Strategic Wealth Partners, Ltd. Incresed Positions in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 8.46%
$55.61 - $57.37 $559K - $577K
129K $7.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
864
+ 53.83%
$567.77 - $614.76 $491K - $531K
2.47K $1.51M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.8K
+ 14353.62%
$28.15 - $30.13 $558K - $597K
19.9K $591K
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.6K
+ 2922.95%
$25.67 - $27.21 $530K - $562K
21.3K $575K
AMD
Advanced Micro Devices Inc

Technology
1.73K
+ 13.78%
$134.8 - $184.42 $234K - $320K
14.3K $2.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.95K
+ 2763.89%
$50.53 - $50.82 $503K - $506K
10.3K $523K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.77K
+ 638.87%
$94.11 - $95.78 $449K - $456K
5.51K $527K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.68K
+ 13.82%
$60.01 - $65.01 $281K - $304K
38.5K $2.51M
GPN
Global Payments Inc

Industrials
3.96K
+ 11.88%
$77.61 - $90.01 $307K - $356K
37.3K $3.1M
BA
Boeing CO

Industrials
1.78K
+ 133.56%
$209.79 - $237.38 $374K - $423K
3.12K $672K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 21.99%
$181.56 - $190.33 $271K - $284K
8.28K $1.57M
BNDX
Vanguard Total International B

ETFs
6.61K
+ 1269.29%
$49.0 - $49.51 $324K - $327K
7.13K $352K
EMLP
First Tr Exchange Traded Iv

ETFs
4.73K
+ 2.63%
$36.99 - $38.38 $175K - $181K
185K $7.07M
VUG
Vanguard Growth ETF

ETFs
443
+ 19.63%
$433.97 - $484.08 $192K - $214K
2.7K $1.29M
ORCC
Owl Rock Capital Corp

Financial Services
21.3K
+ 30.9%
N/A
90.1K $1.21M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.74K
+ 1682.27%
$53.81 - $57.52 $255K - $273K
5.03K $289K
DLR
Digital Realty Trust, Inc.

Real Estate
2.12K
+ 3.16%
$161.21 - $180.02 $342K - $382K
69.2K $12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
222
+ 12.93%
$404.94 - $499.99 $89.9K - $111K
1.94K $940K
SHV
Ishares Tr

ETFs
2.06K
+ 1.55%
$110.06 - $110.49 $227K - $228K
135K $14.9M
ETR
Entergy Corp

Utilities
1.93K
+ 34.13%
$80.93 - $93.55 $156K - $181K
7.59K $707K
SPYG
Spdr Portfolio

ETFs
618
+ 3.42%
$94.33 - $105.31 $58.3K - $65.1K
18.7K $1.95M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.12K
+ 31.65%
$82.96 - $95.7 $176K - $203K
8.83K $793K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
360
+ 0.15%
$26.38 - $27.95 $9.5K - $10.1K
244K $6.67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.5K
+ 694.44%
$68.24 - $73.73 $171K - $184K
2.86K $210K
ABC
Amerisourcebergen Corp

Healthcare
946
+ 2.9%
N/A
33.6K $6.22M
META
Meta Platforms, Inc.

Communication Services
283
+ 3.21%
$695.21 - $791.73 $197K - $224K
9.11K $6.69M
IOT
Samsara Inc.

Technology
4.39K
+ 2192.5%
$32.22 - $42.09 $141K - $185K
4.59K $170K
MCD
Mcdonalds Corp

Consumer Cyclical
457
+ 22.88%
$291.67 - $316.99 $133K - $145K
2.45K $745K
NKE
Nike, Inc.

Consumer Cyclical
2.38K
+ 76.71%
$69.24 - $79.24 $165K - $188K
5.48K $381K
EMB
Ishares Tr

ETFs
1.61K
+ 517.36%
$91.52 - $95.59 $147K - $154K
1.92K $182K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.43K
+ 520.42%
$25.29 - $28.33 $137K - $154K
6.47K $180K
SPMD
Spdr Portfolio

ETFs
2.37K
+ 1387.13%
$54.43 - $58.29 $129K - $138K
2.54K $145K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.21K
+ 9.82%
$97.75 - $100.75 $118K - $122K
13.5K $1.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
194
+ 1.46%
$132.9 - $142.03 $25.8K - $27.6K
13.5K $1.91M
DXCM
Dexcom Inc

Healthcare
1.92K
+ 4797.5%
$66.46 - $89.53 $128K - $172K
1.96K $131K
SPGI
S&P Global Inc.

Financial Services
505
+ 17.03%
$484.94 - $564.15 $245K - $285K
3.47K $1.69M
VTI
Vanguard Total Stock Market Et

ETFs
234
+ 12.06%
$303.93 - $329.86 $71.1K - $77.2K
2.17K $713K
CAT
Caterpillar Inc

Industrials
48
+ 4.28%
$390.92 - $477.15 $18.8K - $22.9K
1.17K $557K
LOW
Lowes Companies Inc

Consumer Cyclical
182
+ 7.06%
$215.01 - $273.02 $39.1K - $49.7K
2.76K $693K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.32K
+ 360.11%
$85.01 - $90.35 $112K - $119K
1.68K $150K
EMR
Emerson Electric CO

Industrials
2.16K
+ 2.8%
$128.6 - $149.63 $278K - $323K
79.3K $10.4M
MRVL
Marvell Technology, Inc.

Technology
946
+ 23.01%
$62.31 - $84.07 $58.9K - $79.5K
5.06K $425K
WEX
Wex Inc.

Technology
650
+ 200.62%
$149.2 - $176.26 $97K - $115K
974 $153K
IWB
Ishares Tr Russell 1000 ETF

ETFs
31
+ 0.85%
$339.37 - $366.46 $10.5K - $11.4K
3.66K $1.34M
VRT
Vertiv Holdings CO

Industrials
1.15K
+ 329.14%
N/A
1.5K $130K
BMY
Bristol Myers Squibb CO

Healthcare
2.18K
+ 57.01%
$43.31 - $48.98 $94.4K - $107K
6K $270K
PG
Procter & Gamble CO

Consumer Defensive
772
+ 13.42%
$150.47 - $161.22 $116K - $124K
6.52K $1M
NFLX
Netflix Inc

Communication Services
329
+ 14.93%
$1147.87 - $1297.18 $378K - $427K
2.53K $3.04M
STE
Steris PLC

Healthcare
279
+ 12.77%
$221.21 - $252.43 $61.7K - $70.4K
2.46K $609K
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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