Strategic-Wealth-Partners-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "IWS",
  null,
  "IJR",
  "IWD",
  "EEM",
  "IWF",
  null,
  "IEMG",
  "IJK",
  "IVV",
  "SPY",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "VO",
  "VXF",
  "VOE",
  "VWO",
  "IWV",
  null,
  "VIG",
  "IWO",
  "IWN",
  "IWP",
  "IWR",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  null,
  "DIA",
  "IXUS",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-04-30
Total Holdings: 70
Total Value: 906196928
Accession Number: 0001682677-24-000004
Form Type: 13F-HR
CIK: strategic-wealth-partners-group
Manager Name: Strategic-Wealth-Partners-Group

Data Enrichment

59% identified

41 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $906.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

45782C383

Shares:232.1K

Value:$8.5M

% of Portfolio:0.9% ($8.5M/$906.2M)

45782C417

Shares:237.6K

Value:$8.1M

% of Portfolio:0.9% ($8.1M/$906.2M)

45782C656

Shares:219.8K

Value:$8.0M

% of Portfolio:0.9% ($8.0M/$906.2M)

45782C748

Shares:231.1K

Value:$8.0M

% of Portfolio:0.9% ($8.0M/$906.2M)

45782C870

Shares:233.2K

Value:$7.8M

% of Portfolio:0.9% ($7.8M/$906.2M)

464287622

IWB|464287622

Shares:25.7K

Value:$7.4M

% of Portfolio:0.8% ($7.4M/$906.2M)

45782C813

Shares:187.3K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$906.2M)

45782C573

Shares:187.5K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$906.2M)

45782C797

Shares:166.6K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$906.2M)

45782C680

Shares:175.6K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$906.2M)

464287879

Shares:52.8K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$906.2M)

45782C318

Shares:158.8K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$906.2M)

464288570

Shares:45.7K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$906.2M)

921908844

VIG|921908844

Shares:23.0K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$906.2M)

464288240

Shares:75.6K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$906.2M)

46137V357

RSP|46137V357

Shares:22.9K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$906.2M)

464287507

IJH|464287507

Shares:51.0K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$906.2M)

922908736

VUG|922908736

Shares:8.1K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$906.2M)

464287606

IJK|464287606

Shares:28.3K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$906.2M)

922908744

VTV|922908744

Shares:15.1K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$906.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C383)✕	232.1K	QoQ- YoY-	All Managers (Combined)	$8.5M	0.9% ($8.5M/$906.2M)	QoQ- YoY-
(cusip45782C417)✕	237.6K	QoQ- YoY-	All Managers (Combined)	$8.1M	0.9% ($8.1M/$906.2M)	QoQ- YoY-
(cusip45782C656)✕	219.8K	QoQ- YoY-	All Managers (Combined)	$8.0M	0.9% ($8.0M/$906.2M)	QoQ- YoY-
(cusip45782C748)✕	231.1K	QoQ- YoY-	All Managers (Combined)	$8.0M	0.9% ($8.0M/$906.2M)	QoQ- YoY-
(cusip45782C870)✕	233.2K	QoQ- YoY-	All Managers (Combined)	$7.8M	0.9% ($7.8M/$906.2M)	QoQ- YoY-
(IWBcusip464287622)	25.7K	QoQ- YoY-	All Managers (Combined)	$7.4M	0.8% ($7.4M/$906.2M)	QoQ- YoY-
(cusip45782C813)✕	187.3K	QoQ- YoY-	All Managers (Combined)	$7.1M	0.8% ($7.1M/$906.2M)	QoQ- YoY-
(cusip45782C573)✕	187.5K	QoQ- YoY-	All Managers (Combined)	$6.7M	0.7% ($6.7M/$906.2M)	QoQ- YoY-
(cusip45782C797)✕	166.6K	QoQ- YoY-	All Managers (Combined)	$6.2M	0.7% ($6.2M/$906.2M)	QoQ- YoY-
(cusip45782C680)✕	175.6K	QoQ- YoY-	All Managers (Combined)	$6.2M	0.7% ($6.2M/$906.2M)	QoQ- YoY-
(cusip464287879)✕	52.8K	QoQ- YoY-	All Managers (Combined)	$5.4M	0.6% ($5.4M/$906.2M)	QoQ- YoY-
(cusip45782C318)✕	158.8K	QoQ- YoY-	All Managers (Combined)	$5.2M	0.6% ($5.2M/$906.2M)	QoQ- YoY-
(cusip464288570)✕	45.7K	QoQ- YoY-	All Managers (Combined)	$4.6M	0.5% ($4.6M/$906.2M)	QoQ- YoY-
(VIGcusip921908844)	23.0K	QoQ- YoY-	All Managers (Combined)	$4.2M	0.5% ($4.2M/$906.2M)	QoQ- YoY-
(cusip464288240)✕	75.6K	QoQ- YoY-	All Managers (Combined)	$4.0M	0.4% ($4.0M/$906.2M)	QoQ- YoY-
(RSPcusip46137V357)	22.9K	QoQ- YoY-	All Managers (Combined)	$3.9M	0.4% ($3.9M/$906.2M)	QoQ- YoY-
(IJHcusip464287507)	51.0K	QoQ- YoY-	All Managers (Combined)	$3.1M	0.3% ($3.1M/$906.2M)	QoQ- YoY-
(VUGcusip922908736)	8.1K	QoQ- YoY-	All Managers (Combined)	$2.8M	0.3% ($2.8M/$906.2M)	QoQ- YoY-
(IJKcusip464287606)	28.3K	QoQ- YoY-	All Managers (Combined)	$2.6M	0.3% ($2.6M/$906.2M)	QoQ- YoY-
(VTVcusip922908744)	15.1K	QoQ- YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$906.2M)	QoQ- YoY-