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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 $1,411,196,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Swp Growth & Income Etf - ETF
 4,817,989 $128,159,946 8.88%
2.
Ishares Mbs Etf - ETF
 485,919 $46,137,990 3.2%
3.
Microsoft Corp
 MSFT 113,597 $42,050,194 2.92%
4.
Ishares Trust
 HYG 394,363 $38,304,432 2.66%
5.
Spdr Series Trust
 1,269,078 $38,161,187 2.65%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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