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
EBND
Spdr Bloomberg Emerging Market

ETFs
220
New
$19.57 - $21.4 $4.31K - $4.71K
220 $4K
DOV
Dover Corp

Industrials
23
New
$151.14 - $186.7 $3.48K - $4.29K
23 $4K
CLF
Cleveland Cliffs Inc.

Basic Materials
581
New
$5.83 - $8.88 $3.39K - $5.16K
581 $4K
HE
Hawaiian Electric Industries Inc

Utilities
451
New
$9.36 - $10.96 $4.22K - $4.94K
451 $4K
ELD
Wisdomtree Emerging Local Debt

ETFs
151
New
$25.49 - $27.97 $3.85K - $4.22K
151 $4K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
77
New
$53.93 - $61.5 $4.15K - $4.74K
77 $4K
TVTX
Travere Therapeutics, Inc.

Healthcare
290
New
$13.49 - $21.54 $3.91K - $6.25K
290 $4K
HII
Huntington Ingalls Industries, Inc.

Industrials
18
New
$183.31 - $241.46 $3.3K - $4.35K
18 $4K
OSTK
Overstock.Com, Inc

Consumer Cyclical
158
New
N/A
158 $4K
KOMP
Spdr S&P Kensho New Economies

ETFs
91
New
$40.86 - $54.38 $3.72K - $4.95K
91 $4K
FTCS
First Trust Capital Strength E

ETFs
51
New
$81.6 - $92.39 $4.16K - $4.71K
51 $4K
SITE
Site One Landscape Supply, Inc.

Industrials
34
New
$104.79 - $127.3 $3.56K - $4.33K
34 $4K
POET
Poet Technologies Inc.

Technology
900
New
$3.21 - $5.45 $2.89K - $4.91K
900 $4K
MX
Magnachip Semiconductor Corp

Technology
1.18K
New
$2.65 - $4.14 $3.11K - $4.86K
1.18K $4K
SU
Suncor Energy Inc

Energy
133
New
$31.54 - $41.04 $4.19K - $5.46K
133 $4K
HYLB
Xtrackers Usd High Yield Corp

ETFs
123
New
$34.72 - $36.92 $4.27K - $4.54K
123 $4K
BTU
Peabody Energy Corp

Energy
361
New
$10.31 - $15.28 $3.72K - $5.52K
361 $4K
MCO
Moodys Corp

Financial Services
8
New
$396.7 - $501.59 $3.17K - $4.01K
8 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
40
New
$99.37 - $134.05 $3.97K - $5.36K
40 $4K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
235
New
$18.94 - $21.67 $4.45K - $5.09K
235 $4K
CRL
Charles River Laboratories International, Inc.

Healthcare
32
New
$99.75 - $151.89 $3.19K - $4.86K
32 $4K
GME
Game Stop Corp.

Consumer Cyclical
184
New
$21.1 - $35.01 $3.88K - $6.44K
184 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
23
New
$160.22 - $209.35 $3.69K - $4.82K
23 $4K
K
Kellogg CO

Consumer Defensive
55
New
$77.85 - $82.88 $4.28K - $4.56K
55 $4K
VCTR
Victory Capital Holdings, Inc.

Financial Services
69
New
$51.28 - $64.94 $3.54K - $4.48K
69 $4K
HOOD
Robinhood Markets, Inc.

Technology
49
New
$34.17 - $93.63 $1.67K - $4.59K
49 $4K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
144
New
$23.96 - $24.27 $3.45K - $3.49K
144 $3K
IRDM
Iridium Communications Inc.

Communication Services
105
New
$21.57 - $30.17 $2.26K - $3.17K
105 $3K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
69
New
$39.44 - $49.12 $2.72K - $3.39K
69 $3K
NTR
Nutrien Ltd.

Basic Materials
64
New
$46.88 - $62.89 $3K - $4.02K
64 $3K
BCE
Bce Inc

Communication Services
162
New
$20.87 - $22.95 $3.38K - $3.72K
162 $3K
CC
Chemours CO

Basic Materials
285
New
$9.4 - $13.06 $2.68K - $3.72K
285 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40
New
$73.02 - $90.22 $2.92K - $3.61K
40 $3K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
157
New
$21.55 - $22.2 $3.38K - $3.49K
157 $3K
NGVT
Ingevity Corp

Basic Materials
83
New
$29.88 - $44.53 $2.48K - $3.7K
83 $3K
ROKU
Roku, Inc

Communication Services
44
New
$55.1 - $87.89 $2.42K - $3.87K
44 $3K
IJS
Ishares S&P Smallcap 600 Value

ETFs
36
New
$83.54 - $100.04 $3.01K - $3.6K
36 $3K
KEY
Keycorp

Financial Services
200
New
$13.23 - $17.42 $2.65K - $3.48K
200 $3K
NNN
National Retail Properties, Inc.

Real Estate
74
New
$37.56 - $43.42 $2.78K - $3.21K
74 $3K
TRN
Trinity Industries Inc

Industrials
122
New
$24.11 - $28.86 $2.94K - $3.52K
122 $3K
DXCM
Dexcom Inc

Healthcare
40
New
$59.83 - $87.57 $2.39K - $3.5K
40 $3K
OZK
Bank Ozk

Financial Services
70
New
$37.58 - $47.34 $2.63K - $3.31K
70 $3K
MNST
Monster Beverage Corp

Consumer Defensive
52
New
$55.01 - $64.24 $2.86K - $3.34K
52 $3K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
61
New
$48.5 - $49.35 $2.96K - $3.01K
61 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
180
New
$12.82 - $18.15 $2.31K - $3.27K
180 $3K
USMC
Principal ETF U S Mega Cap

ETFs
54
New
$50.94 - $62.56 $2.75K - $3.38K
54 $3K
BBAX
J P Morgan Betabuilders Develo

ETFs
61
New
$42.69 - $54.65 $2.6K - $3.33K
61 $3K
RBLX
Roblox Corp

Communication Services
30
New
$51.22 - $105.59 $1.54K - $3.17K
30 $3K
SPG
Simon Property Group Inc

Real Estate
20
New
$140.37 - $171.44 $2.81K - $3.43K
20 $3K
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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