$263 Million is the total value of Strategic Wealth Partners Group, LLC's 28 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | New | ISHARES S&P 500 GROWTH ETFetf | $9,639,000 | – | 63,976 | +100.0% | 3.67% | – |
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $2,629,000 | – | 25,992 | +100.0% | 1.00% | – |
| IJJ | New | ISHARES S&P MIDCAP 400 VALUE ETFetf | $760,000 | – | 5,494 | +100.0% | 0.29% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- relative value partners #1
- jpm #2
- parametric #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RUS 1000 GRW ETF | 31 | Q1 2024 | 22.7% |
| ISHARES TR | 31 | Q1 2024 | 37.0% |
| RUS 1000 VAL ETF | 31 | Q1 2024 | 15.4% |
| TR UNIT | 31 | Q1 2024 | 11.1% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 31 | Q1 2024 | 10.2% |
| MSCI EAFE ETF | 31 | Q1 2024 | 7.3% |
| RUS 2000 GRW ETF | 31 | Q1 2024 | 4.1% |
| RUS 2000 VAL ETF | 31 | Q1 2024 | 3.7% |
| RUSSELL 2000 ETF | 31 | Q1 2024 | 2.7% |
| RUS MD CP GR ETF | 31 | Q1 2024 | 2.6% |
View Strategic Wealth Partners Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View Strategic Wealth Partners Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.