Strategic Wealth Partners, Ltd. Purchases in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
73K
+ 89.5%
$144.7 - $178.6 $10.6M - $13M
155K $27.2M
MSFT
Microsoft Corp

Technology
7.66K
+ 7.74%
$354.56 - $497.45 $2.71M - $3.81M
107K $53M
ORCL
Oracle Corp

Technology
33.5K
+ 50.33%
$122.82 - $218.63 $4.11M - $7.32M
99.9K $21.9M
BX
Blackstone Inc.

Financial Services
67.1K
+ 506.84%
$120.07 - $151.11 $8.06M - $10.1M
80.4K $12M
ETN
Eaton Corp PLC

Industrials
23.5K
+ 1965.33%
$246.52 - $356.99 $5.78M - $8.38M
24.7K $8.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
129K
New
$48.81 - $59.48 $6.27M - $7.64M
129K $7.63M
AVGO
Broadcom Inc.

Technology
12.7K
+ 14.27%
$146.29 - $275.65 $1.86M - $3.5M
102K $28M
EWJ
Ishares Msci Japan ETF

ETFs
97.9K
+ 2246.9%
$61.32 - $75.28 $6M - $7.37M
102K $7.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25.8K
New
$179.95 - $278.88 $4.64M - $7.18M
25.8K $7.18M
EMLP
First Tr Exchange Traded Iv

ETFs
180K
New
$33.62 - $37.89 $6.05M - $6.82M
180K $6.75M
DLR
Digital Realty Trust, Inc.

Real Estate
32.6K
+ 94.53%
$136.11 - $177.69 $4.44M - $5.79M
67.1K $11.7M
FCX
Freeport Mcmoran Inc

Basic Materials
121K
New
$29.15 - $44.46 $3.54M - $5.39M
121K $5.26M
PM
Philip Morris International Inc.

Consumer Defensive
2.96K
+ 4.01%
$149.23 - $184.95 $441K - $547K
76.6K $14M
NVDA
Nvidia Corp

Technology
14K
+ 13.73%
$94.31 - $157.99 $1.32M - $2.21M
116K $18.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.83K
+ 4.77%
$210.28 - $289.91 $596K - $821K
62.2K $18M
AIT
Applied Industrial Technologies Inc

Industrials
15.6K
+ 55.02%
$206.03 - $243.28 $3.22M - $3.8M
44K $10.2M
UBER
Uber Technologies, Inc

Technology
17.5K
+ 33.47%
$64.62 - $93.3 $1.13M - $1.63M
69.7K $6.5M
META
Meta Platforms, Inc.

Communication Services
3.4K
+ 62.7%
$484.66 - $738.09 $1.65M - $2.51M
8.83K $6.52M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
19.4K
+ 68.91%
$167.22 - $212.42 $3.25M - $4.13M
47.6K $9.42M
LLY
Eli Lilly & CO

Healthcare
3.32K
+ 23.19%
$713.71 - $898.95 $2.37M - $2.98M
17.6K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
3.29K
+ 19.72%
$498.8 - $620.9 $1.64M - $2.05M
20K $12.4M
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 1.49%
$113.75 - $148.48 $131K - $171K
78.5K $11.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
50.2K
New
$31.67 - $42.89 $1.59M - $2.15M
50.2K $2.15M
C
Citigroup Inc

Financial Services
5.64K
+ 5.85%
$58.13 - $85.12 $328K - $480K
102K $8.69M
PLTR
Palantir Technologies Inc.

Technology
3.83K
+ 19.07%
$74.01 - $144.25 $283K - $552K
23.9K $3.26M
AIG
American International Group, Inc.

Financial Services
18.3K
New
$77.56 - $87.72 $1.42M - $1.6M
18.3K $1.56M
NFLX
Netflix Inc

Communication Services
586
+ 36.24%
$855.86 - $1339.13 $502K - $785K
2.2K $2.95M
MDT
Medtronic PLC

Healthcare
8.5K
+ 8.4%
$80.68 - $88.86 $686K - $755K
110K $9.56M
ABBV
Abb Vie Inc.

Healthcare
6.12K
+ 14.73%
$170.16 - $206.27 $1.04M - $1.26M
47.7K $8.85M
AZN
Astrazeneca PLC

Healthcare
10.9K
+ 6.88%
$64.87 - $75.0 $709K - $820K
170K $11.9M
PRK
Park National Corp

Financial Services
8.38K
New
$141.75 - $170.63 $1.19M - $1.43M
8.38K $1.4M
XOM
Exxon Mobil Corp

Energy
12.8K
+ 75.26%
$99.93 - $119.04 $1.28M - $1.53M
29.9K $3.22M
TGT
Target Corp

Consumer Defensive
32.7K
+ 64.09%
$88.76 - $105.77 $2.91M - $3.46M
83.8K $8.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.8K
+ 26.34%
$51.14 - $57.0 $1.27M - $1.41M
119K $6.75M
VMC
Vulcan Materials CO

Basic Materials
4.78K
+ 21.7%
$226.49 - $276.01 $1.08M - $1.32M
26.8K $6.99M
AAON
Aaon, Inc.

Industrials
17.6K
New
$71.78 - $106.87 $1.26M - $1.88M
17.6K $1.3M
APO
Apollo Global Management, Inc.

Financial Services
9.15K
New
$108.68 - $145.07 $994K - $1.33M
9.15K $1.3M
KMX
Carmax Inc

Consumer Cyclical
18.7K
New
$62.27 - $82.77 $1.16M - $1.55M
18.7K $1.26M
FIX
Comfort Systems Usa Inc

Industrials
2.32K
New
$296.51 - $536.21 $688K - $1.24M
2.32K $1.24M
MBB
Ishares Tr

ETFs
3.7K
+ 0.94%
$91.41 - $94.22 $338K - $348K
397K $37.3M
PLD
Prologis, Inc.

Real Estate
11.9K
+ 14.54%
$89.76 - $112.34 $1.07M - $1.34M
94.1K $9.89M
SYK
Stryker Corp

Healthcare
939
+ 4.02%
$337.37 - $395.63 $317K - $371K
24.3K $9.61M
AMZN
Amazon Com Inc

Consumer Cyclical
5.07K
+ 7.26%
$167.32 - $223.3 $847K - $1.13M
74.8K $16.4M
IESC
Ies Holdings, Inc.

Industrials
3.72K
New
$160.58 - $296.23 $597K - $1.1M
3.72K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.79K
New
$224.16 - $285.86 $849K - $1.08M
3.79K $1.08M
KMI
Kinder Morgan, Inc.

Energy
13.2K
+ 3.85%
$25.21 - $29.4 $334K - $390K
358K $10.5M
IGV
Ishares Expanded Tech Software

ETFs
1.13K
+ 1.12%
$80.15 - $109.5 $90.2K - $123K
101K $11.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.01K
+ 1.56%
$116.93 - $119.39 $351K - $359K
196K $23.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
13.5K
+ 66.65%
$49.48 - $61.22 $670K - $829K
33.9K $2.06M
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email