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Home > Institutional Investor > Strategic Wealth Partners, Ltd. > 13F Holdings

Instuitional Investor - Strategic Wealth Partners, Ltd.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Swp Growth & Income Etf - ETF
 5,084,437 $141,685,458 8.77%
2.
Ishares Mbs Etf - ETF
 517,750 $48,937,736 3.03%
3.
Microsoft Corp
 MSFT 122,138 $45,560,014 2.82%
4.
Apple Inc.
 AAPL 154,485 $44,701,786 2.77%
5.
Alphabet Inc.
 GOOGL 123,109 $43,995,432 2.72%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.