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
XAR
Spdr S&P Aerospace & Defense E

ETFs
101
New
$144.94 - $210.94 $14.6K - $21.3K
101 $21K
REZ
Ishares Tr Residential And Mul

ETFs
267
New
$76.14 - $86.35 $20.3K - $23.1K
267 $21K
CPRT
Copart Inc

Consumer Cyclical
433
New
$47.72 - $63.84 $20.7K - $27.6K
433 $21K
DTE
Dte Energy CO

Utilities
160
New
$127.39 - $139.49 $20.4K - $22.3K
160 $21K
CARR
Carrier Global Corp

Industrials
296
New
$55.55 - $75.83 $16.4K - $22.4K
296 $21K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
700
New
$26.18 - $30.91 $18.3K - $21.6K
700 $21K
L
Loews Corp

Financial Services
225
New
$80.89 - $92.09 $18.2K - $20.7K
225 $20K
MGV
Vanguard Mega Cap Value

ETFs
159
New
$114.87 - $131.25 $18.3K - $20.9K
159 $20K
WHR
Whirlpool Corp

Consumer Cyclical
203
New
$75.71 - $101.42 $15.4K - $20.6K
203 $20K
GMRE
Global Medical Reit Inc.

Real Estate
2.98K
New
$6.16 - $8.72 $18.4K - $26K
2.98K $20K
COPX
Global X Copper Miners ETF

ETFs
462
New
$31.24 - $45.59 $14.4K - $21.1K
462 $20K
SWKS
Skyworks Solutions, Inc.

Technology
271
New
$49.2 - $74.95 $13.3K - $20.3K
271 $20K
ECL
Ecolab Inc.

Basic Materials
72
New
$225.65 - $270.95 $16.2K - $19.5K
72 $19K
WY
Weyerhaeuser CO

Real Estate
762
New
$24.69 - $29.48 $18.8K - $22.5K
762 $19K
PHR
Phreesia, Inc.

Healthcare
700
New
$23.25 - $28.49 $16.3K - $19.9K
700 $19K
IDEV
Ishares Core Msci Intl Develop

ETFs
254
New
$61.79 - $76.67 $15.7K - $19.5K
254 $19K
ARKQ
Ark Autonomous Technology & Ro

ETFs
222
New
$58.8 - $89.17 $13.1K - $19.8K
222 $19K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
949
New
$20.12 - $21.0 $19.1K - $19.9K
949 $19K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
362
New
$53.27 - $54.27 $19.3K - $19.6K
362 $19K
PAVE
Global X Fds Us Infrastructure

ETFs
440
New
$33.78 - $43.68 $14.9K - $19.2K
440 $19K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
360
New
$49.79 - $50.75 $17.9K - $18.3K
360 $18K
JNK
Spdr Bloomberg High Yield Bond

ETFs
192
New
$91.23 - $97.27 $17.5K - $18.7K
192 $18K
HEEM
Ishares Currency Hedged Msci E

ETFs
614
New
$24.94 - $30.1 $15.3K - $18.5K
614 $18K
AZO
Autozone Inc

Consumer Cyclical
5
New
$3478.38 - $3880.15 $17.4K - $19.4K
5 $18K
FNDC
Schwab Fundamental Intl Small

ETFs
434
New
$32.97 - $42.05 $14.3K - $18.2K
434 $18K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
1.95K
New
$7.5 - $10.17 $14.6K - $19.8K
1.95K $18K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
146
New
$101.91 - $134.83 $14.9K - $19.7K
146 $18K
EVRG
Evergy, Inc.

Utilities
274
New
$64.06 - $69.64 $17.6K - $19.1K
274 $18K
SPTL
Spdr Portfolio Long Term Treas

ETFs
706
New
$25.48 - $27.78 $18K - $19.6K
706 $18K
BRSP
Bright Spire Capital, Inc.

Real Estate
3.65K
New
$4.3 - $5.59 $15.7K - $20.4K
3.65K $18K
UTHR
United Therapeutics Corp

Healthcare
64
New
$276.47 - $328.4 $17.7K - $21K
64 $18K
RGEN
Repligen Corp

Healthcare
142
New
$108.89 - $145.23 $15.5K - $20.6K
142 $17K
DRI
Darden Restaurants Inc

Consumer Cyclical
78
New
$186.58 - $225.78 $14.6K - $17.6K
78 $17K
TREX
Trex CO Inc

Industrials
328
New
$50.52 - $61.77 $16.6K - $20.3K
328 $17K
JCI
Johnson Controls International PLC

Industrials
165
New
$71.14 - $105.62 $11.7K - $17.4K
165 $17K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
800
New
$20.19 - $23.59 $16.2K - $18.9K
800 $17K
VLUE
Ishares Msci Usa Value Factor

ETFs
158
New
$93.5 - $113.21 $14.8K - $17.9K
158 $17K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
45
New
$299.15 - $396.54 $13.5K - $17.8K
45 $17K
VNQI
Vanguard Global Ex U.S. Real

ETFs
373
New
$37.77 - $46.15 $14.1K - $17.2K
373 $17K
PHYS
Sprott Physical Gold Trust

Financial Services
692
New
$22.82 - $26.29 $15.8K - $18.2K
692 $17K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.37K
New
$11.76 - $13.64 $16.1K - $18.7K
1.37K $17K
RGTI
Rigetti Computing, Inc.

Technology
1.46K
New
$7.5 - $14.29 $11K - $20.9K
1.46K $17K
CM
Canadian Imperial Bank Of Commerce

Financial Services
250
New
$54.6 - $70.83 $13.7K - $17.7K
250 $17K
SCHP
Schwab Strategic Us Tips ETF

ETFs
646
New
$26.18 - $26.93 $16.9K - $17.4K
646 $17K
IGLB
Ishares 10+ Year Investment Gr

ETFs
341
New
$47.55 - $50.44 $16.2K - $17.2K
341 $17K
GIS
General Mills Inc

Consumer Defensive
347
New
$50.37 - $60.97 $17.5K - $21.2K
347 $17K
ACI
Albertsons Companies, Inc.

Consumer Defensive
784
New
$19.94 - $22.91 $15.6K - $18K
784 $16K
SJNK
Spdr Bloomberg Short Term High

ETFs
643
New
$24.12 - $25.48 $15.5K - $16.4K
643 $16K
NICE
Nice Ltd.

Technology
100
New
$141.3 - $178.32 $14.1K - $17.8K
100 $16K
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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