Managers / Q3 2024 · view latest →
Strategic Wealth Partners, Ltd.
CIK 0001720777 · 5005 ROCKSIDE RD, SUITE 1200, INDEPENDENCE, OH, 44131-6829 · 2168009000
Reported Value
$1.0B
Q3 2024
Positions
304
Filings on Record
29
2019–present window
Filed
Oct 8, 2024
original filing
Summary
Strategic Wealth Partners, Ltd. reported $1.0B in U.S.-listed holdings across 304 positions for Q3 2024.
Its largest position, SWP, represents 7.7% of the portfolio.
Compared with Q1 2024, the fund opened 61 new positions and exited 43.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 1,459 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 1,317 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 1,156 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 315 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.0B | 304 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $811M | 275 | May 20, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $471M | 270 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $463M | 245 | Aug 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $512M | 252 | May 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $528M | 281 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $341M | 229 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $306M | 280 | Aug 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $251M | 189 | May 24, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $238M | 179 | Feb 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $198M | 153 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $194M | 133 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $192M | 135 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $192M | 136 | Jan 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $19.5B | 2,140 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $207M | 2,022 | Aug 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $218M | 1,663 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $198M | 726 | Jan 24, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.