Strategic Wealth Partners, Ltd.
Top Portfolio Positions
967 positions ·
$890,764,211 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
113,597 | $42,050,201 | 4.72% | |
| AAPL |
Apple Inc.
Technology
|
148,882 | $37,784,762 | 4.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
130,992 | $37,668,059 | 4.23% | |
| AVGO |
Broadcom Inc.
Technology
|
87,526 | $27,090,172 | 3.04% | |
| NVDA |
Nvidia Corp
Technology
|
106,541 | $18,580,750 | 2.09% | |
| PLD |
Prologis, Inc.
Real Estate
|
139,045 | $18,378,968 | 2.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
31,407 | $17,968,886 | 2.02% | |
| IBM |
International Business Machines Corp
Technology
|
73,760 | $17,878,686 | 2.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,117 | $17,684,016 | 1.99% | |
| ORCL |
Oracle Corp
Technology
|
114,381 | $16,826,588 | 1.89% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SLI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,042 | 19,074 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $85,260 | 19,074 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $64,279 | 19,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,385 | 19,074 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $28,486 | 19,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,362 | 14,511 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $19,388 | 15,511 | Shares | Sole | 2024-10-08 | |
| 2023-12-31 | $31,108 | 15,400 | Call | Sole | 2024-05-20 | |
| 2023-09-30 | $43,582 | 15,400 | Call | Sole | 2024-05-20 | |
| 2023-06-30 | $69,300 | 15,400 | Call | Sole | 2024-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||