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
YUM
Yum Brands Inc

Consumer Cyclical
617
New
$138.36 - $161.45 $85.4K - $99.6K
617 $91K
KHC
Kraft Heinz CO

Consumer Defensive
3.45K
New
$25.61 - $30.81 $88.3K - $106K
3.45K $89K
CMI
Cummins Inc

Industrials
274
New
$267.12 - $336.65 $73.2K - $92.2K
274 $89K
GXO
Gxo Logistics, Inc.

Industrials
1.82K
New
$31.53 - $49.1 $57.5K - $89.6K
1.82K $88K
XLB
Select Sector Spdr Fd Material

ETFs
1K
New
$74.27 - $88.92 $74.5K - $89.2K
1K $88K
AFL
Aflac Inc

Financial Services
825
New
$99.77 - $112.45 $82.3K - $92.8K
825 $87K
MMM
3 M CO

Industrials
572
New
$126.09 - $154.15 $72.1K - $88.2K
572 $87K
GLW
Corning Inc

Technology
1.65K
New
$39.07 - $52.59 $64.5K - $86.8K
1.65K $86K
VBR
Vanguard Small Cap Value ETF

ETFs
444
New
$162.76 - $195.77 $72.3K - $86.9K
444 $86K
VPU
Vanguard Utilities ETF

ETFs
489
New
$158.36 - $178.82 $77.4K - $87.4K
489 $86K
ODFL
Old Dominion Freight Line, Inc.

Industrials
521
New
$146.74 - $176.07 $76.5K - $91.7K
521 $84K
ARES
Ares Management Corp

Financial Services
490
New
$118.04 - $175.83 $57.8K - $86.2K
490 $84K
OEF
Ishares S&P 100 ETF

ETFs
313
New
N/A
313 $83K
COF
Capital One Financial Corp

Financial Services
378
New
$150.57 - $212.76 $56.9K - $80.4K
378 $80K
KKR
Kkr & Co. Inc.

Financial Services
601
New
$92.79 - $134.29 $55.8K - $80.7K
601 $79K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.84K
New
$34.72 - $42.74 $63.8K - $78.5K
1.84K $78K
PSLV
Sprott Physical Silver Trust

Financial Services
6.41K
New
$9.98 - $12.51 $64K - $80.2K
6.41K $78K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.17K
New
$53.75 - $67.21 $62.7K - $78.4K
1.17K $77K
AEP
American Electric Power CO Inc

Utilities
741
New
$98.59 - $109.11 $73.1K - $80.9K
741 $76K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.49K
New
$50.1 - $51.02 $74.4K - $75.8K
1.49K $75K
ET
Energy Transfer LP

Energy
4.19K
New
$15.65 - $18.93 $65.6K - $79.3K
4.19K $75K
GLDM
World Gold Trust

ETFs
1.14K
New
$58.96 - $67.97 $66.9K - $77.1K
1.14K $74K
MSI
Motorola Solutions, Inc.

Technology
177
New
$394.72 - $440.39 $69.9K - $77.9K
177 $74K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
2.3K
New
$26.53 - $32.81 $60.9K - $75.3K
2.3K $74K
MPC
Marathon Petroleum Corp

Energy
438
New
$118.55 - $170.08 $51.9K - $74.5K
438 $72K
FE
Firstenergy Corp

Utilities
1.79K
New
$38.31 - $43.17 $68.5K - $77.2K
1.79K $72K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
746
New
$89.58 - $95.01 $66.8K - $70.9K
746 $70K
FAST
Fastenal CO

Industrials
1.67K
New
$40.65 - $83.16 $68K - $139K
1.67K $70K
MPLX
Mplx LP

Energy
1.32K
New
$46.68 - $53.89 $61.7K - $71.2K
1.32K $68K
DECK
Deckers Outdoor Corp

Consumer Cyclical
662
New
$100.44 - $129.37 $66.5K - $85.6K
662 $68K
OXY
Occidental Petroleum Corp

Energy
1.62K
New
$36.11 - $49.33 $58.4K - $79.8K
1.62K $67K
PTF
Invesco Exchange Traded Fd Tr

ETFs
992
New
$51.29 - $68.29 $50.9K - $67.7K
992 $67K
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
New
$45.65 - $57.01 $53.8K - $67.2K
1.18K $67K
IWN
Ishares Russell2000 Val ETF

ETFs
426
New
$131.84 - $157.76 $56.2K - $67.2K
426 $67K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.21K
New
$50.53 - $212.53 $61.2K - $258K
1.21K $67K
IVE
Ishares S&P 500 Value ETF

ETFs
339
New
$168.34 - $195.42 $57.1K - $66.2K
339 $66K
EXP
Eagle Materials Inc

Basic Materials
327
New
$193.68 - $241.95 $63.3K - $79.1K
327 $66K
URA
Global X Uranium ETF

ETFs
1.68K
New
$20.26 - $38.81 $34K - $65.1K
1.68K $65K
IDV
Ishares Tr

ETFs
1.9K
New
$27.79 - $34.84 $52.8K - $66.2K
1.9K $65K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.38K
New
$33.89 - $46.39 $46.8K - $64K
1.38K $64K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
469
New
$104.23 - $134.39 $48.9K - $63K
469 $63K
ITOT
Ishares Core S&P Total U.S. St

ETFs
473
New
$108.12 - $135.04 $51.1K - $63.9K
473 $63K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.02K
New
$51.16 - $62.02 $52.3K - $63.4K
1.02K $63K
BSX
Boston Scientific Corp

Healthcare
592
New
$89.7 - $107.41 $53.1K - $63.6K
592 $63K
PAA
Plains All American Pipeline LP

Energy
3.46K
New
$16.03 - $20.28 $55.4K - $70.1K
3.46K $63K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
7.91K
New
$7.05 - $8.02 $55.8K - $63.4K
7.91K $63K
NUE
Nucor Corp

Basic Materials
485
New
$103.22 - $131.43 $50.1K - $63.7K
485 $62K
WES
Western Midstream Partners, LP

Energy
1.59K
New
$34.99 - $41.61 $55.7K - $66.2K
1.59K $61K
TDY
Teledyne Technologies Inc

Technology
121
New
$435.54 - $512.31 $52.7K - $62K
121 $61K
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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