$198 Million is the total value of Strategic Wealth Partners, Ltd.'s 154 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PDLI | PDL BIOPHARMA INC COM | $216,000 | +8.5% | 68,477 | 0.0% | 0.11% | +5.8% | |
HEMP | HEMP INC COM | $0 | – | 38,500 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE DIVID GROWTH ETF | 22 | Q1 2023 | 11.4% |
SPDR GOLD TRUST GOLD SHS ETF | 22 | Q1 2023 | 3.7% |
SPDR TR S&P 500 ETF TR | 22 | Q1 2023 | 4.5% |
MICROSOFT CORP COM | 22 | Q1 2023 | 2.4% |
SPDR SER TR | 22 | Q1 2023 | 4.3% |
VANGUARD TOTAL STOCK MARKET ETF | 22 | Q1 2023 | 6.6% |
SPDR SER TR | 22 | Q1 2023 | 2.5% |
ISHARES TRUST BARCLAYS 1-3 YR TSY IDX ETF | 22 | Q1 2023 | 5.1% |
ISHARES TRUST BARCLAYS 0-5 YR TIPS BD FD ETF | 22 | Q1 2023 | 2.7% |
SPDR SER TR | 22 | Q1 2023 | 8.1% |
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.