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
SHYF
Shyft Group, Inc.

Industrials
78
New
$7.13 - $12.64 $556 - $986
78 $0
FAN
First Tr Exchange Traded Fd Ii
400
New
N/A
400 $0
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36
New
$22.3 - $22.57 $803 - $813
36 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
0
New
$8.48 - $10.88 $0 - $0
0 $0
MVIS
Microvision, Inc.

Technology
875
New
N/A
875 $0
CBSH
Commerce Bancshares Inc

Financial Services
13
New
$55.42 - $65.63 $720 - $853
13 $0
Atlassian Corporation Cl A
77
New
N/A
77 $0
RYAAY
Ryanair Holdings PLC

Industrials
15
New
$39.21 - $57.84 $588 - $868
15 $0
Microalgo Inc Shs Cl A
9
New
N/A
9 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
New
$216.56 - $256.68 $433 - $513
2 $0
Palatin Technologies Inc Com New
80
New
N/A
80 $0
Brookfield Infrastructure Corp Com Sub Vtg A
8.17K
New
N/A
8.17K $0
BFB
Brown Forman Corp Cl B
108
New
N/A
108 $0
QS
Quantum Scape Corp

Consumer Cyclical
50
New
$3.47 - $7.65 $174 - $383
50 $0
Vtv Therapeutics Inc Cl A New
1
New
N/A
1 $0
Nebius Group N.V. Shs Class A
400
New
N/A
400 $0
Gsk PLC Sponsored Adr
4.06K
New
N/A
4.06K $0
XPEV
Xpeng Inc.

Consumer Cyclical
40
New
$16.42 - $22.25 $657 - $890
40 $0
WDS
Woodside Energy Group LTD

Energy
40
New
$11.5 - $16.77 $460 - $671
40 $0
Invesco Global Listed Private Equity ETF
84
New
N/A
84 $0
QBTS
D Wave Quantum Inc.

Technology
3
New
$6.22 - $19.04 $18.7 - $57.1
3 $0
Blackrock Inc Com
3.71K
+ 70.04%
N/A
9.01K $0
GDRX
Good Rx Holdings, Inc.

Healthcare
3
New
$3.74 - $5.07 $11.2 - $15.2
3 $0
SEE
Sealed Air Corp

Consumer Cyclical
1
New
$23.93 - $32.95 $23.9 - $33
1 $0
ACWI
Ishares Msci Acwi ETF

ETFs
1
New
$103.59 - $128.6 $104 - $129
1 $0
RWR
Spdr Dow Jones Reit ETF

ETFs
6
New
$86.33 - $99.71 $518 - $598
6 $0
Invesco Oil & Gas Services ETF
31
New
N/A
31 $0
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
300
New
$0.51 - $1.64 $153 - $492
300 $0
Tko Group Holdings Inc Cl A
20
New
N/A
20 $0
OGN
Organon & Co.

Healthcare
10
New
$8.04 - $14.72 $80.4 - $147
10 $0
YOU
Clear Secure, Inc.

Technology
21
New
$23.96 - $27.76 $503 - $583
21 $0
EVGOW
Evgo Inc Wt Exp 09/15/25
15
New
$0.16 - $0.3 $2.4 - $4.5
15 $0
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
4
New
$2.55 - $6.62 $10.2 - $26.5
4 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
75
New
N/A
75 $0
IGF
Ishares Global Infrastructure

ETFs
0
New
$50.55 - $59.83 $0 - $0
0 $0
HI
Hillenbrand, Inc.

Industrials
0
New
$18.62 - $24.76 $0 - $0
0 $0
Easterly Govt Pptys Inc Com Shs
5.24K
New
N/A
5.24K $0
Aptiv PLC Com Shs
499
New
N/A
499 $0
UPST
Upstart Holdings, Inc.

Financial Services
10
New
$34.8 - $64.85 $348 - $649
10 $0
XSPA
Xpres Spa Group, Inc.

Consumer Cyclical
97
New
N/A
97 $0
ACHR
Archer Aviation Inc.

Industrials
64
New
$6.2 - $13.3 $397 - $851
64 $0
RMR
Rmr Group Inc.

Real Estate
2
New
$13.89 - $16.68 $27.8 - $33.4
2 $0
Ess Tech Inc Com New
35
New
N/A
35 $0
Thomson Reuters Corp Com
7
New
N/A
7 $0
FCG
First Tr Exchange Traded Fd

ETFs
1
New
$19.37 - $25.23 $19.4 - $25.2
1 $0
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1
New
$21.4 - $26.31 $21.4 - $26.3
1 $0
Foxo Technologies Inc Com Shs Cl A
39
New
N/A
39 $0
D
Dominion Energy, Inc

Utilities
11
New
$49.66 - $58.0 $546 - $638
11 $0
System1 Inc Cl A Com
100
New
N/A
100 $0
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