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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78468R101
Shares:7.1K
Value:$204.6K
922042775
Shares:3.3K
Value:$203.9K
TRAVELERS COMPANIES, INC.
Shares:836
Value:$203.2K
Restaurant Brands International Inc.
Shares:3.0K
Value:$201.3K
NUVEEN REAL ESTATE INCOME FUND
Shares:22.6K
Value:$195.3K
GOLUB CAPITAL BDC, Inc.
Shares:10.6K
Value:$168.2K
SOUNDHOUND AI, INC.
Shares:10.3K
Value:$156.7K
Vale S.A.
Shares:15.7K
Value:$149.9K
Bridge Investment Group Holdings Inc.
Shares:17.1K
Value:$132.2K
Easterly Government Properties, Inc.
Shares:11.6K
Value:$124.2K
FORD MOTOR CO
Shares:12.8K
Value:$119.3K
Palantir Technologies Inc.
Shares:1.0K
Value:$117.9K
Ares Commercial Real Estate Corp
Shares:21.0K
Value:$106.7K
STANDARD LITHIUM LTD.
Shares:19.5K
Value:$30.0K