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
PLD
Prologis, Inc.

Real Estate
14.6K
+ 21.68%
$101.4 - $126.96 $1.48M - $1.86M
82.1K $8.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.1K
+ 39.24%
$66.77 - $71.52 $140K - $150K
7.45K $513K
MDT
Medtronic PLC

Healthcare
13K
+ 14.77%
$79.61 - $92.24 $1.04M - $1.2M
101K $8.08M
TT
Trane Technologies PLC

Industrials
356
+ 64.14%
$369.35 - $419.14 $131K - $149K
911 $336K
AJG
Arthur J. Gallagher & Co.

Financial Services
396
+ 18.88%
$278.49 - $315.16 $110K - $125K
2.49K $707K
SO
Southern CO

Utilities
2.35K
+ 23.29%
$81.5 - $94.15 $191K - $221K
12.4K $1.02M
MLM
Martin Marietta Materials Inc

Basic Materials
289
+ 16.45%
$516.5 - $619.58 $149K - $179K
2.05K $1.06M
VIG
Vanguard Dividend Appreciation

ETFs
605
+ 5.56%
N/A
11.5K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
347
+ 23.64%
$172.07 - $207.36 $59.7K - $72K
1.82K $358K
URI
United Rentals, Inc.

Industrials
181
+ 54.19%
$704.44 - $880.32 $128K - $159K
515 $362K
MA
Mastercard Inc

Financial Services
61
+ 3.55%
$491.3 - $536.15 $30K - $32.7K
1.78K $937K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.24K
+ 12.35%
$81.68 - $82.93 $101K - $102K
11.2K $920K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
153
+ 14.54%
$563.99 - $620.12 $86.3K - $94.9K
1.21K $686K
EPD
Enterprise Products Partners L.P.

Energy
2.05K
+ 21.05%
$28.66 - $34.43 $58.7K - $70.5K
11.8K $369K
ETR
Entergy Corp

Utilities
3.11K
+ 111.48%
$73.19 - $156.4 $227K - $486K
5.9K $447K
VXF
Vanguard Extended Market ETF

ETFs
330
+ 15.33%
$179.17 - $207.15 $59.1K - $68.4K
2.48K $471K
PHM
Pultegroup Inc

Consumer Cyclical
1.54K
+ 60.34%
$108.86 - $149.04 $168K - $230K
4.09K $445K
BAC
Bank Of America Corp

Financial Services
137
+ 0.82%
$39.22 - $47.77 $5.37K - $6.54K
16.8K $738K
CHDN
Churchill Downs Inc

Consumer Cyclical
688
+ 6.48%
$129.55 - $147.45 $89.1K - $101K
11.3K $1.51M
SUB
Ishares Short Term National Mu

ETFs
724
+ 7.33%
$104.94 - $106.2 $76K - $76.9K
10.6K $1.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
420
+ 20.66%
$209.89 - $233.24 $88.2K - $98K
2.45K $521K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.77K
+ 14.76%
$79.93 - $88.06 $221K - $244K
21.5K $1.72M
FSS
Federal Signal Corp

Industrials
686
+ 12.23%
$81.56 - $99.7 $56K - $68.4K
6.29K $581K
ETN
Eaton Corp PLC

Industrials
167
+ 16.26%
$326.96 - $377.52 $54.6K - $63K
1.19K $396K
XLE
Energy Sector Spdr

ETFs
719
+ 18.39%
$83.32 - $97.27 $59.9K - $69.9K
4.63K $396K
TSCO
Tractor Supply CO

Consumer Cyclical
8.71K
+ 503.24%
$52.59 - $303.74 $458K - $2.64M
10.4K $553K
VO
Vanguard Mid Cap ETF

ETFs
184
+ 16.61%
$261.5 - $284.63 $48.1K - $52.4K
1.29K $341K
PFE
Pfizer Inc

Healthcare
3.13K
+ 22.15%
$24.8 - $30.19 $77.5K - $94.3K
17.2K $457K
IR
Ingersoll Rand Inc.

Industrials
863
+ 22.39%
$90.46 - $105.35 $78.1K - $90.9K
4.72K $426K
BRO
Brown & Brown, Inc.

Financial Services
628
+ 5.54%
$100.93 - $113.42 $63.4K - $71.2K
12K $1.22M
WM
Waste Management Inc

Industrials
408
+ 5.81%
$201.79 - $228.46 $82.3K - $93.2K
7.43K $1.5M
PH
Parker Hannifin Corp

Industrials
53
+ 4.63%
$621.74 - $709.46 $33K - $37.6K
1.2K $761K
ABBV
Abb Vie Inc.

Healthcare
4.34K
+ 11.67%
$164.99 - $203.87 $717K - $885K
41.6K $7.38M
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 3.16%
$280.04 - $302.45 $19.9K - $21.5K
2.32K $671K
PG
Procter & Gamble CO

Consumer Defensive
394
+ 6.98%
$161.05 - $179.7 $63.5K - $70.8K
6.04K $1.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
561
+ 8.02%
$77.86 - $79.27 $43.7K - $44.5K
7.56K $589K
SPGI
S&P Global Inc.

Financial Services
145
+ 5.56%
$480.36 - $529.17 $69.7K - $76.7K
2.75K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.88K
+ 210.92%
$22.4 - $68.28 $177K - $538K
11.6K $269K
ZTS
Zoetis Inc.

Healthcare
8.05K
+ 20.14%
$162.24 - $194.42 $1.31M - $1.57M
48K $7.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.77K
+ 12.72%
$34.13 - $37.35 $60.3K - $66K
15.6K $534K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
696
+ 14.09%
$44.04 - $49.49 $30.7K - $34.4K
5.63K $248K
CSL
Carlisle Companies Inc

Industrials
224
+ 23.55%
$368.67 - $480.91 $82.6K - $108K
1.18K $433K
SLI
Standard Lithium Ltd.

Basic Materials
5K
+ 34.46%
$1.36 - $2.51 $6.8K - $12.5K
19.5K $28K
ORCC
Owl Rock Capital Corp

Financial Services
200
+ 0.29%
N/A
68.6K $918K
KBH
Kb Home

Consumer Cyclical
1.15K
+ 30.96%
$65.58 - $85.3 $75.6K - $98.4K
4.88K $320K
Blackrock Inc Com
5.3K
New
N/A
5.3K $0
Sila Realty Trust Inc Common Stock
9.03K
New
N/A
9.03K $0
Lam Research Corp Com New
7.57K
New
N/A
7.57K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
124K
New
N/A
124K $0
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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