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
MAS
Masco Corp

Industrials
47
New
$58.73 - $71.06 $2.76K - $3.34K
47 $3K
PHK
Pimco High Income Fund

Financial Services
813
New
$4.43 - $4.88 $3.6K - $3.97K
813 $3K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
100
New
$25.48 - $31.98 $2.55K - $3.2K
100 $3K
ORCC
Owl Rock Capital Corp

Financial Services
260
+ 0.38%
N/A
68.8K $921K
BCS
Barclays PLC

Financial Services
167
New
$12.69 - $18.61 $2.12K - $3.11K
167 $3K
JOBY
Joby Aviation, Inc.

Industrials
335
New
$5.33 - $10.55 $1.79K - $3.53K
335 $3K
BAH
Booz Allen Hamilton Holding Corp

Industrials
29
New
$99.97 - $129.69 $2.9K - $3.76K
29 $3K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
500
New
$5.0 - $7.65 $2.5K - $3.83K
500 $3K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
138
New
$22.92 - $28.05 $3.16K - $3.87K
138 $3K
ALGN
Align Technology Inc

Healthcare
20
New
$144.32 - $190.42 $2.89K - $3.81K
20 $3K
FPE
First Tr Pfd Secs & Income ETF

ETFs
216
New
$16.93 - $17.81 $3.66K - $3.85K
216 $3K
CRNC
Cerence Inc.

Technology
346
New
$6.88 - $10.21 $2.38K - $3.53K
346 $3K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
80
New
$45.3 - $50.64 $3.62K - $4.05K
80 $3K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
333
New
$8.48 - $11.94 $2.82K - $3.98K
333 $3K
PVH
Pvh Corp.

Consumer Cyclical
50
New
$60.5 - $87.28 $3.03K - $4.36K
50 $3K
VGLT
Vanguard Long Term Treasury Et

ETFs
64
New
$53.66 - $58.71 $3.43K - $3.76K
64 $3K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
113
New
$27.3 - $31.8 $3.08K - $3.59K
113 $3K
CLOV
Clover Health Investments, Corp.

Healthcare
1K
New
$2.74 - $3.77 $2.74K - $3.77K
1K $2K
PAX
Patria Investments LTD

Financial Services
195
New
$9.68 - $14.06 $1.89K - $2.74K
195 $2K
ROL
Rollins Inc

Consumer Cyclical
53
New
$50.65 - $58.58 $2.68K - $3.1K
53 $2K
ADUS
Addus Home Care Corp

Healthcare
25
New
$96.32 - $118.0 $2.41K - $2.95K
25 $2K
CL
Colgate Palmolive CO

Consumer Defensive
33
New
$87.57 - $96.0 $2.89K - $3.17K
33 $2K
SRE
Sempra Energy

Utilities
28
New
$63.78 - $78.91 $1.79K - $2.21K
28 $2K
LVS
Las Vegas Sands Corp

Consumer Cyclical
64
New
$30.7 - $44.12 $1.96K - $2.82K
64 $2K
AEE
Ameren Corp

Utilities
27
New
$94.23 - $101.68 $2.54K - $2.75K
27 $2K
MKSI
Mks Instruments Inc

Technology
21
New
$58.78 - $100.27 $1.23K - $2.11K
21 $2K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
57
New
$44.68 - $45.96 $2.55K - $2.62K
57 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
New
$109.83 - $131.67 $2.09K - $2.5K
19 $2K
SFL
Sfl Corp Ltd.

Industrials
275
New
$7.1 - $8.92 $1.95K - $2.45K
275 $2K
KR
Kroger CO

Consumer Defensive
31
New
$64.62 - $74.0 $2K - $2.29K
31 $2K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
47
New
$42.72 - $44.24 $2.01K - $2.08K
47 $2K
ING
Ing Groep Nv

Financial Services
102
New
$16.62 - $21.98 $1.7K - $2.24K
102 $2K
BOND
Pimco Active Bond Exchange Tra

ETFs
26
New
$89.87 - $92.93 $2.34K - $2.42K
26 $2K
VRTS
Virtus Investment Partners, Inc.

Financial Services
13
New
$143.2 - $185.33 $1.86K - $2.41K
13 $2K
BGS
B&G Foods, Inc.

Consumer Defensive
670
New
$4.02 - $7.07 $2.69K - $4.74K
670 $2K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
40
New
$43.2 - $57.36 $1.73K - $2.29K
40 $2K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
9
New
$196.72 - $266.32 $1.77K - $2.4K
9 $2K
ATKR
Atkore Inc.

Industrials
40
New
$52.02 - $71.15 $2.08K - $2.85K
40 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
46
New
$45.98 - $56.15 $2.12K - $2.58K
46 $2K
TYL
Tyler Technologies Inc

Technology
5
New
$521.68 - $592.84 $2.61K - $2.96K
5 $2K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
131
New
$20.16 - $23.26 $2.64K - $3.05K
131 $2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
27
New
$78.98 - $90.1 $2.13K - $2.43K
27 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
14
New
$50.06 - $80.8 $701 - $1.13K
14 $1K
ILPT
Industrial Logistics Properties Trust

Real Estate
314
New
$2.51 - $4.74 $788 - $1.49K
314 $1K
CHKP
Check Point Software Technologies LTD

Technology
7
New
$204.26 - $233.47 $1.43K - $1.63K
7 $1K
MATV
Schweitzer Mauduit International Inc

Basic Materials
288
New
$4.58 - $6.98 $1.32K - $2.01K
288 $1K
ASAN
Asana, Inc.

Technology
100
New
$12.93 - $19.0 $1.29K - $1.9K
100 $1K
GFS
Globalfoundries Inc.

Technology
50
New
$30.37 - $40.03 $1.52K - $2K
50 $1K
NWSA
News Corp

Communication Services
44
New
$23.97 - $29.72 $1.05K - $1.31K
44 $1K
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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