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 • $1.2B total value
Manager:
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CCC Intelligent Solutions Holdings Inc.
Shares:98.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
464287440
Shares:11.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
DEERE & CO
Shares:2.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Blue Owl Capital Corp
Shares:68.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
PROCTER & GAMBLE Co
Shares:6.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
74347G242
Shares:22.5K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
464287721
Shares:6.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
JOHNSON & JOHNSON
Shares:6.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
Mastercard Inc
Shares:1.8K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
SYNOPSYS INC
Shares:1.8K
Value:$974.2K
% of Portfolio:0.1% ($974.2K/$1.2B)
464287523
Shares:4.3K
Value:$968.2K
% of Portfolio:0.1% ($968.2K/$1.2B)
COHEN & STEERS INFRASTRUCTURE FUND INC
Shares:39.5K
Value:$968.0K
% of Portfolio:0.1% ($968.0K/$1.2B)
922908363
Shares:1.7K
Value:$942.6K
% of Portfolio:0.1% ($942.6K/$1.2B)
ABBOTT LABORATORIES
Shares:7.1K
Value:$937.8K
% of Portfolio:0.1% ($937.8K/$1.2B)
464287804
Shares:8.0K
Value:$934.6K
% of Portfolio:0.1% ($934.6K/$1.2B)
464287457
Shares:11.2K
Value:$920.8K
% of Portfolio:0.1% ($920.8K/$1.2B)
CADENCE DESIGN SYSTEMS INC
Shares:3.1K
Value:$912.2K
% of Portfolio:0.1% ($912.2K/$1.2B)
Diamondback Energy, Inc.
Shares:5.6K
Value:$881.1K
% of Portfolio:0.1% ($881.1K/$1.2B)
Parker-Hannifin Corp
Shares:1.2K
Value:$831.2K
% of Portfolio:0.1% ($831.2K/$1.2B)
464287226
Shares:8.4K
Value:$822.4K
% of Portfolio:0.1% ($822.4K/$1.2B)