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Strategic Wealth Partners, Ltd.

Q4 2025 Holdings

Filed 2026-05-12 | 1459 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$4.8K2010.0%
Wisdomtree International Efficient Core Fund(NTSI)ETF97717Y634$4.8K1100.0%
Ishares Aaa-A Rated Corporate Bond ETF(QLTA)ETF46429B291$4.9K1010.0%
KLA Corp COM New(KLAC)Stock482480100$4.9K40.0%
Anheuser Busch Inbev SA NV Sponsored ADR(BUD)ADR03524A108$4.9K760.0%
State Street Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$4.9K1450.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$4.9K2350.0%
Keycorp COM(KEY)Stock493267108$4.9K2380.0%
Ingevity Corp COM(NGVT)Stock45688C107$4.9K830.0%
Duolingo Inc CL A COM(DUOL)Stock26603R106$4.9K280.0%
Ishares AAA CLO Active ETF(CLOA)ETF092528504$4.9K950.0%
Ishares India 50 ETF(INDY)ETF464289529$4.9K1000.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$5.0K2370.0%
Alliance Resource Partners L P UT LTD Part(ARLP)Stock01877R108$5.0K2160.0%
Netease COM Inc Sponsored ADS(NTES)ADR64110W102$5.1K370.0%
Tempus AI Inc CL A(TEM)Stock88023B103$5.2K880.0%
Magnum ICE Cream Co NV ORD SHS(MICC)StockN5505D105$5.2K3290.0%
Factset Resh SYS Inc COM(FDS)Stock303075105$5.3K180.0%
Mediwound LTD SHS New(MDWD)StockM68830112$5.3K2860.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$5.3K420.0%
ING Groep N.V. Sponsored ADR(ING)ADR456837103$5.3K1890.0%
Cadence Design System Inc COM(CDNS)Stock127387108$5.3K170.0%
Ershares Private-Public Crossover ETF(XOVR)ETF293828877$5.3K2640.0%
Watsco Inc COM(WSO)Stock942622200$5.4K160.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5.5K400.0%
Cousins Pptys Inc COM New(CUZ)REIT222795502$5.6K2190.0%
Winmark Corp COM(WINA)Stock974250102$5.7K140.0%
Haleon PLC Spon ADS(HLN)ADR405552100$5.7K5610.0%
Dimensional Global Real Estate ETF(DFGR)ETF25434V658$5.7K2150.0%
Rithm Capital Corp COM New(RITM)REIT64828T201$5.7K5210.0%
Delta AIR Lines Inc COM New(DAL)Stock247361702$5.7K820.0%
Poet Technologies Inc COM New(POET)Stock73044W302$5.7K9000.0%
Dimensional International Core Equity Market ETF(DFAI)ETF25434V203$5.7K1500.0%
General Mtrs Co COM(GM)Stock37045V100$5.8K710.0%
Global X Silver Miners ETF(SIL)ETF37954Y848$5.8K700.0%
Alnylam Pharmaceuticals Inc COM(ALNY)Stock02043Q107$6.0K150.0%
Vaneck Energy Income ETF(EINC)ETF92189H870$6.0K620.0%
Virtus Infracap U.S. Preferred Stock ETF(PFFA)ETF26923G822$6.0K2770.0%
TD Synnex Corporation COM(SNX)Stock87162W100$6.0K400.0%
Walker & Dunlop Inc COM(WD)Stock93148P102$6.0K1000.0%
Standard MTR Prods Inc COM(SMP)Stock853666105$6.0K1640.0%
Ingersoll Rand Inc COM(IR)Stock45687V106$6.1K770.0%
Schneider National Inc CL B(SNDR)Stock80689H102$6.1K2300.0%
Live Nation Entertainment Inc COM(LYV)Stock538034109$6.1K430.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$6.1K470.0%
Wisdomtree Emerging Markets Smallcap Dividend Fund(DGS)ETF97717W281$6.2K1080.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$6.3K950.0%
JPMorgan Betabuilders U.S. Equity ETF(BBUS)ETF46641Q399$6.3K510.0%
Etsy Inc COM(ETSY)Stock29786A106$6.4K1150.0%
OSI Systems Inc COM(OSIS)Stock671044105$6.4K250.0%
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