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
OPI
Office Properties Income Trust

Real Estate
183
New
$0.18 - $0.45 $32.9 - $82.4
183 $0
Ge Vernova Inc Com
322
New
N/A
322 $0
Solventum Corp Com Shs
32
New
N/A
32 $0
Destiny Tech100 Inc Com Shs
20
New
N/A
20 $0
Veralto Corp Com Shs
297
New
N/A
297 $0
Reddit Inc Cl A
75
New
N/A
75 $0
Xti Aerospace Inc Com New
1
New
N/A
1 $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
New
$89.02 - $104.29 $356 - $417
4 $0
American Healthcare Reit Inc Com Shs
2.13K
New
N/A
2.13K $0
Fidelity Enhanced Large Cap Core ETF
343
New
N/A
343 $0
DRLL
Ea Ser Tr Strive U S Energy Et
32
New
N/A
32 $0
PNR
Pentair PLC

Industrials
3
New
$76.17 - $103.58 $229 - $311
3 $0
Biohaven LTD Com
75
New
N/A
75 $0
EMHC
Spdr Bloomberg Emerging Market
27
New
$23.06 - $24.61 $623 - $664
27 $0
PSA
Public Storage

Real Estate
2
New
$266.31 - $309.77 $533 - $620
2 $0
Canadian Pacific Kansas City Com
512
New
N/A
512 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
600
New
N/A
600 $0
Super Micro Computer Inc Com New
70
New
N/A
70 $0
HWM
Howmet Aerospace Inc.

Industrials
4
New
$112.33 - $186.13 $449 - $745
4 $0
DFND
Siren Divcon Dividend Defender

ETFs
1
New
$38.8 - $45.16 $38.8 - $45.2
1 $0
Flagstar Financial Inc Com New
30.2K
New
N/A
30.2K $0
KRP
Kimbell Royalty Partners, LP

Energy
13
New
$11.58 - $14.61 $151 - $190
13 $0
Neonc Technologies Hldgs Inc Com
492
New
N/A
492 $0
Oragenics Inc Com
1
New
N/A
1 $0
Jpmorgan Mortgage Backed Securities ETF
46
New
N/A
46 $0
SAVA
Cassava Sciences Inc

Healthcare
275
New
$1.19 - $2.24 $327 - $616
275 $0
LPTH
Lightpath Technologies Inc

Technology
4
New
$1.65 - $3.19 $6.6 - $12.8
4 $0
DISV
Dimensional ETF Tr Dimensional

ETFs
27
New
$25.93 - $32.91 $700 - $889
27 $0
SAN
Banco Santander, S.A.

Financial Services
0
New
$5.72 - $8.32 $0 - $0
0 $0
ADNT
Adient PLC

Consumer Cyclical
1
New
$10.34 - $19.72 $10.3 - $19.7
1 $0
Brookfield Corp Cl A LTD Vt Sh
49.9K
+ 488.19%
N/A
60.2K $0
PPT
Putnam Premier Income Trust

Financial Services
0
New
$3.45 - $3.71 $0 - $0
0 $0
OTIS
Otis Worldwide Corp

Industrials
1
New
$90.88 - $104.3 $90.9 - $104
1 $0
OXYWS
Occidental Pete Corp Wt Exp 08
25
New
N/A
25 $0
Healthcare Rlty Tr Cl A Com
3.47K
New
N/A
3.47K $0
Annaly Capital Management Inc Com New
1
New
N/A
1 $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
6.09K
+ 4.73%
N/A
135K $0
PCAR
Paccar Inc

Industrials
10
New
$86.4 - $99.09 $864 - $991
10 $0
Usa Rare Earth Inc Com
66
New
N/A
66 $0
Mediwound LTD Shs New
286
New
N/A
286 $0
IEP
Icahn Enterprises L.P.

Industrials
25
New
$7.81 - $9.75 $195 - $244
25 $0
Yieldmax Crypto Industry & Tech Portfolio Option Income ETF
200
New
N/A
200 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
New
$141.87 - $164.49 $567 - $658
4 $0
DLB
Dolby Laboratories, Inc.

Industrials
0
New
$69.36 - $81.21 $0 - $0
0 $0
QTUM
ETF Ser Solutions Defiance Qua
142
New
N/A
142 $0
Venture Global Inc Com Cl A
250
New
N/A
250 $0
Inovio Pharmaceuticals Inc Com Shs
29
New
N/A
29 $0
WDC
Western Digital Corp

Technology
6
New
$30.54 - $63.99 $183 - $384
6 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
New
$32.56 - $35.71 $97.7 - $107
3 $0
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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