0001720777-22-000003.txt : 20220822
0001720777-22-000003.hdr.sgml : 20220822
20220822152040
ACCESSION NUMBER: 0001720777-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220822
DATE AS OF CHANGE: 20220822
EFFECTIVENESS DATE: 20220822
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Wealth Partners, Ltd.
CENTRAL INDEX KEY: 0001720777
IRS NUMBER: 262328809
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18715
FILM NUMBER: 221183609
BUSINESS ADDRESS:
STREET 1: 5005 ROCKSIDE RD
STREET 2: SUITE 1200
CITY: INDEPENDENCE
STATE: OH
ZIP: 44131-6829
BUSINESS PHONE: 2168009000
MAIL ADDRESS:
STREET 1: 5005 ROCKSIDE RD
STREET 2: SUITE 1200
CITY: INDEPENDENCE
STATE: OH
ZIP: 44131-6829
13F-HR
1
primary_doc.xml
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0001720777
XXXXXXXX
06-30-2022
06-30-2022
Strategic Wealth Partners, Ltd.
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH
44131-6829
13F HOLDINGS REPORT
028-18715
N
Matthew Bures
Chief Compliance Officer
12163960457
Matthew A Bures
Independence
OH
08-22-2022
0
245
463133
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693475105
2151
13635
SH
SOLE
0
0
0
13635
PROCTER AND GAMBLE CO
COM
742718109
852
5927
SH
SOLE
0
0
0
5927
PROGRESSIVE CORP
COM
743315103
905
7782
SH
SOLE
0
0
0
7782
PROLOGIS INC.
COM
74340W103
2121
18027
SH
SOLE
0
0
0
18027
PROSHARES TR
S&P 500 DV ARIST
74348A467
316
3698
SH
SOLE
0
0
0
3698
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
2396
37868
SH
SOLE
0
0
0
37868
QUALCOMM INC
COM
747525103
414
3239
SH
SOLE
0
0
0
3239
R1 RCM INC
COM
77634L105
354
16881
SH
SOLE
0
0
0
16881
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
3534
36775
SH
SOLE
0
0
0
36775
RESTAURANT BRANDS INTL INC
COM
76131D103
216
4305
SH
SOLE
0
0
0
4305
RIMINI STR INC DEL
COM
76674Q107
445
73982
SH
SOLE
0
0
0
73982
ROPER TECHNOLOGIES INC
COM
776696106
3398
8610
SH
SOLE
0
2
0
8608
S&P GLOBAL INC
COM
78409V104
750
2226
SH
SOLE
0
0
0
2226
SALESFORCE INC
COM
79466L302
412
2496
SH
SOLE
0
0
0
2496
SAP SE
SPON ADR
803054204
2508
27643
SH
SOLE
0
0
0
27643
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
423
13444
SH
SOLE
0
0
0
13444
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
322
6325
SH
SOLE
0
0
0
6325
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
415
14652
SH
SOLE
0
0
0
14652
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
322
12679
SH
SOLE
0
0
0
12679
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
515
11538
SH
SOLE
0
0
0
11538
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
587
8372
SH
SOLE
0
0
0
8372
SELECT SECTOR SPDR TR
ENERGY
81369Y506
343
4800
SH
SOLE
0
0
0
4800
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
269
2118
SH
SOLE
0
0
0
2118
SERVICENOW INC
COM
81762P102
229
482
SH
SOLE
0
0
0
482
SHERWIN WILLIAMS CO
COM
824348106
1111
4962
SH
SOLE
0
0
0
4962
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
2084
208982
SH
SOLE
0
0
0
208982
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR
82706C108
3613
43172
SH
SOLE
0
0
0
43172
SPDR GOLD TR
GOLD SHS
78463V107
12126
71980
SH
SOLE
0
0
0
71980
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
238
6836
SH
SOLE
0
0
0
6836
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
622
21560
SH
SOLE
0
0
0
21560
SPDR S&P 500 ETF TR
TR UNIT
78462F103
12269
32522
SH
SOLE
0
0
0
32522
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
424
1026
SH
SOLE
0
0
0
1026
SPDR SER TR
PORTFOLIO S&P500
78464A854
2274
