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
IBB
Ishares Biotechnology ETF

ETFs
1.22K
New
$112.02 - $129.0 $136K - $157K
1.22K $153K
ADP
Automatic Data Processing Inc

Industrials
486
New
$276.76 - $326.81 $135K - $159K
486 $149K
RSG
Republic Services, Inc.

Industrials
598
New
$227.2 - $258.07 $136K - $154K
598 $147K
FITB
Fifth Third Bancorp

Financial Services
3.54K
New
$33.32 - $41.51 $118K - $147K
3.54K $145K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.84K
New
$75.05 - $77.34 $138K - $142K
1.84K $142K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.28K
New
$107.93 - $110.97 $139K - $142K
1.28K $141K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
577
New
$180.84 - $240.32 $104K - $139K
577 $138K
CEG
Constellation Energy Corp

Utilities
428
New
$170.96 - $322.76 $73.2K - $138K
428 $138K
EFG
Msci Eafe Growth ETF

ETFs
1.23K
New
$89.8 - $112.0 $110K - $138K
1.23K $137K
TTEK
Tetra Tech Inc

Industrials
3.78K
New
$28.01 - $36.25 $106K - $137K
3.78K $135K
NVO
Novo Nordisk A S

Healthcare
1.96K
New
$58.08 - $81.05 $114K - $159K
1.96K $135K
IXN
Ishares Global Information Tec

ETFs
1.42K
New
$65.81 - $92.34 $93.6K - $131K
1.42K $131K
QUAL
Ishares Msci Usa Quality Facto

ETFs
718
New
$152.42 - $182.82 $109K - $131K
718 $131K
EFV
Msci Eafe Value ETF

ETFs
2.06K
New
$52.4 - $64.65 $108K - $133K
2.06K $130K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.67K
New
$57.46 - $75.58 $96.1K - $126K
1.67K $126K
APD
Air Products & Chemicals, Inc.

Basic Materials
443
New
$248.61 - $294.96 $110K - $131K
443 $124K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.11K
New
$66.89 - $111.18 $74K - $123K
1.11K $122K
VB
Vanguard Small Cap ETF

ETFs
512
New
$193.73 - $237.37 $99.2K - $122K
512 $121K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.01K
New
$99.48 - $124.46 $100K - $125K
1.01K $119K
NTAP
Net App, Inc.

Technology
1.11K
New
$76.1 - $106.55 $84.5K - $118K
1.11K $118K
VBK
Vanguard Small Cap Growth ETF

ETFs
424
New
$219.76 - $276.94 $93.2K - $117K
424 $117K
NOC
Northrop Grumman Corp

Industrials
232
New
$456.3 - $540.39 $106K - $125K
232 $115K
TOLZ
Dj Brookfield Global

ETFs
2.12K
New
$48.57 - $54.85 $103K - $116K
2.12K $114K
HCA
Hca Healthcare, Inc.

Healthcare
300
New
$317.61 - $387.52 $95.3K - $116K
300 $114K
IRM
Iron Mountain Inc

Real Estate
1.11K
New
$76.93 - $105.25 $85.3K - $117K
1.11K $113K
SIMO
Silicon Motion Technology Corp

Technology
1.46K
New
$38.95 - $75.77 $56.8K - $110K
1.46K $109K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.15K
New
$85.42 - $94.39 $97.9K - $108K
1.15K $107K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.29K
New
$79.56 - $82.92 $103K - $107K
1.29K $106K
FDX
Fedex Corp

Industrials
470
New
$198.07 - $245.17 $93.1K - $115K
470 $106K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.17K
New
$73.7 - $90.98 $86.2K - $106K
1.17K $106K
UL
Unilever PLC

Consumer Defensive
1.72K
New
$57.9 - $65.43 $99.4K - $112K
1.72K $105K
SCHO
Schwab Short Term Us Treasury

ETFs
4.24K
New
$24.19 - $24.45 $103K - $104K
4.24K $103K
SMR
Nuscale Power Corp

Industrials
2.6K
New
$12.6 - $43.24 $32.8K - $113K
2.6K $102K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.26K
New
$65.42 - $80.7 $82.4K - $102K
1.26K $101K
SLV
I Shares Silver Trust

ETFs
3.11K
New
$27.08 - $33.74 $84.1K - $105K
3.11K $101K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.48K
New
$55.73 - $68.72 $82.7K - $102K
1.48K $101K
IWV
Ishares Russell 3000 ETF

ETFs
289
New
$281.67 - $351.0 $81.4K - $101K
289 $101K
ISCG
Ishares Morningstar Small Cap

ETFs
2K
New
$39.44 - $49.76 $79K - $99.7K
2K $99K
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.73K
New
N/A
1.73K $98K
CQP
Cheniere Energy Partners, L.P.

Energy
1.75K
New
$54.61 - $68.04 $95.6K - $119K
1.75K $98K
O
Realty Income Corp

Real Estate
1.7K
New
$52.27 - $58.52 $88.9K - $99.5K
1.7K $97K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
3.05K
New
$31.07 - $32.25 $94.6K - $98.2K
3.05K $96K
KMB
Kimberly Clark Corp

Consumer Defensive
752
New
$126.84 - $145.22 $95.4K - $109K
752 $96K
FXH
First Tr Exchange Trd Fd Healt

ETFs
934
New
$93.63 - $103.68 $87.5K - $96.8K
934 $96K
HAS
Hasbro, Inc.

Consumer Cyclical
1.3K
New
$50.71 - $73.82 $65.7K - $95.7K
1.3K $95K
XPO
Xpo Logistics, Inc.

Industrials
759
New
$91.46 - $128.1 $69.4K - $97.2K
759 $95K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.23K
New
$37.86 - $43.29 $84.5K - $96.7K
2.23K $94K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.4K
New
$50.5 - $71.23 $70.9K - $99.9K
1.4K $94K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.75K
New
$40.94 - $52.1 $71.8K - $91.3K
1.75K $91K
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email