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
RLY
Ssga Active ETF Tr

ETFs
56
New
$25.82 - $29.59 $1.45K - $1.66K
56 $1K
GTO
Invesco Actively Managed ETF T

ETFs
42
New
$45.73 - $47.2 $1.92K - $1.98K
42 $1K
PARA
Paramount Global

Communication Services
100
New
$10.65 - $12.9 $1.07K - $1.29K
100 $1K
CSX
Csx Corp

Industrials
55
New
$26.69 - $32.91 $1.47K - $1.81K
55 $1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
48
New
$19.1 - $23.83 $917 - $1.14K
48 $1K
AQN
Algonquin Power & Utilities Corp.

Utilities
315
New
$4.56 - $6.22 $1.44K - $1.96K
315 $1K
ILPT
Industrial Logistics Properties Trust

Real Estate
314
New
$2.51 - $4.74 $788 - $1.49K
314 $1K
CHKP
Check Point Software Technologies LTD

Technology
7
New
$204.26 - $233.47 $1.43K - $1.63K
7 $1K
NWSA
News Corp

Communication Services
44
New
$23.97 - $29.72 $1.05K - $1.31K
44 $1K
ASAN
Asana, Inc.

Technology
100
New
$12.93 - $19.0 $1.29K - $1.9K
100 $1K
VERI
Veritone, Inc.

Technology
975
New
$1.22 - $2.37 $1.19K - $2.31K
975 $1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24
New
$57.14 - $72.68 $1.37K - $1.74K
24 $1K
D
Dominion Energy, Inc

Utilities
11
New
$49.66 - $58.0 $546 - $638
11 $0
HI
Hillenbrand, Inc.

Industrials
0
New
$18.62 - $24.76 $0 - $0
0 $0
RWR
Spdr Dow Jones Reit ETF

ETFs
6
New
$86.33 - $99.71 $518 - $598
6 $0
SEE
Sealed Air Corp

Consumer Cyclical
1
New
$23.93 - $32.95 $23.9 - $33
1 $0
FCG
First Tr Exchange Traded Fd

ETFs
1
New
$19.37 - $25.23 $19.4 - $25.2
1 $0
Usa Rare Earth Inc Com
66
New
N/A
66 $0
Neonc Technologies Hldgs Inc Com
492
New
N/A
492 $0
Vtv Therapeutics Inc Cl A New
1
New
N/A
1 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
75
New
N/A
75 $0
Destiny Tech100 Inc Com Shs
20
New
N/A
20 $0
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
4
New
$2.55 - $6.62 $10.2 - $26.5
4 $0
Thomson Reuters Corp Com
7
New
N/A
7 $0
Easterly Govt Pptys Inc Com Shs
5.24K
New
N/A
5.24K $0
IGF
Ishares Global Infrastructure

ETFs
0
New
$50.55 - $59.83 $0 - $0
0 $0
Tko Group Holdings Inc Cl A
20
New
N/A
20 $0
RMR
Rmr Group Inc.

Real Estate
2
New
$13.89 - $16.68 $27.8 - $33.4
2 $0
CIEN
Ciena Corp

Technology
4
New
$53.5 - $83.89 $214 - $336
4 $0
Canopy Growth Corp Com New
71
New
N/A
71 $0
Jpmorgan Mortgage Backed Securities ETF
46
New
N/A
46 $0
CBSH
Commerce Bancshares Inc

Financial Services
13
New
$55.42 - $65.63 $720 - $853
13 $0
Viper Energy Inc Cl A
356
New
N/A
356 $0
OTIS
Otis Worldwide Corp

Industrials
1
New
$90.88 - $104.3 $90.9 - $104
1 $0
Arista Networks Inc Com Shs
160
New
N/A
160 $0
FAN
First Tr Exchange Traded Fd Ii
400
New
N/A
400 $0
QBTS
D Wave Quantum Inc.

Technology
3
New
$6.22 - $19.04 $18.7 - $57.1
3 $0
Palatin Technologies Inc Com New
80
New
N/A
80 $0
Invesco Oil & Gas Services ETF
31
New
N/A
31 $0
Oragenics Inc Com
1
New
N/A
1 $0
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13
New
$59.8 - $60.07 $777 - $781
13 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7
New
$86.97 - $102.82 $609 - $720
7 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
New
$216.56 - $256.68 $433 - $513
2 $0
XSPA
Xpres Spa Group, Inc.

Consumer Cyclical
97
New
N/A
97 $0
ACWI
Ishares Msci Acwi ETF

ETFs
1
New
$103.59 - $128.6 $104 - $129
1 $0
AVNS
Avanos Medical, Inc.

Healthcare
1
New
$12.03 - $14.52 $12 - $14.5
1 $0
Gsk PLC Sponsored Adr
4.06K
New
N/A
4.06K $0
Microalgo Inc Shs Cl A
9
New
N/A
9 $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
New
$91.62 - $116.16 $183 - $232
2 $0
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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