Strategic Wealth Partners, Ltd. Asset Management

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$12 Million 1.06% of portfolio
80,388
Q2 2025 Added 506.84%
$8.98B
$4.87 Million 0.43% of portfolio
253,570
Q2 2025 Added 0.24%
$0
$2.75 Million 0.24% of portfolio
198,042
Q2 2025 Reduced 4.03%
$0
$2.42 Million 0.21% of portfolio
197,357
Q2 2025 Added 69.03%
$0
$2.25 Million 0.2% of portfolio
108,336
Q2 2025 Reduced 12.22%
$0
$2.23 Million 0.2% of portfolio
210,861
Q2 2025 Added 30.96%
$0
$1.34 Million 0.12% of portfolio
87,336
Q4 2024 Added 0.81%
$86.8B
$1.3 Million 0.11% of portfolio
9,147
Q2 2025 New
$0
$1.16 Million 0.1% of portfolio
52,858
Q2 2025 Reduced 0.55%
$0
$1.02 Million 0.09% of portfolio
37,677
Q2 2025 Reduced 4.56%
$4.57B
$524,000 0.05% of portfolio
10,000
Q2 2025 New
$0
$257,000 0.02% of portfolio
20,367
Q2 2025 New
$55.2B
$182,000 0.02% of portfolio
342
Q2 2025 New
$0
$175,000 0.02% of portfolio
22,575
Q4 2024 Reduced 26.17%
$2.54B
$109,000 0.01% of portfolio
7,457
Q2 2025 Reduced 29.44%
$33.2B
$84,000 0.01% of portfolio
490
Q2 2025 New
$0
$78,000 0.01% of portfolio
6,408
Q2 2025 New
$0
$77,000 0.01% of portfolio
6,897
Q2 2025 Reduced 59.39%
$0
$63,000 0.01% of portfolio
7,908
Q2 2025 New
$0
$56,000 0.0% of portfolio
4,560
Q2 2025 New
$606M
$49,000 0.0% of portfolio
5,144
Q2 2025 New
$0
$46,000 0.0% of portfolio
2,050
Q2 2025 New
$4.98B
$41,000 0.0% of portfolio
1,347
Q2 2025 New
$24.3B
$24,000 0.0% of portfolio
249
Q2 2025 New
$0
$21,000 0.0% of portfolio
700
Q2 2025 New
$0
$17,000 0.0% of portfolio
692
Q2 2025 New
$0
$17,000 0.0% of portfolio
1,370
Q2 2025 New
$40.9B
$16,000 0.0% of portfolio
155
Q2 2025 New
$0
$15,000 0.0% of portfolio
1,000
Q2 2025 New
$19.3B
$13,000 0.0% of portfolio
173
Q2 2025 New
$0
$13,000 0.0% of portfolio
825
Q2 2025 New
$0
$9,000 0.0% of portfolio
1,199
Q2 2025 New
$297M
$8,000 0.0% of portfolio
826
Q2 2025 Reduced 95.17%
$0
$7,000 0.0% of portfolio
700
Q2 2025 New
$4.97B
$4,000 0.0% of portfolio
69
Q2 2025 New
$0
$3,000 0.0% of portfolio
813
Q2 2025 New
$752M
$2,000 0.0% of portfolio
195
Q2 2025 New
$1.41B
$2,000 0.0% of portfolio
13
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
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