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
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
192
New
$73.0 - $85.5 $14K - $16.4K
192 $16K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
62
New
$201.28 - $266.34 $12.5K - $16.5K
62 $16K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
150
New
$105.72 - $1416.0 $15.9K - $212K
150 $16K
TRNO
Terreno Realty Corp

Real Estate
300
New
$51.18 - $63.89 $15.4K - $19.2K
300 $16K
HEFA
Ishares Currency Hedged Msci E

ETFs
446
New
$32.11 - $38.21 $14.3K - $17K
446 $16K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
265
New
$50.27 - $62.05 $13.3K - $16.4K
265 $16K
OLN
Olin Corp

Basic Materials
804
New
$17.96 - $24.7 $14.4K - $19.9K
804 $16K
ALC
Alcon Inc

Healthcare
185
New
$82.88 - $98.3 $15.3K - $18.2K
185 $16K
STT
State Street Corp

Financial Services
155
New
$75.33 - $106.34 $11.7K - $16.5K
155 $16K
ED
Consolidated Edison Inc

Utilities
161
New
$98.05 - $113.3 $15.8K - $18.2K
161 $16K
FCF
First Commonwealth Financial Corp

Financial Services
950
New
$14.08 - $16.35 $13.4K - $15.5K
950 $15K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1K
New
$15.08 - $16.68 $15.1K - $16.7K
1K $15K
VV
Vanguard Large Cap ETF

ETFs
53
New
$228.25 - $285.3 $12.1K - $15.1K
53 $15K
CZNC
Citizens & Northern Corp

Financial Services
820
New
$18.07 - $20.04 $14.8K - $16.4K
820 $15K
SE
Sea LTD

Consumer Cyclical
100
New
$105.57 - $170.4 $10.6K - $17K
100 $15K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
235
New
$49.85 - $64.51 $11.7K - $15.2K
235 $15K
MGK
Vanguard Mega Cap Growth ETF

ETFs
43
New
$273.67 - $366.17 $11.8K - $15.7K
43 $15K
VRNS
Varonis Systems Inc

Technology
300
New
$37.96 - $50.93 $11.4K - $15.3K
300 $15K
VDC
Vanguard Consumer Staples ETF

ETFs
72
New
$204.89 - $224.73 $14.8K - $16.2K
72 $15K
A
Agilent Technologies, Inc.

Healthcare
132
New
$99.29 - $120.52 $13.1K - $15.9K
132 $15K
FR
First Industrial Realty Trust Inc

Real Estate
298
New
$43.07 - $54.05 $12.8K - $16.1K
298 $14K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.02K
New
$10.8 - $16.92 $11K - $17.3K
1.02K $14K
IYE
Ishares Tr

ETFs
310
New
$40.36 - $49.67 $12.5K - $15.4K
310 $14K
ASGN
Asgn Inc

Technology
285
New
$48.58 - $63.92 $13.8K - $18.2K
285 $14K
LDOS
Leidos Holdings, Inc.

Technology
95
New
$132.9 - $160.3 $12.6K - $15.2K
95 $14K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
149
New
$81.46 - $94.63 $12.1K - $14.1K
149 $14K
DRIV
Global X Fds Global X Autonomo

ETFs
625
New
$17.75 - $23.51 $11.1K - $14.7K
625 $14K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
748
New
$18.83 - $19.22 $14.1K - $14.4K
748 $14K
SCHC
Schwab Strategic Tr Intl Small

ETFs
340
New
$32.41 - $42.59 $11K - $14.5K
340 $14K
DEO
Diageo PLC

Consumer Defensive
140
New
$99.86 - $115.75 $14K - $16.2K
140 $14K
BOTZ
Global X Fds

ETFs
450
New
$24.51 - $32.65 $11K - $14.7K
450 $14K
PAYX
Paychex Inc

Industrials
92
New
$137.01 - $159.78 $12.6K - $14.7K
92 $13K
UCTT
Ultra Clean Holdings, Inc.

Technology
602
New
$17.84 - $22.81 $10.7K - $13.7K
602 $13K
PFG
Principal Financial Group Inc

Financial Services
173
New
$69.56 - $86.19 $12K - $14.9K
173 $13K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
100
New
$120.49 - $141.16 $12K - $14.1K
100 $13K
BLOK
Amplify ETF Tr Trnsformational

ETFs
233
New
$32.56 - $57.11 $7.59K - $13.3K
233 $13K
ASPN
Aspen Aerogels Inc

Industrials
2.35K
New
$4.31 - $6.63 $10.1K - $15.6K
2.35K $13K
HPI
John Hancock Preferred Income Fund

Financial Services
825
New
$15.0 - $16.67 $12.4K - $13.8K
825 $13K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
320
New
$33.13 - $40.67 $10.6K - $13K
320 $13K
TFSL
Tfs Financial Corp

Financial Services
1.06K
New
$11.62 - $13.54 $12.3K - $14.3K
1.06K $13K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
82
New
$144.63 - $179.53 $11.9K - $14.7K
82 $13K
OTEX
Open Text Corp

Technology
465
New
$23.04 - $29.2 $10.7K - $13.6K
465 $13K
VOT
Vanguard Mid Cap Growth Index

ETFs
48
New
$216.28 - $284.39 $10.4K - $13.7K
48 $13K
PICK
Ishares Inc Msci Global Select

ETFs
360
New
$30.23 - $38.24 $10.9K - $13.8K
360 $13K
SRLN
Ssga Active Trust

ETFs
336
New
$39.47 - $41.59 $13.3K - $14K
336 $13K
CCI
Crown Castle International Corp

Real Estate
120
New
$94.83 - $107.06 $11.4K - $12.8K
120 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
90
New
$121.58 - $136.74 $10.9K - $12.3K
90 $12K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
348
New
$28.98 - $37.18 $10.1K - $12.9K
348 $12K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
315
New
$32.0 - $39.87 $10.1K - $12.6K
315 $12K
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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