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Asset Manager ← All Institutions

Strategic Wealth Partners, Ltd.

Q3 2025 · Filed 2025-11-14
Market Value
$1.2B
Holdings
1,366
+1,058
New Purchases
237
Added To
261
Closed
77
Reduced
298
Top 10 Concentration
26.4%
Turnover
23.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.07% 0.00% +4.07% $50M
MBB 3.25% 0.00% +3.25% $40M
AAPL 3.20% 0.00% +3.20% $39M
GOOGL 2.86% 0.00% +2.86% $35M
SPSB 2.65% 0.00% +2.65% $32M
EFA 2.65% 0.00% +2.65% $32M
AVGO 2.45% 0.00% +2.45% $30M
IEI 1.98% 0.00% +1.98% $24M
PID 1.67% 0.00% +1.67% $20M
ORCL 1.58% 0.00% +1.58% $19M
NVDA 1.49% 0.00% +1.49% $18M
LQD 1.49% 0.00% +1.49% $18M
IBM 1.43% 0.00% +1.43% $17M
JPM 1.35% 0.00% +1.35% $16M
SHV 1.22% 0.00% +1.22% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $434M 35.5%
Large Cap 658 $649M 53.1%
Mid Cap 328 $83M 6.8%
Small Cap 227 $45M 3.7%
Micro Cap 77 $11M 0.9%

Portfolio Analytics

Avg Market Cap
$70.5B
Median Market Cap
$12.1B
Avg P/E
32.4
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
803
# ETFs / Funds
563

