Strategic Wealth Management 13F annual report (2023) | wallmine

Strategic Wealth Management 13F Annual Report (2023) | Wallmine

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Strategic Wealth Management is an investment fund managing more than $273 million ran by Michael Priore. There are currently 92 companies in Mr. Priore’s portfolio. The largest …

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Strategic Wealth Management Inc 13F Annual Report (2023)

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Strategic Wealth Management Inc 13F annual report Strategic Wealth Management Inc is an investment fund managing more than $197 million ran by Patrick Sizemore. There are …

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Strategic Wealth Partners 13F Annual Report (2023) | Wallmine

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$566 million Assets Under Management (AUM) As of 4th May 2023, Strategic Wealth Partners’s top holding is 3,046,403 shares of Ishares Tr currently worth over $368 million and making up …

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Buckingham Strategic Wealth 13F Annual Report (2023) | Wallmine

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Buckingham Strategic Wealth 13F annual report ... $5.49 trillion Assets Under Management (AUM) As of 4th May 2023, Buckingham Strategic Wealth’s top holding is 95,650,785 shares …

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Strategic Wealth Investment 13F Annual Report (2023) | Wallmine IN

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Strategic Wealth Investment is an investment fund managing more than $543 billion ran by Doug Robinson. There are currently 113 companies in Mr. Robinson’s portfolio. The largest …

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Strategic Wealth Advisors 13F Annual Report (2024) | Wallmine

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$2.25 billion Assets Under Management (AUM) As of 3rd November 2022, Strategic Wealth Advisors’s top holding is 1,018,046 shares of Apple Inc currently worth over $141 million and …

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Strategic Wealth Investment 13F Annual Report (2023) | Wallmine GB

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Strategic Wealth Investment is an investment fund managing more than $541 billion ran by Doug Robinson. There are currently 87 companies in Mr. Robinson’s portfolio. The largest …

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Journey Strategic Wealth 13F Annual Report (2023) | Wallmine IN

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Journey Strategic Wealth 13F annual report Journey Strategic Wealth is an investment fund managing more than $739 million ran by Damian Basso. There are currently 151 companies in …

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Strategic Wealth Partners 13F Annual Report (2023) | Wallmine GB

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Aug 3, 2020  · $642 million Assets Under Management (AUM) As of 3rd August 2023, Strategic Wealth Partners’s top holding is 3,200,359 shares of Ishares Tr currently worth over $417 …

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Strategic Wealth Management 13F Annual Report (2023) | Wallmine …

1 week from now

Strategic Wealth Management is an investment fund managing more than $273 million ran by Michael Priore. There are currently 92 companies in Mr. Priore’s portfolio. The largest …

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Strategic Wealth Investment 13F Annual Report (2024) | Wallmine

1 week from now

$780 billion Assets Under Management (AUM) As of 6th August 2024, Strategic Wealth Investment’s top holding is 262,285 shares of Amazon.com currently worth over $51.7 billion …

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Astoria Strategic Wealth 13F Annual Report (2023) | Wallmine IN

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$271 billion Assets Under Management (AUM) As of 25th July 2023, Astoria Strategic Wealth’s top holding is 337,694 shares of Vanguard Index Fds currently worth over $74.5 billion and …

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Global Strategic Management Inc 13F Annual Report (2023)

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Global Strategic Management Inc 13F annual report Global Strategic Management Inc is an investment fund managing more than $77.9 million ran by Adrian Day. There are currently 29 …

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Strategic Wealth Partners 13F Annual Report (2024) | Wallmine

1 week from now

$642 million Assets Under Management (AUM) As of 7th November 2023, Strategic Wealth Partners’s top holding is 3,200,359 shares of Ishares Tr currently worth over $417 million and …

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Capital Wealth Management 13F Annual Report (2023) | Wallmine

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$129 million Assets Under Management (AUM) As of 26th January 2023, Capital Wealth Management’s top holding is 272,846 shares of Vanguard Index Fds currently worth over …

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Campbell Wealth Management 13F Annual Report (2023) | Wallmine

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Campbell Wealth Management is an investment fund managing more than $672 million ran by Ashleigh Swayze. There are currently 54 companies in Mrs. Swayze’s portfolio. The largest …

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Total Wealth Planning 13F Annual Report (2023) | Wallmine

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Total Wealth Planning 13F annual report ... $453 billion Assets Under Management (AUM) As of 7th April 2023, Total Wealth Planning’s top holding is 727,483 shares of Vanguard Scottsdale …

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Sterling Wealth Management 13F Annual Report (2024) | Wallmine

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Sterling Wealth Management 13F annual report Sterling Wealth Management is an investment fund managing more than $174 billion ran by C. Salembier. There are currently 44 companies …

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Private Wealth 13F Annual Report (2023) | Wallmine

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$70.2 billion Assets Under Management (AUM) As of 30th January 2023, Private Wealth’s top holding is 591,328 shares of Spdr Ser Tr currently worth over $25.8 billion and making up …

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