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 13 of 16
464287788
Shares:3.0K
Value:$358.1K
46434V860
Shares:6.6K
Value:$336.2K
25434V401
Shares:5.0K
Value:$332.3K
46429B598
Shares:6.2K
Value:$314.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.8K | All Managers (Combined) | $365.6K | |||
879 | QoQ -5.58% (-52)YoY +1.26% (+11) | All Managers (Combined) | $365.5K | ||
(cusip464287788)✕ | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $358.1K | QoQ NEW(+$358.1K) YoY NEW(+$358.1K) |
1.3K | All Managers (Combined) | $357.2K | |||
1.2K | All Managers (Combined) | $353.9K | |||
576 | QoQ NEW(+576) YoY NEW(+576) | All Managers (Combined) | $340.6K | QoQ NEW(+$340.6K) YoY NEW(+$340.6K) | |
NIKE, Inc.(NKEcusip654106103) | 4.6K | All Managers (Combined) | $338.8K | ||
(cusip46434V860)✕ | 6.6K | All Managers (Combined) | $336.2K | ||
(cusip25434V401)✕ | 5.0K | All Managers (Combined) | $332.3K | ||
3.1K | QoQ -1.21% (-38) | All Managers (Combined) | $329.8K | ||
911 | YoY NEW(+911) | All Managers (Combined) | $329.1K | YoY NEW(+$329.1K) | |
CVS HEALTH Corp(CVScusip126650100) | 4.9K | All Managers (Combined) | $324.4K | ||
2.8K | All Managers (Combined) | $323.7K | |||
(cusip46429B598)✕ | 6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $314.6K | YoY NEW(+$314.6K) |
4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $313.0K | YoY NEW(+$313.0K) | |
3.7K | All Managers (Combined) | $310.5K | |||
HERSHEY CO(HSYcusip427866108) | 1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $309.8K | YoY NEW(+$309.8K) |
1.5K | All Managers (Combined) | $305.9K | |||
GENUINE PARTS CO(GPCcusip372460105) | 2.4K | QoQ +4.22% (-98) | All Managers (Combined) | $301.7K | |
4.4K | YoY NEW(+4.4K) | All Managers (Combined) | $301.7K | YoY NEW(+$301.7K) |