Top Holdings (1,366 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.07% 96,095 $50M $517.92 -$3M -10,508 -9.9%
2 MBB 3.25% 417,724 $40M $95.15 $2M +20,332 +5.1%
3 AAPL 3.20% 153,531 $39M $254.58 $5M -13,038 -7.8%
4 GOOGL 2.86% 143,653 $35M $243.10 $8M -10,910 -7.1%
5 SPSB 2.65% 1,070,072 $32M $30.29 $710K +19,977 +1.9%
6 EFA 2.65% 346,707 $32M $93.37 $1M -188 -0.1%
7 AVGO 2.45% 90,637 $30M $329.79 $2M -10,986 -10.8%
8 IEI 1.98% 202,777 $24M $119.51 $868K +6,577 +3.4%
9 PID 1.67% 958,941 $20M $21.27 $741K +270 +0.0%
10 ORCL 1.58% 68,514 $19M $281.07 -$3M -31,430 -31.4%
11 NVDA 1.49% 97,839 $18M $186.58 -$42K -17,971 -15.5%
12 LQD 1.49% 163,091 $18M $111.47 $814K +4,657 +2.9%
13 IBM 1.43% 61,755 $17M $282.05 $6M +22,701 +58.1%
14 JPM 1.35% 52,246 $16M $315.36 -$2M -9,915 -15.9%
15 SHV 1.22% 134,818 $15M $110.49 $237K +2,063 +1.6%
16 BX 1.17% 83,552 $14M $170.85 $2M +3,164 +3.9%
17 PM 1.12% 84,438 $14M $162.24 -$253K +7,837 +10.2%
18 IVV 1.11% 20,266 $14M $669.29 $1M +265 +1.3%
19 AMZN 1.11% 61,770 $14M $219.57 -$3M -13,052 -17.4%
20 SPY 1.11% 20,291 $14M $666.17 -$523K -2,434 -10.7%
21 RTX 1.10% 80,050 $13M $167.28 $2M +1,589 +2.0%
22 PNC 1.09% 66,316 $13M $200.93 $4M +18,671 +39.2%
23 QQQ 1.07% 21,686 $13M $600.36 $1M +272 +1.3%
24 JEF 1.05% 196,390 $13M $65.42 +196,390 NEW
25 ABBV 1.00% 52,838 $12M $231.48 $3M +5,168 +10.8%
26 AIT 0.99% 46,129 $12M $261.05 $2M +2,137 +4.9%
27 MDT 0.98% 126,071 $12M $95.24 $2M +16,369 +14.9%
28 DLR 0.98% 69,177 $12M $172.88 $269K +2,120 +3.2%
29 DGRO 0.97% 174,276 $12M $68.08 $830K +1,698 +1.0%
30 BLK 0.93% 9,773 $11M $1,165.87 $2M +766 +8.5%
31 PLD 0.92% 97,980 $11M $114.52 $1M +3,890 +4.1%
32 DKS 0.91% 50,192 $11M $222.22 $2M +2,555 +5.4%
33 LLY 0.90% 14,440 $11M $762.83 -$3M -3,178 -18.0%
34 TJX 0.90% 75,928 $11M $144.52 $1M -3,679 -4.6%
35 C 0.87% 104,935 $11M $101.50 $2M +2,826 +2.8%
36 IWM 0.87% 43,872 $11M $241.96 $3M +7,518 +20.7%
37 ABC 0.86% 33,573 $10M $312.50 $708K +946 +2.9%
38 EMR 0.85% 79,339 $10M $131.18 $117K +2,160 +2.8%
39 KRE 0.84% 162,841 $10M $63.30 $3M +34,340 +26.7%
40 CRM 0.82% 42,134 $10M $237.00 -$5M -11,870 -22.0%
41 AXP 0.79% 29,239 $10M $332.17 $7M +19,569 +202.4%
42 CCJ 0.79% 115,484 $10M $83.79 -$2M -37,325 -24.4%
43 BKR 0.78% 196,189 $10M $48.70 $775K -32,800 -14.3%
44 ETN 0.78% 25,318 $9M $374.26 $672K +658 +2.7%
45 NEE 0.77% 124,845 $9M $75.49 -$311K -15,390 -11.0%
46 GS 0.77% 11,754 $9M $795.81 -$3M -5,767 -32.9%
47 HD 0.76% 22,883 $9M $405.18 -$9K -2,429 -9.6%
48 FLS 0.75% 172,734 $9M $53.14 +172,734 NEW
49 DUK 0.72% 71,535 $9M $123.75 $861K +3,813 +5.6%
50 SMH 0.70% 26,373 $9M $326.36 $1M +614 +2.4%
51 SYK 0.70% 23,145 $9M $369.74 -$1M -1,139 -4.7%
52 EWJ 0.68% 103,699 $8M $80.21 $653K +1,468 +1.4%
53 FCX 0.66% 204,932 $8M $39.22 $3M +83,648 +69.0%
54 RSPD 0.65% 138,119 $8M $57.70 $801K +3,395 +2.5%
