Managed by Strategic Wealth Partners, Ltd. • Latest filing Q3 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $96M | 3.47M | 0.00% | — |
| 2 | ? N/A — | $87.1M | 3.34M | 0.00% | — |
| 3 | ? N/A — | $85.6M | 3.23M | 0.00% | — |
| 4 | ? N/A — | $80.5M | 3.20M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $54M |
| 929.3K |
| 0.00% |
| — |
| 6 | I IAU — | $53.3M | 925.6K | 0.00% | — |
| 7 | M MSFT — | $53M | 106.6K | 0.00% | — |
| 8 | M MSFT — | $49.8M | 96.1K | 0.00% | — |
| 9 | I IAU — | $49.1M | 911.7K | 0.00% | — |
| 10 | ? N/A — | $48.4M | 2.13M | 0.00% | — |
| 11 | I IAU — | $45.6M | 921.2K | 0.00% | — |
| 12 | M MSFT — | $40.6M | 98.9K | 0.00% | — |
| 13 | I IAU — | $39.7M | 417.7K | 0.00% | — |
| 14 | A AAPL — | $39.1M | 153.5K | 0.00% | — |
| 15 | I IAU — | $37.6M | 392.9K | 0.00% | — |
| 16 | I IAU — | $37.3M | 397.4K | 0.00% | — |
| 17 | I IAU — | $36.2M | 393.7K | 0.00% | — |
| 18 | G | $34.9M | 143.7K | 0.00% | — |
| 19 | S SPYG — | $34.4M | 429.7K | 0.00% | — |
| 20 | A AAPL — | $34.2M | 166.6K | 0.00% | — |