Notify me when Strategic Wealth Partners Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 70 | $906,196,928 | +$62,506,744 | -$9,442,685 | +$53,064,059 | IWF, IVE, IWD, VTI, SPY | 13F-HR | 30 Apr 2024, 10:32 |
| Q4 2023 | 66 | $792,748,529 | +$49,772,988 | -$6,497,658 | +$43,275,330 | IWF, IVE, IWD, VTI, SPY | 13F-HR | 13 Feb 2024, 13:10 |
| Q3 2023 | 62 | $674,215,996 | +$11,536,869 | -$4,030,895 | +$7,505,974 | IWF, IVE, IWD, VTI, SPY | 13F-HR | 14 Nov 2023, 15:33 |
| Q2 2023 | 62 | $691,263,000 | +$35,853,495 | -$2,775,899 | +$33,077,596 | IWF, IVE, IWD, VTI, SPY | 13F-HR | 10 Aug 2023, 15:08 |
| Q1 2023 | 60 | $610,985,000 | +$113,754,407 | -$1,249,150 | +$112,505,257 | IWF, IWD, IVE, VTI, SPY | 13F-HR | 11 May 2023, 09:43 |
| Q4 2022 | 49 | $471,253,000 | +$14,869,872 | -$4,953,427 | +$9,916,445 | IWF, IWD, IVE, VTI, SPY | 13F-HR | 07 Feb 2023, 10:07 |
| Q3 2022 | 52 | $429,759,000 | +$8,479,068 | -$3,660,868 | +$4,818,200 | IWF, IWD, IVE, VTI, SPY | 13F-HR | 08 Nov 2022, 16:44 |
| Q2 2022 | 53 | $449,122,000 | +$25,260,994 | -$15,712,360 | +$9,548,634 | IWF, IWD, IVE, VTI, SPY | 13F-HR | 12 Aug 2022, 11:58 |
| Q1 2022 | 55 | $525,077,000 | +$14,110,208 | -$32,527,487 | -$18,417,279 | IWF, IWD, IVE, VTI, SPY | 13F-HR | 12 May 2022, 09:25 |
| Q4 2021 | 65 | $576,824,000 | +$21,268,275 | -$9,803,853 | +$11,464,422 | IWF, IVE, VTI, IWD, SPY | 13F-HR | 11 Feb 2022, 10:49 |
| Q3 2021 | 64 | $525,259,000 | +$8,841,039 | -$11,725,680 | -$2,884,641 | IWF, IVE, VTI, SPY, IWD | 13F-HR | 12 Nov 2021, 10:15 |
| Q1 2021 | 59 | $497,881,000 | +$9,031,669 | -$10,043,810 | -$1,012,141 | IWF, IVE, VTI, SPY, IWD | 13F-HR | 17 May 2021, 09:54 |
| Q4 2020 | 56 | $471,607,000 | +$33,127,374 | -$13,053,390 | +$20,073,984 | IWF, IVE, VTI, AOR, SPY | 13F-HR | 11 Feb 2021, 11:47 |
| Q3 2020 | 57 | $413,567,000 | +$4,914,119 | -$19,902,783 | -$14,988,664 | IWF, AOR, IVE, SPY, VTI | 13F-HR | 13 Nov 2020, 10:23 |
| Q2 2020 | 60 | $398,101,000 | +$9,898,644 | -$22,440,152 | -$12,541,508 | IWF, AOR, IVE, SPY, VTI | 13F-HR | 13 Aug 2020, 11:41 |
| Q1 2020 | 55 | $343,738,000 | +$66,198,724 | -$54,284,562 | +$11,914,162 | IWF, AOR, IVE, SPY, VTI | 13F-HR | 14 May 2020, 10:07 |
| Q4 2019 | 55 | $421,891,000 | +$37,438,455 | -$3,717,526 | +$33,720,929 | IWF, AOR, IWD, SPY, GBDC | 13F-HR | 14 Feb 2020, 09:55 |
| Q3 2019 | 29 | $363,710,000 | +$42,692,618 | -$20,294,255 | +$22,398,363 | IWF, AOR, IWD, GBDC, SPY | 13F-HR | 13 Nov 2019, 09:54 |
| Q2 2019 | 28 | $340,058,000 | +$25,738,096 | -$1,547,268 | +$24,190,828 | IWF, AOR, IWD, SPY, VTI | 13F-HR | 13 Aug 2019, 09:37 |
| Q1 2019 | 28 | $306,332,000 | +$22,065,014 | -$10,075,988 | +$11,989,026 | IWF, AOR, IWD, SPY, VTI | Restatement | 15 May 2019, 15:53 |
| Q4 2018 | 28 | $262,544,000 | +$56,072,909 | -$15,896,004 | +$40,176,905 | AOR, IWF, IWD, SPY, VTI | 13F-HR | 26 Feb 2019, 09:32 |
| Q3 2018 | 29 | $193,617,988 | $0 | $0 | $0 | IWF, SPY, AOR, EFA, IWO | 13F-HR | 14 Nov 2018, 16:38 |
| Q2 2018 | 51 | $903,948 | $0 | $0 | $0 | VO, IVOO, IEFA, DGRW, FYX | 13F-HR | 15 Aug 2018, 19:47 |
| Q1 2018 | 52 | $227,093,959 | +$7,608,166 | -$3,894,699 | +$3,713,467 | IWF, IWD, AOR, SPY, VTI | Restatement | 15 May 2018, 15:07 |
| Q4 2017 | 27 | $225,068,000 | +$2,025,166 | -$11,845,448 | -$9,820,282 | IWF, IWD, AOR, SPY, VTI | 13F-HR | 13 Feb 2018, 17:39 |
| Q3 2017 | 27 | $224,559,000 | +$13,140,101 | -$2,291,594 | +$10,848,507 | IWF, AOR, IWD, SPY, EFA | 13F-HR | 14 Nov 2017, 12:37 |
| Q2 2017 | 26 | $205,676,000 | +$4,535,203 | -$1,638,074 | +$2,897,129 | IWF, AOR, IWD, SPY, VTI | 13F-HR | 09 Aug 2017, 10:01 |
| Q1 2017 | 26 | $196,706,000 | +$3,354,073 | -$28,542,436 | -$25,188,363 | IWF, AOR, IWD, SPY, VTI | 13F-HR | 08 May 2017, 18:20 |
| Q4 2016 | 32 | $211,067,000 | +$20,537,791 | -$3,098,379 | +$17,439,412 | AOR, IWF, IWD, SPY, VTI | 13F-HR | 06 Feb 2017, 11:02 |
| Q3 2016 | 23 | $190,439,000 | +$17,545,337 | -$12,881,475 | +$4,663,862 | AOR, IWF, IWD, SPY, EFA | 13F-HR | 30 Nov 2016, 17:49 |
| Q2 2016 | 23 | $175,696,000 | $0 | $0 | $0 | AOR, IWF, IWD, SPY, VTI | 13F-HR | 19 Aug 2016, 11:34 |