Strategic Wealth Partners, Ltd. Incresed Positions in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
189
+ 7.61%
$150.43 - $192.71 $28.4K - $36.4K
2.67K $514K
F
Ford Motor CO

Consumer Cyclical
2.74K
+ 21.47%
$8.69 - $10.85 $23.8K - $29.7K
15.5K $168K
CDNS
Cadence Design Systems Inc

Technology
40
+ 1.3%
$231.64 - $323.08 $9.27K - $12.9K
3.12K $961K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.69K
+ 1400.0%
$87.84 - $1441.89 $236K - $3.88M
2.88K $259K
MCD
Mcdonalds Corp

Consumer Cyclical
83
+ 4.34%
$285.55 - $321.23 $23.7K - $26.7K
2K $583K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.15%
$228.54 - $279.83 $457 - $560
1.29K $362K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17
+ 0.69%
$212.1 - $244.27 $3.61K - $4.15K
2.47K $540K
GPC
Genuine Parts CO

Consumer Cyclical
62
+ 2.56%
$105.54 - $129.09 $6.54K - $8K
2.48K $301K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
195
+ 1.84%
$45.07 - $52.57 $8.79K - $10.3K
10.8K $528K
USFR
Wisdomtree Floating Rate Treas

ETFs
276
+ 2.29%
$50.28 - $50.47 $13.9K - $13.9K
12.3K $619K
BND
Vanguard Bd Index Fd Inc Total

ETFs
63
+ 2.03%
$72.02 - $73.82 $4.54K - $4.65K
3.17K $233K
XLE
Energy Sector Spdr

ETFs
101
+ 2.18%
$76.44 - $94.13 $7.72K - $9.51K
4.73K $401K
ORCC
Owl Rock Capital Corp

Financial Services
260
+ 0.38%
N/A
68.8K $921K
Proshares S&P 500 High Income ETF
5.35K
+ 23.77%
N/A
27.8K $0
Brookfield Corp Cl A LTD Vt Sh
49.9K
+ 488.19%
N/A
60.2K $0
Blackrock Inc Com
3.71K
+ 70.04%
N/A
9.01K $0
Lam Research Corp Com New
310
+ 4.1%
N/A
7.88K $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
11K
+ 107.84%
N/A
21.2K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
6.09K
+ 4.73%
N/A
135K $0
Fidelity Wise Origin Bitcoin Fund
2.43K
+ 71.87%
N/A
5.8K $0
Roundhill Magnificent Seven ETF
632
+ 15.13%
N/A
4.81K $0
Ishares Bitcoin Trust ETF
23.4K
+ 195.6%
N/A
35.3K $0
Swp Growth & Income ETF
113K
+ 3.51%
N/A
3.34M $0
ESTA
Establishment Labs Holdings Inc.

Healthcare
3.19K
+ 7.85%
$27.31 - $42.71 $87.2K - $136K
43.9K $1.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
156
+ 1.96%
$90.56 - $109.49 $14.1K - $17.1K
8.13K $888K
CRM
Salesforce, Inc.

Technology
9.81K
+ 22.19%
$236.26 - $291.15 $2.32M - $2.86M
54K $14.7M
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 1.78%
$210.83 - $235.28 $9.49K - $10.6K
2.58K $572K
DOW
Dow Inc.

Basic Materials
1.31K
+ 13.21%
$25.81 - $34.89 $33.9K - $45.8K
11.3K $298K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.15K
+ 5.59%
$57.41 - $74.81 $123K - $161K
40.6K $3.02M
CHDN
Churchill Downs Inc

Consumer Cyclical
723
+ 6.4%
$87.99 - $111.79 $63.6K - $80.8K
12K $1.21M
GPN
Global Payments Inc

Industrials
6.62K
+ 24.8%
$67.47 - $99.6 $447K - $659K
33.3K $2.67M
HD
Home Depot, Inc.

Consumer Cyclical
550
+ 2.22%
$335.24 - $380.78 $184K - $209K
25.3K $9.28M
AAPL
Apple Inc.

Technology
28K
+ 20.18%
$172.42 - $223.89 $4.82M - $6.26M
167K $34.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.99K
+ 19.42%
$225.56 - $335.19 $449K - $667K
12.2K $2.91M
OWL
Blue Owl Capital Inc.

Financial Services
608
+ 0.24%
$15.9 - $21.16 $9.67K - $12.9K
254K $4.87M
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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