| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 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.