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Asset Manager ← All Institutions

Strategic Wealth Partners, Ltd.

Q4 2025 · Filed 2026-05-12
Market Value
$1.3B
+8.2%
Holdings
1,525
+159
New Purchases
236
Added To
350
Closed
109
Reduced
385
Top 10 Concentration
26.0%
Turnover
22.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AZN 1.14% 0.00% +1.14% $15M
META 1.51% 0.55% +0.96% $20M
ITB 0.63% 0.00% +0.63% $8M
DRI 0.58% 0.00% +0.58% $8M
SIMO 0.57% 0.01% +0.56% $8M
UPS 0.55% 0.01% +0.55% $7M
STM 0.54% 0.00% +0.54% $7M
SMG 0.54% 0.00% +0.54% $7M
URA 0.50% 0.00% +0.50% $7M
URI 0.50% 0.01% +0.49% $7M
NKE 0.51% 0.03% +0.48% $7M
KTB 0.41% 0.00% +0.41% $5M
PLD 1.31% 0.92% +0.39% $17M
TOL 0.90% 0.52% +0.38% $12M
FLS 1.05% 0.75% +0.29% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRE 0.02% 0.84% -0.82% $287K
MSFT 3.28% 4.07% -0.79% $43M
ETN 0.06% 0.78% -0.72% $741K
HD 0.10% 0.76% -0.66% $1M
SYK 0.09% 0.70% -0.61% $1M
RSPD 0.06% 0.65% -0.60% $743K
MTCH 0.01% 0.59% -0.58% $182K
VMC 0.06% 0.61% -0.56% $728K
CRM 0.27% 0.82% -0.54% $4M
DLR 0.51% 0.98% -0.47% $7M
GBIL 0.07% 0.42% -0.35% $927K
DKS 0.58% 0.91% -0.33% $8M
SCHZ 0.00% 0.29% -0.28% $64K
DUK 0.47% 0.72% -0.26% $6M
AVGO 2.23% 2.45% -0.22% $29M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $488M 36.9%
Large Cap 713 $688M 52.0%
Mid Cap 380 $99M 7.5%
Small Cap 254 $44M 3.3%
Micro Cap 100 $3M 0.2%

Portfolio Analytics

Avg Market Cap
$65.1B
Median Market Cap
$10.8B
Avg P/E
32.9
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
911
# ETFs / Funds
614

