Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Strategic Wealth Designers
  City: Louisville
  State: KY
  Zip: 40222
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $665,329,000
  Total Value Change : $113,635,000
  Securities Held Change : 28
   
All Securities Held : 130
  New Positions : 24
  Closed Positions : 3
  Increased Positions : 80
  Unchanged Positions : 8
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BLL)1 Year Chart         BLL Ball Corp 64 - $69.16 $659,000 11,464 0.1% 88,000 0 0.004    Packaging & Containers
   (HPQ)1 Year Chart         HPQ HP Inc 66 - $29.72 $642,000 21,320 0.1% 94,000 0 0.002    Diversified Computer ...
   (KEYS)1 Year Chart         KEYS Keysight Technologies Inc 70 - $150.21 $584,000 3,674 0.09% 98,000 0 0.002    N/A
   (WTFC)1 Year Chart         WTFC Wintrust Financial Corp 85 - $101.70 $464,000 5,003 0.07% 86,000 0 0    Domestic Regional Banks
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 92 - $17.06 $358,000 21,082 0.05% -8,000 0 0.002    N/A
   (UBSI)1 Year Chart         UBSI United Bankshares Inc 95 - $34.41 $339,000 9,033 0.05% 90,000 0 0.007    Domestic Regional Banks
   (A)1 Year Chart         A Agilent Technologies Inc 107 - $149.76 $280,000 2,014 0.04% 55,000 0 0.001    Scientific & Technica...
   (BTT)1 Year Chart         BTT Blackrock Municipal Target ... 119 - $20.76 $228,000 10,959 0.03% 15,000 0 0    N/A

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results