Strategic Wealth Partners, Ltd. Purchases in Q4 2024

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
100K
New
$87.5 - $110.17 $8.75M - $11M
100K $10M
MSFT
Microsoft Corp

Technology
24.7K
+ 33.25%
$406.35 - $454.46 $10M - $11.2M
98.9K $41.7M
AAPL
Apple Inc.

Technology
24.7K
+ 21.65%
$221.69 - $259.02 $5.47M - $6.39M
139K $34.7M
AVGO
Broadcom Inc.

Technology
15.9K
+ 21.7%
$159.67 - $250.0 $2.53M - $3.96M
88.9K $20.6M
UNP
Union Pacific Corp

Industrials
32.9K
+ 512.04%
$223.15 - $249.32 $7.33M - $8.19M
39.3K $8.96M
AIT
Applied Industrial Technologies Inc

Industrials
28.4K
New
$220.05 - $280.49 $6.24M - $7.96M
28.4K $6.8M
ITB
Ishares Tr

ETFs
64.7K
New
$103.31 - $129.34 $6.69M - $8.37M
64.7K $6.69M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
28.2K
New
$193.7 - $235.05 $5.46M - $6.63M
28.2K $6.45M
TGT
Target Corp

Consumer Defensive
46.8K
+ 1092.76%
$121.59 - $160.69 $5.69M - $7.52M
51.1K $6.91M
IYT
Ishares Tr U.S. Transportation

ETFs
91.1K
New
$66.79 - $75.4 $6.09M - $6.87M
91.1K $6.16M
CRM
Salesforce, Inc.

Technology
8.32K
+ 23.2%
$270.87 - $367.87 $2.25M - $3.06M
44.2K $14.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
54K
+ 41.37%
$91.29 - $91.8 $4.93M - $4.96M
184K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
12.7K
+ 105.2%
$385.02 - $431.37 $4.89M - $5.48M
24.8K $9.63M
GS
Goldman Sachs Group Inc

Financial Services
4.59K
+ 22.04%
$486.1 - $608.57 $2.23M - $2.79M
25.4K $14.6M
KMI
Kinder Morgan, Inc.

Energy
77.4K
+ 28.99%
$22.59 - $28.54 $1.75M - $2.21M
344K $9.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16K
+ 32.49%
$178.39 - $215.0 $2.85M - $3.43M
65.1K $12.6M
NVDA
Nvidia Corp

Technology
17.6K
+ 20.94%
$117.0 - $148.88 $2.06M - $2.63M
102K $13.7M
JPM
Jpmorgan Chase & CO

Financial Services
7.14K
+ 13.69%
$205.18 - $250.29 $1.47M - $1.79M
59.3K $14.2M
EMR
Emerson Electric CO

Industrials
18.7K
+ 32.7%
$108.13 - $134.33 $2.02M - $2.52M
76K $9.42M
AMZN
Amazon Com Inc

Consumer Cyclical
4.07K
+ 6.2%
$180.88 - $232.93 $736K - $948K
69.8K $15.3M
UNH
Unitedhealth Group Inc

Healthcare
6.86K
+ 108.17%
$485.52 - $625.25 $3.33M - $4.29M
13.2K $6.68M
MTCH
Match Group, Inc.

Communication Services
99.3K
+ 152.74%
$30.29 - $38.64 $3.01M - $3.84M
164K $5.38M
IBM
International Business Machines Corp

Technology
13.3K
+ 35.25%
$204.9 - $238.04 $2.73M - $3.17M
51.1K $11.2M
DLR
Digital Realty Trust, Inc.

