Strategic Wealth Partners Group, LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Vishaal Tummala - Wealth Associate
Location
Deerfield
Holdings as of
September 30, 2023
Value $
$674M
Num holdings
63
Date filed
11/14/2023, 03:33 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IWF, IVE, IWD, VTI, and SPY.
Previous filing
Q2 2023 - Aug 10, 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q3 compared to 2023 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Vishaal Tummala Wealth Associate Deerfield, Illinois 11/14/2023