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 6 of 16
SCHWAB CHARLES CORP
Shares:25.0K
Value:$2.0M
78464A409
Shares:21.4K
Value:$2.0M
46641Q837
Shares:36.6K
Value:$1.8M
EXXON MOBIL CORP
Shares:17.1K
Value:$1.8M
921946810
Shares:21.5K
Value:$1.8M
25434V708
Shares:50.0K
Value:$1.8M
921946406
Shares:13.4K
Value:$1.8M
78464A649
Shares:69.9K
Value:$1.8M
BLACKROCK DEBT STRATEGIES FUND, INC.
Shares:161.0K
Value:$1.7M
VERTEX PHARMACEUTICALS INC / MA
Shares:3.7K
Value:$1.7M
WASTE MANAGEMENT INC
Shares:7.4K
Value:$1.7M
NETFLIX INC
Shares:1.6K
Value:$1.7M
81369Y803
Shares:7.0K
Value:$1.7M
Brookfield Asset Management Ltd.
Shares:28.6K
Value:$1.6M
Elevance Health, Inc.
Shares:4.2K
Value:$1.6M
Hims & Hers Health, Inc.
Shares:27.0K
Value:$1.6M
DoubleLine Income Solutions Fund
Shares:116.8K
Value:$1.5M
S&P Global Inc.
Shares:2.8K
Value:$1.5M
46137V357
Shares:8.1K
Value:$1.5M
Cheniere Energy, Inc.
Shares:7.0K
Value:$1.5M