HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 RUS 1000 GRW ETF (IWF) |
498,508 | +6,361 | $151,133 |
| IWF | 498,508 | +6,361 | $151,133 |
| S&P 500 VAL ETF (IVE) |
451,339 | -6,765 | $78,483 |
| IVE | 451,339 | -6,765 | $78,483 |
| RUS 1000 VAL ETF (IWD) |
440,257 | +15,604 | $72,753 |
| IWD | 440,257 | +15,604 | $72,753 |
| TOTAL STK MKT |
244,332 | -3,814 | $57,960 |
| VTI | 244,332 | -3,814 | $57,960 |
| TR UNIT |
114,032 | +820 | $54,418 |
| SPY | 114,032 | +820 | $54,418 |
| US EQTY PWR BUF |
1,143,716 | +69,265 | $40,144 |
| PDEC | 1,143,716 | +69,265 | $40,144 |
| CORE S&P SCP ETF (IJR) |
325,212 | +8,438 | $35,204 |
| IJR | 325,212 | +8,438 | $35,204 |
| S&P 500 GRWT ETF (IVW) |
457,861 | +44,853 | $34,385 |
| IVW | 457,861 | +44,853 | $34,385 |
| MSCI EAFE ETF (EFA) |
367,229 | +19,160 | $27,671 |
| EFA | 367,229 | +19,160 | $27,671 |
| CORE S&P500 ETF (IVV) |
51,789 | +3,100 | $24,736 |
| IVV | 51,789 | +3,100 | $24,736 |
| GRWT ALLOCAT ETF (AOR) |
325,197 | -6,756 | $17,297 |
| AOR | 325,197 | -6,756 | $17,297 |
| VAN FTSE DEV MKT |
313,098 | -15,514 | $14,997 |
| VEA | 313,098 | -15,514 | $14,997 |
| RUSSELL 2000 ETF (IWM) |
63,304 | -758 | $12,706 |
| IWM | 63,304 | -758 | $12,706 |
| US EQTY PWR BUF |
315,688 | +99,177 | $11,756 |
| PJAN | 315,688 | +99,177 | $11,756 |
| RUSEL 2500 ETF (SMMD) |
175,075 | +8,588 | $10,779 |
| SMMD | 175,075 | +8,588 | $10,779 |
| RUS 2000 GRW ETF (IWO) |
40,334 | -23 | $10,173 |
| IWO | 40,334 | -23 | $10,173 |
| RUS 2000 VAL ETF (IWN) |
59,837 | -447 | $9,294 |
| IWN | 59,837 | -447 | $9,294 |
| S&P 500 ETF SHS (VOO) |
21,224 | +383 | $9,271 |
| VOO | 21,224 | +383 | $9,271 |
| RUS MD CP GR ETF (IWP) |
79,653 | -2,045 | $8,321 |
| IWP | 79,653 | -2,045 | $8,321 |
| US EQTY PWR BUF |
242,436 | -16,329 | $8,093 |
| PJUN | 242,436 | -16,329 | $8,093 |
| US EQTY PWR BUF |
231,766 | +231,766 | $8,057 |
| PSEP | 231,766 | +231,766 | $8,057 |
| US EQTY PWR BUF |
200,753 | -4,477 | $7,265 |
| PJUL | 200,753 | -4,477 | $7,265 |
| RUS 1000 ETF (IWB) |
26,193 | -152 | $6,869 |
| IWB | 26,193 | -152 | $6,869 |
| US EQTY PWR BUF |
190,807 | +189,479 | $6,571 |
| PNOV | 190,807 | +189,479 | $6,571 |
| US EQTY PWR BF |
185,610 | +185,610 | $6,194 |
| PAUG | 185,610 | +185,610 | $6,194 |
| US EQTY PWR BUF |
171,165 | +171,165 | $6,182 |
| POCT | 171,165 | +171,165 | $6,182 |
| SP SMCP600VL ETF (IJS) |
53,823 | +75 | $5,548 |
| IJS | 53,823 | +75 | $5,548 |
| US EQTY PWR BUF |
167,332 | -5,389 | $5,267 |
| PMAY | 167,332 | -5,389 | $5,267 |
| MSCI KLD400 SOC |
47,702 | +3,277 | $4,343 |
| DSI | 47,702 | +3,277 | $4,343 |
| MSCI ACWI EX US |
76,413 | -896 | $3,900 |
| ACWX | 76,413 | -896 | $3,900 |
| DIV APP ETF (VIG) |
22,107 | +2,068 | $3,767 |
| VIG | 22,107 | +2,068 | $3,767 |
| US EQTY PWR BUF |
114,188 | -15,982 | $3,728 |
| PFEB | 114,188 | -15,982 | $3,728 |
| S&P500 EQL WGT |
23,264 | +863 | $3,671 |
| RSP | 23,264 | +863 | $3,671 |
| US EQT PWR BUF |
97,887 | -2,589 | $3,200 |
| PAPR | 97,887 | -2,589 | $3,200 |
| GROWTH ETF (VUG) |
8,098 | -17 | $2,517 |
| VUG | 8,098 | -17 | $2,517 |
| CORE S&P MCP ETF (IJH) |
8,904 | +2,661 | $2,468 |
| IJH | 8,904 | +2,661 | $2,468 |
| VALUE ETF (VTV) |
15,060 | +2,573 | $2,251 |
| VTV | 15,060 | +2,573 | $2,251 |
| US EQTY PWR BUF |
62,276 | -1,904 | $2,218 |
| PMAR | 62,276 | -1,904 | $2,218 |
| S&P SML 600 GWT |
16,871 | +1,929 | $2,111 |
| IJT | 16,871 | +1,929 | $2,111 |
| CORE MSCI EAFE |
27,116 | +314 | $1,908 |
| IEFA | 27,116 | +314 | $1,908 |
| COM |
3,679 | -24 | $1,620 |
| SPGI | 3,679 | -24 | $1,620 |
| S&P MC 400VL ETF (IJJ) |
10,320 | +1,461 | $1,177 |
| IJJ | 10,320 | +1,461 | $1,177 |
| MORNINGSTR US EQ |
15,327 | +51 | $1,008 |
| ILCB | 15,327 | +51 | $1,008 |
| MSCI EMG MKT ETF (EEM) |
24,737 | +48 | $995 |
| EEM | 24,737 | +48 | $995 |
| EXTEND MKT ETF (VXF) |
5,729 | +13 | $942 |
| VXF | 5,729 | +13 | $942 |
| RUS MID CAP ETF (IWR) |
11,332 | +65 | $881 |
| IWR | 11,332 | +65 | $881 |
| ALLWRLD EX US |
14,320 | +2 | $804 |
| VEU | 14,320 | +2 | $804 |
| SMALL CP ETF (VB) |
3,715 | +74 | $793 |
| VB | 3,715 | +74 | $793 |
| RUS MDCP VAL ETF (IWS) |
6,410 | -198 | $745 |
| IWS | 6,410 | -198 | $745 |
| CORE MSCI EMKT |
13,149 | +13,149 | $665 |
| IEMG | 13,149 | +13,149 | $665 |
See Full List: All Stocks Held By Strategic Wealth Partners Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Wealth Partners Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $792,745 At 09/30/2023: $674,218 Strategic Wealth Partners Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Partners Group LLC 13F filings. Link to 13F filings: SEC filings |
