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
ROKU
Roku, Inc

Communication Services
44
New
$55.1 - $87.89 $2.42K - $3.87K
44 $3K
JOBY
Joby Aviation, Inc.

Industrials
335
New
$5.33 - $10.55 $1.79K - $3.53K
335 $3K
FPE
First Tr Pfd Secs & Income ETF

ETFs
216
New
$16.93 - $17.81 $3.66K - $3.85K
216 $3K
BCE
Bce Inc

Communication Services
162
New
$20.87 - $22.95 $3.38K - $3.72K
162 $3K
SFL
Sfl Corp Ltd.

Industrials
275
New
$7.1 - $8.92 $1.95K - $2.45K
275 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
New
$109.83 - $131.67 $2.09K - $2.5K
19 $2K
SRE
Sempra Energy

Utilities
28
New
$63.78 - $78.91 $1.79K - $2.21K
28 $2K
AEE
Ameren Corp

Utilities
27
New
$94.23 - $101.68 $2.54K - $2.75K
27 $2K
KR
Kroger CO

Consumer Defensive
31
New
$64.62 - $74.0 $2K - $2.29K
31 $2K
ROL
Rollins Inc

Consumer Cyclical
53
New
$50.65 - $58.58 $2.68K - $3.1K
53 $2K
VRTS
Virtus Investment Partners, Inc.

Financial Services
13
New
$143.2 - $185.33 $1.86K - $2.41K
13 $2K
BOND
Pimco Active Bond Exchange Tra

ETFs
26
New
$89.87 - $92.93 $2.34K - $2.42K
26 $2K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
47
New
$42.72 - $44.24 $2.01K - $2.08K
47 $2K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
57
New
$44.68 - $45.96 $2.55K - $2.62K
57 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
46
New
$45.98 - $56.15 $2.12K - $2.58K
46 $2K
LVS
Las Vegas Sands Corp

Consumer Cyclical
64
New
$30.7 - $44.12 $1.96K - $2.82K
64 $2K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
131
New
$20.16 - $23.26 $2.64K - $3.05K
131 $2K
ING
Ing Groep Nv

Financial Services
102
New
$16.62 - $21.98 $1.7K - $2.24K
102 $2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
27
New
$78.98 - $90.1 $2.13K - $2.43K
27 $2K
CLOV
Clover Health Investments, Corp.

Healthcare
1K
New
$2.74 - $3.77 $2.74K - $3.77K
1K $2K
TYL
Tyler Technologies Inc

Technology
5
New
$521.68 - $592.84 $2.61K - $2.96K
5 $2K
MKSI
Mks Instruments Inc

Technology
21
New
$58.78 - $100.27 $1.23K - $2.11K
21 $2K
CL
Colgate Palmolive CO

Consumer Defensive
33
New
$87.57 - $96.0 $2.89K - $3.17K
33 $2K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
9
New
$196.72 - $266.32 $1.77K - $2.4K
9 $2K
PAX
Patria Investments LTD

Financial Services
195
New
$9.68 - $14.06 $1.89K - $2.74K
195 $2K
ATKR
Atkore Inc.

Industrials
40
New
$52.02 - $71.15 $2.08K - $2.85K
40 $2K
BGS
B&G Foods, Inc.

Consumer Defensive
670
New
$4.02 - $7.07 $2.69K - $4.74K
670 $2K
ADUS
Addus Home Care Corp

Healthcare
25
New
$96.32 - $118.0 $2.41K - $2.95K
25 $2K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
77
New
$18.96 - $20.43 $1.46K - $1.57K
77 $1K
PPL
Ppl Corp

Utilities
52
New
$33.45 - $36.5 $1.74K - $1.9K
52 $1K
GFS
Globalfoundries Inc.

Technology
50
New
$30.37 - $40.03 $1.52K - $2K
50 $1K
HPQ
Hp Inc

Technology
45
New
$21.88 - $29.32 $985 - $1.32K
45 $1K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
100
New
$13.25 - $14.85 $1.33K - $1.49K
100 $1K
CYH
Community Health Systems Inc

Healthcare
404
New
$2.39 - $4.35 $966 - $1.76K
404 $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
139
New
$6.56 - $9.72 $912 - $1.35K
139 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
17
New
$66.47 - $81.81 $1.13K - $1.39K
17 $1K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
100
New
$16.37 - $18.59 $1.64K - $1.86K
100 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
14
New
$50.06 - $80.8 $701 - $1.13K
14 $1K
ADC
Agree Realty Corp

Real Estate
26
New
$70.68 - $79.12 $1.84K - $2.06K
26 $1K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
7
New
$140.37 - $177.56 $983 - $1.24K
7 $1K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
20
New
$71.89 - $88.34 $1.44K - $1.77K
20 $1K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
50
New
$27.24 - $33.15 $1.36K - $1.66K
50 $1K
VGIT
Vanguard Intermediate Term Tre

ETFs
22
New
$58.63 - $59.9 $1.29K - $1.32K
22 $1K
LPX
Louisiana Pacific Corp

Industrials
23
New
$81.16 - $95.48 $1.87K - $2.2K
23 $1K
SCCO
Southern Copper Corp

Basic Materials
12
New
$75.63 - $104.64 $908 - $1.26K
12 $1K
VOD
Vodafone Group Public LTD CO

Communication Services
127
New
$8.19 - $10.66 $1.04K - $1.35K
127 $1K
MATV
Schweitzer Mauduit International Inc

Basic Materials
288
New
$4.58 - $6.98 $1.32K - $2.01K
288 $1K
GM
General Motors CO

Consumer Cyclical
35
New
$42.48 - $50.46 $1.49K - $1.77K
35 $1K
FVD
First Tr Value Line Divid Inde

ETFs
28
New
$40.62 - $45.12 $1.14K - $1.26K
28 $1K
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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