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
CTVA
Corteva, Inc.

Basic Materials
367
+ 53.5%
$67.08 - $77.12 $24.6K - $28.3K
1.05K $71K
MGK
Vanguard Mega Cap Growth ETF

ETFs
46
+ 106.98%
$362.31 - $405.74 $16.7K - $18.7K
89 $35K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
780
+ 3.83%
$12.63 - $13.14 $9.85K - $10.2K
21.1K $275K
CPRT
Copart Inc

Consumer Cyclical
445
+ 102.77%
$44.6 - $49.97 $19.8K - $22.2K
878 $39K
CMCSA
Comcast Corp

Communication Services
650
+ 93.53%
$31.41 - $36.33 $20.4K - $23.6K
1.35K $42K
CSX
Csx Corp

Industrials
500
+ 909.09%
$32.05 - $36.52 $16K - $18.3K
555 $19K
VNQ
Vanguard Specialized Funds Van

ETFs
130
+ 5.3%
$88.47 - $93.24 $11.5K - $12.1K
2.59K $236K
DSL
Double Line Income Solutions Fund

Financial Services
830
+ 0.42%
$11.99 - $12.67 $9.95K - $10.5K
198K $2.43M
RY
Royal Bank Of Canada

Financial Services
68
+ 15.11%
$128.46 - $148.6 $8.74K - $10.1K
518 $76K
PHM
Pultegroup Inc

Consumer Cyclical
94
+ 68.12%
$108.0 - $141.42 $10.2K - $13.3K
232 $30K
OMC
Omnicom Group Inc.

Communication Services
188
+ 134.29%
$70.41 - $81.53 $13.2K - $15.3K
328 $26K
VV
Vanguard Large Cap ETF

ETFs
50
+ 94.34%
$285.05 - $309.14 $14.3K - $15.5K
103 $31K
LDOS
Leidos Holdings, Inc.

Technology
64
+ 67.37%
$159.2 - $188.96 $10.2K - $12.1K
159 $30K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
600
+ 35.29%
$24.65 - $24.98 $14.8K - $15K
2.3K $57K
VGLT
Vanguard Long Term Treasury Et

ETFs
264
+ 412.5%
$54.21 - $57.41 $14.3K - $15.2K
328 $18K
WSM
Williams Sonoma Inc

Consumer Cyclical
50
+ 32.89%
$163.62 - $210.2 $8.18K - $10.5K
202 $39K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
750
+ 6.93%
$46.51 - $50.07 $34.9K - $37.6K
11.6K $542K
EMGF
Ishares Msci Emerging Markets

ETFs
186
+ 29.86%
$51.93 - $56.75 $9.66K - $10.6K
809 $45K
ADBE
Adobe Inc.

Technology
49
+ 46.23%
$333.65 - $392.1 $16.3K - $19.2K
155 $54K
PSA
Public Storage

Real Estate
40
+ 2000.0%
$271.94 - $298.09 $10.9K - $11.9K
42 $12K
AFL
Aflac Inc

Financial Services
68
+ 8.24%
$98.09 - $111.7 $6.67K - $7.6K
893 $99K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
87
+ 2.28%
$102.4 - $103.88 $8.91K - $9.04K
3.9K $403K
CCI
Crown Castle International Corp

Real Estate
125
+ 104.17%
$92.96 - $113.91 $11.6K - $14.2K
245 $23K
TD
Toronto Dominion Bank

Financial Services
130
+ 100.78%
$72.55 - $79.95 $9.43K - $10.4K
259 $20K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
500
+ 24.39%
$21.86 - $22.98 $10.9K - $11.5K
2.55K $57K
GRMN
Garmin LTD

Technology
24
+ 16.0%
$211.13 - $246.22 $5.07K - $5.91K
174 $42K
VONG
Vanguard Russell 1000 Growth E

ETFs
56
+ 21.88%
$108.08 - $121.73 $6.05K - $6.82K
312 $37K
TOLZ
Dj Brookfield Global

ETFs
187
+ 8.81%
$52.67 - $54.58 $9.85K - $10.2K
2.31K $124K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
300
+ 12.02%
$21.69 - $23.34 $6.51K - $7K
2.8K $65K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
193
+ 13.0%
$50.82 - $51.09 $9.81K - $9.86K
1.68K $85K
VCTR
Victory Capital Holdings, Inc.

Financial Services
150
+ 217.39%
$63.69 - $72.67 $9.55K - $10.9K
219 $14K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
800
+ 17.54%
$12.09 - $12.69 $9.67K - $10.2K
5.36K $66K
BSX
Boston Scientific Corp

Healthcare
148
+ 25.0%
$97.03 - $108.14 $14.4K - $16K
740 $72K
KLAC
Kla Corp

Technology
7
+ 87.5%
$843.9 - $1078.6 $5.91K - $7.55K
15 $16K
WMB
Williams Companies, Inc.

Energy
152
+ 185.37%
$56.52 - $64.01 $8.59K - $9.73K
234 $14K
SJNK
Spdr Bloomberg Short Term High

ETFs
320
+ 49.77%
$25.28 - $25.63 $8.09K - $8.2K
963 $24K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
295
+ 20.3%
$22.64 - $23.22 $6.68K - $6.85K
1.75K $40K
SPG
Simon Property Group Inc

Real Estate
38
+ 190.0%
$159.93 - $187.67 $6.08K - $7.13K
58 $10K
GTO
Invesco Actively Managed ETF T

ETFs
142
+ 338.1%
$46.43 - $47.91 $6.59K - $6.8K
184 $8K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
67
+ 23.02%
$98.52 - $103.93 $6.6K - $6.96K
358 $36K
SU
Suncor Energy Inc

Energy
120
+ 90.23%
$37.83 - $43.02 $4.54K - $5.16K
253 $10K
NICE
Nice Ltd.

Technology
57
+ 57.0%
$127.85 - $171.98 $7.29K - $9.8K
157 $22K
KEYS
Keysight Technologies, Inc.

Technology
26
+ 39.39%
$158.51 - $178.15 $4.12K - $4.63K
92 $16K
KGC
Kinross Gold Corp

Basic Materials
1
+ 0.2%
$15.19 - $24.85 $15.2 - $24.9
502 $12K
ARBE
Arbe Robotics Ltd.

Technology
4.5K
+ 21.73%
$1.2 - $1.86 $5.4K - $8.37K
25.2K $41K
PID
Invesco Exchange Traded Fd Tr

ETFs
270
+ 0.03%
N/A
959K $17.1M
RXO
Rxo, Inc.
400
+ 14.78%
$14.25 - $17.9 $5.7K - $7.16K
3.11K $47K
PNR
Pentair PLC

Industrials
42
+ 1400.0%
$100.62 - $112.59 $4.23K - $4.73K
45 $4K
SRLN
Ssga Active Trust

ETFs
82
+ 24.4%
$41.28 - $41.65 $3.38K - $3.42K
418 $17K
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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