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
NSC
Norfolk Southern Corp

Industrials
48
New
$206.34 - $257.46 $9.9K - $12.4K
48 $12K
RFG
Invesco Exchange Traded Fd Tr

ETFs
250
New
$39.08 - $48.9 $9.77K - $12.2K
250 $12K
DFAE
Dimensional ETF Tr

ETFs
413
New
$22.87 - $28.95 $9.45K - $12K
413 $11K
FILL
Ishares Inc Msci Global Energy

ETFs
478
New
$20.55 - $24.96 $9.82K - $11.9K
478 $11K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
127
New
$90.21 - $112.66 $11.5K - $14.3K
127 $11K
HOG
Harley Davidson, Inc.

Consumer Cyclical
500
New
$20.82 - $25.94 $10.4K - $13K
500 $11K
MKC
Mccormick & CO Inc

Consumer Defensive
158
New
$71.11 - $82.25 $11.2K - $13K
158 $11K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
358
New
$24.54 - $32.8 $8.79K - $11.7K
358 $11K
FLO
Flowers Foods Inc

Consumer Defensive
702
New
$15.86 - $19.21 $11.1K - $13.5K
702 $11K
ENPH
Enphase Energy, Inc.

Technology
290
New
$34.56 - $62.52 $10K - $18.1K
290 $11K
LIT
Global X Fds Global X Lithium

ETFs
300
New
$31.82 - $39.24 $9.55K - $11.8K
300 $11K
EME
Emcor Group, Inc.

Industrials
22
New
$342.02 - $534.89 $7.52K - $11.8K
22 $11K
ITM
Vaneck Intermediate Muni ETF

ETFs
255
New
$44.27 - $45.82 $11.3K - $11.7K
255 $11K
SCI
Service Corp International

Consumer Cyclical
123
New
$73.58 - $81.65 $9.05K - $10K
123 $10K
FEX
First Tr Large Cap Core Alphde

ETFs
100
New
$90.17 - $109.96 $9.02K - $11K
100 $10K
ANSS
Ansys Inc

Technology
30
New
$284.19 - $351.22 $8.53K - $10.5K
30 $10K
BHP
Bhp Group LTD

Basic Materials
209
New
$40.22 - $50.88 $8.41K - $10.6K
209 $10K
SCHG
Schwab Strategic Tr Us Large C

ETFs
360
New
$22.27 - $29.21 $8.02K - $10.5K
360 $10K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
206
New
$49.57 - $50.27 $10.2K - $10.4K
206 $10K
NXPI
Nxp Semiconductors N.V.

Technology
48
New
$153.5 - $218.72 $7.37K - $10.5K
48 $10K
NAK
Northern Dynasty Minerals LTD

Basic Materials
7.5K
New
$0.8 - $1.55 $6K - $11.6K
7.5K $10K
KEYS
Keysight Technologies, Inc.

Technology
66
New
$127.02 - $165.4 $8.38K - $10.9K
66 $10K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
220
New
$46.46 - $47.44 $10.2K - $10.4K
220 $10K
FTNT
Fortinet, Inc.

Technology
100
New
$84.71 - $108.69 $8.47K - $10.9K
100 $10K
OMC
Omnicom Group Inc.

Communication Services
140
New
$69.22 - $79.77 $9.69K - $11.2K
140 $10K
PXE
Invesco Exchange Traded Fd Tr

ETFs
372
New
$22.69 - $30.2 $8.44K - $11.2K
372 $10K
VTRS
Viatris Inc

Healthcare
1.13K
New
$7.26 - $9.12 $8.18K - $10.3K
1.13K $10K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
360
New
$23.18 - $30.7 $8.34K - $11.1K
360 $10K
FNDX
Schwab Fundamental U S Large C

ETFs
441
New
$20.84 - $24.54 $9.19K - $10.8K
441 $10K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
540
New
N/A
540 $10K
XSMO
Invesco S&P Smallcap Momentum

ETFs
150
New
$55.15 - $68.11 $8.27K - $10.2K
150 $10K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
3.75K
New
$2.45 - $3.26 $9.19K - $12.2K
3.75K $10K
SJM
J M Smucker CO

Consumer Defensive
102
New
$94.41 - $118.52 $9.63K - $12.1K
102 $10K
MELI
Mercadolibre Inc

Consumer Cyclical
4
New
$1794.73 - $2613.63 $7.18K - $10.5K
4 $10K
CME
Cme Group Inc.

Financial Services
38
New
$252.37 - $290.71 $9.59K - $11K
38 $10K
DVN
Devon Energy Corp

Energy
301
New
$26.8 - $37.92 $8.07K - $11.4K
301 $9K
FNDF
Schwab Fundamental Intl Large

ETFs
230
New
$32.25 - $40.02 $7.42K - $9.2K
230 $9K
NDAQ
Nasdaq, Inc.

Financial Services
102
New
$66.4 - $89.42 $6.77K - $9.12K
102 $9K
EQR
Equity Residential

Real Estate
140
New
$61.82 - $71.72 $8.65K - $10K
140 $9K
TFC
Truist Financial Corp

Financial Services
211
New
$34.79 - $42.99 $7.34K - $9.07K
211 $9K
TD
Toronto Dominion Bank

Financial Services
129
New
$55.71 - $73.45 $7.19K - $9.48K
129 $9K
IYR
Ishares Tr

ETFs
104
New
$84.48 - $96.25 $8.79K - $10K
104 $9K
PNW
Pinnacle West Capital Corp

Utilities
105
New
$88.3 - $95.43 $9.27K - $10K
105 $9K
EPAM
Epam Systems, Inc.

Technology
50
New
N/A
50 $9K
AMCR
Amcor PLC

Consumer Cyclical
1.04K
New
$8.57 - $9.81 $8.9K - $10.2K
1.04K $9K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
372
New
$23.54 - $27.53 $8.76K - $10.2K
372 $9K
SPMD
Spdr Portfolio

ETFs
171
New
$44.89 - $54.38 $7.68K - $9.3K
171 $9K
CFG
Citizens Financial Group Inc

Financial Services
217
New
$34.27 - $44.75 $7.44K - $9.71K
217 $9K
MRNA
Moderna, Inc.

Healthcare
357
New
$23.65 - $28.54 $8.44K - $10.2K
357 $9K
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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