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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
JAAA +583,025+$29,583
IMAR +40,691+$1,048
IAPR +24,839+$675
JBBB +9,632+$471
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IBDR -759-$18
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
PMAR +169,835+$6,326
PAPR +135,319+$4,633
PFEB +123,402+$4,388
IVW +50,257+$8,520
IJH +42,112+$631
IJK +23,721+$2,220
IVE +11,652+$8,008
SMMD +7,180+$1,179
PJAN +6,623+$850
EFA +5,236+$2,074
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PDEC -60,575-$503
PJUL -13,403-$149
PSEP -11,932-$33
PJUN -11,313-$115
PAUG -9,969+$20
PMAY -8,494-$109
VEA -7,762+$322
AOR -6,216+$461
VWO -4,708-$189
Strategic Wealth Partners Group LLC Info
Size ($ in 1000's)
At 03/31/2024: $906,203
At 12/31/2023: $792,745

Strategic Wealth Partners Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Partners Group LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Strategic Wealth Partners Group LLC
As of  03/31/2024, we find all stocks held by Strategic Wealth Partners Group LLC to be as follows, presented in the table below with each row detailing each Strategic Wealth Partners Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Strategic Wealth Partners Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Strategic Wealth Partners Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
RUS 1000 GRW ETF (IWF) 501,970 +3,462 $169,189
     IWF501,970+3,462$169,189
S&P 500 VAL ETF (IVE) 462,991 +11,652 $86,491
     IVE462,991+11,652$86,491
RUS 1000 VAL ETF (IWD) 437,499 -2,758 $78,360
     IWD437,499-2,758$78,360
TOTAL STK MKT 240,015 -4,317 $62,380
     VTI240,015-4,317$62,380
TR UNIT 113,297 -735 $59,443
     SPY113,297-735$59,443
S&P 500 GRWT ETF (IVW) 508,118 +50,257 $42,905
     IVW508,118+50,257$42,905
US EQTY PWR BUF 1,083,141 -60,575 $39,641
     PDEC1,083,141-60,575$39,641
CORE S&P SCP ETF (IJR) 323,469 -1,743 $35,750
     IJR323,469-1,743$35,750
MSCI EAFE ETF (EFA) 372,465 +5,236 $29,745
     EFA372,465+5,236$29,745
HENDRSON AAA CL 583,025 +583,025 $29,583
     JAAA583,025+583,025$29,583
CORE S&P500 ETF (IVV) 54,808 +3,019 $28,814
     IVV54,808+3,019$28,814
GRWT ALLOCAT ETF (AOR) 318,981 -6,216 $17,758
     AOR318,981-6,216$17,758
VAN FTSE DEV MKT 305,336 -7,762 $15,319
     VEA305,336-7,762$15,319
RUSSELL 2000 ETF (IWM) 62,515 -789 $13,147
     IWM62,515-789$13,147
US EQTY PWR BUF 322,311 +6,623 $12,606
     PJAN322,311+6,623$12,606
RUSEL 2500 ETF (SMMD) 182,255 +7,180 $11,958
     SMMD182,255+7,180$11,958
RUS 2000 GRW ETF (IWO) 39,917 -417 $10,810
     IWO39,917-417$10,810
S&P 500 ETF SHS (VOO) 21,434 +210 $10,303
     VOO21,434+210$10,303
RUS 2000 VAL ETF (IWN) 59,679 -158 $9,478
     IWN59,679-158$9,478
RUS MD CP GR ETF (IWP) 82,353 +2,700 $9,400
     IWP82,353+2,700$9,400
US EQTY PWR BUF 232,111 +169,835 $8,544
     PMAR232,111+169,835$8,544
US EQTY PWR BUF 237,590 +123,402 $8,116
     PFEB237,590+123,402$8,116
US EQTY PWR BUF 219,834 -11,932 $8,024
     PSEP219,834-11,932$8,024
