Strategic Wealth Partners, Ltd. Incresed Positions in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.23K
+ 29.89%
$50.08 - $63.14 $212K - $267K
18.4K $1.16M
VUG
Vanguard Growth ETF

ETFs
628
+ 38.55%
$329.49 - $438.4 $207K - $275K
2.26K $989K
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
340
+ 1.58%
$75.29 - $91.16 $25.6K - $31K
21.9K $1.97M
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
AXP
American Express CO

Financial Services
12
+ 0.12%
$231.39 - $318.98 $2.78K - $3.83K
9.67K $3.08M
SPGI
S&P Global Inc.

Financial Services
211
+ 7.66%
$438.31 - $527.29 $92.5K - $111K
2.97K $1.56M
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
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
GE
General Electric CO

Industrials
18
+ 1.26%
$166.81 - $257.39 $3K - $4.63K
1.45K $372K
AJG
Arthur J. Gallagher & Co.

Financial Services
112
+ 4.49%
$310.86 - $348.77 $34.8K - $39.1K
2.61K $833K
PID
Invesco Exchange Traded Fd Tr

ETFs
6.92K
+ 0.73%
N/A
959K $17.1M
ASML
Asml Holding Nv

Technology
98
+ 29.7%
$595.37 - $815.24 $58.3K - $79.9K
428 $342K
CTAS
Cintas Corp

Industrials
248
+ 17.71%
$190.11 - $227.66 $47.1K - $56.5K
1.65K $367K
XLU
Utilities Sector Spdr

ETFs
980
+ 26.76%
$73.09 - $82.77 $71.6K - $81.1K
4.64K $379K
SNPS
Synopsys Inc

Technology
94
+ 5.1%
$380.9 - $517.66 $35.8K - $48.7K
1.94K $993K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
360
+ 5.67%
$60.61 - $87.72 $21.8K - $31.6K
6.71K $569K
XLC
Select Sector Spdr Tr Communic

ETFs
634
+ 26.8%
$86.13 - $108.53 $54.6K - $68.8K
3K $325K
TT
Trane Technologies PLC

Industrials
77
+ 8.45%
$315.21 - $437.41 $24.3K - $33.7K
988 $432K
ELV
Elevance Health, Inc.

Healthcare
27
+ 0.64%
$372.27 - $452.69 $10.1K - $12.2K
4.22K $1.64M
IWR
Ishares Russell Mid Cap ETF

ETFs
844
+ 37.56%
$74.88 - $91.97 $63.2K - $77.6K
3.09K $284K
IYC
Ishares U.S. Consumer Discreti

ETFs
701
+ 16.78%
$79.19 - $99.64 $55.5K - $69.8K
4.88K $486K
IYF
Ishares Tr

ETFs
438
+ 14.48%
$99.23 - $120.99 $43.5K - $53K
3.46K $418K
XLI
Industrial Sector Spdr

ETFs
360
+ 18.17%
$116.42 - $147.52 $41.9K - $53.1K
2.34K $345K
MLM
Martin Marietta Materials Inc

Basic Materials
28
+ 1.37%
$452.51 - $568.19 $12.7K - $15.9K
2.07K $1.14M
HUBS
Hubspot Inc

Technology
209
+ 72.07%
$487.07 - $672.24 $102K - $140K
499 $277K
MAR
Marriott International Inc

Consumer Cyclical
263
+ 29.16%
$211.12 - $274.14 $55.5K - $72.1K
1.17K $318K
VIG
Vanguard Dividend Appreciation

ETFs
359
+ 3.12%
N/A
11.9K $2.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
110
+ 9.13%
$468.22 - $566.51 $51.5K - $62.3K
1.32K $744K
IEMG
Ishares Inc

ETFs
1.02K
+ 14.89%
N/A
7.89K $423K
MOH
Molina Healthcare, Inc.

Healthcare
124
+ 5.13%
$290.25 - $353.24 $36K - $43.8K
2.54K $756K
KO
Coca Cola CO

Consumer Defensive
194
+ 5.3%
$68.37 - $73.9 $13.3K - $14.3K
3.85K $272K
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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