Strategic Wealth Partners, Ltd. Purchases in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
1.04K
New
$8.57 - $9.81 $8.9K - $10.2K
1.04K $9K
IYR
Ishares Tr

ETFs
104
New
$84.48 - $96.25 $8.79K - $10K
104 $9K
DVN
Devon Energy Corp

Energy
301
New
$26.8 - $37.92 $8.07K - $11.4K
301 $9K
EPAM
Epam Systems, Inc.

Technology
50
New
N/A
50 $9K
SPMD
Spdr Portfolio

ETFs
171
New
$44.89 - $54.38 $7.68K - $9.3K
171 $9K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
372
New
$23.54 - $27.53 $8.76K - $10.2K
372 $9K
FNDF
Schwab Fundamental Intl Large

ETFs
230
New
$32.25 - $40.02 $7.42K - $9.2K
230 $9K
PNW
Pinnacle West Capital Corp

Utilities
105
New
$88.3 - $95.43 $9.27K - $10K
105 $9K
EQR
Equity Residential

Real Estate
140
New
$61.82 - $71.72 $8.65K - $10K
140 $9K
PFL
Pimco Income Strategy Fund

Financial Services
1.2K
New
$7.76 - $8.58 $9.3K - $10.3K
1.2K $9K
NDAQ
Nasdaq, Inc.

Financial Services
102
New
$66.4 - $89.42 $6.77K - $9.12K
102 $9K
TD
Toronto Dominion Bank

Financial Services
129
New
$55.71 - $73.45 $7.19K - $9.48K
129 $9K
SONY
Sony Group Corp

Technology
370
New
$21.24 - $26.88 $7.86K - $9.95K
370 $9K
NU
Nu Holdings Ltd.

Financial Services
656
New
$9.6 - $13.72 $6.3K - $9K
656 $9K
TFC
Truist Financial Corp

Financial Services
211
New
$34.79 - $42.99 $7.34K - $9.07K
211 $9K
SCHR
Schwab Intermediate Term Us Tr

ETFs
322
New
$24.54 - $25.07 $7.9K - $8.07K
322 $8K
FDS
Factset Research Systems Inc

Financial Services
18
New
$398.85 - $473.32 $7.18K - $8.52K
18 $8K
TQQQ
Proshares Ultrapro Qqq

ETFs
100
New
$38.9 - $83.0 $3.89K - $8.3K
100 $8K
SCHV
Schwab Strategic Tr Us Large C

ETFs
312
New
$23.55 - $27.67 $7.35K - $8.63K
312 $8K
NTRA
Natera, Inc.

Healthcare
50
New
$132.23 - $171.87 $6.61K - $8.59K
50 $8K
BLDR
Builders First Source, Inc.

Industrials
70
New
$105.63 - $131.12 $7.39K - $9.18K
70 $8K
APLD
Applied Blockchain, Inc.

Financial Services
865
New
$3.53 - $13.86 $3.05K - $12K
865 $8K
PLTK
Playtika Holding Corp.

Communication Services
1.75K
New
$4.51 - $5.44 $7.89K - $9.52K
1.75K $8K
LUV
Southwest Airlines CO

Industrials
250
New
$24.04 - $34.36 $6.01K - $8.59K
250 $8K
WST
West Pharmaceutical Services Inc

Healthcare
38
New
$190.39 - $227.7 $7.23K - $8.65K
38 $8K
DTM
Dt Midstream, Inc.

Energy
80
New
$87.23 - $109.91 $6.98K - $8.79K
80 $8K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
New
$69.8 - $85.28 $6.98K - $8.53K
100 $8K
IONQ
Ion Q, Inc.

Technology
208
New
$20.68 - $48.04 $4.3K - $9.99K
208 $8K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
66
New
$108.87 - $133.04 $7.19K - $8.78K
66 $8K
UBS
Ubs Group Ag

Financial Services
255
New
$26.12 - $33.82 $6.66K - $8.62K
255 $8K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
700
New
$9.25 - $10.26 $6.48K - $7.18K
700 $7K
WD
Walker & Dunlop, Inc.

Financial Services
100
New
$66.0 - $85.06 $6.6K - $8.51K
100 $7K
CDE
Coeur Mining, Inc.

Basic Materials
801
New
$4.81 - $9.46 $3.85K - $7.58K
801 $7K
SNY
Sanofi

Healthcare
155
New
$47.62 - $55.44 $7.38K - $8.59K
155 $7K
SNOW
Snowflake Inc.

Technology
33
New
$130.53 - $223.77 $4.31K - $7.38K
33 $7K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
147
New
$51.1 - $53.29 $7.51K - $7.83K
147 $7K
WCN
Waste Connections, Inc.

Industrials
41
New
$183.26 - $199.95 $7.51K - $8.2K
41 $7K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
67
New
$79.91 - $109.54 $5.35K - $7.34K
67 $7K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
233
New
$24.38 - $30.18 $5.68K - $7.03K
233 $7K
FNDE
Schwab Fundamental Emerging Mk

ETFs
235
New
$26.66 - $33.09 $6.27K - $7.78K
235 $7K
FNDA
Schwab Fundamental U S Small C

ETFs
276
New
$23.85 - $28.69 $6.58K - $7.92K
276 $7K
KLAC
Kla Corp

Technology
8
New
$576.53 - $902.94 $4.61K - $7.22K
8 $7K
TMFX
Rbb Fd Inc Motley Fool Next In
360
New
$15.93 - $20.46 $5.73K - $7.37K
360 $7K
IOT
Samsara Inc.

Technology
200
New
$33.46 - $47.74 $6.69K - $9.55K
200 $7K
INFY
Infosys LTD

Technology
403
New
$16.14 - $18.75 $6.5K - $7.56K
403 $7K
DIOD
Diodes Inc

Technology
140
New
$34.26 - $52.89 $4.8K - $7.4K
140 $7K
AMRC
Ameresco, Inc.

Industrials
499
New
$8.66 - $16.53 $4.32K - $8.25K
499 $7K
WSO
Watsco Inc

Industrials
16
New
$421.84 - $520.66 $6.75K - $8.33K
16 $7K
PCOR
Procore Technologies, Inc.

Technology
108
New
$56.26 - $72.4 $6.08K - $7.82K
108 $7K
Activity Summary
Buys All Purchases 976 New Holdings 840 Increased Positions 136 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 3 Puts 0
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