US EQTY PWR BUF 231,123 -11,313 $7,978
     PJUN231,123-11,313$7,978
US EQT PWR BUF 233,206 +135,319 $7,833
     PAPR233,206+135,319$7,833
RUS 1000 ETF (IWB) 25,714 -479 $7,406
     IWB25,714-479$7,406
US EQTY PWR BUF 187,350 -13,403 $7,116
     PJUL187,350-13,403$7,116
US EQTY PWR BUF 187,526 -3,281 $6,667
     PNOV187,526-3,281$6,667
US EQTY PWR BUF 166,626 -4,539 $6,247
     POCT166,626-4,539$6,247
US EQTY PWR BF 175,641 -9,969 $6,214
     PAUG175,641-9,969$6,214
SP SMCP600VL ETF (IJS) 52,759 -1,064 $5,422
     IJS52,759-1,064$5,422
US EQTY PWR BUF 158,838 -8,494 $5,158
     PMAY158,838-8,494$5,158
MSCI KLD400 SOC 45,700 -2,002 $4,607
     DSI45,700-2,002$4,607
DIV APP ETF (VIG) 22,999 +892 $4,200
     VIG22,999+892$4,200
MSCI ACWI EX US 75,613 -800 $4,037
     ACWX75,613-800$4,037
S&P500 EQL WGT 22,859 -405 $3,872
     RSP22,859-405$3,872
CORE S&P MCP ETF (IJH) 51,016 +42,112 $3,099
     IJH51,016+42,112$3,099
GROWTH ETF (VUG) 8,084 -14 $2,783
     VUG8,084-14$2,783
S&P MC 400GR ETF (IJK) 28,269 +23,721 $2,580
     IJK28,269+23,721$2,580
VALUE ETF (VTV) 15,064 +4 $2,453
     VTV15,064+4$2,453
S&P SML 600 GWT 16,414 -457 $2,146
     IJT16,414-457$2,146
CORE MSCI EAFE 25,356 -1,760 $1,882
     IEFA25,356-1,760$1,882
COM 3,721 +42 $1,583
     SPGI3,721+42$1,583
S&P MC 400VL ETF (IJJ) 10,323 +3 $1,221
     IJJ10,323+3$1,221
INTRNL DEV MAR 40,691 +40,691 $1,048
     IMAR40,691+40,691$1,048
MORNINGSTR US EQ 14,032 -1,295 $1,017
     ILCB14,032-1,295$1,017
EXTEND MKT ETF (VXF) 5,735 +6 $1,005
     VXF5,735+6$1,005
RUS MID CAP ETF (IWR) 11,351 +19 $955
     IWR11,351+19$955
MSCI EMG MKT ETF (EEM) 22,185 -2,552 $911
     EEM22,185-2,552$911
SMALL CP ETF (VB) 3,665 -50 $838
     VB3,665-50$838
RUS MDCP VAL ETF (IWS) 6,411 +1 $803
     IWS6,411+1$803
ALLWRLD EX US 12,514 -1,806 $734
     VEU12,514-1,806$734
INTRNL DEV APRL 24,839 +24,839 $675
     IAPR24,839+24,839$675
CORE MSCI TOTAL 9,251 -86 $628
     IXUS9,251-86$628
MCAP VL IDXVIP 3,336 -55 $520
     VOE3,336-55$520
CORE MSCI EMKT 9,811 -3,338 $506
     IEMG9,811-3,338$506
B BBB CLO ETF (JBBB) 9,632 +9,632 $471
     JBBB9,632+9,632$471
MID CAP ETF (VO) 1,882 -230 $470
     VO1,882-230$470
UT SER 1 1,133 +200 $452
     DIA1,133+200$452
ESG AW MSCI EAFE 5,169 -1,042 $413
     ESGD5,169-1,042$413
MSCI EMRG CHN 6,820 -1,809 $393
     EMXC6,820-1,809$393
ESG AWARE MSCI 9,533 -241 $384
     ESML9,533-241$384
IBONDS DEC24 ETF (IBDP) 15,040 -184 $377
     IBDP15,040-184$377
ESG AWR US AGRGT 5,781 UNCH $272
     EAGG5,781UNCH$272
RUSSELL 3000 ETF (IWV) 850 UNCH $255
     IWV850UNCH$255
0 3 MNTH TREASRY 2,512 -92 $253
     SGOV2,512-92$253
US LCAP VA ETF (SCHV) 3,261 -241 $248
     SCHV3,261-241$248
FTSE EMR MKT ETF (VWO) 5,496 -4,708 $230
     VWO5,496-4,708$230
MSCI ACWI ETF (ACWI) 532 UNCH $59
     ACWI532UNCH$59
IBONDS DEC2026 759 +0 $18
     IBDR759UNCH$18

See Summary: Strategic Wealth Partners Group LLC Top Holdings
See Details: Top 10 Stocks Held By Strategic Wealth Partners Group LLC

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