HoldingsChannel.com
Strategic Wealth Partners Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TRUST CORE DIV GRWTH ETF (DGRO) 518,359 UNCH $21,807
     DGRO518,359UNCH$21,807
VANGUARD TOTAL STK MKT ETF (VTI) 77,664 UNCH $12,707
     VTI77,664UNCH$12,707
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF (SPLG) 219,099 UNCH $8,286
     SPLG219,099UNCH$8,286
ISHARES TRUST MBS ETF (MBB) 61,248 UNCH $6,618
     MBB61,248UNCH$6,618
SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL) 59,831 UNCH $5,470
     BIL59,831UNCH$5,470
SPDR GOLD TRUST GOLD SHS ETF (GLD) 33,085 UNCH $4,728
     GLD33,085UNCH$4,728
APPLE INC COM 16,087 +15,237 $4,724
     AAPL16,087+16,087$4,724
SPDR SERIES TRUST WELLS FG PFD ETF (PSK) 104,840 UNCH $4,614
     PSK104,840UNCH$4,614
ISHARES TRUST 0 5 YR TIPS ETF (STIP) 42,781 UNCH $4,309
     STIP42,781UNCH$4,309
ISHARES TRUST 1 3 YR TREAS BD ETF (SHY) 37,522 UNCH $3,176
     SHY37,522UNCH$3,176
ISHARES TRUST MSCI EAFE ETF (EFA) 42,373 UNCH $2,942
     EFA42,373UNCH$2,942
ISHARES TRUST FLTG RATE NT ETF (FLOT) 57,633 UNCH $2,935
     FLOT57,633UNCH$2,935
JP MORGAN CHASE & CO ALERIAN ML ETN 119,256 UNCH $2,601
     AMJ119,256UNCH$2,601
MICROSOFT CORP COM 15,258 UNCH $2,406
     MSFT15,258UNCH$2,406
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF (SPAB) 81,391 UNCH $2,391
     SPAB81,391UNCH$2,391
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) 74,326 UNCH $2,330
     SPDW74,326UNCH$2,330
ISHARES TRUST SHORT TREAS BD ETF (SHV) 20,763 UNCH $2,294
     SHV20,763UNCH$2,294
ISHARES TRUST MSCI ACWI EX US ETF (ACWX) 43,976 UNCH $2,160
     ACWX43,976UNCH$2,160
JP MORGAN CHASE & CO COM 15,481 UNCH $2,158
     JPM15,481UNCH$2,158
WALT DISNEY COMPANY THE COM 14,429 UNCH $2,087
     DIS14,429UNCH$2,087
ISHARES TRUST CORE US AGGBD ET ETF (AGG) 17,783 UNCH $1,998
     AGG17,783UNCH$1,998
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 6,138 UNCH $1,976
     SPY6,138UNCH$1,976
SHERWIN WILLIAMS CO COM 3,339 UNCH $1,949
     SHW3,339UNCH$1,949
VISA INC COM CL A 9,963 UNCH $1,872
     V9,963UNCH$1,872
AMERICAN EXPRESS CO COM 13,839 UNCH $1,723
     AXP13,839+13,839$1,723
VANGUARD DIV APP ETF (VIG) 13,320 UNCH $1,661
     VIG13,320UNCH$1,661
CVS HEALTH CORPORATION COM 22,329 UNCH $1,659
     CVS22,329UNCH$1,659
ABBOTT LABORATORIES COM 18,627 +18,627 $1,618
     ABT18,627+18,627$1,618
PROGRESSIVE CORP OHIO COM 22,298 UNCH $1,614
     PGR22,298UNCH$1,614
BRISTOL MYERS SQUIBB CO COM 24,726 UNCH $1,587
     BMY24,726UNCH$1,587
JP MORGAN ETF TRUST ULTRA SHRT INC ETF (JPST) 30,964 UNCH $1,562
     JPST30,964UNCH$1,562
TJX COS INC COM 25,322 UNCH $1,546
     TJX25,322UNCH$1,546
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) 40,376 UNCH $1,518
     SPEM40,376UNCH$1,518
CHEVRON CORPORATION COM 12,160 UNCH $1,465
     CVX12,160UNCH$1,465
WALMART INC COM 12,057 UNCH $1,433
     WMT12,057UNCH$1,433
WASTE MANAGEMENT INC COM 12,487 UNCH $1,423
     WM12,487UNCH$1,423
PEPSICO INC COM 9,841 UNCH $1,345
     PEP9,841UNCH$1,345
SPDR SERIES TRUST PORTFOLIO SH TSR ETF (SPTS) 44,157 UNCH $1,323
     SPTS44,157UNCH$1,323
SPDR INDEX SHARES FUNDS S&P INTL SMLCP ETF (GWX) 41,276 UNCH $1,315
     GWX41,276UNCH$1,315
UNITED TECHNOLOGIES CORP N C 4 3 20 75513E101 8,615 UNCH $1,290
     UTX8,615UNCH$1,290
SPDR SERIES TRUST NUVEEN BLMBRG SR ETF (SHM) 25,910 UNCH $1,272
     SHM25,910UNCH$1,272
US BANCORP COM 21,364 UNCH $1,267
     USB21,364UNCH$1,267
UNION PACIFIC CORP COM 6,821 UNCH $1,233
     UNP6,821UNCH$1,233
NOVARTIS AG ADR SPONSORED 12,999 UNCH $1,231
     NVS12,999UNCH$1,231
CITIGROUP INC DEP SHS REPSTG 1 1000 PFD      $1,225
     C.PRK19,437UNCH$548
     C5,073UNCH$405
     C.PRJ9,585UNCH$272
LAM RESEARCH CORP COM 4,140 UNCH $1,211
     LRCX4,140UNCH$1,211
ACTIVISION BLIZZARD INC COM 20,175 UNCH $1,199
     ATVI20,175UNCH$1,199
ABBVIE INC COM 13,424 UNCH $1,189
     ABBV13,424UNCH$1,189
BROADCOM INC COM 3,725 UNCH $1,177
     AVGO3,725UNCH$1,177
WISDOMTREE TRUST EMG MKTS SMCAP ETF (DGS) 24,615 UNCH $1,177
     DGS24,615UNCH$1,177

See Full List: All Stocks Held By Strategic Wealth Partners Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Strategic Wealth Partners Ltd.

Size ($ in 1000's)
At 03/31/2020: $191,956
At 12/31/2019: $192,198

Strategic Wealth Partners Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Partners Ltd. 13F filings. Link to 13F filings: SEC filings

Strategic Wealth Partners Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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