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
NOVT
Novanta Inc

Technology
198
New
N/A
198 $31K
GRMN
Garmin LTD

Technology
150
New
$173.63 - $218.07 $26K - $32.7K
150 $31K
AIQ
Global X Funds Global X Artifi

ETFs
690
New
$31.5 - $43.69 $21.7K - $30.1K
690 $30K
VRT
Vertiv Holdings CO

Industrials
350
New
N/A
350 $30K
GILD
Gilead Sciences, Inc.

Healthcare
264
New
$96.91 - $113.0 $25.6K - $29.8K
264 $29K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
641
New
$43.65 - $45.44 $28K - $29.1K
641 $29K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
291
New
$97.29 - $105.63 $28.3K - $30.7K
291 $29K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
384
New
$62.11 - $78.98 $23.9K - $30.3K
384 $29K
SANM
Sanmina Corp

Technology
300
New
$67.3 - $98.07 $20.2K - $29.4K
300 $29K
EQIX
Equinix Inc

Real Estate
37
New
$740.07 - $914.43 $27.4K - $33.8K
37 $29K
IYM
Ishares Tr

ETFs
200
New
$116.16 - $140.01 $23.2K - $28K
200 $28K
ICLN
Ishares

ETFs
2.2K
New
$10.56 - $13.31 $23.2K - $29.3K
2.2K $28K
STOT
Spdr Doubleline Short Duration

ETFs
604
New
$46.87 - $47.35 $28.3K - $28.6K
604 $28K
KD
Kyndryl Holdings, Inc.

Technology
682
New
$27.77 - $41.96 $18.9K - $28.6K
682 $28K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
426
New
$54.28 - $67.95 $23.1K - $28.9K
426 $28K
EMB
Ishares Tr

ETFs
311
New
$86.54 - $92.62 $26.9K - $28.8K
311 $28K
HBI
Hanesbrands Inc.

Consumer Cyclical
6.26K
New
$4.32 - $5.95 $27K - $37.2K
6.26K $28K
TWLO
Twilio Inc

Communication Services
225
New
$81.34 - $124.36 $18.3K - $28K
225 $27K
MDB
Mongo Db, Inc.

Technology
129
New
$145.85 - $225.38 $18.8K - $29.1K
129 $27K
VONG
Vanguard Russell 1000 Growth E

ETFs
256
New
$82.51 - $109.2 $21.1K - $28K
256 $27K
CCL
Carnival Corp

Consumer Cyclical
972
New
$16.43 - $28.12 $16K - $27.3K
972 $27K
HLN
Haleon PLC

Healthcare
2.57K
New
$9.27 - $11.41 $23.8K - $29.3K
2.57K $26K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.08K
New
$23.32 - $24.45 $25.1K - $26.4K
1.08K $26K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.04K
New
$20.42 - $25.3 $21.3K - $26.4K
1.04K $26K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
315
New
$62.35 - $83.2 $19.6K - $26.2K
315 $26K
USB
Us Bancorp \De\

Financial Services
573
New
$36.4 - $45.76 $20.9K - $26.2K
573 $25K
XEL
Xcel Energy Inc

Utilities
372
New
$65.65 - $72.39 $24.4K - $26.9K
372 $25K
EFX
Equifax Inc

Industrials
100
New
$205.5 - $280.54 $20.6K - $28.1K
100 $25K
LAMR
Lamar Advertising CO

Real Estate
209
New
$102.35 - $121.67 $21.4K - $25.4K
209 $25K
SPOT
Spotify Technology S.A.

Communication Services
33
New
$503.3 - $775.9 $16.6K - $25.6K
33 $25K
BNDX
Vanguard Total International B

ETFs
521
New
$48.77 - $49.55 $25.4K - $25.8K
521 $25K
IYG
Ishares Tr

ETFs
300
New
$68.9 - $85.6 $20.7K - $25.7K
300 $25K
CHTR
Charter Communications, Inc.

Communication Services
63
New
$321.68 - $427.25 $20.3K - $26.9K
63 $25K
PR
Permian Resources Corporation

Energy
1.81K
New
$10.36 - $14.93 $18.8K - $27K
1.81K $24K
WSM
Williams Sonoma Inc

Consumer Cyclical
152
New
$137.62 - $174.44 $20.9K - $26.5K
152 $24K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
360
New
$55.54 - $69.09 $20K - $24.9K
360 $24K
TROW
Price T Rowe Group Inc

Financial Services
249
New
$80.27 - $98.06 $20K - $24.4K
249 $24K
CMCSA
Comcast Corp

Communication Services
695
New
$32.84 - $36.72 $22.8K - $25.5K
695 $24K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
46
New
$483.07 - $625.6 $22.2K - $28.8K
46 $24K
ICLR
Icon PLC

Healthcare
170
New
$126.62 - $168.7 $21.5K - $28.7K
170 $24K
NEM
Newmont Corp

Basic Materials
402
New
$44.18 - $59.46 $17.8K - $23.9K
402 $23K
PDP
Invesco Exchange Traded Fd Tr

ETFs
220
New
$89.44 - $108.59 $19.7K - $23.9K
220 $23K
ADSK
Autodesk, Inc.

Technology
97
New
N/A
97 $23K
GL
Globe Life Inc.

Financial Services
192
New
$113.29 - $133.09 $21.8K - $25.6K
192 $23K
CAH
Cardinal Health Inc

Healthcare
140
New
$125.0 - $168.0 $17.5K - $23.5K
140 $23K
POOL
Pool Corp

Industrials
79
New
$285.0 - $325.66 $22.5K - $25.7K
79 $23K
RMNI
Rimini Street, Inc.

Technology
6.1K
New
$2.94 - $3.86 $17.9K - $23.5K
6.1K $22K
OGE
Oge Energy Corp.

Utilities
500
New
$42.23 - $46.38 $21.1K - $23.2K
500 $22K
IVT
Inven Trust Properties Corp.

Real Estate
825
New
$25.97 - $29.73 $21.4K - $24.5K
825 $22K
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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