Universe · entity
Strategic Wealth Partners, Ltd.
Institutional manager (13F) · CIK 1720777
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SWP GROWTH & INCOME ETF | $128M | 4,817,989 |
| 2 | ISHARES MBS ETF | $46M | 485,919 |
| 3 | MICROSOFT CORP COM | $42M | 113,597 |
| 4 | ISHARES MSCI EAFE ETF | $38M | 394,363 |
| 5 | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $38M | 1,269,078 |
| 6 | APPLE INC COM | $38M | 148,882 |
| 7 | ALPHABET INC CAP STK CL A | $38M | 130,992 |
| 8 | ISHARES 3-7 YEAR TREASURY BOND ETF | $29M | 241,901 |
| 9 | BROADCOM INC COM | $27M | 87,526 |
| 10 | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $25M | 1,115,185 |
| 11 | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $21M | 193,980 |
| 12 | NVIDIA CORPORATION COM | $19M | 106,541 |
| 13 | PROLOGIS INC. COM | $18M | 139,045 |
| 14 | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $18M | 162,783 |
| 15 | META PLATFORMS INC CL A | $18M | 31,407 |
| 16 | INTERNATIONAL BUSINESS MACHS COM | $18M | 73,760 |
| 17 | JPMORGAN CHASE & CO COM | $18M | 60,117 |
| 18 | ORACLE CORP COM | $17M | 114,381 |
| 19 | STMICROELECTRONICS N V NY REGISTRY | $16M | 477,129 |
| 20 | RTX CORPORATION COM | $16M | 84,632 |
| 21 | ASTRAZENECA PLC ORD | $16M | 82,660 |
| 22 | PHILIP MORRIS INTL INC COM | $15M | 93,038 |
| 23 | BLACKSTONE INC COM | $15M | 127,915 |
| 24 | ISHARES CORE S&P 500 ETF | $14M | 21,642 |
| 25 | TJX COS INC NEW COM | $14M | 87,250 |
| 26 | STATE STREET SPDR S&P 500 ETF | $14M | 20,908 |
| 27 | NEXTERA ENERGY INC COM | $14M | 145,573 |
| 28 | ABBVIE INC COM | $13M | 60,428 |
| 29 | AMERICAN EXPRESS CO COM | $13M | 43,108 |
| 30 | AMAZON COM INC COM | $13M | 62,556 |
| 31 | FREEPORT MCMORAN INC CL B | $13M | 221,183 |
| 32 | TOLL BROTHERS INC COM | $13M | 94,052 |
| 33 | EMERSON ELEC CO COM | $12M | 95,272 |
| 34 | ISHARES RUSSELL 2000 ETF | $12M | 50,175 |
| 35 | CITIGROUP INC COM NEW | $12M | 109,192 |
| 36 | CENCORA INC COM | $12M | 39,389 |
| 37 | PNC FINL SVCS GROUP INC COM | $12M | 58,108 |
| 38 | GOLDMAN SACHS GROUP INC COM | $12M | 14,135 |
| 39 | ELI LILLY & CO COM | $12M | 12,724 |
| 40 | MEDTRONIC PLC SHS | $12M | 134,845 |
| 41 | INVESCO QQQ TRUST SERIES I | $12M | 20,044 |
| 42 | STATE STREET SPDR S&P BIOTECH ETF | $11M | 89,560 |
| 43 | FLOWSERVE CORP COM | $11M | 152,949 |
| 44 | BLACKROCK INC COM | $11M | 11,578 |
| 45 | TOYOTA MOTOR CORP ADS | $11M | 53,657 |
| 46 | UNITED PARCEL SVCS INC CL B | $11M | 109,697 |
| 47 | ISHARES CORE DIVIDEND GROWTH ETF | $11M | 151,104 |
| 48 | BAKER HUGHES COMPANY CL A | $11M | 173,239 |
| 49 | ISHARES MSCI JAPAN ETF | $10M | 122,883 |
| 50 | UNITED RENTALS INC COM | $10M | 14,135 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.