51281
SH
SOLE
0
0
0
51281
SPDR SER TR
BLOOMBERG INVT
78468R200
524
17393
SH
SOLE
0
0
0
17393
SPDR SER TR
S&P REGL BKG
78464A698
3151
54249
SH
SOLE
0
0
0
54249
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
707
14951
SH
SOLE
0
0
0
14951
SPDR SER TR
ICE PFD SEC ETF
78464A292
767
21392
SH
SOLE
0
0
0
21392
SPDR SER TR
PORTFOLIO SH TSR
78468R101
226
7669
SH
SOLE
0
0
0
7669
SPDR SER TR
PORTFOLIO SHORT
78464A474
17439
586595
SH
SOLE
0
0
0
586595
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
408
4459
SH
SOLE
0
0
0
4459
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
732
27785
SH
SOLE
0
0
0
27785
STERIS PLC
SHS USD
G8473T100
1430
6936
SH
SOLE
0
0
0
6936
STRYKER CORPORATION
COM
863667101
2275
11437
SH
SOLE
0
3
0
11434
SYNOPSYS INC
COM
871607107
458
1507
SH
SOLE
0
0
0
1507
SYSCO CORP
COM
871829107
1726
20372
SH
SOLE
0
0
0
20372
T-MOBILE US INC
COM
872590104
897
6665
SH
SOLE
0
0
0
6665
TARGET CORP
COM
87612E106
2311
16362
SH
SOLE
0
0
0
16362
TELEDYNE TECHNOLOGIES INC
COM
879360105
776
2069
SH
SOLE
0
0
0
2069
TESLA INC
COM
88160R101
1000
1485
SH
SOLE
0
0
0
1485
TETRA TECH INC NEW
COM
88162G103
909
6654
SH
SOLE
0
0
0
6654
THERMO FISHER SCIENTIFIC INC
COM
883556102
1779
3275
SH
SOLE
0
3
0
3272
TJX COS INC NEW
COM
872540109
1819
32566
SH
SOLE
0
0
0
32566
UNILEVER PLC
SPON ADR NEW
904767704
2211
48254
SH
SOLE
0
0
0
48254
UNION PAC CORP
COM
907818108
392
1838
SH
SOLE
0
0
0
1838
UNITED PARCEL SERVICE INC
CL B
911312106
1607
8805
SH
SOLE
0
0
0
8805
UNITEDHEALTH GROUP INC
COM
91324P102
3041
5920
SH
SOLE
0
2
0
5918
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
207
7553
SH
SOLE
0
0
0
7553
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
459
5908
SH
SOLE
0
0
0
5908
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
4913
63984
SH
SOLE
0
0
0
63984
VANGUARD INDEX FDS
GROWTH ETF
922908736
749
3359
SH
SOLE
0
0
0
3359
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
272
1382
SH
SOLE
0
0
0
1382
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
256
2809
SH
SOLE
0
0
0
2809
VANGUARD INDEX FDS
VALUE ETF
922908744
826
6267
SH
SOLE
0
0
0
6267
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
297
1980
SH
SOLE
0
0
0
1980
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1527
8096
SH
SOLE
0
0
0
8096
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
201
1533
SH
SOLE
0
0
0
1533
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
250
5991
SH
SOLE
0
0
0
5991
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
366
7319
SH
SOLE
0
0
0
7319
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2452
32157
SH
SOLE
0
0
0
32157
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1117
7785
SH
SOLE
0
0
0
7785
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
10797
157371
SH
SOLE
0
0
0
157371
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
754
7412
SH
SOLE
0
0
0
7412
VERIZON COMMUNICATIONS INC
COM
92343V104
2715
53498
SH
SOLE
0
0
0
53498
VIATRIS INC
COM
92556V106
2416
230709
SH
SOLE
0
0
0
230709
VISA INC
COM CL A
92826C839
2249
11424
SH
SOLE
0
0
0
11424
VULCAN MATLS CO
COM
929160109
1309
9209
SH
SOLE
0
0
0
9209
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2228
58793
SH
SOLE
0
0
0
58793
WALMART INC
COM
931142103
4000
32899
SH
SOLE
0
0
0
32899
WARNER BROS DISCOVERY INC
COM SER A
934423104
298
22240
SH
SOLE
0
0
0
22240
WASTE MGMT INC DEL
COM
94106L109
645
4219
SH
SOLE
0
0
0
4219
ZOETIS INC
CL A
98978V103
2773
16133
SH
SOLE
0
0
0
16133