Strategic Wealth Partners, Ltd.

13F Portfolio Filings

Latest 13F report
Q1 2024 - May 20, 2024
Value $
$911M
Signature - Title
Matt Bures - Chief Compliance Officer
Location
5005 Rockside Rd, Suite 1200, Independence, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 278 $911M +$122M -$71.2M +$50.5M DGRO, SPYG, MBB, MSFT, SPSB 13F-HR 5/20/2024, 11:10 AM
Q4 2023 274 $811M +$108M -$119M -$10.3M DGRO, MBB, SPYG, SPSB, MSFT 13F-HR 5/20/2024, 11:12 AM
Q3 2023 283 $759M +$103M -$93.8M +$9.68M DGRO, MBB, SPYG, SPSB, BIL 13F-HR 5/20/2024, 10:45 AM
Q2 2023 284 $773M +$134M -$38.3M +$95.6M TIME, DGRO, MBB, SPSB, EFA 13F-HR 5/20/2024, 10:40 AM
Q1 2023 258 $652M +$118M -$27.4M +$90.6M TIME, DGRO, MBB, BIL, SPSB 13F-HR 4/24/2023, 03:40 PM
Q4 2022 262 $538M +$130M -$106M +$23.7M TIME, DGRO, MBB, SPSB, EFA 13F-HR 4/24/2023, 03:51 PM
Q3 2022 270 $471M +$78.1M -$37.4M +$40.7M DGRO, SPSB, SPY, RSP, MSFT 13F-HR 4/24/2023, 03:59 PM
Q2 2022 245 $463M +$91.2M -$80.9M +$10.3M SPSB, DGRO, SPY, GLD, MSFT 13F-HR 8/22/2022, 03:20 PM
Q1 2022 252 $512M +$96.6M -$93.4M +$3.23M SPSB, DGRO, SPY, GLD, AAPL 13F-HR 5/19/2022, 02:32 PM
Q4 2021 281 $528M +$187M -$26.7M +$160M DGRO, SPY, IWF, AAPL, LQD 13F-HR 2/11/2022, 02:58 PM
Q3 2021 229 $341M +$59.6M -$24.8M +$34.8M DGRO, SPY, IWF, GLD, LQD 13F-HR 11/12/2021, 10:01 AM
Q2 2021 248 $306M +$59.3M -$17.5M +$41.8M DGRO, SPY, IWF, GLD, LQD 13F-HR 8/24/2021, 05:54 PM
Q1 2021 187 $251M +$39.5M -$32.5M +$7.07M DGRO, SPY, IWF, LQD, GLD 13F-HR 5/24/2021, 11:33 AM
Q4 2020 177 $238M +$40.6M -$19.8M +$20.8M DGRO, SPY, IWF, GLD, LQD 13F-HR 2/18/2021, 10:04 AM
Q3 2020 151 $198M +$53.5M -$55.6M -$2.13M DGRO, IWF, LQD, IEF, MBB 13F-HR 11/10/2020, 02:15 PM
Q2 2020 132 $194M +$74.9M -$48M +$26.9M DGRO, SHY, IWF, MBB, GLD 13F-HR 8/11/2020, 10:23 AM
Q1 2020 83 $148M $0 $0 DGRO, VTI, SPLG, MBB, BIL 13F-HR 5/6/2020, 06:21 PM
Q4 2019 134 $192M +$21.7M -$54.8M -$33.1M DGRO, VTI, SPLG, MBB, BIL 13F-HR 1/30/2020, 01:02 PM
Q3 2019 704 $215M +$48M -$39.3M +$8.73M DGRO, VTI, MBB, SPLG, BIL 13F-HR 10/28/2019, 10:50 AM
Q2 2019 700 $192M +$15M -$30.3M -$15.3M DGRO, VTI, SPLG, VOO, AAPL 13F-HR 8/6/2019, 02:02 PM
Q1 2019 743 $204M +$32.5M -$14.3M +$18.2M DGRO, SPLG, BIL, VOO, SPTS 13F-HR 5/14/2019, 04:17 PM
Q4 2018 677 $179M +$43.1M -$31.1M +$12M DGRO, BIL, FLRN, TLT, MBB 13F-HR 1/23/2019, 05:40 PM
Q3 2018 634 $188M +$34.5M -$22.1M +$12.4M DGRO, AAPL, SPYG, FLRN, PSK 13F-HR 12/6/2018, 08:37 AM
Q2 2018 740 $171M +$38.1M -$59.6M -$21.5M DGRO, FLOT, AAPL, MINT, FLRN 13F-HR 9/4/2018, 09:14 AM
Q1 2018 785 $194M +$66.9M -$54.1M +$12.8M DGRO, AAPL, FLOT, FLRN, ELD 13F-HR 7/13/2018, 03:46 PM
Q4 2017 747 $179M $0 $0 VIG, IVV, AAPL, VWO, VEU 13F-HR 4/16/2018, 12:59 PM