Strategic Wealth Partners, Ltd.

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Independence, OH
CIK
0001720777
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 258 651,899 TIME, DGRO, MBB, BIL 13F-HR 4/24/2023 000172077723000001
Q4 2022 262 538,325 TIME, DGRO, MBB, SPSB 13F-HR 4/24/2023 000172077723000002
Q3 2022 270 471,336 DGRO, SPSB, SPY, RSP 13F-HR 4/24/2023 000172077723000003
Q2 2022 245 463,133 SPSB, DGRO, SPY, GLD 13F-HR 8/22/2022 000172077722000003
Q1 2022 252 512,321 SPSB, DGRO, SPY, GLD 13F-HR 5/19/2022 000172077722000002
Q4 2021 281 527,542 DGRO, SPY, IWF, AAPL 13F-HR 2/11/2022 000172077722000001
Q3 2021 229 340,544 DGRO, SPY, IWF, GLD 13F-HR 11/12/2021 000172077721000004
Q2 2021 280 306,496 DGRO, SPY, IWF, GLD 13F-HR 8/24/2021 000172077721000003
Q1 2021 189 250,619 DGRO, SPY, IWF, LQD 13F-HR 5/24/2021 000172077721000002
Q4 2020 179 238,375 DGRO, SPY, IWF, GLD 13F-HR 2/18/2021 000172077721000001
Q3 2020 153 197,829 DGRO, IWF, LQD, IEF 13F-HR 11/10/2020 000172077720000004
Q2 2020 133 193,507 DGRO, SHY, IWF, MBB 13F-HR 8/11/2020 000172077720000003
Q1 2020 135 191,956 DGRO, VTI, SPLG, MBB 13F-HR 5/7/2020 000172077720000002
Q4 2019 136 192,198 DGRO, VTI, SPLG, MBB 13F-HR 1/30/2020 000172077720000001
Q3 2019 985 19,452,756 DGRO, SHV, IVV, STIP 13F-HR 10/28/2019 000172077719000004
Q2 2019 971 207,174 DGRO, VTI, SHV, SPLG 13F-HR 8/6/2019 000172077719000003
Q1 2019 936 217,849 DGRO, SPLG, BIL, SHV 13F-HR 5/14/2019 000172077719000002
Q4 2018 726 198,192 DGRO, SPTS, BIL, FLRN 13F-HR 1/24/2019 000172077719000001
Q3 2018 661 187,558 DGRO, AAPL, SPYG, FLRN 13F-HR 12/6/2018 000172077718000004
Q2 2018 768 172,634 DGRO, FLOT, AAPL, MINT 13F-HR 9/4/2018 000172077718000003
Q1 2018 816 193,903 DGRO, AAPL, FLOT, FLRN 13F-HR 7/13/2018 000172077718000002
Q4 2017 748 180,187 VIG, IVV, AAPL, VWO 13F-HR 4/16/2018 000172077718000001