Strategic Wealth Partners, Ltd. New Holdings in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYLB
Xtrackers Usd High Yield Corp

ETFs
123
New
$34.72 - $36.92 $4.27K - $4.54K
123 $4K
HE
Hawaiian Electric Industries Inc

Utilities
451
New
$9.36 - $10.96 $4.22K - $4.94K
451 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
40
New
$99.37 - $134.05 $3.97K - $5.36K
40 $4K
MX
Magnachip Semiconductor Corp

Technology
1.18K
New
$2.65 - $4.14 $3.11K - $4.86K
1.18K $4K
VCTR
Victory Capital Holdings, Inc.

Financial Services
69
New
$51.28 - $64.94 $3.54K - $4.48K
69 $4K
ITA
Ishares Tr

ETFs
23
New
$135.31 - $188.64 $3.11K - $4.34K
23 $4K
K
Kellogg CO

Consumer Defensive
55
New
$77.85 - $82.88 $4.28K - $4.56K
55 $4K
FTCS
First Trust Capital Strength E

ETFs
51
New
$81.6 - $92.39 $4.16K - $4.71K
51 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
23
New
$160.22 - $209.35 $3.69K - $4.82K
23 $4K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
235
New
$18.94 - $21.67 $4.45K - $5.09K
235 $4K
POET
Poet Technologies Inc.

Technology
900
New
$3.21 - $5.45 $2.89K - $4.91K
900 $4K
MCO
Moodys Corp

Financial Services
8
New
$396.7 - $501.59 $3.17K - $4.01K
8 $4K
OSTK
Overstock.Com, Inc

Consumer Cyclical
158
New
N/A
158 $4K
IJS
Ishares S&P Smallcap 600 Value

ETFs
36
New
$83.54 - $100.04 $3.01K - $3.6K
36 $3K
CRNC
Cerence Inc.

Technology
346
New
$6.88 - $10.21 $2.38K - $3.53K
346 $3K
MAS
Masco Corp

Industrials
47
New
$58.73 - $71.06 $2.76K - $3.34K
47 $3K
CC
Chemours CO

Basic Materials
285
New
$9.4 - $13.06 $2.68K - $3.72K
285 $3K
SPG
Simon Property Group Inc

Real Estate
20
New
$140.37 - $171.44 $2.81K - $3.43K
20 $3K
USMC
Principal ETF U S Mega Cap

ETFs
54
New
$50.94 - $62.56 $2.75K - $3.38K
54 $3K
OZK
Bank Ozk

Financial Services
70
New
$37.58 - $47.34 $2.63K - $3.31K
70 $3K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
69
New
$39.44 - $49.12 $2.72K - $3.39K
69 $3K
ICE
Intercontinental Exchange, Inc.

Financial Services
21
New
$151.62 - $183.47 $3.18K - $3.85K
21 $3K
DXCM
Dexcom Inc

Healthcare
40
New
$59.83 - $87.57 $2.39K - $3.5K
40 $3K
BBAX
J P Morgan Betabuilders Develo

ETFs
61
New
$42.69 - $54.65 $2.6K - $3.33K
61 $3K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
144
New
$23.96 - $24.27 $3.45K - $3.49K
144 $3K
MNST
Monster Beverage Corp

Consumer Defensive
52
New
$55.01 - $64.24 $2.86K - $3.34K
52 $3K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
113
New
$27.3 - $31.8 $3.08K - $3.59K
113 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40
New
$73.02 - $90.22 $2.92K - $3.61K
40 $3K
VGLT
Vanguard Long Term Treasury Et

ETFs
64
New
$53.66 - $58.71 $3.43K - $3.76K
64 $3K
BAH
Booz Allen Hamilton Holding Corp

Industrials
29
New
$99.97 - $129.69 $2.9K - $3.76K
29 $3K
TRN
Trinity Industries Inc

Industrials
122
New
$24.11 - $28.86 $2.94K - $3.52K
122 $3K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
100
New
$25.48 - $31.98 $2.55K - $3.2K
100 $3K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
157
New
$21.55 - $22.2 $3.38K - $3.49K
157 $3K
NTR
Nutrien Ltd.

Basic Materials
64
New
$46.88 - $62.89 $3K - $4.02K
64 $3K
NGVT
Ingevity Corp

Basic Materials
83
New
$29.88 - $44.53 $2.48K - $3.7K
83 $3K
PVH
Pvh Corp.

Consumer Cyclical
50
New
$60.5 - $87.28 $3.03K - $4.36K
50 $3K
BCS
Barclays PLC

Financial Services
167
New
$12.69 - $18.61 $2.12K - $3.11K
167 $3K
RBLX
Roblox Corp

Communication Services
30
New
$51.22 - $105.59 $1.54K - $3.17K
30 $3K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
61
New
$48.5 - $49.35 $2.96K - $3.01K
61 $3K
IRDM
Iridium Communications Inc.

Communication Services
105
New
$21.57 - $30.17 $2.26K - $3.17K
105 $3K
KEY
Keycorp

Financial Services
200
New
$13.23 - $17.42 $2.65K - $3.48K
200 $3K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
80
New
$45.3 - $50.64 $3.62K - $4.05K
80 $3K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
138
New
$22.92 - $28.05 $3.16K - $3.87K
138 $3K
PHK
Pimco High Income Fund

Financial Services
813
New
$4.43 - $4.88 $3.6K - $3.97K
813 $3K
ALGN
Align Technology Inc

Healthcare
20
New
$144.32 - $190.42 $2.89K - $3.81K
20 $3K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
333
New
$8.48 - $11.94 $2.82K - $3.98K
333 $3K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
500
New
$5.0 - $7.65 $2.5K - $3.83K
500 $3K
NNN
National Retail Properties, Inc.

Real Estate
74
New
$37.56 - $43.42 $2.78K - $3.21K
74 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
180
New
$12.82 - $18.15 $2.31K - $3.27K
180 $3K
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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