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
IEP
Icahn Enterprises L.P.

Industrials
25
New
$7.81 - $9.75 $195 - $244
25 $0
SFIX
Stitch Fix, Inc.

Consumer Cyclical
169
New
$2.75 - $4.79 $465 - $810
169 $0
CTO
Cto Realty Growth, Inc.

Real Estate
14
New
$16.86 - $19.44 $236 - $272
14 $0
Ershares Private Public Crossover ETF
264
New
N/A
264 $0
Six Flags Entertainment Corp Com
730
New
N/A
730 $0
ONL
Orion Office Reit Inc.

Real Estate
0
New
$1.52 - $2.43 $0 - $0
0 $0
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3
New
$18.11 - $18.97 $54.3 - $56.9
3 $0
DWAC
Digital World Acquisition Corp.

Financial Services
21
New
N/A
21 $0
MCHI
Ishares Msci China ETF

ETFs
0
New
$45.22 - $55.86 $0 - $0
0 $0
NVT
N Vent Electric PLC

Industrials
3
New
$45.2 - $73.35 $136 - $220
3 $0
TCRX
T Scan Therapeutics, Inc.

Healthcare
311
New
$1.1 - $1.8 $342 - $560
311 $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.03K
New
N/A
1.03K $0
EVGOW
Evgo Inc Wt Exp 09/15/25
15
New
$0.16 - $0.3 $2.4 - $4.5
15 $0
YOU
Clear Secure, Inc.

Technology
21
New
$23.96 - $27.76 $503 - $583
21 $0
ACCO
Acco Brands Corp

Industrials
211
New
$3.37 - $4.28 $711 - $903
211 $0
OGN
Organon & Co.

Healthcare
10
New
$8.04 - $14.72 $80.4 - $147
10 $0
DVYE
Ishares Emerging Markets Divid

ETFs
1
New
$23.95 - $29.03 $24 - $29
1 $0
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
3
New
$20.13 - $22.17 $60.4 - $66.5
3 $0
Canadian Pacific Kansas City Com
512
New
N/A
512 $0
OPI
Office Properties Income Trust

Real Estate
183
New
$0.18 - $0.45 $32.9 - $82.4
183 $0
Virgin Galactic Holdings Inc Com New
2
New
N/A
2 $0
EMHC
Spdr Bloomberg Emerging Market
27
New
$23.06 - $24.61 $623 - $664
27 $0
Biohaven LTD Com
75
New
N/A
75 $0
PNR
Pentair PLC

Industrials
3
New
$76.17 - $103.58 $229 - $311
3 $0
SAVA
Cassava Sciences Inc

Healthcare
275
New
$1.19 - $2.24 $327 - $616
275 $0
DRLL
Ea Ser Tr Strive U S Energy Et
32
New
N/A
32 $0
Healthcare Rlty Tr Cl A Com
3.47K
New
N/A
3.47K $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
New
$89.02 - $104.29 $356 - $417
4 $0
PPLT
Abrdn Platinum ETF Trust

ETFs
2
New
N/A
2 $0
SAN
Banco Santander, S.A.

Financial Services
0
New
$5.72 - $8.32 $0 - $0
0 $0
DISV
Dimensional ETF Tr Dimensional

ETFs
27
New
$25.93 - $32.91 $700 - $889
27 $0
LPTH
Lightpath Technologies Inc

Technology
4
New
$1.65 - $3.19 $6.6 - $12.8
4 $0
ZIMV
Zim Vie Inc.

Healthcare
2
New
$8.28 - $10.56 $16.6 - $21.1
2 $0
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
300
New
$0.51 - $1.64 $153 - $492
300 $0
Aptiv PLC Com Shs
499
New
N/A
499 $0
System1 Inc Cl A Com
100
New
N/A
100 $0
OXYWS
Occidental Pete Corp Wt Exp 08
25
New
N/A
25 $0
Nebius Group N.V. Shs Class A
400
New
N/A
400 $0
WDS
Woodside Energy Group LTD

Energy
40
New
$11.5 - $16.77 $460 - $671
40 $0
Invesco Global Listed Private Equity ETF
84
New
N/A
84 $0
Brookfield Infrastructure Corp Com Sub Vtg A
8.17K
New
N/A
8.17K $0
SHYF
Shyft Group, Inc.

Industrials
78
New
$7.13 - $12.64 $556 - $986
78 $0
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36
New
$22.3 - $22.57 $803 - $813
36 $0
RYAAY
Ryanair Holdings PLC

Industrials
15
New
$39.21 - $57.84 $588 - $868
15 $0
Proshares Short S&P500
90
New
N/A
90 $0
PSA
Public Storage

Real Estate
2
New
$266.31 - $309.77 $533 - $620
2 $0
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1
New
$21.4 - $26.31 $21.4 - $26.3
1 $0
PPT
Putnam Premier Income Trust

Financial Services
0
New
$3.45 - $3.71 $0 - $0
0 $0
Ishares Short Term California Muni Active ETF
496
New
N/A
496 $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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