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
UL
Unilever PLC

Consumer Defensive
595
+ 34.65%
$58.43 - $65.01 $34.8K - $38.7K
2.31K $137K
JNK
Spdr Bloomberg High Yield Bond

ETFs
311
+ 161.98%
$96.22 - $98.19 $29.9K - $30.5K
503 $49K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.06K
+ 17.54%
$29.12 - $29.34 $30.8K - $31K
7.08K $207K
ITOT
Ishares Core S&P Total U.S. St

ETFs
166
+ 35.1%
$135.0 - $146.02 $22.4K - $24.2K
639 $93K
AOA
Ishares Tr Core Aggressive All

ETFs
350
New
$82.71 - $88.14 $28.9K - $30.8K
350 $30K
MSI
Motorola Solutions, Inc.

Technology
52
+ 29.38%
$408.73 - $490.3 $21.3K - $25.5K
229 $104K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
582
New
$50.37 - $50.7 $29.3K - $29.5K
582 $29K
NDSN
Nordson Corp

Industrials
125
New
$209.25 - $227.98 $26.2K - $28.5K
125 $28K
DD
Du Pont De Nemours, Inc.

Basic Materials
25
+ 0.9%
$69.9 - $78.26 $1.75K - $1.96K
2.82K $219K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
311
+ 41.91%
$75.26 - $80.19 $23.4K - $24.9K
1.05K $84K
TFLO
Ishares Treasury Floating Rate

ETFs
524
+ 7.97%
$50.45 - $50.65 $26.4K - $26.5K
7.1K $359K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
871
New
$21.8 - $30.4 $19K - $26.5K
871 $26K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
859
New
$27.85 - $30.91 $23.9K - $26.6K
859 $26K
PFF
Ishares Trust Ishares Pfd And

ETFs
409
+ 2.84%
$30.67 - $32.13 $12.5K - $13.1K
14.8K $467K
INDI
Indie Semiconductor, Inc.

Technology
6.25K
New
$3.54 - $4.92 $22.1K - $30.8K
6.25K $25K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
806
New
$29.97 - $32.38 $24.2K - $26.1K
806 $25K
PSLV
Sprott Physical Silver Trust

Financial Services
200
+ 3.12%
$12.24 - $15.73 $2.45K - $3.15K
6.61K $103K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
646
+ 72.1%
$37.14 - $37.85 $24K - $24.5K
1.54K $58K
BEP
Brookfield Renewable Partners L.P.

Utilities
708
+ 3.48%
$24.32 - $27.58 $17.2K - $19.5K
21K $542K
NVT
N Vent Electric PLC

Industrials
250
+ 8333.33%
$72.16 - $100.25 $18K - $25.1K
253 $24K
DBL
Double Line Opportunistic Credit Fund

Financial Services
980
+ 1.12%
$15.1 - $15.88 $14.8K - $15.6K
88.3K $1.37M
TQQQ
Proshares Ultrapro Qqq

ETFs
200
+ 200.0%
$80.89 - $104.72 $16.2K - $20.9K
300 $31K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
244
New
$87.98 - $90.53 $21.5K - $22.1K
244 $22K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
251
New
$79.52 - $89.63 $20K - $22.5K
251 $22K
SNOW
Snowflake Inc.

Technology
100
+ 303.03%
$191.73 - $241.0 $19.2K - $24.1K
133 $29K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
940
+ 6.4%
$29.81 - $34.07 $28K - $32K
15.6K $513K
ACGL
Arch Capital Group Ltd.

Financial Services
247
New
$85.61 - $93.54 $21.1K - $23.1K
247 $22K
DY
Dycom Industries Inc

Industrials
75
New
$244.32 - $294.01 $18.3K - $22.1K
75 $21K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
406
New
$52.75 - $54.07 $21.4K - $22K
406 $21K
MGK
Vanguard Mega Cap Growth ETF

ETFs
46
+ 106.98%
$362.31 - $405.74 $16.7K - $18.7K
89 $35K
CTVA
Corteva, Inc.

Basic Materials
367
+ 53.5%
$67.08 - $77.12 $24.6K - $28.3K
1.05K $71K
NXST
Nexstar Media Group, Inc.

Communication Services
100
New
$176.71 - $211.31 $17.7K - $21.1K
100 $19K
IWY
Ishares Tr Russell 200 Growth

ETFs
70
New
$243.93 - $275.62 $17.1K - $19.3K
70 $19K
VNQ
Vanguard Specialized Funds Van

ETFs
130
+ 5.3%
$88.47 - $93.24 $11.5K - $12.1K
2.59K $236K
CPRT
Copart Inc

Consumer Cyclical
445
+ 102.77%
$44.6 - $49.97 $19.8K - $22.2K
878 $39K
CMCSA
Comcast Corp

Communication Services
650
+ 93.53%
$31.41 - $36.33 $20.4K - $23.6K
1.35K $42K
CSX
Csx Corp

Industrials
500
+ 909.09%
$32.05 - $36.52 $16K - $18.3K
555 $19K
DSL
Double Line Income Solutions Fund

Financial Services
830
+ 0.42%
$11.99 - $12.67 $9.95K - $10.5K
198K $2.43M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
780
+ 3.83%
$12.63 - $13.14 $9.85K - $10.2K
21.1K $275K
RY
Royal Bank Of Canada

Financial Services
68
+ 15.11%
$128.46 - $148.6 $8.74K - $10.1K
518 $76K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
397
New
$42.75 - $43.37 $17K - $17.2K
397 $17K
VV
Vanguard Large Cap ETF

ETFs
50
+ 94.34%
$285.05 - $309.14 $14.3K - $15.5K
103 $31K
LDOS
Leidos Holdings, Inc.

Technology
64
+ 67.37%
$159.2 - $188.96 $10.2K - $12.1K
159 $30K
CRSP
Crispr Therapeutics Ag

Healthcare
37
+ 4.55%
$48.51 - $68.14 $1.79K - $2.52K
850 $55K
PHM
Pultegroup Inc

Consumer Cyclical
94
+ 68.12%
$108.0 - $141.42 $10.2K - $13.3K
232 $30K
OMC
Omnicom Group Inc.

Communication Services
188
+ 134.29%
$70.41 - $81.53 $13.2K - $15.3K
328 $26K
SIGI
Selective Insurance Group Inc

Financial Services
200
New
$75.0 - $90.91 $15K - $18.2K
200 $16K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
862
New
$14.73 - $19.31 $12.7K - $16.6K
862 $16K
VGLT
Vanguard Long Term Treasury Et

ETFs
264
+ 412.5%
$54.21 - $57.41 $14.3K - $15.2K
328 $18K
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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