Strategic Wealth Partners, Ltd. Purchases in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
600
New
$110.74 - $122.12 $66.4K - $73.3K
600 $72K
EW
Edwards Lifesciences Corp

Healthcare
920
+ 25.55%
$73.75 - $81.83 $67.9K - $75.3K
4.52K $351K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.33K
+ 129.1%
$28.38 - $29.05 $66.1K - $67.7K
4.13K $119K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
750
New
$43.07 - $91.37 $32.3K - $68.5K
750 $68K
EFG
Msci Eafe Growth ETF

ETFs
564
+ 45.89%
$106.99 - $114.46 $60.3K - $64.6K
1.79K $204K
TPG
Tpg Inc.

Financial Services
253
+ 2.53%
$52.84 - $64.4 $13.4K - $16.3K
10.3K $589K
VFF
Village Farms International, Inc.

Consumer Defensive
21K
New
$1.12 - $3.33 $23.5K - $69.9K
21K $65K
AMGN
Amgen Inc

Healthcare
104
+ 0.91%
$271.18 - $309.22 $28.2K - $32.2K
11.6K $3.26M
GPC
Genuine Parts CO

Consumer Cyclical
150
+ 6.04%
$122.23 - $142.77 $18.3K - $21.4K
2.63K $364K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.08K
+ 5.34%
$52.39 - $53.11 $56.7K - $57.5K
21.3K $1.13M
AVES
American Centy ETF Tr Avantis

ETFs
993
New
$53.51 - $57.96 $53.1K - $57.6K
993 $56K
ROK
Rockwell Automation, Inc

Industrials
160
New
$328.67 - $358.52 $52.6K - $57.4K
160 $55K
RODM
Hartford Multifactor Developed

ETFs
1.5K
New
$33.53 - $35.95 $50.3K - $53.9K
1.5K $53K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.64K
New
$29.55 - $32.52 $48.6K - $53.4K
1.64K $52K
VIG
Vanguard Dividend Appreciation

ETFs
288
+ 2.43%
N/A
12.1K $2.21M
IE
Ivanhoe Electric Inc.

Basic Materials
4.08K
New
$8.56 - $12.55 $34.9K - $51.2K
4.08K $51K
A
Agilent Technologies, Inc.

Healthcare
380
+ 287.88%
$112.04 - $128.75 $42.6K - $48.9K
512 $65K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.38K
+ 5092.59%
$32.78 - $35.79 $45.1K - $49.2K
1.4K $50K
JBHT
Hunt J B Transport Services Inc

Industrials
380
New
$130.65 - $154.66 $49.6K - $58.8K
380 $50K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
1.36K
New
$32.96 - $36.83 $44.9K - $50.2K
1.36K $49K
VB
Vanguard Small Cap ETF

ETFs
153
+ 29.88%
$237.58 - $259.17 $36.3K - $39.7K
665 $169K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.63K
New
$28.95 - $29.73 $47.1K - $48.3K
1.63K $48K
DEO
Diageo PLC

Consumer Defensive
517
+ 369.29%
$93.64 - $115.33 $48.4K - $59.6K
657 $62K
NOC
Northrop Grumman Corp

Industrials
35
+ 15.09%
$498.9 - $609.32 $17.5K - $21.3K
267 $162K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.14K
+ 256.5%
$37.2 - $39.61 $42.6K - $45.3K
1.59K $62K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.52K
New
$28.69 - $30.59 $43.6K - $46.5K
1.52K $46K
CMPX
Compass Therapeutics, Inc.

Healthcare
12.1K
New
$2.52 - $3.82 $30.5K - $46.2K
12.1K $45K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
129
+ 2.58%
$107.27 - $113.94 $13.8K - $14.7K
5.13K $582K
MMM
3 M CO

Industrials
275
+ 48.08%
$144.41 - $160.2 $39.7K - $44.1K
847 $131K
AEP
American Electric Power CO Inc

Utilities
328
+ 44.26%
$103.26 - $115.0 $33.9K - $37.7K
1.07K $120K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
981
New
$40.04 - $45.11 $39.3K - $44.3K
981 $43K
CHKP
Check Point Software Technologies LTD

Technology
209
+ 2985.71%
$180.73 - $231.23 $37.8K - $48.3K
216 $44K
G
Genpact LTD

Technology
1K
New
$41.06 - $46.13 $41.1K - $46.2K
1K $41K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
560
New
$67.91 - $74.71 $38K - $41.8K
560 $41K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
601
New
$61.56 - $66.95 $37K - $40.2K
601 $40K
WRB
Berkley W R Corp

Financial Services
525
New
$67.78 - $76.62 $35.6K - $40.2K
525 $40K
CBOE
Cboe Global Markets, Inc.

Financial Services
156
+ 1950.0%
$231.35 - $253.24 $36.1K - $39.5K
164 $40K
CMI
Cummins Inc

Industrials
29
+ 10.58%
$327.85 - $426.39 $9.51K - $12.4K
303 $127K
RPG
Invesco Exchange Traded Fd Tr

ETFs
795
New
$45.41 - $48.26 $36.1K - $38.4K
795 $37K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
149
New
$225.11 - $247.9 $33.5K - $36.9K
149 $36K
BND
Vanguard Bd Index Fd Inc Total

ETFs
461
+ 14.56%
$72.57 - $74.72 $33.5K - $34.4K
3.63K $269K
GNRC
Generac Holdings Inc.

Industrials
210
New
$146.61 - $202.85 $30.8K - $42.6K
210 $35K
SLV
I Shares Silver Trust

ETFs
117
+ 3.77%
$32.73 - $42.5 $3.83K - $4.97K
3.22K $136K
EWX
Spdr S&P Emerging Markets Smal

ETFs
527
New
$61.93 - $68.12 $32.6K - $35.9K
527 $35K
MKTX
Marketaxess Holdings Inc

Financial Services
200
New
$174.25 - $223.11 $34.9K - $44.6K
200 $34K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
251
+ 6.16%
$49.43 - $54.52 $12.4K - $13.7K
4.33K $234K
CTSH
Cognizant Technology Solutions Corp

Technology
500
+ 2941.18%
$66.67 - $80.98 $33.3K - $40.5K
517 $34K
IOO
Ishares Tr Global 100 ETF

ETFs
280
New
$107.55 - $120.01 $30.1K - $33.6K
280 $33K
PKG
Packaging Corp Of America

Consumer Cyclical
150
New
$191.41 - $220.25 $28.7K - $33K
150 $32K
Activity Summary
Buys All Purchases 516 New Holdings 250 Increased Positions 266 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 2 Puts 0
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