• 13F History

Strategic Wealth Partners, Ltd.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.2B
Signature - Title
Matt Bures - Chief Compliance Officer
Location
Independence, OH
Summary
This page shows a list of all the recent 13F filings made by Strategic Wealth Partners, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Wealth Partners, Ltd. reported 314 stock holdings with total value $1.2B as of Q4 2024. Top holdings included SWP, MSFT, MBB, AAPL, and SPSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 314 $1.2B +$234M -$97.9M +$136M SWP, MSFT, MBB, AAPL, SPSB 13F-HR 2/14/2025, 10:50 AM
Q3 2024 293 $1.04B +$191M -$152M +$39M MBB, SPSB, MSFT, EFA, AAPL 13F-HR 10/8/2024, 04:08 PM
Q2 2024 289 $958M +$102M -$58.4M +$44.1M DGRO, SPYG, MBB, MSFT, SPSB 13F-HR 10/8/2024, 04:06 PM
Q1 2024 278 $911M +$122M -$71.2M +$50.5M DGRO, SPYG, MBB, MSFT, SPSB 13F-HR 5/20/2024, 11:10 AM
Q4 2023 274 $811M +$106M -$119M -$12.6M DGRO, MBB, SPYG, SPSB, MSFT 13F-HR 5/20/2024, 11:12 AM
Q3 2023 282 $756M +$103M -$93.8M +$9.43M DGRO, MBB, SPYG, SPSB, BIL 13F-HR 5/20/2024, 10:45 AM
Q2 2023 284 $773M +$134M -$38.3M +$95.6M TIME, DGRO, MBB, SPSB, EFA 13F-HR 5/20/2024, 10:40 AM
Q1 2023 258 $652M +$118M -$14.5M +$103M TIME, DGRO, MBB, BIL, SPSB 13F-HR 4/24/2023, 03:40 PM
Q4 2022 262 $538M +$130M -$90.3M +$39.7M TIME, DGRO, MBB, SPSB, EFA 13F-HR 4/24/2023, 03:51 PM
Q3 2022 270 $471M +$78.1M -$20.5M +$57.6M DGRO, SPSB, SPY, RSP, MSFT 13F-HR 4/24/2023, 03:59 PM
Q2 2022 244 $462M +$90.5M -$35.1M +$55.4M SPSB, DGRO, SPY, GLD, MSFT 13F-HR 8/22/2022, 03:20 PM
Q1 2022 252 $512M +$96.6M -$48.8M +$47.8M SPSB, DGRO, SPY, GLD, AAPL 13F-HR 5/19/2022, 02:32 PM
Q4 2021 281 $528M +$187M -$9.43M +$178M DGRO, SPY, IWF, AAPL, LQD 13F-HR 2/11/2022, 01:58 PM
Q3 2021 229 $341M +$59.6M -$24.8M +$34.8M DGRO, SPY, IWF, GLD, LQD 13F-HR 11/12/2021, 10:01 AM
Q2 2021 248 $306M +$59.3M -$17.5M +$41.8M DGRO, SPY, IWF, GLD, LQD 13F-HR 8/24/2021, 05:54 PM
Q1 2021 187 $251M +$39.5M -$32.5M +$7.07M DGRO, SPY, IWF, LQD, GLD 13F-HR 5/24/2021, 11:33 AM
Q4 2020 177 $238M +$40.6M -$18.2M +$22.4M DGRO, SPY, IWF, GLD, LQD 13F-HR 2/18/2021, 09:04 AM
Q3 2020 151 $198M +$53.5M -$39.5M +$14M DGRO, IWF, LQD, IEF, MBB 13F-HR 11/10/2020, 01:15 PM
Q2 2020 132 $194M DGRO, SHY, IWF, MBB, GLD 13F-HR 8/11/2020, 10:23 AM
Q1 2020 56 $81.4M MBB, BIL, GLD, AAPL, PSK 13F-HR 5/6/2020, 06:21 PM
Q4 2019 134 $192M +$21.7M -$20.7M +$908K DGRO, VTI, SPLG, MBB, BIL 13F-HR 1/30/2020, 12:02 PM
Q3 2019 690 $215M +$50.8M -$40.8M +$10.1M DGRO, VTI, MBB, SPLG, BIL 13F-HR 10/28/2019, 10:50 AM
Q2 2019 675 $183M +$14.2M -$28.4M -$14.2M DGRO, VTI, SPLG, VOO, AAPL 13F-HR 8/6/2019, 02:02 PM
Q1 2019 725 $195M +$30.1M -$13.9M +$16.2M DGRO, SPLG, BIL, VOO, SPTS 13F-HR 5/14/2019, 04:17 PM
Q4 2018 634 $179M +$43.2M -$25.2M +$18M DGRO, BIL, FLRN, TLT, MBB 13F-HR 1/23/2019, 04:40 PM
Q3 2018 613 $188M +$34.5M -$18.9M +$15.6M DGRO, AAPL, SPYG, FLRN, PSK 13F-HR 12/6/2018, 07:37 AM
Q2 2018 709 $171M +$38.1M -$54.5M -$16.4M DGRO, FLOT, AAPL, MINT, FLRN 13F-HR 9/4/2018, 09:14 AM
Q1 2018 766 $194M +$68.8M -$47.8M +$21M DGRO, AAPL, FLOT, FLRN, ELD 13F-HR 7/13/2018, 03:46 PM
Q4 2017 687 $179M VIG, IVV, AAPL, VWO, VEU 13F-HR 4/16/2018, 12:59 PM