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
IYC
Ishares U.S. Consumer Discreti

ETFs
701
+ 16.78%
$79.19 - $99.64 $55.5K - $69.8K
4.88K $486K
IYF
Ishares Tr

ETFs
438
+ 14.48%
$99.23 - $120.99 $43.5K - $53K
3.46K $418K
ARES
Ares Management Corp

Financial Services
490
New
$118.04 - $175.83 $57.8K - $86.2K
490 $84K
XLI
Industrial Sector Spdr

ETFs
360
+ 18.17%
$116.42 - $147.52 $41.9K - $53.1K
2.34K $345K
ODFL
Old Dominion Freight Line, Inc.

Industrials
521
New
$146.74 - $176.07 $76.5K - $91.7K
521 $84K
OEF
Ishares S&P 100 ETF

ETFs
313
New
N/A
313 $83K
MLM
Martin Marietta Materials Inc

Basic Materials
28
+ 1.37%
$452.51 - $568.19 $12.7K - $15.9K
2.07K $1.14M
COF
Capital One Financial Corp

Financial Services
378
New
$150.57 - $212.76 $56.9K - $80.4K
378 $80K
KKR
Kkr & Co. Inc.

Financial Services
601
New
$92.79 - $134.29 $55.8K - $80.7K
601 $79K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.84K
New
$34.72 - $42.74 $63.8K - $78.5K
1.84K $78K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.17K
New
$53.75 - $67.21 $62.7K - $78.4K
1.17K $77K
AEP
American Electric Power CO Inc

Utilities
741
New
$98.59 - $109.11 $73.1K - $80.9K
741 $76K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.49K
New
$50.1 - $51.02 $74.4K - $75.8K
1.49K $75K
ET
Energy Transfer LP

Energy
4.19K
New
$15.65 - $18.93 $65.6K - $79.3K
4.19K $75K
HUBS
Hubspot Inc

Technology
209
+ 72.07%
$487.07 - $672.24 $102K - $140K
499 $277K
GLDM
World Gold Trust

ETFs
1.14K
New
$58.96 - $67.97 $66.9K - $77.1K
1.14K $74K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
2.3K
New
$26.53 - $32.81 $60.9K - $75.3K
2.3K $74K
MSI
Motorola Solutions, Inc.

Technology
177
New
$394.72 - $440.39 $69.9K - $77.9K
177 $74K
MPC
Marathon Petroleum Corp

Energy
438
New
$118.55 - $170.08 $51.9K - $74.5K
438 $72K
FE
Firstenergy Corp

Utilities
1.79K
New
$38.31 - $43.17 $68.5K - $77.2K
1.79K $72K
FAST
Fastenal CO

Industrials
1.67K
New
$40.65 - $83.16 $68K - $139K
1.67K $70K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
746
New
$89.58 - $95.01 $66.8K - $70.9K
746 $70K
MPLX
Mplx LP

Energy
1.32K
New
$46.68 - $53.89 $61.7K - $71.2K
1.32K $68K
DECK
Deckers Outdoor Corp

Consumer Cyclical
662
New
$100.44 - $129.37 $66.5K - $85.6K
662 $68K
PTF
Invesco Exchange Traded Fd Tr

ETFs
992
New
$51.29 - $68.29 $50.9K - $67.7K
992 $67K
OXY
Occidental Petroleum Corp

Energy
1.62K
New
$36.11 - $49.33 $58.4K - $79.8K
1.62K $67K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.21K
New
$50.53 - $212.53 $61.2K - $258K
1.21K $67K
IWN
Ishares Russell2000 Val ETF

ETFs
426
New
$131.84 - $157.76 $56.2K - $67.2K
426 $67K
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
New
$45.65 - $57.01 $53.8K - $67.2K
1.18K $67K
MAR
Marriott International Inc

Consumer Cyclical
263
+ 29.16%
$211.12 - $274.14 $55.5K - $72.1K
1.17K $318K
VIG
Vanguard Dividend Appreciation

ETFs
359
+ 3.12%
N/A
11.9K $2.16M
EXP
Eagle Materials Inc

Basic Materials
327
New
$193.68 - $241.95 $63.3K - $79.1K
327 $66K
IVE
Ishares S&P 500 Value ETF

ETFs
339
New
$168.34 - $195.42 $57.1K - $66.2K
339 $66K
URA
Global X Uranium ETF

ETFs
1.68K
New
$20.26 - $38.81 $34K - $65.1K
1.68K $65K
IDV
Ishares Tr

ETFs
1.9K
New
$27.79 - $34.84 $52.8K - $66.2K
1.9K $65K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.38K
New
$33.89 - $46.39 $46.8K - $64K
1.38K $64K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.02K
New
$51.16 - $62.02 $52.3K - $63.4K
1.02K $63K
BSX
Boston Scientific Corp

Healthcare
592
New
$89.7 - $107.41 $53.1K - $63.6K
592 $63K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
7.91K
New
$7.05 - $8.02 $55.8K - $63.4K
7.91K $63K
PAA
Plains All American Pipeline LP

Energy
3.46K
New
$16.03 - $20.28 $55.4K - $70.1K
3.46K $63K
ITOT
Ishares Core S&P Total U.S. St

ETFs
473
New
$108.12 - $135.04 $51.1K - $63.9K
473 $63K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
469
New
$104.23 - $134.39 $48.9K - $63K
469 $63K
NUE
Nucor Corp

Basic Materials
485
New
$103.22 - $131.43 $50.1K - $63.7K
485 $62K
TDY
Teledyne Technologies Inc

Technology
121
New
$435.54 - $512.31 $52.7K - $62K
121 $61K
WES
Western Midstream Partners, LP

Energy
1.59K
New
$34.99 - $41.61 $55.7K - $66.2K
1.59K $61K
CHD
Church & Dwight CO Inc

Consumer Defensive
627
New
$91.57 - $110.76 $57.4K - $69.4K
627 $60K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.85K
New
$26.69 - $33.44 $49.2K - $61.7K
1.85K $60K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
352
New
$134.25 - $172.52 $47.3K - $60.7K
352 $60K
RY
Royal Bank Of Canada

Financial Services
450
New
$108.36 - $131.55 $48.8K - $59.2K
450 $59K
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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