Strategic Wealth Partners, Ltd. Asset Management

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$14.3 Million 1.2% of portfolio
83,552
Q3 2025 Added 3.94%
$6.09B
$4.35 Million 0.37% of portfolio
257,110
Q3 2025 Added 1.4%
$0
$2.92 Million 0.25% of portfolio
275,161
Q3 2025 Added 30.49%
$0
$2.86 Million 0.24% of portfolio
197,950
Q3 2025 Reduced 0.05%
$0
$2.43 Million 0.2% of portfolio
198,187
Q3 2025 Added 0.42%
$0
$1.92 Million 0.16% of portfolio
128,801
Q3 2025 Added 18.89%
$0
$1.37 Million 0.11% of portfolio
88,316
Q3 2025 Added 1.12%
$78.4B
$1.24 Million 0.1% of portfolio
9,300
Q3 2025 Added 1.67%
$0
$1.06 Million 0.09% of portfolio
52,102
Q3 2025 Reduced 1.43%
$0
$945,000 0.08% of portfolio
38,114
Q3 2025 Added 1.16%
$4.11B
$589,000 0.05% of portfolio
10,253
Q3 2025 Added 2.53%
$0
$275,000 0.02% of portfolio
21,147
Q3 2025 Added 3.83%
$47B
$168,000 0.01% of portfolio
342
Q2 2025 New
$0
$103,000 0.01% of portfolio
6,608
Q3 2025 Added 3.12%
$2.37B
$95,000 0.01% of portfolio
6,960
Q3 2025 Reduced 6.66%
$103B
$79,000 0.01% of portfolio
615
Q3 2025 Added 2.33%
$0
$70,000 0.01% of portfolio
6,897
Q2 2025 Reduced 59.39%
$0
$66,000 0.01% of portfolio
5,360
Q3 2025 Added 17.54%
$0
$64,000 0.01% of portfolio
7,908
Q2 2025 New
$0
$57,000 0.0% of portfolio
2,550
Q3 2025 Added 24.39%
$4.41B
$35,000 0.0% of portfolio
1,356
Q3 2025 Added 0.67%
$23B
$25,000 0.0% of portfolio
249
Q2 2025 New
$0
$25,000 0.0% of portfolio
700
Q2 2025 New
$0
$20,000 0.0% of portfolio
692
Q2 2025 New
$4.34B
$14,000 0.0% of portfolio
219
Q3 2025 Added 217.39%
$21.1B
$14,000 0.0% of portfolio
173
Q2 2025 New
$0
$14,000 0.0% of portfolio
825
Q2 2025 New
$0
$12,000 0.0% of portfolio
1,449
Q3 2025 Added 20.85%
$7.17B
$12,000 0.0% of portfolio
271
Q3 2025 New
$0
$10,000 0.0% of portfolio
800
Q3 2025 Reduced 41.61%
$0
$10,000 0.0% of portfolio
530
Q3 2025 New
$0
$9,000 0.0% of portfolio
470
Q3 2025 New
$42.9B
$5,000 0.0% of portfolio
50
Q3 2025 Reduced 67.74%
$0
$4,000 0.0% of portfolio
813
Q2 2025 New
$0
$3,000 0.0% of portfolio
291
Q3 2025 New
$799M
$2,000 0.0% of portfolio
195
Q2 2025 New
$1.18B
$2,000 0.0% of portfolio
13
Q2 2025 New
$0
$0 0.0% of portfolio
6
Q3 2025 New
$0
$0 0.0% of portfolio
0
Q3 2025 New
$0
$0 0.0% of portfolio
0
Q3 2025 New
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