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
IDU
Ishares Tr U S Utils ETF

ETFs
566
New
$93.98 - $106.11 $53.2K - $60.1K
566 $59K
ACM
Aecom

Industrials
520
New
$87.19 - $113.06 $45.3K - $58.8K
520 $58K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
110
+ 9.13%
$468.22 - $566.51 $51.5K - $62.3K
1.32K $744K
IGRO
Ishares Tr International Divid

ETFs
742
New
$66.32 - $80.17 $49.2K - $59.5K
742 $58K
IXUS
Ishares Tr

ETFs
763
New
$62.37 - $77.63 $47.6K - $59.2K
763 $58K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.73K
New
$16.69 - $23.43 $45.6K - $64K
2.73K $58K
MGNI
Magnite, Inc.

Communication Services
2.42K
New
$9.0 - $24.12 $21.8K - $58.4K
2.42K $58K
MET
Metlife Inc

Financial Services
726
New
$68.42 - $82.49 $49.7K - $59.9K
726 $58K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.11K
New
$41.79 - $54.16 $46.2K - $59.9K
1.11K $58K
VAW
Vanguard Materials ETF

ETFs
295
New
$163.82 - $196.64 $48.3K - $58K
295 $57K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4.56K
New
$10.82 - $12.71 $49.3K - $58K
4.56K $56K
IEMG
Ishares Inc

ETFs
1.02K
+ 14.89%
N/A
7.89K $423K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.5K
New
$17.76 - $22.1 $44.3K - $55.2K
2.5K $55K
EEM
Ishares Msci Emerging Markets

ETFs
1.14K
New
$38.52 - $48.28 $43.8K - $54.8K
1.14K $54K
VT
Vanguard Total World Stk Index

ETFs
426
New
$103.16 - $128.52 $43.9K - $54.7K
426 $54K
MCG
Membership Collective Group Inc.

Consumer Cyclical
7.9K
New
N/A
7.9K $54K
ADI
Analog Devices Inc

Technology
230
New
$164.6 - $238.02 $37.9K - $54.7K
230 $54K
WPC
W. P. Carey Inc.

Real Estate
870
New
$56.12 - $64.53 $48.8K - $56.1K
870 $54K
MOH
Molina Healthcare, Inc.

Healthcare
124
+ 5.13%
$290.25 - $353.24 $36K - $43.8K
2.54K $756K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
822
New
$52.84 - $65.52 $43.4K - $53.9K
822 $53K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
426
New
$103.88 - $123.68 $44.3K - $52.7K
426 $52K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
600
New
$70.44 - $86.87 $42.3K - $52.1K
600 $52K
CTVA
Corteva, Inc.

Basic Materials
686
New
$55.52 - $74.53 $38.1K - $51.1K
686 $51K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.8K
New
$28.21 - $28.85 $50.9K - $52K
1.8K $51K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
632
New
$65.04 - $82.18 $41.1K - $51.9K
632 $51K
CION
Cion Investment Corp

Financial Services
5.14K
New
$8.68 - $10.48 $44.6K - $53.9K
5.14K $49K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
902
New
$47.46 - $55.3 $42.8K - $49.9K
902 $49K
EIX
Edison International

Utilities
945
New
$48.32 - $59.92 $45.7K - $56.6K
945 $48K
WEX
Wex Inc.

Technology
324
New
$113.47 - $161.8 $36.8K - $52.4K
324 $47K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
382
New
$97.68 - $121.38 $37.3K - $46.4K
382 $46K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.01K
New
$45.12 - $46.23 $45.6K - $46.7K
1.01K $46K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
100
New
$328.01 - $475.68 $32.8K - $47.6K
100 $46K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
2.05K
New
$19.41 - $22.77 $39.8K - $46.7K
2.05K $46K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
339
New
$111.3 - $134.5 $37.7K - $45.6K
339 $45K
MDU
Mdu Resources Group Inc

Industrials
2.72K
New
$15.6 - $17.76 $42.5K - $48.4K
2.72K $45K
NI
Nisource Inc.

Utilities
1.12K
New
$37.11 - $40.64 $41.5K - $45.5K
1.12K $45K
HYG
Ishares Tr

ETFs
558
New
$75.75 - $80.65 $42.3K - $45K
558 $45K
AKAM
Akamai Technologies Inc

Technology
500
New
N/A
500 $45K
TTE
Total Energies Se

Energy
663
New
N/A
663 $45K
FFBC
First Financial Bancorp

Financial Services
1.89K
New
$22.05 - $25.19 $41.7K - $47.7K
1.89K $45K
KO
Coca Cola CO

Consumer Defensive
194
+ 5.3%
$68.37 - $73.9 $13.3K - $14.3K
3.85K $272K
SHOP
Shopify Inc.

Technology
395
New
$76.89 - $115.35 $30.4K - $45.6K
395 $45K
AMT
American Tower Corp

Real Estate
206
New
$203.96 - $228.19 $42K - $47K
206 $45K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
969
New
$43.15 - $46.09 $41.8K - $44.7K
969 $44K
HUM
Humana Inc

Healthcare
184
New
$224.93 - $295.04 $41.4K - $54.3K
184 $44K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.04K
New
$38.81 - $44.28 $40.4K - $46.1K
1.04K $44K
RIOT
Riot Blockchain, Inc.

Technology
3.93K
New
$6.29 - $11.3 $24.7K - $44.4K
3.93K $44K
IEO
Ishares Tr

ETFs
500
New
$74.87 - $95.92 $37.4K - $48K
500 $44K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.12K
New
$37.37 - $40.85 $41.9K - $45.8K
1.12K $44K
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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