Top Holdings (1,525 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MBB 3.36% 466,791 $44M $95.22 $5M +49,067 +11.8%
2 MSFT 3.28% 89,673 $43M $483.62 -$6M -6,422 -6.7%
3 GOOGL 3.04% 128,281 $40M $313.00 $5M -15,372 -10.7%
4 AAPL 3.03% 147,538 $40M $271.86 $1M -5,993 -3.9%
5 SPSB 2.78% 1,216,359 $37M $30.20 $4M +146,287 +13.7%
6 EFA 2.75% 378,569 $36M $96.03 $4M +31,862 +9.2%
7 AVGO 2.23% 85,092 $29M $346.10 -$441K -5,545 -6.1%
8 IEI 2.08% 230,677 $28M $119.35 $3M +27,900 +13.8%
9 PID 1.77% 1,062,828 $23M $22.00 $3M +103,887 +10.8%
10 ORCL 1.66% 112,413 $22M $194.91 $3M +43,899 +64.1%
11 IBM 1.60% 71,476 $21M $296.21 $4M +9,721 +15.7%
12 LQD 1.55% 185,963 $20M $110.19 $2M +22,872 +14.0%
13 JPM 1.51% 62,001 $20M $322.22 $4M +9,755 +18.7%
14 META 1.51% 30,206 $20M $660.08 $13M +21,095 +231.5%
15 NVDA 1.42% 100,422 $19M $186.50 $474K +2,583 +2.6%
16 JEF 1.31% 279,809 $17M $61.97 $4M +83,419 +42.5%
17 PLD 1.31% 135,441 $17M $127.66 $6M +37,461 +38.2%
18 SHV 1.28% 154,125 $17M $110.15 $2M +19,307 +14.3%
19 RTX 1.17% 83,986 $15M $183.40 $2M +3,936 +4.9%
20 AZN 1.14% 164,654 $15M $91.93 +164,654 NEW
21 AMZN 1.08% 61,883 $14M $230.82 $721K +113 +0.2%
22 SPY 1.08% 20,939 $14M $681.92 $761K +648 +3.2%
23 PM 1.06% 87,775 $14M $160.40 $380K +3,337 +4.0%
24 IVV 1.06% 20,473 $14M $684.94 $459K +207 +1.0%
25 FLS 1.05% 199,335 $14M $69.38 $5M +26,601 +15.4%
26 MDT 1.01% 138,893 $13M $96.06 $1M +12,822 +10.2%
27 LLY 1.01% 12,374 $13M $1,074.66 $2M -2,066 -14.3%
28 ABBV 1.01% 58,197 $13M $228.49 $1M +5,359 +10.1%
29 QQQ 1.00% 21,530 $13M $614.30 $207K -156 -0.7%
30 BX 0.99% 85,205 $13M $154.14 -$1M +1,653 +2.0%
31 TJX 0.99% 84,866 $13M $153.61 $2M +8,938 +11.8%
32 PNC 0.98% 61,859 $13M $208.73 -$413K -4,457 -6.7%
33 ABC 0.97% 37,969 $13M $337.75 $2M +4,396 +13.1%
34 AIT 0.94% 48,427 $12M $256.77 $393K +2,298 +5.0%
35 C 0.91% 103,470 $12M $116.69 $1M -1,465 -1.4%
36 CCJ 0.90% 130,509 $12M $91.39 $2M +15,025 +13.0%
37 IWM 0.90% 48,313 $12M $246.16 $1M +4,441 +10.1%
38 TOL 0.90% 87,828 $12M $135.22 $6M +41,735 +90.5%
39 EMR 0.90% 89,285 $12M $132.71 $1M +9,946 +12.5%
40 BLK 0.90% 11,068 $12M $1,070.35 $453K +1,295 +13.2%
41 GS 0.83% 12,477 $11M $878.98 $2M +723 +6.2%
42 NEE 0.83% 136,025 $11M $80.28 $1M +11,180 +9.0%
43 AXP 0.82% 29,452 $11M $369.95 $1M +213 +0.7%
44 XBI 0.77% 83,163 $10M $121.93 $3M +10,142 +13.9%
45 FCX 0.77% 199,586 $10M $50.79 $2M -5,346 -2.6%
46 DGRO 0.76% 145,363 $10M $69.42 -$2M -28,913 -16.6%
47 BKR 0.75% 218,232 $10M $45.53 $382K +22,043 +11.2%
48 EWJ 0.71% 115,729 $9M $80.74 $1M +12,030 +11.6%
49 UNP 0.67% 38,256 $9M $231.32 $1M +5,106 +15.4%
50 TSM 0.66% 28,568 $9M $303.89 $1M +2,263 +8.6%
51 BUG 0.64% 276,895 $8M $30.46 $1M +77,836 +39.1%
52 SMH 0.63% 23,213 $8M $360.13 -$247K -3,160 -12.0%
53 ITB 0.63% 86,688 $8M $96.30 $8M +86,212 +18111.8%
54 TM 0.62% 38,558 $8M $214.06 $3M +8,463 +28.1%