55 UNP 0.64% 33,150 $8M $236.37 -$757K -4,199 -11.2%
56 VMC 0.61% 24,337 $7M $307.62 $502K -2,444 -9.1%
57 JEPI 0.60% 128,845 $7M $57.10 $604K +10,051 +8.5%
58 TSM 0.60% 26,305 $7M $279.29 $1M -851 -3.1%
59 XBI 0.60% 73,021 $7M $100.20 $7M +72,921 +72921.0%
60 MTCH 0.59% 204,077 $7M $35.32 $1M +10,532 +5.4%
61 EMLP 0.58% 184,606 $7M $38.29 $321K +4,727 +2.6%
62 BUG 0.57% 199,059 $7M $35.19 +199,059 NEW
63 META 0.55% 9,111 $7M $734.42 $175K +283 +3.2%
64 SCHD 0.55% 244,489 $7M $27.30 $205K +360 +0.1%
65 TOL 0.52% 46,093 $6M $138.14 +46,093 NEW
66 TM 0.47% 30,095 $6M $191.09 $6M +29,896 +15023.1%
67 GLD 0.47% 16,071 $6M $355.47 $715K -323 -2.0%
68 UBER 0.46% 57,240 $6M $97.97 -$892K -12,427 -17.8%
69 GBIL 0.42% 51,539 $5M $100.23 -$161K -1,646 -3.1%
70 ENB 0.39% 95,254 $5M $50.46 $5M +91,206 +2253.1%
71 CNQ 0.37% 140,639 $4M $31.96 +140,639 NEW
72 GOOG 0.36% 18,149 $4M $243.54 $448K -4,246 -19.0%
73 OWL 0.36% 257,110 $4M $16.93 -$518K +3,540 +1.4%
74 BN 0.34% 60,916 $4M $68.58 $456K +750 +1.2%
75 BIL 0.33% 43,968 $4M $91.75 -$13M -144,598 -76.7%
76 V 0.33% 11,666 $4M $341.39 -$7M -20,335 -63.5%
77 SPLG 0.31% 47,605 $4M $78.34 $3M +41,599 +692.6%
78 SCHZ 0.29% 149,021 $3M $23.47 +149,021 NEW
79 AMGN 0.27% 11,553 $3M $282.20 $64K +104 +0.9%
80 GPN 0.25% 37,268 $3M $83.08 $430K +3,958 +11.9%
81 NFLX 0.25% 2,532 $3M $1,198.92 $86K +329 +14.9%
82 AAON 0.24% 31,860 $3M $93.44 $2M +14,257 +81.0%
83 ESTA 0.24% 71,807 $3M $40.99 $1M +27,931 +63.7%
84 DSU 0.24% 275,161 $3M $10.62 $696K +64,300 +30.5%
85 XOM 0.24% 25,845 $3M $112.75 -$307K -4,036 -13.5%
86 PTY 0.23% 197,950 $3M $14.44 $104K -92 -0.1%
87 TSLA 0.22% 6,089 $3M $444.72 $675K -312 -4.9%
88 PYPL 0.22% 39,641 $3M $67.06 -$361K -986 -2.4%
89 VIG 0.21% 12,141 $3M $215.80 $194K +288 +2.4%
90 DFAC 0.21% 65,598 $3M $38.57 $738K +15,592 +31.2%
91 ACWX 0.21% 38,539 $3M $65.01 $442K +4,680 +13.8%
92 DSL 0.20% 198,187 $2M $12.28 $18K +830 +0.4%
93 SCHW 0.19% 24,725 $2M $95.47 $58K -513 -2.0%
94 IBIT 0.19% 35,940 $2M $65.00 $176K +643 +1.8%
95 AMD 0.19% 14,310 $2M $161.79 $531K +1,733 +13.8%
96 BRK-B 0.19% 4,601 $2M $502.74 -$3M -5,806 -55.8%
97 PLTR 0.18% 12,153 $2M $182.42 -$1M -11,751 -49.2%
98 SCHG 0.17% 63,796 $2M $31.91 $2M +63,436 +17621.1%
99 NOW 0.16% 2,169 $2M $920.48 $753K +959 +79.3%
100 VRTX 0.16% 5,043 $2M $391.64 -$260K +23 +0.5%

New Positions

SymbolValue% Port
JEF $13M 1.05%
FLS $9M 0.75%
BUG $7M 0.57%
TOL $6M 0.52%
CNQ $4M 0.37%
SCHZ $3M 0.29%
DYNF $2M 0.16%
AVDE $2M 0.13%
AVUS $1M 0.11%
XSOE $852K 0.07%
DUOL $794K 0.06%
GSEW $737K 0.06%
TAXF $628K 0.05%
WTMF $585K 0.05%
CART $585K 0.05%

Sold Out Positions

SymbolValue% Port
WY —%
HR —%
MX —%
CMG —%
WES —%
TEVA —%
DEA —%
MTB —%
ACM —%
HPQ —%
FSS —%
ADM —%
CION —%
JRS —%
MPLX —%
View SEC EDGAR Filings for Strategic Wealth Partners, Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms