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:
Search and click to pin securities to the top
Page 11 of 16
78468R739
Shares:10.4K
Value:$497.6K
389637109
Shares:6.3K
Value:$484.0K
37954Y376
Shares:20.2K
Value:$483.4K
78468R200
Shares:15.4K
Value:$474.1K
464287432
Shares:5.3K
Value:$473.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
PEPSICO INC(PEPcusip713448108) | 3.7K | QoQ -2.55% (-98) | All Managers (Combined) | $540.4K | |
7.4K | All Managers (Combined) | $534.3K | |||
2.0K | QoQ -2.93% (-59) | All Managers (Combined) | $522.5K | ||
8.4K | All Managers (Combined) | $514.9K | |||
1.4K | QoQ +4.16% (-57) | All Managers (Combined) | $514.4K | ||
7.6K | YoY NEW(+7.6K) | All Managers (Combined) | $514.3K | YoY NEW(+$514.3K) | |
M&T BANK CORP(MTBcusip55261F104) | 2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $512.6K | YoY NEW(+$512.6K) |
(cusip78468R739)✕ | 10.4K | All Managers (Combined) | $497.6K | ||
2.5K | All Managers (Combined) | $494.6K | |||
2.7K | QoQ -6.09% (-173)YoY NEW(+2.7K) | All Managers (Combined) | $491.4K | YoY NEW(+$491.4K) | |
5.9K | All Managers (Combined) | $490.8K | |||
11.5K | QoQ +3.82% (+425)YoY -2.59% (-307) | All Managers (Combined) | $490.1K | ||
(cusip389637109)✕ | 6.3K | YoY NEW(+6.3K) | All Managers (Combined) | $484.0K | YoY NEW(+$484.0K) |
(cusip37954Y376)✕ | 20.2K | All Managers (Combined) | $483.4K | ||
(cusip78468R200)✕ | 15.4K | QoQ -0.92% (-144)YoY -5.74% (-938) | All Managers (Combined) | $474.1K | |
(cusip464287432)✕ | 5.3K | QoQ +0.71% (-38)YoY -2.97% (-164) | All Managers (Combined) | $473.7K | |
Walt Disney Co(DIScusip254687106) | 4.3K | All Managers (Combined) | $465.7K | ||
PFIZER INC(PFEcusip717081103) | 17.2K | YoY NEW(+17.2K) | All Managers (Combined) | $441.9K | YoY NEW(+$441.9K) |
4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $436.6K | YoY NEW(+$436.6K) | |
4.7K | All Managers (Combined) | $436.6K |