HoldingsChannel.com
Strategic Wealth Partners Ltd. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (DGRO) 562,846 +3,991 $21,498
     DGRO562,846+3,991$21,498
VANGUARD INDEX FDS (VTI) 55,562 +54,637 $8,339
     VTI55,562+54,637$8,339
ISHARES TR (SHV) 65,659 +13,858 $7,264
     SHV65,659+13,858$7,264
SPDR SERIES TRUST PORTFOLIO LR ETF (SPLG) 175,058 -8,551 $6,046
     SPLG175,058-8,551$6,046
ISHARES TR (STIP) 50,667 +2,134 $5,103
     STIP50,667+2,134$5,103
VANGUARD INDEX FDS (VOO) 16,155 -4,316 $4,348
     VOO16,155-4,316$4,348
APPLE INC      $4,086
     AAPL20,639-3,242$4,086
     Call0UNCH$0
SPDR GOLD TRUST (GLD) 30,206 -1,020 $4,023
     GLD30,206-1,020$4,023
SPDR SERIES TRUST WELLS FG PFD ETF (PSK) 89,836 +9,690 $3,881
     PSK89,836+9,690$3,881
SPDR SERIES TRUST (BIL) 41,265 -22,623 $3,780
     BIL41,265-22,623$3,780
ISHARES TR (FLOT) 73,959 +11,839 $3,766
     FLOT73,959+11,839$3,766
SPDR S&P 500 ETF TR (SPY) 12,232 -2,425 $3,584
     SPY12,232-2,425$3,584
SPDR SERIES TRUST PORTFOLIO SH TSR ETF (SPTS) 118,053 -62,828 $3,541
     SPTS118,053-62,828$3,541
JPMORGAN CHASE & CO. ALERIAN ML ETN 128,768 +3,926 $3,234
     AMJ128,768+3,926$3,234
SPDR SERIES TRUST BLOMBERG BRC INV ETF (FLRN) 91,302 -41,437 $2,805
     FLRN91,302-41,437$2,805
VISA INC 13,241 -1,749 $2,298
     V13,241-1,749$2,298
DISNEY WALT CO      $2,078
     DIS14,887-245$2,078
     Call0UNCH$0
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) 69,328 -8,080 $2,051
     SPDW69,328-8,080$2,051
ISHARES TR (MBB) 18,801 -20,194 $2,023
     MBB18,801-20,194$2,023
JOHNSON & JOHNSON COM 13,902 -1,591 $1,937
     JNJ13,902-1,591$1,937
ISHARES TR (SHY) 22,572 -2,792 $1,913
     SHY22,572-2,792$1,913
AMERICAN EXPRESS CO      $1,901
     AXP15,021-1,237$1,852
     CD50UNCH$49
     Call0UNCH$0
MICROSOFT CORP      $1,832
     MSFT13,690-13$1,832
     Call0UNCH$0
CHEVRON CORP NEW 14,550 -390 $1,811
     CVX14,550-390$1,811
CISCO SYS INC      $1,755
     CSCO32,105-3,347$1,755
     Call0UNCH$0
CITIGROUP INC      $1,737
     C14,207-207$994
     C.PRK16,165-63$443
     C.PRJ10,878-2,571$300
     Call0UNCH$0
WASTE MANAGEMENT INC COM      $1,721
     WM14,900-510$1,721
     Call0UNCH$0
TJX COS INC COM      $1,712
     TJX32,437-1,527$1,712
     Call0UNCH$0
JP MORGAN ETF TRUST ULTRA SHRT INC ETF (JPST) 33,832 -18,726 $1,704
     JPST33,832-18,726$1,704
SPDR SERIES TRUST BLOOMBERG SRT TR ETF (SJNK) 62,012 +19,146 $1,688
     SJNK62,012+19,146$1,688
VANGUARD DIV APP ETF (VIG) 14,499 -4,443 $1,669
     VIG14,499-4,443$1,669
AMGEN INC 8,678 -1,114 $1,599
     AMGN8,678-1,114$1,599
WALMART INC      $1,588
     WMT14,372-1,476$1,588
     Call0UNCH$0
INTEL CORP      $1,567
     INTC32,775-3,863$1,567
     Call0UNCH$0
LOWE S COMPANIES INC COM      $1,560
     LOW15,427-941$1,560
     Call0UNCH$0
PEPSICO INC 11,813 -743 $1,550
     PEP11,813-743$1,550
UNION PACIFIC CORP      $1,513
     UNP8,942-731$1,513
     Call0UNCH$0
ISHARES TR (EFA) 22,878 +7,192 $1,503
     EFA22,878+7,192$1,503
TRAVELERS COMPANIES INC 10,060 -968 $1,503
     TRV10,060-968$1,503
CUMMINS INC 8,723 -947 $1,496
     CMI8,723-947$1,496
EXXON MOBIL CORP 19,403 -1,870 $1,486
     XOM19,403-1,870$1,486
US BANCORP COM      $1,372
     USB23,759-1,908$1,245
     USB.PRM4,745+4,745$127
HONEYWELL INTERNATIONAL INC COM 7,814 -789 $1,363
     HON7,814-789$1,363
METLIFE INC      $1,363
     MET27,101-773$1,344
     MET.PRE758+758$19
     Call0UNCH$0
SPDR SERIES TRUST (SHM) 27,723 -3,646 $1,356
     SHM27,723-3,646$1,356
ANTHEM INC 4,666 -482 $1,316
     ANTM4,666-482$1,316
PFIZER INC 30,035 -8,513 $1,301
     PFE30,035-8,513$1,301
ISHARES TR (IVV) 4,387 -360 $1,293
     IVV4,387-360$1,293
DARDEN RESTAURANTS INC      $1,283
     DRI10,551-490$1,283
     Call0UNCH$0
GENERAL DYNAMICS CORP 6,874 -1,116 $1,249
     GD6,874-1,116$1,249

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 06/30/2019: $207,174
At 03/31/2019: $217,849

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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