Real Estate
14.3K
+ 70.93%
$156.46 - $195.69 $2.24M - $2.8M
34.5K $6.11M
HON
Honeywell International Inc

Industrials
10K
+ 33.73%
$202.84 - $236.0 $2.04M - $2.37M
39.8K $8.99M
AZN
Astrazeneca PLC

Healthcare
61.3K
+ 62.71%
$63.2 - $79.58 $3.87M - $4.87M
159K $10.4M
STX
Seagate Technology Holdings PLC

Technology
40.2K
+ 120.96%
$86.31 - $112.64 $3.47M - $4.52M
73.4K $6.33M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5.72K
+ 126.48%
$260.53 - $404.79 $1.49M - $2.32M
10.2K $3.92M
C
Citigroup Inc

Financial Services
28.4K
+ 41.78%
$61.31 - $72.5 $1.74M - $2.06M
96.5K $6.79M
ORCL
Oracle Corp

Technology
16.1K
+ 31.9%
$165.41 - $192.43 $2.66M - $3.09M
66.5K $11.1M
VZ
Verizon Communications Inc

Communication Services
71.2K
+ 75.42%
$39.6 - $45.21 $2.82M - $3.22M
165K $6.62M
V
Visa Inc.

Financial Services
2.26K
+ 6.25%
$273.87 - $320.91 $618K - $725K
38.4K $12.1M
ARMK
Aramark

Industrials
62.4K
+ 32.46%
$37.25 - $42.22 $2.32M - $2.63M
255K $9.5M
BKR
Baker Hughes CO

Energy
25.6K
+ 12.43%
$35.98 - $44.88 $920K - $1.15M
231K $9.48M
GOOGL
Alphabet Inc.

Communication Services
262
+ 0.32%
$161.86 - $196.66 $42.4K - $51.5K
81.6K $15.4M
PM
Philip Morris International Inc.

Consumer Defensive
16.5K
+ 28.97%
$118.38 - $133.06 $1.96M - $2.2M
73.6K $8.86M
SBUX
Starbucks Corp

Consumer Cyclical
27.4K
+ 30.69%
$87.44 - $102.5 $2.4M - $2.81M
117K $10.6M
ACN
Accenture PLC

Technology
5.61K
+ 18.92%
$343.9 - $376.86 $1.93M - $2.11M
35.2K $12.4M
SYY
Sysco Corp

Consumer Defensive
26.2K
+ 34.21%
$73.63 - $81.77 $1.93M - $2.14M
103K $7.85M
ESTA
Establishment Labs Holdings Inc.

Healthcare
40.7K
New
$37.51 - $48.81 $1.53M - $1.99M
40.7K $1.87M
INTU
Intuit Inc

Technology
2.82K
+ 26.37%
$602.01 - $706.25 $1.69M - $1.99M
13.5K $8.48M
SYK
Stryker Corp

Healthcare
4.67K
+ 25.01%
$345.14 - $392.15 $1.61M - $1.83M
23.3K $8.41M
META
Meta Platforms, Inc.

Communication Services
2.68K
+ 97.45%
$554.08 - $632.68 $1.48M - $1.69M
5.43K $3.2M
ABC
Amerisourcebergen Corp

Healthcare
8.09K
+ 34.21%
N/A
31.7K $5.88M
NFLX
Netflix Inc

Communication Services
1.62K
New
$687.65 - $936.56 $1.11M - $1.51M
1.62K $1.44M
TJX
Tjx Companies Inc

Consumer Cyclical
9.78K
+ 14.8%
$112.15 - $127.2 $1.1M - $1.24M
75.9K $9.17M
TSLA
Tesla, Inc.

Consumer Cyclical
1.27K
+ 21.3%
$213.65 - $479.86 $272K - $610K
7.25K $2.93M
IVV
Ishares Core S&P 500 ETF

ETFs
1.97K
+ 13.37%
$570.51 - $610.59 $1.12M - $1.2M
16.7K $9.84M
VMC
Vulcan Materials CO

Basic Materials
4.7K
+ 27.13%
$237.95 - $292.31 $1.12M - $1.37M
22K $5.66M
Activity Summary
Buys All Purchases 197 New Holdings 41 Increased Positions 156 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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