Strategic-Wealth-Partners

Filing Details

13F-HR2024-12-31
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% identified
250 identified64 unidentified

Holdings

314 positions
Manager:
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Page 15 of 16
COCA COLA CO
Shares:3.7K
Value:$254.2K
JACOBS SOLUTIONS INC.
Shares:1.9K
Value:$251.3K
81369Y852
Shares:2.4K
Value:$247.6K
65341B106
Shares:28.1K
Value:$243.2K
ServiceNow, Inc.
Shares:244
Value:$241.4K
HUBSPOT INC
Shares:290
Value:$237.7K
CONOCOPHILLIPS
Shares:2.4K
Value:$235.8K
INTEL CORP
Shares:9.7K
Value:$233.0K
Sila Realty Trust, Inc.
Shares:9.0K
Value:$232.1K
53656G498
Shares:4.2K
Value:$230.8K
RIO TINTO PLC
Shares:3.6K
Value:$227.9K
922908553
Shares:2.5K
Value:$226.1K
921937835
Shares:3.1K
Value:$224.4K
Goldman Sachs BDC, Inc.
Shares:17.0K
Value:$218.8K
ALTRIA GROUP, INC.
Shares:4.0K
Value:$216.5K
CARVANA CO.
Shares:794
Value:$216.3K
25434V724
Shares:5.0K
Value:$216.1K
WELLS FARGO & COMPANY/MN
Shares:2.7K
Value:$210.7K
KONINKLIJKE PHILIPS NV
Shares:7.3K
Value:$208.2K
464287499
Shares:2.2K
Value:$207.4K