per share and a market cap of $2.10Bil. The stock has returned -18.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core Growth Allocation ETF has a price-earnings ratio of 13.82 and a price-book ratio of 2.09.
iShares Russell 1000 Value ETF
During the quarter, Strategic Wealth Partners Group LLC bought 12,391 shares of ARCA:IWD for a total holding of 382,747. The trade had a 0.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $149.34.
On 11/09/2022, iShares Russell 1000 Value ETF traded for a price of $149.6801 per share and a market cap of $52.82Bil. The stock has returned -8.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 1000 Value ETF has a price-earnings ratio of 15.11 and a price-book ratio of 2.19.
iShares S&P 500 Growth ETF
During the quarter, Strategic Wealth Partners Group LLC bought 23,219 shares of ARCA:IVW for a total holding of 328,491. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.82.
On 11/09/2022, iShares S&P 500 Growth ETF traded for a price of $57.96 per share and a market cap of $27.38Bil. The stock has returned -28.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P 500 Growth ETF has a price-earnings ratio of 20.54 and a price-book ratio of 5.93.
iShares MSCI EAFE ETF
During the quarter, Strategic Wealth Partners Group LLC bought 19,828 shares of ARCA:EFA for a total holding of 208,981. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $62.33.
On 11/09/2022, iShares MSCI EAFE ETF traded for a price of $61.16 per share and a market cap of $42.94Bil. The stock has returned -21.87% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE ETF has a price-earnings ratio of 11.32 and a price-book ratio of 1.44.
iShares Russell 1000 Growth ETF
During the quarter, Strategic Wealth Partners Group LLC bought 4,335 shares of ARCA:IWF for a total holding of 434,507. The trade had a 0.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $234.63.
On 11/09/2022, iShares Russell 1000 Growth ETF traded for a price of $213.25 per share and a market cap of $56.86Bil. The stock has returned -29.14% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 1000 Growth ETF has a price-earnings ratio of 25.01 and a price-book ratio of 8.51.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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