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:
Search and click to pin securities to the top
Page 9 of 16
STERIS plc
Shares:3.7K
Value:$820.8K
Arthur J. Gallagher & Co.
Shares:2.5K
Value:$819.1K
46434G764
Shares:14.2K
Value:$810.0K
FISERV INC
Shares:3.5K
Value:$795.6K
81369Y209
Shares:5.4K
Value:$785.5K
BANK OF AMERICA CORP /DE/
Shares:16.8K
Value:$778.3K
CrowdStrike Holdings, Inc.
Shares:1.7K
Value:$768.2K
67401P405
Shares:48.0K
Value:$752.9K
46436E718
Shares:7.4K
Value:$747.9K
46432F842
Shares:9.7K
Value:$735.8K
MORGAN STANLEY
Shares:5.2K
Value:$709.4K
464288810
Shares:11.0K
Value:$708.8K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.2K
Value:$704.1K
922908769
Shares:2.3K
Value:$699.7K
922908736
Shares:1.6K
Value:$695.2K
Phillips 66
Shares:5.4K
Value:$673.8K
MOLINA HEALTHCARE, INC.
Shares:2.4K
Value:$653.9K
46438F101
Shares:11.9K
Value:$653.6K
46137V431
Shares:6.0K
Value:$641.8K
LOWES COMPANIES INC
Shares:2.5K
Value:$640.2K