Strategic Wealth Partners, Ltd. Sells in Q2 2025

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-108K
- 92.73%
$79.69 - $99.41 $8.63M - $10.8M
8.49K $778K
ARMK
Aramark

Industrials
-246K
- 96.52%
$30.39 - $42.1 $7.47M - $10.3M
8.85K $370K
VFH
Vanguard Financial ETF

ETFs
-73.2K
- 96.07%
$104.87 - $127.3 $7.68M - $9.32M
2.99K $380K
ACN
Accenture PLC

Technology
-22.1K
- 62.59%
$279.23 - $323.21 $6.16M - $7.13M
13.2K $3.94M
HON
Honeywell International Inc

Industrials
-34K
- 85.46%
$182.86 - $232.88 $6.22M - $7.92M
5.79K $1.35M
SYY
Sysco Corp

Consumer Defensive
-97.2K
- 94.65%
$68.0 - $75.91 $6.61M - $7.38M
5.5K $416K
ZTS
Zoetis Inc.

Healthcare
-44.9K
- 93.53%
$144.41 - $170.3 $6.49M - $7.65M
3.11K $484K
ITB
Ishares Tr

ETFs
-64.2K
- 99.13%
$85.52 - $96.61 $5.49M - $6.2M
564 $52K
INTU
Intuit Inc

Technology
-10.3K
- 76.4%
$544.07 - $787.63 $5.61M - $8.12M
3.18K $2.51M
STX
Seagate Technology Holdings PLC

Technology
-70.4K
- 95.91%
$66.54 - $144.33 $4.68M - $10.2M
3K $433K
UNH
Unitedhealth Group Inc

Healthcare
-7.92K
- 60.01%
$274.35 - $599.47 $2.17M - $4.75M
5.28K $1.65M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-95.7K
- 80.76%
$35.35 - $42.68 $3.38M - $4.08M
22.8K $971K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-17.5K
- 26.81%
$149.76 - $186.42 $2.61M - $3.25M
47.6K $8.88M
GS
Goldman Sachs Group Inc

Financial Services
-7.89K
- 31.05%
$462.22 - $707.75 $3.65M - $5.58M
17.5K $12.4M
PAYC
Paycom Software, Inc.

Technology
-10.8K
- 74.31%
$193.07 - $265.71 $2.08M - $2.86M
3.72K $861K
GOOG
Alphabet Inc.

Communication Services
-6.52K
- 22.55%
$146.58 - $180.01 $956K - $1.17M
22.4K $3.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.36K
- 12.87%
$496.48 - $617.85 $1.67M - $2.07M
22.7K $14M
GBIL
Goldman Sachs Access Treasury

ETFs
-12.3K
- 18.83%
$99.83 - $100.19 $1.23M - $1.24M
53.2K $5.33M
DG
Dollar General Corp

Consumer Defensive
-16.7K
- 85.78%
$86.02 - $114.95 $1.44M - $1.92M
2.77K $317K
HXL
Hexcel Corp

Industrials
-17.7K
- 97.33%
$47.49 - $57.32 $841K - $1.01M
485 $27K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-91.4K
- 92.75%
$8.28 - $9.42 $756K - $861K
7.14K $67K
BRO
Brown & Brown, Inc.

Financial Services
-9.96K
- 83.25%
$104.48 - $124.43 $1.04M - $1.24M
2.01K $222K
TSLA
Tesla, Inc.

Consumer Cyclical
-844
- 11.65%
$221.86 - $362.89 $187K - $306K
6.4K $2.03M
V
Visa Inc.

Financial Services
-6.41K
- 16.68%
$308.27 - $373.31 $1.97M - $2.39M
32K $11.4M
AMD
Advanced Micro Devices Inc

Technology
-8.3K
- 39.75%
$78.21 - $143.81 $649K - $1.19M
12.6K $1.78M
BKR
Baker Hughes CO

Energy
-2.2K
- 0.95%
$35.0 - $44.92 $77K - $98.8K
229K $8.78M
FANG
Diamondback Energy, Inc.

Energy
-3.69K
- 65.38%
$119.25 - $161.49 $440K - $596K
1.95K $268K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-871
- 33.66%
$390.26 - $489.06 $340K - $426K
1.72K $696K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-6.48K
- 7.88%
$99.1 - $99.49 $642K - $645K
75.8K $7.53M
FSS
Federal Signal Corp

Industrials
-6.27K
- 99.7%
$69.23 - $106.42 $434K - $668K
19 $2K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-23.8K
- 87.99%
$25.35 - $64.65 $603K - $1.54M
3.25K $161K
PH
Parker Hannifin Corp

Industrials
-809
- 67.53%
$517.23 - $700.54 $418K - $567K
389 $271K
NEP
Nextera Energy Partners, LP

Utilities
-26.3K
- 93.45%
N/A
1.84K $16K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.82K
- 3.48%
$24.32 - $27.87 $214K - $246K
244K $6.47M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.98K
- 93.15%
$83.97 - $92.85 $418K - $462K
366 $32K
FSK
Fs Kkr Capital Corp

Financial Services
-15.1K
- 12.22%
$17.95 - $21.5 $271K - $324K
108K $2.25M
PHM
Pultegroup Inc

Consumer Cyclical
-3.95K
- 96.63%
$92.02 - $106.54 $364K - $421K
138 $14K
IR
Ingersoll Rand Inc.

Industrials
-4.64K
- 98.37%
$66.75 - $84.94 $310K - $394K
77 $6K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.08K
- 32.05%
$160.0 - $195.62 $173K - $211K
2.29K $372K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9K
- 99.09%
$37.08 - $42.26 $334K - $380K
83 $3K
UNP
Union Pacific Corp

Industrials
-1.93K
- 4.92%
$208.27 - $238.46 $402K - $461K
37.3K $8.59M
XLK
Technology Sector Spdr

ETFs
-1.88K
- 27.03%
$179.73 - $253.23 $339K - $477K
5.09K $1.29M
XLV
Select Sector Spdr Fund Health

ETFs
-2.13K
- 39.75%
$128.77 - $144.3 $275K - $308K
3.23K $435K
INDA
Ishares Msci India Index Fund

ETFs
-5.44K
- 87.17%
$49.13 - $55.86 $267K - $304K
801 $44K
IWM
Ishares Russell 2000 ETF

ETFs
-324
- 0.88%
$174.82 - $215.79 $56.6K - $69.9K
36.4K $7.84M
STE
Steris PLC

Healthcare
-1.56K
- 41.64%
$208.55 - $252.55 $325K - $394K
2.19K $524K
UPS
United Parcel Service Inc

Industrials
-1.68K
- 60.1%
$91.92 - $110.2 $155K - $186K
1.12K $112K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.58K
- 41.6%
$54.27 - $63.01 $248K - $288K
6.42K $402K
SAP
Sap Se

Technology
-974
- 80.83%
$237.53 - $309.8 $231K - $302K
231 $70K
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email