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 12 of 16
464287580
Shares:4.2K
Value:$421.7K
81369Y506
Shares:4.6K
Value:$415.2K
81369Y605
Shares:8.0K
Value:$414.7K
25861R105
Shares:9.0K
Value:$408.7K
46429B747
Shares:3.8K
Value:$387.6K
81369Y860
Shares:9.1K
Value:$383.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
CATERPILLAR INC(CATcusip149123101) | 1.2K | QoQ -2.31% (-29)YoY NEW(+1.2K) | All Managers (Combined) | $432.7K | YoY NEW(+$432.7K) |
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $423.7K | YoY NEW(+$423.7K) | |
(cusip464287580)✕ | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $421.7K | QoQ NEW(+$421.7K) YoY NEW(+$421.7K) |
(cusip81369Y506)✕ | 4.6K | All Managers (Combined) | $415.2K | ||
(cusip81369Y605)✕ | 8.0K | All Managers (Combined) | $414.7K | ||
(cusip25861R105)✕ | 9.0K | QoQ NEW(+9.0K) YoY NEW(+9.0K) | All Managers (Combined) | $408.7K | QoQ NEW(+$408.7K) YoY NEW(+$408.7K) |
QUALCOMM INC/DE(QCOMcusip747525103) | 2.3K | QoQ +2.15% (+49) | All Managers (Combined) | $399.9K | |
WELLTOWER INC.(WELLcusip95040Q104) | 2.6K | QoQ -2.59% (-69)YoY NEW(+2.6K) | All Managers (Combined) | $392.7K | YoY NEW(+$392.7K) |
3.0K | QoQ -3.18% (-100)YoY +2.70% (+80) | All Managers (Combined) | $392.2K | ||
11.8K | All Managers (Combined) | $391.2K | |||
(cusip46429B747)✕ | 3.8K | All Managers (Combined) | $387.6K | ||
1.8K | QoQ NEW(+1.8K) | All Managers (Combined) | $384.9K | QoQ NEW(+$384.9K) | |
(cusip81369Y860)✕ | 9.1K | QoQ NEW(+9.1K) YoY NEW(+9.1K) | All Managers (Combined) | $383.6K | QoQ NEW(+$383.6K) YoY NEW(+$383.6K) |
9.9K | YoY NEW(+9.9K) | All Managers (Combined) | $381.4K | YoY NEW(+$381.4K) | |
515 | YoY NEW(+515) | All Managers (Combined) | $375.6K | YoY NEW(+$375.6K) | |
838 | QoQ -10.56% (-99)YoY NEW(+838) | All Managers (Combined) | $374.8K | YoY NEW(+$374.8K) | |
6.9K | All Managers (Combined) | $374.6K | |||
Cigna Group(CIcusip125523100) | 1.2K | All Managers (Combined) | $373.3K | ||
Eaton Corp plc(ETNcusipG29183103) | 1.2K | All Managers (Combined) | $367.5K | ||
1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $366.3K | YoY NEW(+$366.3K) |