- Added Positions: SPY, IWD, VTI, IWF, VOO, IJR, EFA, VB, IVE, IWR, IVV, VIG, IJJ, IJH, EEM, IJS, ACWX, IJT, IJK,
- Reduced Positions: AOR, VCSH, VEA,
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/portfolioportfolio
These are the top 5 holdings of Strategic Wealth Partners Group LLC- iShares Russell 1000 Growth ETF (IWF) - 474,311 shares, 21.95% of the total portfolio. Shares added by 4.15%
- iShares Core Growth Allocation ETF (AOR) - 1,350,596 shares, 18.28% of the total portfolio. Shares reduced by 2.35%
- iShares Russell 1000 Value ETF (IWD) - 348,917 shares, 13.05% of the total portfolio. Shares added by 7.91%
- SPDR S&P 500 ETF Trust (SPY) - 114,316 shares, 9.85% of the total portfolio. Shares added by 12.75%
- Vanguard Total Stock Market ETF (VTI) - 151,455 shares, 6.68% of the total portfolio. Shares added by 16.10%
Strategic Wealth Partners Group LLC added to a holding in Vanguard S&P 500 ETF by 54.52%. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $268.66. The impact to a portfolio due to this purchase was 0.86%. The holding were 30,782 shares as of .
Added: iShares Core S&P Small-Cap ETF (IJR)Strategic Wealth Partners Group LLC added to a holding in iShares Core S&P Small-Cap ETF by 22.67%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $76.52. The impact to a portfolio due to this purchase was 0.79%. The holding were 186,411 shares as of .
Added: iShares MSCI EAFE ETF (EFA)Strategic Wealth Partners Group LLC added to a holding in iShares MSCI EAFE ETF by 23.19%. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $63.03. The impact to a portfolio due to this purchase was 0.74%. The holding were 202,553 shares as of .
Added: Vanguard Small-Cap ETF (VB)Strategic Wealth Partners Group LLC added to a holding in Vanguard Small-Cap ETF by 216.82%. The purchase prices were between $146.92 and $159.74, with an estimated average price of $154.5. The stock is now traded at around $152.99. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,010 shares as of .
Added: iShares Russell Mid-Cap ETF (IWR)Strategic Wealth Partners Group LLC added to a holding in iShares Russell Mid-Cap ETF by 108.21%. The purchase prices were between $52.35 and $56.11, with an estimated average price of $54.7. The stock is now traded at around $55.20. The impact to a portfolio due to this purchase was 0.17%. The holding were 20,136 shares as of .
Added: iShares Core S&P 500 ETF (IVV)Strategic Wealth Partners Group LLC added to a holding in iShares Core S&P 500 ETF by 50.53%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $294.28. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,371 shares as of .
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