Strategic Wealth Partners, Ltd. New Holdings in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
129K
New
$48.81 - $59.48 $6.27M - $7.64M
129K $7.63M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25.8K
New
$179.95 - $278.88 $4.64M - $7.18M
25.8K $7.18M
EMLP
First Tr Exchange Traded Iv

ETFs
180K
New
$33.62 - $37.89 $6.05M - $6.82M
180K $6.75M
FCX
Freeport Mcmoran Inc

Basic Materials
121K
New
$29.15 - $44.46 $3.54M - $5.39M
121K $5.26M
DKNG
Draft Kings Inc.

Consumer Cyclical
50.2K
New
$31.67 - $42.89 $1.59M - $2.15M
50.2K $2.15M
AIG
American International Group, Inc.

Financial Services
18.3K
New
$77.56 - $87.72 $1.42M - $1.6M
18.3K $1.56M
PRK
Park National Corp

Financial Services
8.38K
New
$141.75 - $170.63 $1.19M - $1.43M
8.38K $1.4M
AAON
Aaon, Inc.

Industrials
17.6K
New
$71.78 - $106.87 $1.26M - $1.88M
17.6K $1.3M
APO
Apollo Global Management, Inc.

Financial Services
9.15K
New
$108.68 - $145.07 $994K - $1.33M
9.15K $1.3M
KMX
Carmax Inc

Consumer Cyclical
18.7K
New
$62.27 - $82.77 $1.16M - $1.55M
18.7K $1.26M
IESC
Ies Holdings, Inc.

Industrials
3.72K
New
$160.58 - $296.23 $597K - $1.1M
3.72K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.79K
New
$224.16 - $285.86 $849K - $1.08M
3.79K $1.08M
TDG
Trans Digm Group Inc

Industrials
575
New
$1231.75 - $1520.64 $708K - $874K
575 $874K
SYF
Synchrony Financial

Financial Services
11.1K
New
$43.81 - $66.74 $486K - $741K
11.1K $740K
BKNG
Booking Holdings Inc.

Consumer Cyclical
117
New
$4164.15 - $5789.24 $487K - $677K
117 $677K
TPL
Texas Pacific Land Corp

Energy
617
New
$1036.28 - $1430.55 $639K - $883K
617 $651K
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
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14.7K
New
$26.99 - $33.86 $396K - $497K
14.7K $491K
FDL
First Tr Morningstar Dividend

ETFs
10.4K
New
$38.19 - $43.19 $395K - $447K
10.4K $433K
MU
Micron Technology Inc

Technology
3.08K
New
$64.72 - $127.91 $199K - $394K
3.08K $379K
MSTR
Microstrategy Inc

Technology
864
New
$237.95 - $421.61 $206K - $364K
864 $349K
MRVL
Marvell Technology, Inc.

Technology
4.11K
New
$49.38 - $79.97 $203K - $329K
4.11K $318K
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
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
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
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
PRU
Prudential Financial Inc

Financial Services
1.67K
New
$95.12 - $112.71 $159K - $188K
1.67K $179K
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.27K
New
$108.06 - $135.3 $138K - $172K
1.27K $172K
CMF
Ishares California Muni Bond E

ETFs
3.1K
New
$54.52 - $56.7 $169K - $175K
3.1K $172K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
3.24K
New
N/A
3.24K $170K
NVS
Novartis Ag

Healthcare
1.41K
New
$101.96 - $121.01 $144K - $170K
1.41K $170K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.7K
New
$90.85 - $102.31 $154K - $173K
1.7K $170K
DDOG
Datadog, Inc.

Technology
1.27K
New
$87.0 - $134.33 $110K - $170K
1.27K $170K
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
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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