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Institutional Investment Manager
STRATEGIC WEALTH PARTNERS GROUP, LLC
STRATEGIC WEALTH PARTNERS GROUP, LLC (CIK: 0001682677). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0001682677-16-000001) filed in 2016.08.19
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 1,713,425 65,057 37.03%
2 ISHARES TR 259,535 26,047 14.83%
3 ISHARES TR 191,483 19,766 11.25%
4 SPDR S&P 500 ETF TR 83,442 17,479 9.95%
5 VANGUARD INDEX FDS 104,876 11,238 6.40%
6 ISHARES TR 177,669 9,917 5.64%
7 ISHARES RUSSELL 2000 GROWTH ETF 45,696 6,268 3.57%
8 ISHARES RUSSELL 2000 VALUE ETF 46,851 4,558 2.59%
9 ISHARES TR 48,641 4,551 2.59%
10 ISHARES TR 27,987 3,217 1.83%
11 ISHARES RUSSELL 1000 ETF 11,297 1,320 0.75%
12 VANGUARD INDEX FDS 9,549 846 0.48%
13 ISHARES MSCI ACWI EX US IDX FD 18,668 727 0.41%
14 VANGUARD BD INDEX FDS 8,174 662 0.38%
15 ISHARES TR 17,686 607 0.35%
16 ISHARES TRUST S&P 100 ETF 6,164 572 0.33%
17 ISHARES TR 7,356 546 0.31%
18 ISHARES TR 4,003 466 0.27%
19 ISHARES TR 2,123 446 0.25%
20 VANGUARD INDEX FDS 2,256 433 0.25%
21 ISHARES TR 2,434 409 0.23%
22 ISHARES TR 2,175 324 0.18%
23 VANGUARD INDEX FDS 2,077 240 0.14%