Strategic Wealth Partners, Ltd. Incresed Positions in Q4 2024

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
3.9K
+ 265.53%
$136.28 - $154.74 $531K - $603K
5.37K $738K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.63K
+ 35.75%
$50.37 - $50.6 $485K - $487K
36.6K $1.84M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
36.6K
+ 59.0%
$10.4 - $12.75 $380K - $466K
98.5K $1.16M
LLY
Eli Lilly & CO

Healthcare
2.36K
+ 19.75%
$727.2 - $932.06 $1.72M - $2.2M
14.3K $11M
IEF
Ishares Barclays

ETFs
5.35K
+ 88.23%
$92.08 - $98.18 $492K - $525K
11.4K $1.05M
BX
Blackstone Inc.

Financial Services
1.09K
+ 8.97%
$148.45 - $199.05 $162K - $217K
13.2K $2.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.97K
+ 10.55%
$57.53 - $60.83 $516K - $546K
94K $5.41M
CDNS
Cadence Design Systems Inc

Technology
948
+ 44.47%
$249.1 - $324.54 $236K - $308K
3.08K $925K
LNG
Cheniere Energy, Inc.

Energy
532
+ 8.25%
$181.07 - $225.92 $96.3K - $120K
6.98K $1.5M
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 7.41%
$79.1 - $95.7 $119K - $144K
21.9K $1.97M
FSK
Fs Kkr Capital Corp

Financial Services
1.01K
+ 0.83%
$19.71 - $22.22 $20K - $22.5K
123K $2.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.9K
+ 52.15%
$96.64 - $101.23 $280K - $293K
8.45K $818K
PID
Invesco Exchange Traded Fd Tr

ETFs
13.3K
+ 1.41%
N/A
952K $17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
392
+ 30.41%
$521.84 - $558.82 $205K - $219K
1.68K $905K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.2K
+ 23.3%
$47.29 - $84.74 $56.7K - $102K
6.35K $473K
MCK
Mckesson Corp

Healthcare
282
+ 42.73%
$482.27 - $628.5 $136K - $177K
942 $536K
COIN
Coinbase Global, Inc.

Technology
336
+ 19.66%
$163.17 - $343.62 $54.8K - $115K
2.05K $507K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 1.23%
$873.59 - $994.69 $44.6K - $50.7K
4.18K $3.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.35K
+ 11.26%
$126.68 - $134.74 $171K - $182K
13.4K $1.7M
PLD
Prologis, Inc.

Real Estate
14.6K
+ 21.68%
$101.4 - $126.96 $1.48M - $1.86M
82.1K $8.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.1K
+ 39.24%
$66.77 - $71.52 $140K - $150K
7.45K $513K
MDT
Medtronic PLC

Healthcare
13K
+ 14.77%
$79.61 - $92.24 $1.04M - $1.2M
101K $8.08M
TT
Trane Technologies PLC

Industrials
356
+ 64.14%
$369.35 - $419.14 $131K - $149K
911 $336K
AJG
Arthur J. Gallagher & Co.

Financial Services
396
+ 18.88%
$278.49 - $315.16 $110K - $125K
2.49K $707K
SO
Southern CO

Utilities
2.35K
+ 23.29%
$81.5 - $94.15 $191K - $221K
12.4K $1.02M
MLM
Martin Marietta Materials Inc

Basic Materials
289
+ 16.45%
$516.5 - $619.58 $149K - $179K
2.05K $1.06M
VIG
Vanguard Dividend Appreciation

ETFs
605
+ 5.56%
N/A
11.5K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
347
+ 23.64%
$172.07 - $207.36 $59.7K - $72K
1.82K $358K
URI
United Rentals, Inc.

Industrials
181
+ 54.19%
$704.44 - $880.32 $128K - $159K
515 $362K
SNPS
Synopsys Inc

Technology
257
+ 16.19%
$485.36 - $588.0 $125K - $151K
1.84K $895K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.24K
+ 12.35%
$81.68 - $82.93 $101K - $102K
11.2K $920K
MA
Mastercard Inc

Financial Services
61
+ 3.55%
$491.3 - $536.15 $30K - $32.7K
1.78K $937K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
153
+ 14.54%
$563.99 - $620.12 $86.3K - $94.9K
1.21K $686K
EPD
Enterprise Products Partners L.P.

Energy
2.05K
+ 21.05%
$28.66 - $34.43 $58.7K - $70.5K
11.8K $369K
ETR
Entergy Corp

Utilities
3.11K
+ 111.48%
$73.19 - $156.4 $227K - $486K
5.9K $447K
VXF
Vanguard Extended Market ETF

ETFs
330
+ 15.33%
$179.17 - $207.15 $59.1K - $68.4K
2.48K $471K
PHM
Pultegroup Inc

Consumer Cyclical
1.54K
+ 60.34%
$108.86 - $149.04 $168K - $230K
4.09K $445K
BAC
Bank Of America Corp

Financial Services
137
+ 0.82%
$39.22 - $47.77 $5.37K - $6.54K
16.8K $738K
CHDN
Churchill Downs Inc

Consumer Cyclical
688
+ 6.48%
$129.55 - $147.45 $89.1K - $101K
11.3K $1.51M
SUB
Ishares Short Term National Mu

ETFs
724
+ 7.33%
$104.94 - $106.2 $76K - $76.9K
10.6K $1.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
420
+ 20.66%
$209.89 - $233.24 $88.2K - $98K
2.45K $521K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.77K
+ 14.76%
$79.93 - $88.06 $221K - $244K
21.5K $1.72M
FSS
Federal Signal Corp

Industrials
686
+ 12.23%
$81.56 - $99.7 $56K - $68.4K
6.29K $581K
ETN
Eaton Corp PLC

Industrials
167
+ 16.26%
$326.96 - $377.52 $54.6K - $63K
1.19K $396K
XLE
Energy Sector Spdr

ETFs
719
+ 18.39%
$83.32 - $97.27 $59.9K - $69.9K
4.63K $396K
TSCO
Tractor Supply CO

Consumer Cyclical
8.71K
+ 503.24%
$52.59 - $303.74 $458K - $2.64M
10.4K $553K
VO
Vanguard Mid Cap ETF

ETFs
184
+ 16.61%
$261.5 - $284.63 $48.1K - $52.4K
1.29K $341K
PFE
Pfizer Inc

Healthcare
3.13K
+ 22.15%
$24.8 - $30.19 $77.5K - $94.3K
17.2K $457K
IR
Ingersoll Rand Inc.

Industrials
863
+ 22.39%
$90.46 - $105.35 $78.1K - $90.9K
4.72K $426K
Activity Summary
Buys All Purchases 197 New Holdings 41 Increased Positions 156 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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