Strategic Wealth Partners Group, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Deerfield, IL
CIK
0001682677
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 70 906,196 IWF, IVE, IWD, VTI 13F-HR 4/30/2024 000168267724000004
Q4 2023 66 792,748 IWF, IVE, IWD, VTI 13F-HR 2/13/2024 000168267724000003
Q3 2023 62 674,215 IWF, IVE, IWD, VTI 13F-HR 11/14/2023 000168267723000004
Q2 2023 62 691,263 IWF, IVE, IWD, VTI 13F-HR 8/10/2023 000168267723000003
Q1 2023 60 610,985 IWF, IWD, IVE, VTI 13F-HR 5/11/2023 000168267723000002
Q4 2022 49 471,253 IWF, IWD, IVE, VTI 13F-HR 2/7/2023 000168267723000001
Q3 2022 52 429,759 IWF, IWD, IVE, VTI 13F-HR 11/8/2022 000168267722000004
Q2 2022 53 449,122 IWF, IWD, IVE, VTI 13F-HR 8/12/2022 000168267722000003
Q1 2022 55 525,077 IWF, IWD, IVE, VTI 13F-HR 5/12/2022 000168267722000002
Q4 2021 65 576,824 IWF, IVE, VTI, IWD 13F-HR 2/11/2022 000168267722000001
Q3 2021 64 525,259 IWF, IVE, VTI, SPY 13F-HR 11/12/2021 000168267721000006
Q1 2021 60 497,886 IWF, IVE, VTI, SPY 13F-HR 5/17/2021 000168267721000002
Q4 2020 56 471,607 IWF, IVE, VTI, AOR 13F-HR 2/11/2021 000168267721000001
Q3 2020 57 413,567 IWF, AOR, IVE, SPY 13F-HR 11/13/2020 000168267720000004
Q2 2020 61 398,101 IWF, AOR, IVE, SPY 13F-HR 8/13/2020 000168267720000003
Q1 2020 55 343,738 IWF, AOR, IVE, SPY 13F-HR 5/14/2020 000168267720000002
Q4 2019 55 421,891 IWF, AOR, IWD, SPY 13F-HR 2/14/2020 000168267720000001
Q3 2019 29 363,710 IWF, AOR, IWD, GBDC 13F-HR 11/13/2019 000168267719000006
Q2 2019 28 340,058 IWF, AOR, IWD, SPY 13F-HR 8/13/2019 000168267719000005
Q1 2019 28 306,332 IWF, AOR, IWD, SPY RESTATEMENT 5/15/2019 000168267719000003
Q4 2018 28 262,544 AOR, IWF, IWD, SPY 13F-HR 2/26/2019 000168267719000001
Q3 2018 29 4,647,357 VOO, VTI, VCSH, VB 13F-HR 11/14/2018 000168267718000005
Q2 2018 51 5,072,148 VOO, VTI, VCSH, VO 13F-HR 8/16/2018 000168267718000004
Q1 2018 52 1,279,000 IVOO, VGT, IEFA, HEFA RESTATEMENT 5/15/2018 000168267718000003
Q4 2017 27 225,068 IWF, IWD, AOR, SPY 13F-HR 2/14/2018 000168267718000001
Q3 2017 27 224,559 IWF, AOR, IWD, SPY 13F-HR 11/14/2017 000168267717000005
Q2 2017 26 205,676 IWF, AOR, IWD, SPY 13F-HR 8/9/2017 000168267717000004
Q1 2017 26 196,706 IWF, AOR, IWD, SPY 13F-HR 5/9/2017 000168267717000003
Q4 2016 32 211,067 AOR, IWF, IWD, SPY 13F-HR 2/6/2017 000168267717000001
Q3 2016 23 190,439 AOR, IWF, IWD, SPY 13F-HR 12/1/2016 000168267716000007
Q2 2016 23 175,696 AOR, IWF, IWD, SPY 13F-HR 8/19/2016 000168267716000001
Additional filings from Strategic Wealth Partners Group, LLC that have since been restated