Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE DIVID GROWTH ETF | 26 | Q1 2024 | 11.4% |
SPDR GOLD TRUST GOLD SHS ETF | 26 | Q1 2024 | 3.7% |
SPDR TR S&P 500 ETF TR | 26 | Q1 2024 | 4.5% |
MICROSOFT CORP COM | 26 | Q1 2024 | 3.2% |
SPDR SER TR | 26 | Q1 2024 | 4.3% |
VANGUARD TOTAL STOCK MARKET ETF | 26 | Q1 2024 | 6.6% |
ISHARES TRUST MSCI EAFE INDEX FUND ETF | 26 | Q1 2024 | 3.1% |
VISA INC COM CL A | 26 | Q1 2024 | 1.4% |
JPMORGAN CHASE & CO. COM | 26 | Q1 2024 | 1.4% |
ISHARES TRUST BARCLAYS 1-3 YR TSY IDX ETF | 26 | Q1 2024 | 5.1% |
View Strategic Wealth Partners, Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-20 |
13F-HR | 2024-05-20 |
13F-HR | 2024-05-20 |
13F-HR | 2024-05-20 |
13F-HR | 2023-04-24 |
13F-HR | 2023-04-24 |
13F-HR | 2023-04-24 |
13F-HR | 2022-08-22 |
13F-HR | 2022-05-19 |
13F-HR | 2022-02-11 |
View Strategic Wealth Partners, Ltd.'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.