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
NTAP
Net App, Inc.

Technology
1.11K
New
$76.1 - $106.55 $84.5K - $118K
1.11K $118K
VBK
Vanguard Small Cap Growth ETF

ETFs
424
New
$219.76 - $276.94 $93.2K - $117K
424 $117K
NOC
Northrop Grumman Corp

Industrials
232
New
$456.3 - $540.39 $106K - $125K
232 $115K
ASML
Asml Holding Nv

Technology
98
+ 29.7%
$595.37 - $815.24 $58.3K - $79.9K
428 $342K
TOLZ
Dj Brookfield Global

ETFs
2.12K
New
$48.57 - $54.85 $103K - $116K
2.12K $114K
HCA
Hca Healthcare, Inc.

Healthcare
300
New
$317.61 - $387.52 $95.3K - $116K
300 $114K
IRM
Iron Mountain Inc

Real Estate
1.11K
New
$76.93 - $105.25 $85.3K - $117K
1.11K $113K
CTAS
Cintas Corp

Industrials
248
+ 17.71%
$190.11 - $227.66 $47.1K - $56.5K
1.65K $367K
SIMO
Silicon Motion Technology Corp

Technology
1.46K
New
$38.95 - $75.77 $56.8K - $110K
1.46K $109K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.15K
New
$85.42 - $94.39 $97.9K - $108K
1.15K $107K
FDX
Fedex Corp

Industrials
470
New
$198.07 - $245.17 $93.1K - $115K
470 $106K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.29K
New
$79.56 - $82.92 $103K - $107K
1.29K $106K
UL
Unilever PLC

Consumer Defensive
1.72K
New
$57.9 - $65.43 $99.4K - $112K
1.72K $105K
SCHO
Schwab Short Term Us Treasury

ETFs
4.24K
New
$24.19 - $24.45 $103K - $104K
4.24K $103K
XLU
Utilities Sector Spdr

ETFs
980
+ 26.76%
$73.09 - $82.77 $71.6K - $81.1K
4.64K $379K
SMR
Nuscale Power Corp

Industrials
2.6K
New
$12.6 - $43.24 $32.8K - $113K
2.6K $102K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.48K
New
$55.73 - $68.72 $82.7K - $102K
1.48K $101K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.26K
New
$65.42 - $80.7 $82.4K - $102K
1.26K $101K
IWV
Ishares Russell 3000 ETF

ETFs
289
New
$281.67 - $351.0 $81.4K - $101K
289 $101K
SLV
I Shares Silver Trust

ETFs
3.11K
New
$27.08 - $33.74 $84.1K - $105K
3.11K $101K
ISCG
Ishares Morningstar Small Cap

ETFs
2K
New
$39.44 - $49.76 $79K - $99.7K
2K $99K
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.73K
New
N/A
1.73K $98K
CQP
Cheniere Energy Partners, L.P.

Energy
1.75K
New
$54.61 - $68.04 $95.6K - $119K
1.75K $98K
SNPS
Synopsys Inc

Technology
94
+ 5.1%
$380.9 - $517.66 $35.8K - $48.7K
1.94K $993K
O
Realty Income Corp

Real Estate
1.7K
New
$52.27 - $58.52 $88.9K - $99.5K
1.7K $97K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
3.05K
New
$31.07 - $32.25 $94.6K - $98.2K
3.05K $96K
XLC
Select Sector Spdr Tr Communic

ETFs
634
+ 26.8%
$86.13 - $108.53 $54.6K - $68.8K
3K $325K
FXH
First Tr Exchange Trd Fd Healt

ETFs
934
New
$93.63 - $103.68 $87.5K - $96.8K
934 $96K
TT
Trane Technologies PLC

Industrials
77
+ 8.45%
$315.21 - $437.41 $24.3K - $33.7K
988 $432K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
360
+ 5.67%
$60.61 - $87.72 $21.8K - $31.6K
6.71K $569K
KMB
Kimberly Clark Corp

Consumer Defensive
752
New
$126.84 - $145.22 $95.4K - $109K
752 $96K
XPO
Xpo Logistics, Inc.

Industrials
759
New
$91.46 - $128.1 $69.4K - $97.2K
759 $95K
HAS
Hasbro, Inc.

Consumer Cyclical
1.3K
New
$50.71 - $73.82 $65.7K - $95.7K
1.3K $95K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.23K
New
$37.86 - $43.29 $84.5K - $96.7K
2.23K $94K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.4K
New
$50.5 - $71.23 $70.9K - $99.9K
1.4K $94K
ELV
Elevance Health, Inc.

Healthcare
27
+ 0.64%
$372.27 - $452.69 $10.1K - $12.2K
4.22K $1.64M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.75K
New
$40.94 - $52.1 $71.8K - $91.3K
1.75K $91K
YUM
Yum Brands Inc

Consumer Cyclical
617
New
$138.36 - $161.45 $85.4K - $99.6K
617 $91K
KHC
Kraft Heinz CO

Consumer Defensive
3.45K
New
$25.61 - $30.81 $88.3K - $106K
3.45K $89K
CMI
Cummins Inc

Industrials
274
New
$267.12 - $336.65 $73.2K - $92.2K
274 $89K
GXO
Gxo Logistics, Inc.

Industrials
1.82K
New
$31.53 - $49.1 $57.5K - $89.6K
1.82K $88K
XLB
Select Sector Spdr Fd Material

ETFs
1K
New
$74.27 - $88.92 $74.5K - $89.2K
1K $88K
AFL
Aflac Inc

Financial Services
825
New
$99.77 - $112.45 $82.3K - $92.8K
825 $87K
MMM
3 M CO

Industrials
572
New
$126.09 - $154.15 $72.1K - $88.2K
572 $87K
IWR
Ishares Russell Mid Cap ETF

ETFs
844
+ 37.56%
$74.88 - $91.97 $63.2K - $77.6K
3.09K $284K
GLW
Corning Inc

Technology
1.65K
New
$39.07 - $52.59 $64.5K - $86.8K
1.65K $86K
VBR
Vanguard Small Cap Value ETF

ETFs
444
New
$162.76 - $195.77 $72.3K - $86.9K
444 $86K
VPU
Vanguard Utilities ETF

ETFs
489
New
$158.36 - $178.82 $77.4K - $87.4K
489 $86K
ICF
Ishares Tr

ETFs
1.39K
New
$54.56 - $62.47 $76.1K - $87.1K
1.39K $85K
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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