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Strategic Wealth Partners Group LLC Buys Vanguard S&P 500 ETF, iShares Core S&P Small-Cap ETF, iShares MSCI EAFE ETF

August 14, 2019 | About:

Investment company Strategic Wealth Partners Group LLC (Current Portfolio) buys Vanguard S&P 500 ETF, iShares Core S&P Small-Cap ETF, iShares MSCI EAFE ETF, Vanguard Small-Cap ETF, iShares Russell Mid-Cap ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Strategic Wealth Partners Group LLC. As of 2019Q2, Strategic Wealth Partners Group LLC owns 28 stocks with a total value of $340 million. These are the details of the buys and sells.

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
  1. iShares Russell 1000 Growth ETF (IWF) - 474,311 shares, 21.95% of the total portfolio. Shares added by 4.15%
  2. iShares Core Growth Allocation ETF (AOR) - 1,350,596 shares, 18.28% of the total portfolio. Shares reduced by 2.35%
  3. iShares Russell 1000 Value ETF (IWD) - 348,917 shares, 13.05% of the total portfolio. Shares added by 7.91%
  4. SPDR S&P 500 ETF Trust (SPY) - 114,316 shares, 9.85% of the total portfolio. Shares added by 12.75%
  5. Vanguard Total Stock Market ETF (VTI) - 151,455 shares, 6.68% of the total portfolio. Shares added by 16.10%
Added: Vanguard S&P 500 ETF (VOO)

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 .



Here is the complete portfolio of Strategic Wealth Partners Group LLC. Also check out:

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

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