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Home > Institutional Investor > Strategic Wealth Partners, Ltd. > Profile

Instuitional Investor - Strategic Wealth Partners, Ltd.

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Partners, Ltd.
Portfolio Value $1,339,111,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Swp Growth & Income Etf - ETF
 3,469,615 $96,033,380 7.17%
2.
Microsoft Corp
 MSFT 96,095 $49,769,553 3.72%
3.
Ishares Mbs Etf - ETF
 417,724 $39,746,478 2.97%
4.
Apple Inc.
 AAPL 153,531 $39,086,670 2.92%
5.
Alphabet Inc.
 GOOGL 143,653 $34,922,019 2.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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