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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9
New
$67.03 - $80.35 $603 - $723
9 $0
Grayscale Ethereum Trust ETF
6.76K
New
N/A
6.76K $0
Coherent Corp Com
44
New
N/A
44 $0
Linde PLC Shs
177
New
N/A
177 $0
Foxo Technologies Inc Com Shs Cl A
39
New
N/A
39 $0
WOOD
Ishares Global Timber & Forest
17
New
N/A
17 $0
Ess Tech Inc Com New
35
New
N/A
35 $0
ACHR
Archer Aviation Inc.

Industrials
64
New
$6.2 - $13.3 $397 - $851
64 $0
UPST
Upstart Holdings, Inc.

Financial Services
10
New
$34.8 - $64.85 $348 - $649
10 $0
VFC
V F Corp

Consumer Cyclical
57
New
$9.74 - $16.39 $555 - $934
57 $0
Atlassian Corporation Cl A
77
New
N/A
77 $0
MVIS
Microvision, Inc.

Technology
875
New
N/A
875 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
0
New
$8.48 - $10.88 $0 - $0
0 $0
QTUM
ETF Ser Solutions Defiance Qua
142
New
N/A
142 $0
GDRX
Good Rx Holdings, Inc.

Healthcare
3
New
$3.74 - $5.07 $11.2 - $15.2
3 $0
XPEV
Xpeng Inc.

Consumer Cyclical
40
New
$16.42 - $22.25 $657 - $890
40 $0
QS
Quantum Scape Corp

Consumer Cyclical
50
New
$3.47 - $7.65 $174 - $383
50 $0
BFB
Brown Forman Corp Cl B
108
New
N/A
108 $0
BITF
Bitfarms LTD

Financial Services
519
New
$0.68 - $1.16 $353 - $602
519 $0
Flagstar Financial Inc Com New
30.2K
New
N/A
30.2K $0
PCAR
Paccar Inc

Industrials
10
New
$86.4 - $99.09 $864 - $991
10 $0
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1
New
$42.02 - $50.36 $42 - $50.4
1 $0
CLNE
Clean Energy Fuels Corp.

Energy
250
New
$1.32 - $2.08 $330 - $520
250 $0
Grayscale Bitcoin Mini Trust ETF
997
New
N/A
997 $0
Grayscale Ethereum Mini Trust ETF
648
New
N/A
648 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
600
New
N/A
600 $0
Smurfit Westrock PLC Shs
498
New
N/A
498 $0
Super Micro Computer Inc Com New
70
New
N/A
70 $0
HWM
Howmet Aerospace Inc.

Industrials
4
New
$112.33 - $186.13 $449 - $745
4 $0
Tempus Ai Inc Cl A
88
New
N/A
88 $0
DFND
Siren Divcon Dividend Defender

ETFs
1
New
$38.8 - $45.16 $38.8 - $45.2
1 $0
Qxo Inc Com New
13.8K
New
N/A
13.8K $0
Serve Robotics Inc Com
1.35K
New
N/A
1.35K $0
KRP
Kimbell Royalty Partners, LP

Energy
13
New
$11.58 - $14.61 $151 - $190
13 $0
NOK
Nokia Corp

Technology
34
New
$4.65 - $5.43 $158 - $185
34 $0
DXC
Dxc Technology CO

Technology
3
New
$14.03 - $17.63 $42.1 - $52.9
3 $0
Brookfield Wealth Sol LTD Cl A Exchangeab
1.59K
New
N/A
1.59K $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
7
New
$47.34 - $67.22 $331 - $471
7 $0
Spdr Bridgewater All Weather ETF
641
New
N/A
641 $0
United States Natural Gas Fund LP
18
New
N/A
18 $0
Sandisk Corp Com
2
New
N/A
2 $0
Virtus Convertible & Inc Fd Ii Com New
202
New
N/A
202 $0
Venture Global Inc Com Cl A
250
New
N/A
250 $0
Yieldmax Crypto Industry & Tech Portfolio Option Income ETF
200
New
N/A
200 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
New
$141.87 - $164.49 $567 - $658
4 $0
ADNT
Adient PLC

Consumer Cyclical
1
New
$10.34 - $19.72 $10.3 - $19.7
1 $0
DLB
Dolby Laboratories, Inc.

Industrials
0
New
$69.36 - $81.21 $0 - $0
0 $0
Inovio Pharmaceuticals Inc Com Shs
29
New
N/A
29 $0
Annaly Capital Management Inc Com New
1
New
N/A
1 $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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