Strategic Wealth Partners, Ltd. Reduced Holdings in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-8.32K
- 4.03%
$12.71 - $14.52 $106K - $121K
198K $2.75M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.35K
- 16.54%
$152.93 - $181.74 $206K - $245K
6.79K $1.23M
MRK
Merck & Co., Inc.

Healthcare
-583
- 8.63%
$73.47 - $87.12 $42.8K - $50.8K
6.17K $488K
PFE
Pfizer Inc

Healthcare
-5.92K
- 34.35%
$21.59 - $24.84 $128K - $147K
11.3K $274K
PHG
Koninklijke Philips Nv

Healthcare
-6.66K
- 91.49%
$21.67 - $25.64 $144K - $171K
619 $14K
PEP
Pepsico Inc

Consumer Defensive
-675
- 18.06%
$128.02 - $151.37 $86.4K - $102K
3.06K $404K
SPYG
Spdr Portfolio

ETFs
-3.39K
- 15.8%
$71.83 - $95.32 $243K - $323K
18K $1.72M
HSY
Hershey CO

Consumer Defensive
-871
- 45.15%
$151.29 - $173.13 $132K - $151K
1.06K $175K
LMT
Lockheed Martin Corp

Industrials
-239
- 17.94%
$430.82 - $486.45 $103K - $116K
1.09K $506K
CSL
Carlisle Companies Inc

Industrials
-382
- 32.51%
$317.1 - $408.5 $121K - $156K
793 $296K
SOUN
Soundhound Ai, Inc.

Technology
-3.78K
- 36.74%
$7.18 - $11.76 $27.1K - $44.4K
6.5K $69K
NKE
Nike, Inc.

Consumer Cyclical
-1.53K
- 33.07%
$53.27 - $72.04 $81.6K - $110K
3.1K $220K
VTV
Vanguard Value ETF

ETFs
-871
- 25.78%
$153.67 - $176.74 $134K - $154K
2.51K $443K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-10.1K
- 59.39%
$9.85 - $11.67 $99.4K - $118K
6.9K $77K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.61K
- 14.32%
$82.21 - $83.12 $132K - $134K
9.62K $797K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.53K
- 11.08%
$51.68 - $52.76 $130K - $133K
20.3K $1.07M
BMY
Bristol Myers Squibb CO

Healthcare
-1.17K
- 23.43%
$44.12 - $59.6 $51.6K - $69.7K
3.82K $177K
DVY
Ishares Tr

ETFs
-830
- 20.27%
$118.37 - $134.86 $98.2K - $112K
3.26K $433K
DHR
Danaher Corp

Healthcare
-285
- 18.97%
$174.64 - $205.16 $49.8K - $58.5K
1.22K $240K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.05K
- 36.09%
$50.48 - $50.71 $103K - $104K
3.62K $183K
BAC
Bank Of America Corp

Financial Services
-3.28K
- 19.5%
$34.39 - $47.46 $113K - $155K
13.5K $639K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.75K
- 16.04%
$29.0 - $30.68 $79.7K - $84.3K
14.4K $441K
PFFV
Global X Variable Rate Preferr

Technology
-3.51K
- 17.38%
$22.41 - $23.43 $78.7K - $82.3K
16.7K $380K
PG
Procter & Gamble CO

Consumer Defensive
-284
- 4.71%
$157.66 - $172.39 $44.8K - $49K
5.75K $916K
PSX
Phillips 66

Energy
-1.01K
- 18.72%
$92.87 - $125.73 $93.3K - $126K
4.36K $520K
DD
Du Pont De Nemours, Inc.

Basic Materials
-901
- 24.39%
$55.13 - $75.25 $49.7K - $67.8K
2.79K $191K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-974
- 16.3%
$86.05 - $107.7 $83.8K - $105K
5K $538K
ACRE
Ares Commercial Real Estate Corp

Real Estate
-13.4K
- 63.81%
$3.5 - $5.07 $46.9K - $67.9K
7.6K $36K
VTI
Vanguard Total Stock Market Et

ETFs
-378
- 16.31%
$243.75 - $303.93 $92.1K - $115K
1.94K $589K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.44K
- 19.36%
$58.41 - $72.69 $84.2K - $105K
6.01K $436K
EW
Edwards Lifesciences Corp

Healthcare
-1.21K
- 25.15%
$67.07 - $78.22 $81.2K - $94.6K
3.6K $281K
SHEL
Shell PLC

Energy
-1.9K
- 24.84%
$59.75 - $73.05 $113K - $139K
5.74K $404K
OHI
Omega Healthcare Investors Inc

Real Estate
-1.53K
- 21.54%
$35.55 - $39.05 $54.4K - $59.8K
5.58K $204K
QCOM
Qualcomm Inc

Technology
-479
- 20.62%
$124.66 - $159.48 $59.7K - $76.4K
1.84K $293K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.87K
- 22.24%
$63.54 - $68.5 $119K - $128K
6.55K $441K
AMGN
Amgen Inc

Healthcare
-1.04K
- 8.34%
$262.28 - $309.85 $273K - $323K
11.4K $3.2M
XLF
Financial Sector Spdr

ETFs
-1.72K
- 21.5%
$43.92 - $52.37 $75.7K - $90.3K
6.3K $329K
COP
Conocophillips

Energy
-334
- 13.73%
$82.66 - $106.1 $27.6K - $35.4K
2.1K $188K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-148
- 17.66%
$376.48 - $440.65 $55.7K - $65.2K
690 $304K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-3.11K
- 29.44%
$13.03 - $15.28 $40.5K - $47.5K
7.46K $109K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-515
- 6.92%
$100.35 - $100.71 $51.7K - $51.9K
6.93K $697K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.56K
- 27.64%
$39.89 - $49.46 $62.1K - $77K
4.08K $201K
EOG
Eog Resources Inc

Energy
-320
- 10.53%
$104.61 - $129.97 $33.5K - $41.6K
2.72K $325K
GD
General Dynamics Corp

Industrials
-263
- 22.21%
$247.68 - $291.66 $65.1K - $76.7K
921 $268K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-678
- 8.97%
$77.94 - $79.5 $52.8K - $53.9K
6.88K $547K
URI
United Rentals, Inc.

Industrials
-86
- 16.7%
$551.94 - $753.4 $47.5K - $64.8K
429 $323K
AMAT
Applied Materials Inc

Technology
-512
- 19.2%
$126.95 - $183.52 $65K - $94K
2.16K $394K
MO
Altria Group, Inc.

Consumer Defensive
-1.08K
- 26.65%
$55.56 - $60.91 $59.8K - $65.5K
2.96K $173K
JNJ
Johnson & Johnson

Healthcare
-577
- 8.96%
$146.36 - $159.82 $84.4K - $92.2K
5.86K $895K
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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