STRATEGIC WEALTH PARTNERS GROUP LLC

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Strategic Wealth Partners Group is based out of New York. Strategic Wealth Partners Group is a mid-sized advisory firm with 181 clients and discretionary assets under management (AUM) of $65,000,000 (Form ADV from 2019-01-11). Their last reported 13F filing for Q4 2018 included $262,544,000 in managed 13F securities and a top 10 holdings concentration of 91.54%. Strategic Wealth Partners Group's largest holding is iShares Core Growth Allocation ETF with shares held of 1,460,032. Whalewisdom has at least 12 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $262.544 Million
  • Prior Market Value $333.063 Million
  • New Purchases3 stocks
  • Additional Purchases14 stocks
  • Sold out of4 stocks
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 91.54 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 22.70 %
  • Time Held Top20:6.35 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:7.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -8.14%
Performance Last 4 Quarters: -0.11%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
jpm
parametric
relative value partners

View Last Form Adv Compilation Report on Record

STRATEGIC WEALTH PARTNERS INC.
1163 PITTSFORD-VICTOR RD SUITE 100
VICTOR NY    14534
Country: United States

Business Phone: 585-433-0851
Fax: 888-864-2608
Professional Investment Advisor Data
SEC Registration as : Mid-sized Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 0
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 181
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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STRATEGIC WEALTH PARTNERS, INC.

ownership team - last updated 2017-01-09
Name Title Start Date Direct/Indirect % Ownership
BOSELLI, WILLIAM, ALBERT PRESIDENT 06/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-06-01
STRATEGIC WEALTH PARTNERS, INC. PRESIDENT direct 2011-06-01
BOSELLI, WILLIAM, ALBERT CHIEF COMPLIANCE OFFICER 06/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STRATEGIC WEALTH PARTNERS, INC. CHIEF COMPLIANCE OFFICER direct 2011-06-01
STRATEGIC WEALTH PARTNERS, INC. PRESIDENT direct 2011-06-01

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