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  Name: Strategic Wealth Partners Ltd.
  City: INDEPENDENCE
  State: OH
  Zip: 44131-6829
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $651,893,000
  Total Value Change : $113,571,000
  Securities Held Change : -4
   
All Securities Held : 258
  New Positions : 19
  Closed Positions : 25
  Increased Positions : 131
  Unchanged Positions : 5
  Decreased Positions : 103

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 117 - $31.62 $1,274,000 50,006 0.2% 60,000 0 0.006    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 222 - $56.68 $279,000 6,275 0.04% 18,000 0 0.007    N/A
   (CTAS)1 Year Chart         CTAS Cintas Corp 225 - $700.27 $266,000 575 0.04% 6,000 0 0.001    Business Services
   (AINC)1 Year Chart         AINC Ashford Inc 249 - $4.83 $164,000 12,892 0.03% -15,000 0 0.508    N/A
   (GSBD)1 Year Chart         GSBD Goldman Sachs Bdc, Inc. 251 - $15.91 $143,000 10,449 0.02% 0 0 0.01    N/A

      5 Records Found
  1    
Page 1 of 1
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