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 15 of 16
81369Y852
Shares:2.4K
Value:$247.6K
65341B106
Shares:28.1K
Value:$243.2K
53656G498
Shares:4.2K
Value:$230.8K
25434V724
Shares:5.0K
Value:$216.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
COCA COLA CO(KOcusip191216100) | 3.7K | All Managers (Combined) | $254.2K | ||
1.9K | QoQ +8.98% (+159)YoY NEW(+1.9K) | All Managers (Combined) | $251.3K | YoY NEW(+$251.3K) | |
(cusip81369Y852)✕ | 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $247.6K | QoQ NEW(+$247.6K) YoY NEW(+$247.6K) |
(cusip65341B106)✕ | 28.1K | All Managers (Combined) | $243.2K | ||
ServiceNow, Inc.(NOWcusip81762P102) | 244 | QoQ NEW(+244) YoY NEW(+244) | All Managers (Combined) | $241.4K | QoQ NEW(+$241.4K) YoY NEW(+$241.4K) |
HUBSPOT INC(HUBScusip443573100) | 290 | QoQ NEW(+290) YoY NEW(+290) | All Managers (Combined) | $237.7K | QoQ NEW(+$237.7K) YoY NEW(+$237.7K) |
CONOCOPHILLIPS(COPcusip20825C104) | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $235.8K | YoY NEW(+$235.8K) |
INTEL CORP(INTCcusip458140100) | 9.7K | All Managers (Combined) | $233.0K | ||
9.0K | QoQ NEW(+9.0K) YoY NEW(+9.0K) | All Managers (Combined) | $232.1K | QoQ NEW(+$232.1K) YoY NEW(+$232.1K) | |
(cusip53656G498)✕ | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $230.8K | QoQ NEW(+$230.8K) YoY NEW(+$230.8K) |
RIO TINTO PLC(RIOcusip767204100) | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $227.9K | YoY NEW(+$227.9K) |
2.5K | QoQ NEW(+2.5K) YoY +0.69% (+17) | All Managers (Combined) | $226.1K | QoQ NEW(+$226.1K) | |
3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $224.4K | YoY NEW(+$224.4K) | |
17.0K | QoQ 0.00% (-0) | All Managers (Combined) | $218.8K | ||
4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $216.5K | QoQ NEW(+$216.5K) YoY NEW(+$216.5K) | |
CARVANA CO.(CVNAcusip146869102) | 794 | QoQ NEW(+794) YoY NEW(+794) | All Managers (Combined) | $216.3K | QoQ NEW(+$216.3K) YoY NEW(+$216.3K) |
(cusip25434V724)✕ | 5.0K | QoQ 0.00% (+0)YoY NEW(+5.0K) | All Managers (Combined) | $216.1K | YoY NEW(+$216.1K) |
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $210.7K | QoQ NEW(+$210.7K) YoY NEW(+$210.7K) | |
7.3K | All Managers (Combined) | $208.2K | |||
2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $207.4K | QoQ NEW(+$207.4K) YoY NEW(+$207.4K) |