Notify me when Strategic Wealth Partners, Ltd. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,308 | $1,338,937,300 | +$164,973,565 | -$177,533,902 | -$12,560,337 | SWP, MSFT, MBB, AAPL, GOOGL | 13F-HR | 14 Nov 2025, 16:07 |
| Q2 2025 | 1,140 | $1,269,913,836 | +$207,859,353 | -$158,986,151 | +$48,873,202 | SWP, MSFT, MBB, AAPL, SPSB | 13F-HR | 11 Aug 2025, 12:39 |
| Q4 2024 | 314 | $1,197,976,117 | +$233,621,692 | -$97,891,578 | +$135,730,114 | SWP, MSFT, MBB, AAPL, SPSB | 13F-HR | 14 Feb 2025, 10:50 |
| Q3 2024 | 293 | $1,040,167,094 | +$191,093,963 | -$152,074,647 | +$39,019,316 | MANAGER DIRECTED PORTFOLIOS, MBB, SPSB, MSFT, EFA | 13F-HR | 08 Oct 2024, 16:08 |
| Q2 2024 | 289 | $957,591,733 | +$102,489,354 | -$58,365,818 | +$44,123,536 | DGRO, SPYG, MBB, MSFT, SPSB | 13F-HR | 08 Oct 2024, 16:06 |
| Q1 2024 | 278 | $911,467,304 | +$121,714,356 | -$71,178,006 | +$50,536,350 | DGRO, SPYG, MBB, MSFT, SPSB | 13F-HR | 20 May 2024, 11:10 |
| Q4 2023 | 274 | $811,365,787 | +$108,328,925 | -$118,644,206 | -$10,315,281 | DGRO, MBB, SPYG, SPSB, MSFT | 13F-HR | 20 May 2024, 11:12 |
| Q3 2023 | 283 | $759,389,847 | +$103,472,096 | -$93,793,534 | +$9,678,562 | DGRO, MBB, SPYG, SPSB, BIL | 13F-HR | 20 May 2024, 10:45 |
| Q2 2023 | 284 | $773,082,354 | +$133,825,198 | -$38,261,828 | +$95,563,370 | TIME, DGRO, MBB, SPSB, EFA | 13F-HR | 20 May 2024, 10:40 |
| Q1 2023 | 258 | $651,899,579 | +$117,977,155 | -$27,410,277 | +$90,566,878 | TIME, DGRO, MBB, BIL, SPSB | 13F-HR | 24 Apr 2023, 15:40 |
| Q4 2022 | 262 | $538,325,228 | +$130,032,453 | -$106,349,933 | +$23,682,520 | TIME, DGRO, MBB, SPSB, EFA | 13F-HR | 24 Apr 2023, 15:51 |
| Q3 2022 | 270 | $471,336,487 | +$78,145,136 | -$37,399,156 | +$40,745,980 | DGRO, SPSB, SPY, RSP, MSFT | 13F-HR | 24 Apr 2023, 15:59 |
| Q2 2022 | 245 | $463,133,000 | +$91,225,261 | -$80,919,181 | +$10,306,080 | SPSB, DGRO, SPY, GLD, MSFT | 13F-HR | 22 Aug 2022, 15:20 |
| Q1 2022 | 252 | $512,321,000 | +$96,644,024 | -$93,411,772 | +$3,232,252 | SPSB, DGRO, SPY, GLD, AAPL | 13F-HR | 19 May 2022, 14:32 |
| Q4 2021 | 281 | $527,542,000 | +$187,060,323 | -$26,702,781 | +$160,357,542 | DGRO, SPY, IWF, AAPL, LQD | 13F-HR | 11 Feb 2022, 14:58 |
| Q3 2021 | 229 | $340,544,000 | +$59,645,085 | -$24,830,971 | +$34,814,114 | DGRO, SPY, IWF, GLD, LQD | 13F-HR | 12 Nov 2021, 10:01 |
| Q2 2021 | 248 | $306,450,000 | +$59,232,357 | -$17,524,012 | +$41,708,345 | DGRO, SPY, IWF, GLD, LQD | 13F-HR | 24 Aug 2021, 17:54 |
| Q1 2021 | 187 | $250,619,000 | +$39,545,522 | -$32,475,893 | +$7,069,629 | DGRO, SPY, IWF, LQD, GLD | 13F-HR | 24 May 2021, 11:33 |
| Q4 2020 | 177 | $238,375,000 | +$40,579,448 | -$19,751,989 | +$20,827,459 | DGRO, SPY, IWF, GLD, LQD | 13F-HR | 18 Feb 2021, 10:04 |
| Q3 2020 | 151 | $197,829,000 | +$53,455,094 | -$55,586,087 | -$2,130,993 | DGRO, IWF, LQD, IEF, MBB | 13F-HR | 10 Nov 2020, 14:15 |
| Q2 2020 | 132 | $193,507,000 | +$68,355,886 | -$25,093,013 | +$43,262,873 | DGRO, SHY, IWF, MBB, GLD | 13F-HR | 11 Aug 2020, 10:23 |
| Q1 2020 | 134 | $81,382,000 | $0 | $0 | $0 | MBB, BIL, GLD, AAPL, PSK | 13F-HR | 06 May 2020, 18:21 |
| Q4 2019 | 134 | $192,198,000 | +$134,171,882 | -$5,578,444 | +$128,593,438 | DGRO, VTI, SPLG, MBB, BIL | 13F-HR | 30 Jan 2020, 13:02 |
| Q3 2019 | 873 | $19,263,241 | +$855,005 | -$133,924,677 | -$133,069,672 | DGRO, SHV, IVV, STIP, AAPL | 13F-HR | 28 Oct 2019, 10:50 |
| Q2 2019 | 746 | $207,078,000 | +$16,892,072 | -$31,027,599 | -$14,135,527 | DGRO, VTI, SHV, SPLG, STIP | 13F-HR | 06 Aug 2019, 14:02 |
| Q1 2019 | 775 | $217,805,000 | +$38,279,263 | -$14,573,466 | +$23,705,797 | DGRO, SPLG, BIL, SHV, VOO | 13F-HR | 14 May 2019, 16:17 |
| Q4 2018 | 677 | $178,815,000 | +$43,098,943 | -$31,107,304 | +$11,991,639 | DGRO, BIL, FLRN, TLT, MBB | 13F-HR | 23 Jan 2019, 17:40 |
| Q3 2018 | 634 | $187,536,000 | +$34,470,245 | -$22,098,585 | +$12,371,660 | DGRO, AAPL, SPYG, FLRN, PSK | 13F-HR | 06 Dec 2018, 08:37 |
| Q2 2018 | 740 | $171,333,000 | +$38,112,208 | -$59,567,707 | -$21,455,499 | DGRO, FLOT, AAPL, MINT, FLRN | 13F-HR | 04 Sep 2018, 09:14 |
| Q1 2018 | 785 | $193,885,000 | +$66,921,979 | -$54,076,163 | +$12,845,816 | DGRO, AAPL, FLOT, FLRN, ELD | 13F-HR | 13 Jul 2018, 15:46 |
| Q4 2017 | 747 | $179,463,000 | $0 | $0 | $0 | VIG, IVV, AAPL, VWO, VEU | 13F-HR | 16 Apr 2018, 12:59 |