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
NOW
Service Now, Inc.

Technology
966
+ 395.9%
$721.65 - $1040.18 $697K - $1M
1.21K $1.24M
DSL
Double Line Income Solutions Fund

Financial Services
80.6K
+ 69.03%
$11.15 - $12.57 $899K - $1.01M
197K $2.42M
ROP
Roper Technologies Inc

Industrials
442
+ 3.2%
$519.19 - $590.78 $229K - $261K
14.3K $8.08M
ISRG
Intuitive Surgical Inc

Healthcare
1.63K
+ 282.29%
$451.58 - $565.94 $734K - $920K
2.2K $1.2M
DUK
Duke Energy Corp

Utilities
1.75K
+ 2.64%
$112.46 - $124.05 $196K - $216K
67.7K $7.99M
TDG
Trans Digm Group Inc

Industrials
575
New
$1231.75 - $1520.64 $708K - $874K
575 $874K
EMR
Emerson Electric CO

Industrials
1.19K
+ 1.56%
$94.15 - $133.33 $112K - $158K
77.2K $10.3M
LNG
Cheniere Energy, Inc.

Energy
2.43K
+ 34.81%
$197.25 - $244.33 $479K - $593K
9.41K $2.29M
IEFA
Ishares Tr

ETFs
7.87K
+ 81.19%
$67.83 - $84.09 $534K - $662K
17.6K $1.47M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.34K
+ 36.41%
$421.16 - $509.5 $564K - $683K
5.02K $2.23M
BKNG
Booking Holdings Inc.

Consumer Cyclical
117
New
$4164.15 - $5789.24 $487K - $677K
117 $677K
TJX
Tjx Companies Inc

Consumer Cyclical
3.73K
+ 4.92%
$119.13 - $135.03 $444K - $504K
79.6K $9.83M
TPL
Texas Pacific Land Corp

Energy
617
New
$1036.28 - $1430.55 $639K - $883K
617 $651K
DGRO
Ishares Core Dividend Growth E

ETFs
2.88K
+ 1.69%
$55.22 - $63.94 $159K - $184K
173K $11M
MTCH
Match Group, Inc.

Communication Services
29.2K
+ 17.74%
$27.03 - $31.93 $788K - $931K
194K $5.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.08K
+ 0.69%
$105.23 - $109.61 $113K - $118K
158K $17.4M
VST
Vistra Corp.

Utilities
474
+ 5.8%
$98.07 - $195.04 $46.5K - $92.4K
8.65K $1.68M
WM
Waste Management Inc

Industrials
1.5K
+ 20.23%
$216.47 - $242.1 $325K - $364K
8.93K $2.04M
TPG
Tpg Inc.

Financial Services
10K
New
$39.68 - $53.09 $397K - $531K
10K $524K
BEP
Brookfield Renewable Partners L.P.

Utilities
20.3K
New
$20.16 - $26.41 $410K - $537K
20.3K $518K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
49.9K
+ 30.96%
$9.13 - $10.58 $455K - $527K
211K $2.23M
WMT
Walmart Inc.

Consumer Defensive
3.38K
+ 15.47%
$81.79 - $99.98 $276K - $338K
25.2K $2.47M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14.7K
New
$26.99 - $33.86 $396K - $497K
14.7K $491K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.1K
+ 0.39%
$29.82 - $30.19 $122K - $124K
1.05M $31.7M
COIN
Coinbase Global, Inc.

Technology
740
+ 36.19%
$151.47 - $375.07 $112K - $278K
2.79K $976K
SCHW
Schwab Charles Corp

Financial Services
275
+ 1.1%
$69.06 - $91.24 $19K - $25.1K
25.2K $2.3M
FDL
First Tr Morningstar Dividend

ETFs
10.4K
New
$38.19 - $43.19 $395K - $447K
10.4K $433K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.07K
+ 2.21%
$91.43 - $91.74 $372K - $373K
189K $17.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.89K
+ 46.02%
$96.84 - $99.46 $377K - $387K
12.3K $1.22M
MU
Micron Technology Inc

Technology
3.08K
New
$64.72 - $127.91 $199K - $394K
3.08K $379K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.23K
+ 29.89%
$50.08 - $63.14 $212K - $267K
18.4K $1.16M
IYT
Ishares Tr U.S. Transportation

ETFs
3.86K
+ 4.24%
$55.22 - $68.54 $213K - $265K
95K $6.51M
MSTR
Microstrategy Inc

Technology
864
New
$237.95 - $421.61 $206K - $364K
864 $349K
VUG
Vanguard Growth ETF

ETFs
628
+ 38.55%
$329.49 - $438.4 $207K - $275K
2.26K $989K
MRVL
Marvell Technology, Inc.

Technology
4.11K
New
$49.38 - $79.97 $203K - $329K
4.11K $318K
PANW
Palo Alto Networks Inc

Technology
108
+ 0.83%
$152.44 - $204.64 $16.5K - $22.1K
13.1K $2.69M
SHV
Ishares Tr

ETFs
2.22K
+ 1.7%
$110.06 - $110.46 $244K - $245K
133K $14.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
618
+ 70.31%
$320.42 - $424.58 $198K - $262K
1.5K $635K
XLP
Consumer Staples Sector Spdr

ETFs
3.43K
New
N/A
3.43K $260K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
20.4K
New
$10.48 - $12.62 $213K - $257K
20.4K $257K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.28K
New
$82.96 - $110.1 $189K - $250K
2.28K $250K
TTD
Trade Desk, Inc.

Technology
3.48K
New
$45.27 - $79.4 $158K - $277K
3.48K $250K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
340
+ 1.58%
$75.29 - $91.16 $25.6K - $31K
21.9K $1.97M
BLD
Top Build Corp

Industrials
756
New
$275.93 - $326.59 $209K - $247K
756 $244K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.35K
New
$153.99 - $182.0 $208K - $246K
1.35K $243K
FCNCA
First Citizens Bancshares Inc

Financial Services
118
New
$1561.69 - $1966.55 $184K - $232K
118 $230K
SUB
Ishares Short Term National Mu

ETFs
2.06K
+ 19.39%
$104.77 - $106.34 $215K - $219K
12.7K $1.35M
CVX
Chevron Corp

Energy
1.64K
+ 20.14%
$133.73 - $168.51 $219K - $276K
9.75K $1.4M
IYW
Ishares Dj Us Tech ETF

ETFs
789
+ 12.83%
$122.57 - $173.27 $96.7K - $137K
6.94K $1.2M
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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