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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SPDR GOLD TRUST
Shares:17.4K
Value:$4.7M
COSTCO WHOLESALE CORP /NEW
Shares:4.2K
Value:$4.5M
Uber Technologies, Inc
Shares:52.2K
Value:$4.2M
lululemon athletica inc.
Shares:10.2K
Value:$4.0M
Meta Platforms, Inc.
Shares:5.4K
Value:$4.0M
AMGEN INC
Shares:12.5K
Value:$3.7M
Paycom Software, Inc.
Shares:14.5K
Value:$3.1M
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
Shares:206.4K
Value:$3.0M
AMERICAN EXPRESS CO
Shares:9.7K
Value:$3.0M
PayPal Holdings, Inc.
Shares:38.5K
Value:$2.9M
FS KKR Capital Corp
Shares:123.4K
Value:$2.9M
GLOBAL PAYMENTS INC
Shares:26.7K
Value:$2.8M
Palo Alto Networks Inc
Shares:13.0K
Value:$2.6M
Tesla, Inc.
Shares:7.2K
Value:$2.6M
921908844
Shares:11.5K
Value:$2.4M
ADVANCED MICRO DEVICES INC
Shares:20.9K
Value:$2.3M
Walmart Inc.
Shares:21.9K
Value:$2.3M
T-Mobile US, Inc.
Shares:8.2K
Value:$2.2M
Blackstone Inc.
Shares:13.2K
Value:$2.1M
Primo Brands Corp
Shares:61.0K
Value:$2.0M