Strategic Wealth Partners, Ltd. Sells in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-765
- 28.63%
$60.98 - $80.12 $46.6K - $61.3K
1.91K $152K
RIO
Rio Tinto PLC

Basic Materials
-531
- 14.74%
$52.32 - $62.75 $27.8K - $33.3K
3.07K $179K
CI
Cigna Corp

Healthcare
-296
- 23.78%
$301.89 - $340.04 $89.4K - $101K
949 $313K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.03K
- 14.64%
$29.07 - $29.38 $30.1K - $30.4K
6.03K $176K
AME
Ametek Inc

Industrials
-154
- 9.83%
$151.41 - $182.75 $23.3K - $28.1K
1.41K $255K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-520
- 4.98%
$47.02 - $47.83 $24.5K - $24.9K
9.93K $474K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-332
- 8.72%
$77.74 - $78.78 $25.8K - $26.2K
3.48K $273K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-650
- 4.22%
$30.29 - $30.83 $19.7K - $20K
14.7K $454K
SHW
Sherwin Williams CO

Basic Materials
-65
- 4.56%
$313.51 - $363.51 $20.4K - $23.6K
1.36K $466K
EPD
Enterprise Products Partners L.P.

Energy
-400
- 3.4%
$28.95 - $34.22 $11.6K - $13.7K
11.4K $352K
INTC
Intel Corp

Technology
-1.41K
- 14.62%
$18.13 - $22.69 $25.6K - $32K
8.24K $184K
MUB
Ishares National Muni Bond ETF

ETFs
-16
- 0.52%
$102.31 - $105.8 $1.64K - $1.69K
3.08K $321K
CAT
Caterpillar Inc

Industrials
-102
- 8.34%
$273.94 - $388.21 $27.9K - $39.6K
1.12K $435K
TFLO
Ishares Treasury Floating Rate

ETFs
-74
- 1.11%
$50.47 - $50.66 $3.73K - $3.75K
6.57K $332K
ARCC
Ares Capital Corp

Financial Services
-291
- 0.55%
$18.91 - $22.43 $5.5K - $6.53K
52.9K $1.16M
VNQ
Vanguard Specialized Funds Van

ETFs
-1
- 0.04%
$79.79 - $91.42 $79.8 - $91.4
2.46K $218K
Oaktree Specialty Lending Corp Com
-10.5K
- 21.93%
N/A
37.5K $0
Sila Realty Trust Inc Common Stock
-1.15K
- 12.76%
N/A
7.88K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-122K
- 98.75%
N/A
1.55K $0
Jacobs Solutions Inc Com
-194
- 10.06%
N/A
1.73K $0
Primo Brands Corporation Class A Com Shs
-368
- 0.6%
N/A
60.7K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-211
- 0.74%
N/A
28.4K $0
Lazard Inc Com
-207K
- 95.79%
N/A
9.1K $0
Corpay Inc Com Shs
-735
- 4.88%
N/A
14.3K $0
SOXX
Ishares Semiconductor ETF

ETFs
-410
- 9.44%
$154.86 - $239.07 $63.5K - $98K
3.94K $939K
CB
Chubb LTD

Financial Services
-78
- 4.0%
$274.32 - $302.46 $21.4K - $23.6K
1.87K $542K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-76
- 4.52%
$456.74 - $568.03 $34.7K - $43.2K
1.61K $911K
SLI
Standard Lithium Ltd.

Basic Materials
-437
- 2.24%
$1.11 - $1.96 $485 - $857
19.1K $37K
TRV
Travelers Companies, Inc.

Financial Services
-42
- 5.02%
$233.83 - $276.34 $9.82K - $11.6K
794 $212K
DIS
Walt Disney CO

Communication Services
-292
- 6.87%
$81.72 - $124.01 $23.9K - $36.2K
3.96K $490K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-925
- 1.32%
$24.98 - $25.66 $23.1K - $23.7K
69K $1.77M
VEU
Vanguard Ftse All World Ex Us

ETFs
-160
- 4.8%
$54.19 - $67.22 $8.67K - $10.8K
3.17K $213K
ETR
Entergy Corp

Utilities
-238
- 4.04%
$79.01 - $86.61 $18.8K - $20.6K
5.66K $470K
CVS
Cvs Health Corp

Healthcare
-1.36K
- 27.76%
$60.04 - $70.18 $81.5K - $95.2K
3.53K $243K
BA
Boeing CO

Industrials
-110
- 7.61%
$136.59 - $217.51 $15K - $23.9K
1.34K $279K
IEF
Ishares Barclays

ETFs
-99
- 0.87%
$93.15 - $96.56 $9.22K - $9.56K
11.3K $1.08M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-950
- 3.46%
$17.17 - $19.9 $16.3K - $18.9K
26.5K $509K
CSCO
Cisco Systems, Inc.

Technology
-2.03K
- 10.57%
$53.19 - $69.38 $108K - $141K
17.2K $1.19M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.8K
- 4.56%
$22.63 - $26.95 $40.8K - $48.5K
37.7K $1.02M
T
At&T Inc.

Communication Services
-2.83K
- 11.7%
$26.33 - $28.94 $74.6K - $82K
21.4K $618K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-598
- 5.43%
$483.48 - $539.8 $289K - $323K
10.4K $5.06M
WELL
Welltower Inc.

Real Estate
-26
- 1.0%
$136.49 - $155.22 $3.55K - $4.04K
2.57K $394K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-27
- 0.2%
$114.78 - $133.31 $3.1K - $3.6K
13.3K $1.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
-411
- 24.28%
$321.63 - $509.31 $132K - $209K
1.28K $652K
MS
Morgan Stanley

Financial Services
-25
- 0.48%
$99.83 - $140.86 $2.5K - $3.52K
5.16K $726K
PGR
Progressive Corp

Financial Services
-124
- 2.52%
$255.27 - $288.74 $31.7K - $35.8K
4.8K $1.28M
SO
Southern CO

Utilities
-118
- 0.95%
$84.91 - $92.56 $10K - $10.9K
12.3K $1.13M
USFD
Us Foods Holding Corp.

Consumer Defensive
-800
- 4.42%
$60.47 - $79.12 $48.4K - $63.3K
17.3K $1.33M
APH
Amphenol Corp

Technology
-3
- 0.08%
$59.09 - $98.75 $177 - $296
3.96K $391K
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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