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
AXP
American Express CO

Financial Services
12
+ 0.12%
$231.39 - $318.98 $2.78K - $3.83K
9.67K $3.08M
TXN
Texas Instruments Inc

Technology
1.11K
New
N/A
1.11K $216K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.05K
New
$166.82 - $194.23 $174K - $203K
1.05K $203K
EXAS
Exact Sciences Corp

Healthcare
3.75K
New
$40.31 - $58.08 $151K - $218K
3.75K $199K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.46K
New
$63.36 - $80.23 $156K - $197K
2.46K $196K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.47K
New
$105.69 - $140.64 $156K - $207K
1.47K $194K
SPGI
S&P Global Inc.

Financial Services
211
+ 7.66%
$438.31 - $527.29 $92.5K - $111K
2.97K $1.56M
KNSL
Kinsale Capital Group, Inc.

Financial Services
395
New
$419.99 - $501.97 $166K - $198K
395 $191K
ENB
Enbridge Inc

Energy
4.05K
New
$41.09 - $47.16 $166K - $191K
4.05K $183K
AMP
Ameriprise Financial Inc

Financial Services
342
New
$422.19 - $533.73 $144K - $183K
342 $182K
ORI
Old Republic International Corp

Financial Services
4.65K
New
$35.25 - $39.79 $164K - $185K
4.65K $178K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.58K
New
$86.93 - $109.64 $137K - $173K
1.58K $173K
CMF
Ishares California Muni Bond E

ETFs
3.1K
New
$54.52 - $56.7 $169K - $175K
3.1K $172K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.27K
New
$108.06 - $135.3 $138K - $172K
1.27K $172K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.78K
+ 11.38%
$32.66 - $40.75 $58.2K - $72.6K
17.4K $705K
MTB
M&T Bank Corp

Financial Services
800
+ 30.77%
$156.58 - $193.99 $125K - $155K
3.4K $659K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.7K
New
$90.85 - $102.31 $154K - $173K
1.7K $170K
NVS
Novartis Ag

Healthcare
1.41K
New
$101.96 - $121.01 $144K - $170K
1.41K $170K
DDOG
Datadog, Inc.

Technology
1.27K
New
$87.0 - $134.33 $110K - $170K
1.27K $170K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
3.24K
New
N/A
3.24K $170K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.02K
+ 8.26%
$50.36 - $50.68 $152K - $153K
39.6K $2.01M
MA
Mastercard Inc

Financial Services
179
+ 10.06%
$479.92 - $590.74 $85.9K - $106K
1.96K $1.1M
NEE
Nextera Energy Inc

Utilities
6.69K
+ 5.01%
$64.11 - $75.0 $429K - $502K
140K $9.74M
ABC
Amerisourcebergen Corp

Healthcare
878
+ 2.77%
N/A
32.6K $6.04M
ALL
Allstate Corp

Financial Services
791
New
$180.53 - $212.64 $143K - $168K
791 $159K
EXR
Extra Space Storage Inc.

Real Estate
1.05K
New
$126.61 - $152.99 $133K - $161K
1.05K $155K
IBB
Ishares Biotechnology ETF

ETFs
1.22K
New
$112.02 - $129.0 $136K - $157K
1.22K $153K
ADP
Automatic Data Processing Inc

Industrials
486
New
$276.76 - $326.81 $135K - $159K
486 $149K
RSG
Republic Services, Inc.

Industrials
598
New
$227.2 - $258.07 $136K - $154K
598 $147K
FITB
Fifth Third Bancorp

Financial Services
3.54K
New
$33.32 - $41.51 $118K - $147K
3.54K $145K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.84K
New
$75.05 - $77.34 $138K - $142K
1.84K $142K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.28K
New
$107.93 - $110.97 $139K - $142K
1.28K $141K
CEG
Constellation Energy Corp

Utilities
428
New
$170.96 - $322.76 $73.2K - $138K
428 $138K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
577
New
$180.84 - $240.32 $104K - $139K
577 $138K
EFG
Msci Eafe Growth ETF

ETFs
1.23K
New
$89.8 - $112.0 $110K - $138K
1.23K $137K
TTEK
Tetra Tech Inc

Industrials
3.78K
New
$28.01 - $36.25 $106K - $137K
3.78K $135K
PWR
Quanta Services, Inc.

Industrials
358
New
$239.47 - $381.26 $85.7K - $136K
358 $135K
NVO
Novo Nordisk A S

Healthcare
1.96K
New
$58.08 - $81.05 $114K - $159K
1.96K $135K
GE
General Electric CO

Industrials
18
+ 1.26%
$166.81 - $257.39 $3K - $4.63K
1.45K $372K
QUAL
Ishares Msci Usa Quality Facto

ETFs
718
New
$152.42 - $182.82 $109K - $131K
718 $131K
IXN
Ishares Global Information Tec

ETFs
1.42K
New
$65.81 - $92.34 $93.6K - $131K
1.42K $131K
EFV
Msci Eafe Value ETF

ETFs
2.06K
New
$52.4 - $64.65 $108K - $133K
2.06K $130K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.67K
New
$57.46 - $75.58 $96.1K - $126K
1.67K $126K
AJG
Arthur J. Gallagher & Co.

Financial Services
112
+ 4.49%
$310.86 - $348.77 $34.8K - $39.1K
2.61K $833K
APD
Air Products & Chemicals, Inc.

Basic Materials
443
New
$248.61 - $294.96 $110K - $131K
443 $124K
PID
Invesco Exchange Traded Fd Tr

ETFs
6.92K
+ 0.73%
N/A
959K $17.1M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.11K
New
$66.89 - $111.18 $74K - $123K
1.11K $122K
VB
Vanguard Small Cap ETF

ETFs
512
New
$193.73 - $237.37 $99.2K - $122K
512 $121K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.01K
New
$99.48 - $124.46 $100K - $125K
1.01K $119K
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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