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  Name: Strategic Wealth Designers
  City: Louisville
  State: KY
  Zip: 40222
   
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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

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased 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
   (DIA)1 Year Chart         DIA Diamonds Trust 11 - $395.18 $16,085,000 42,680 2.42% 1,247,000 -1,620 0.05    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 21 - $442.06 $11,300,000 27,593 1.7% 1,018,000 -1,107 0.006    Closed - End Fund - Debt
   (DIS)1 Year Chart         DIS Walt Disney Co 23 - $105.79 $10,151,000 112,427 1.53% 909,000 -1,604 0.006    Entertainment - Diver...
   (EPI)1 Year Chart         EPI WisdomTree India Earnings 47 - $43.90 $3,931,000 95,889 0.59% 254,000 -4,147 0.381    Closed - End Fund - E...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 50 - $200.92 $2,135,000 12,277 0.32% 1,130,000 -1,105 0.009    N/A
   (XT)1 Year Chart         XT Ishares Exponential Technol... 51 - $0.00 $1,965,000 32,825 0.3% 146,000 -2,017 0.061    N/A
   (ARKG)1 Year Chart         ARKG Ark Genomic Revolution Mult... 52 - $0.00 $1,714,000 52,244 0.26% 247,000 -415 0.115    N/A
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 54 - $88.14 $1,594,000 17,849 0.24% 236,000 -752 0.003    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 63 - $468.88 $673,000 1,484 0.1% -311,000 -921 0.001    Aerospace/Defense - M...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 73 - $760.00 $573,000 982 0.09% -990,000 -1,927 0    Drug Manufacturers - ...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 75 - $523.39 $557,000 1,166 0.08% -227,000 -660 0    Closed - End Fund - E...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 89 - $147.37 $400,000 2,542 0.06% -100,000 -663 0    AirDelivery & Freight...
   (ABT)1 Year Chart         ABT Abbott Laboratories 93 - $104.74 $356,000 3,237 0.05% 39,000 -33 0    Drug Manufacturers - ...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 96 - $24.83 $334,000 13,042 0.05% 14,000 -97 0.001    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 98 - $65.47 $326,000 5,206 0.05% -28,000 -822 0.003    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 101 - $59.81 $291,000 1,050 0.04% 2,000 -109 0    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 113 - $61.27 $248,000 4,439 0.04% -32,000 -1,133 0    Closed - End Fund - E...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 120 - $62.93 $225,000 3,663 0.03% -962,000 -16,639 0    N/A
      18 Records Found
  1    
Page 1 of 1
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