Strategic Wealth Partners Group, LLC Q1 2024 13F Top Portfolio …

Feb 13, 2024 · Strategic Wealth Partners Group, LLC reported 70 holdings with total value $906 M as of Q1 2024. Top holdings included IWF, IVE, IWD, VTI, and SPY

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$906
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Strategic Wealth Partners Group, LLC Q1 2024 13F Top Portfolio …

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Feb 13, 2024 · Strategic Wealth Partners Group, LLC reported 70 holdings with total value $906 M as of Q1 2024. Top holdings included IWF, IVE, IWD, VTI, and SPY

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$906
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Strategic Wealth Partners Group, LLC Portfolio Filings

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Strategic Wealth Partners Group, LLC 13F Portfolio Filings Latest portfolio report Q1 2024 - Apr 30, 2024. Value $ $906M Signature - Title Vishaal Tummala - Certified Financial Planner …

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$911
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Strategic Wealth Partners, Ltd. Q1 2024 13F Top Portfolio Holdings

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May 20, 2024 · Strategic Wealth Partners, Ltd. reported 278 holdings with total value $911 M as of Q1 2024. Top holdings included DGRO, SPYG, MBB, MSFT, and SPSB. Strategic Wealth …

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31%
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Strategic Wealth Partners 13F Filings And Top Holdings And Stakes ...

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Top 5 stock holdings are IWF, IVE, IWD, VTI, SPY, and represent 50.31% of Strategic Wealth Partners Group's stock portfolio.

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98%
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Strategic Wealth Partners 13F Filings And Top Holdings And Stakes ...

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Latest statistics and disclosures from Strategic Wealth Partners's latest quarterly 13F-HR filing: Top 5 stock holdings are DGRO, SPYG, MBB, MSFT, SPSB, and represent 18.98% of …

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$1082895234
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STRATEGIC WEALTH PARTNERS, LTD. Top 13F Holdings

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Strategic Wealth Partners, Ltd. is a large advisory firm with 1290 clients and discretionary assets under management (AUM) of $1,082,895,234 (Form ADV from 2024-05-31). Their last …

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$611
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Strategic Wealth Partners Group LLC Q1 2023 13F Top Portfolio …

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Feb 7, 2023 · Strategic Wealth Partners Group LLC reported 60 holdings with total value $611 M as of Q1 2023. Top holdings included IWF, IWD, IVE, VTI, and SPY

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Starbucks Co. (NASDAQ:SBUX) Holdings Decreased By Aviso …

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1 day ago · Aviso Wealth Management decreased its holdings in shares of Starbucks Co. (NASDAQ:SBUX - Free Report) by 39.0% during the third quarter, according to its most recent …

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