55 BIL 0.60% 87,050 $8M $91.38 $4M +43,082 +98.0%
56 EMLP 0.59% 204,551 $8M $37.87 $678K +19,945 +10.8%
57 DRI 0.58% 42,015 $8M $184.02 $8M +41,937 +53765.4%
58 DKS 0.58% 38,805 $8M $197.97 -$3M -11,387 -22.7%
59 ENB 0.58% 159,099 $8M $47.83 $3M +63,845 +67.0%
60 SIMO 0.57% 80,928 $8M $92.70 $7M +79,470 +5450.6%
61 UPS 0.55% 73,824 $7M $99.19 $7M +72,741 +6716.6%
62 STM 0.54% 275,596 $7M $25.94 +275,596 NEW
63 SMG 0.54% 122,280 $7M $58.35 +122,280 NEW
64 CNQ 0.54% 209,262 $7M $33.85 $3M +68,623 +48.8%
65 JEPI 0.53% 121,722 $7M $57.24 -$390K -7,123 -5.5%
66 NKE 0.51% 105,721 $7M $63.71 $6M +100,243 +1829.9%
67 DLR 0.51% 43,338 $7M $154.71 -$5M -25,839 -37.4%
68 SCHD 0.50% 241,185 $7M $27.43 -$59K -3,304 -1.4%
69 URA 0.50% 154,714 $7M $42.73 $7M +153,480 +12437.6%
70 URI 0.50% 8,150 $7M $809.32 $7M +8,057 +8663.4%
71 GLD 0.49% 16,430 $7M $396.31 $799K +359 +2.2%
72 XOM 0.48% 52,264 $6M $120.34 $3M +26,419 +102.2%
73 DUK 0.47% 52,745 $6M $117.21 -$3M -18,790 -26.3%
74 OWL 0.47% 411,857 $6M $14.94 $2M +154,747 +60.2%
75 GOOG 0.44% 18,332 $6M $313.79 $1M +183 +1.0%
76 KTB 0.41% 88,616 $5M $61.09 $5M +88,610 +1476833.3%
77 UBER 0.38% 61,334 $5M $81.71 -$596K +4,094 +7.2%
78 BN 0.32% 91,372 $4M $45.89 $15K +30,456 +50.0%
79 AMGN 0.31% 12,568 $4M $327.30 $853K +1,015 +8.8%
80 ESTA 0.30% 54,994 $4M $72.88 $1M -16,813 -23.4%
81 CRM 0.27% 13,659 $4M $264.91 -$6M -28,475 -67.6%
82 QXO 0.26% 177,829 $3M $19.29 $3M +164,029 +1188.6%
83 TSLA 0.26% 7,607 $3M $449.72 $713K +1,518 +24.9%
84 GPN 0.25% 42,797 $3M $77.40 $216K +5,529 +14.8%
85 SCHW 0.22% 28,996 $3M $99.91 $536K +4,271 +17.3%
86 WMT 0.22% 25,925 $3M $111.41 $2M +13,821 +114.2%
87 DSU 0.21% 279,048 $3M $10.18 -$82K +3,887 +1.4%
88 V 0.21% 7,828 $3M $350.71 -$1M -3,838 -32.9%
89 AMD 0.20% 12,407 $3M $214.16 $342K -1,903 -13.3%
90 NFLX 0.20% 27,981 $3M $93.76 -$412K +25,449 +1005.1%
91 USFR 0.20% 51,891 $3M $50.32 $2M +38,104 +276.4%
92 ACWX 0.20% 38,816 $3M $67.13 $100K +277 +0.7%
93 BRK-B 0.20% 5,166 $3M $502.65 $284K +565 +12.3%
94 SPLG 0.20% 32,170 $3M $80.22 -$1M -15,435 -32.4%
95 PTY 0.19% 197,950 $3M $12.90 -$305K
96 ACN 0.19% 9,422 $3M $268.29 $759K +2,249 +31.4%
97 JPST 0.19% 48,873 $2M $50.59 $519K +10,368 +26.9%
98 VIG 0.19% 11,249 $2M $219.77 -$148K -892 -7.3%
99 PWR 0.18% 5,776 $2M $422.06 $2M +5,418 +1513.4%
100 PLTR 0.18% 13,183 $2M $177.75 $126K +1,030 +8.5%

New Positions

SymbolValue% Port
AZN $15M 1.14%
STM $7M 0.54%
SMG $7M 0.54%
RACE $1M 0.09%
ARDC $532K 0.04%
AKRE $446K 0.03%
NEU $386K 0.03%
PEG $384K 0.03%
MPLX $252K 0.02%
OKE $189K 0.01%
BTT $147K 0.01%
RPM $129K 0.01%
SHE $119K 0.01%
Q $95K 0.01%
CPER $74K 0.01%

Sold Out Positions

SymbolValue% Port
CPA —%
GOOS —%
JHG —%
SLGN —%
FPI —%
BRX —%
ALLE —%
IQV —%
CARR —%
OTIS —%
RJF —%
ATO —%
WEX —%
CL —%
CSL —%
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