Strategic-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "MTCH", "GDX", "CCCS", "BEPC", "QSR", "ACN", "KBH", "ABT", "ABBV", "OBDC", null, "GOOGL", null, "AXP", "ASML", "T", "BLK", "CAT", "AVGO", "LOW", "BRO", "AIT", "ARCC", "UTF", "PHG", "DUK", "DEA", "PTY", "SLI", "EOG", "DSU", "GD", "ACRE", "HON", "HD", "AZN", "MCD", "INTU", "ESTA", null, "UNP", "QCOM", "ISRG", null, "HUBS", "EMXC", "AMAT", "EMR", null, "MUB", "META", null, null, null, "DBL", null, null, "JRS", "KMI", null, "LRCX", "LAZ", null, null, null, null, null, "MMC", "SILA", "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "FSS", "GE", "GPC", "HXL", "ORLY", "BX", "HSY", "DG", "IJR", "ORCL", null, null, null, null, null, "IWF", "PANW", "PYPL", "PEP", "PNC", null, "PGR", "IEMG", "GSBD", null, "GBDC", "IVV", null, "PHM", null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "IEFA", "SPGI", null, null, "SCHX", null, "NOW", "SHW", "ROP", "RIO", "SHEL", "RTX", "SPDW", "GLD", null, "STX", "SAP", null, null, null, "SPYG", null, "SPLG", null, "IBM", "SYK", "SBUX", "SNPS", "CI", "TGT", "TMO", "TJX", "TRV", "UBER", "UPS", "VNQ", "VO", "VXF", "SOUN", "SCHW", "VWO", null, null, null, "PRMB", "DSL", "VIG", "TSCO", "IEF", "TSM", "OHI", "GPN", null, null, null, "ETR", "BN.TO", "FSK", "VYM", "DD", "VRTX", null, "EW", "TT", "LECO", null, "USFD", "APH", "AMD", "FI", "CPAY", "F", "AJG", "WM", "IWR", "IR", "BKR", null, null, null, "VIGI", "AMZN", "DKS", null, "HIMS", "ARMK", null, null, null, null, "VEU", "VUG", "VFH", "VALE", null, "BND", "BSV", "VOO", "VTV", "V", "VST", "WMT", "WFC", "WELL", null, null, "MTB", "SCHD", "DVY", "MOH", null, "SO", "PSX", "CRM", "SYY", "DIA", null, "DGRO", "MCK", null, null, "PAYC", "AME", "STE", "LULU", "BAC", "BRK-B", "BXMT", "BA", "OWL", "BRDG", "BMY", "BAM.TO", "CCJ", "CDNS", "CVNA", "CSL", "CVX", "LNG", "CB", "CHDN", "CTAS", "CSCO", "C", "KO", "COIN", "COP", "STZ", "COST", "CRWD", "CVS", "DHR", "DE", "FANG", null, null, "DFAC", "DLR", "RSP", "EWJ", null, "EFA", "J", "VMC", "IWB", "NEE", "NKE", "MAR", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, null, "MO", "MLM", "XLK", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-14
- Total Holdings
- 314
- Total Value
- 1205437296
- Accession Number
- 0001720777-25-000001
- Form Type
- 13F-HR
- Manager Name
- Strategic-Wealth-Partners
Data Enrichment
80% identified250 identified64 unidentified
Holdings
314 positions
Manager:
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Page 1 of 16
56170L612
Shares:3.2M
Value:$85.6M
464288588
Shares:393.7K
Value:$36.2M
78464A474
Shares:1.0M
Value:$31.3M
464288661
Shares:193.2K
Value:$22.4M
46137V548
Shares:951.7K
Value:$18.4M
464287242
Shares:157.4K
Value:$16.9M
78468R663
Shares:184.5K
Value:$16.9M
464288679
Shares:130.5K
Value:$14.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip56170L612)✕ | 3.2M | YoY NEW(+3.2M) | All Managers (Combined) | $85.6M | YoY NEW(+$85.6M) |
MICROSOFT CORP(MSFTcusip594918104) | 98.9K | All Managers (Combined) | $40.6M | ||
(cusip464288588)✕ | 393.7K | All Managers (Combined) | $36.2M | ||
Apple Inc.(AAPLcusip037833100) | 138.6K | All Managers (Combined) | $33.5M | ||
(cusip78464A474)✕ | 1.0M | All Managers (Combined) | $31.3M | ||
348.5K | All Managers (Combined) | $28.5M | |||
(cusip464288661)✕ | 193.2K | All Managers (Combined) | $22.4M | ||
Broadcom Inc.(AVGOcusip11135F101) | 88.9K | All Managers (Combined) | $21.0M | ||
(cusip46137V548)✕ | 951.7K | All Managers (Combined) | $18.4M | ||
(cusip464287242)✕ | 157.4K | All Managers (Combined) | $16.9M | ||
(cusip78468R663)✕ | 184.5K | All Managers (Combined) | $16.9M | ||
25.4K | All Managers (Combined) | $16.5M | |||
59.3K | All Managers (Combined) | $16.4M | |||
AMAZON COM INC(AMZNcusip023135106) | 69.8K | All Managers (Combined) | $16.1M | ||
26.1K | All Managers (Combined) | $15.9M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 81.6K | All Managers (Combined) | $15.2M | ||
Salesforce, Inc.(CRMcusip79466L302) | 44.2K | All Managers (Combined) | $14.6M | ||
(cusip464288679)✕ | 130.5K | All Managers (Combined) | $14.4M | ||
NVIDIA CORP(NVDAcusip67066G104) | 101.8K | All Managers (Combined) | $13.8M | ||
Accenture plc(ACNcusipG1151C101) | 35.2K | All Managers (Combined) | $13.7M |