Strategic Wealth Partners, Ltd. Purchases in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEF
Jefferies Financial Group Inc.

Financial Services
196K
New
$54.67 - $70.36 $10.7M - $13.8M
196K $12.8M
FLS
Flowserve Corp

Industrials
173K
New
$51.98 - $57.7 $8.98M - $9.97M
173K $9.18M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
72.9K
+ 72921.0%
$83.08 - $100.2 $6.06M - $7.31M
73K $7.32M
BUG
Global X Fds Cybersecurity ETF

ETFs
199K
New
$32.23 - $37.41 $6.42M - $7.45M
199K $7M
AXP
American Express CO

Financial Services
19.6K
+ 202.37%
$294.27 - $342.31 $5.76M - $6.7M
29.2K $9.71M
TOL
Toll Brothers, Inc.

Consumer Cyclical
46.1K
New
$113.78 - $148.0 $5.24M - $6.82M
46.1K $6.37M
IBM
International Business Machines Corp

Technology
22.7K
+ 58.13%
$234.77 - $292.47 $5.33M - $6.64M
61.8K $17.4M
TM
Toyota Motor Corp

Consumer Cyclical
29.9K
+ 15023.12%
$167.86 - $202.79 $5.02M - $6.06M
30.1K $5.75M
ENB
Enbridge Inc

Energy
91.2K
+ 2253.11%
$43.79 - $50.46 $3.99M - $4.6M
95.3K $4.81M
CNQ
Canadian Natural Resources LTD

Energy
141K
New
$29.31 - $32.93 $4.12M - $4.63M
141K $4.49M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
149K
New
$22.9 - $23.58 $3.41M - $3.51M
149K $3.5M
ABBV
Abb Vie Inc.

Healthcare
5.17K
+ 10.84%
$184.85 - $231.54 $955K - $1.2M
52.8K $12.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
41.6K
+ 692.62%
$72.65 - $78.68 $3.02M - $3.27M
47.6K $3.73M
FCX
Freeport Mcmoran Inc

Basic Materials
83.6K
+ 68.97%
$35.34 - $47.21 $2.96M - $3.95M
205K $8.04M
IWM
Ishares Russell 2000 ETF

ETFs
7.52K
+ 20.68%
$214.92 - $244.84 $1.62M - $1.84M
43.9K $10.6M
KRE
Spdr S&P Regional Banking ETF

ETFs
34.3K
+ 26.72%
$58.82 - $66.17 $2.02M - $2.27M
163K $10.3M
MDT
Medtronic PLC

Healthcare
16.4K
+ 14.92%
$87.67 - $95.74 $1.44M - $1.57M
126K $12M
MBB
Ishares Tr

ETFs
20.3K
+ 5.12%
$92.46 - $95.73 $1.88M - $1.95M
418K $39.7M
BX
Blackstone Inc.

Financial Services
3.16K
+ 3.94%
$152.77 - $188.68 $483K - $597K
83.6K $14.3M
AZN
Astrazeneca PLC

Healthcare
11.3K
+ 6.67%
$68.72 - $82.11 $779K - $931K
181K $13.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
63.4K
+ 17621.11%
$28.92 - $32.19 $1.83M - $2.04M
63.8K $2.04M
C
Citigroup Inc

Financial Services
2.83K
+ 2.77%
$85.57 - $103.49 $242K - $292K
105K $10.7M
RTX
Raytheon Technologies Corp

Industrials
1.59K
+ 2.03%
$144.19 - $167.33 $229K - $266K
80.1K $13.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.1K
New
$54.35 - $59.32 $1.74M - $1.9M
32.1K $1.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
40.5K
+ 4006.14%
$45.6 - $46.92 $1.85M - $1.9M
41.5K $1.94M
AIT
Applied Industrial Technologies Inc

Industrials
2.14K
+ 4.86%
$242.14 - $275.72 $517K - $589K
46.1K $12M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.56K
+ 5.36%
$201.83 - $230.93 $516K - $590K
50.2K $11.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
18.3K
+ 70338.46%
$90.83 - $93.81 $1.66M - $1.72M
18.3K $1.71M
AAON
Aaon, Inc.

Industrials
14.3K
+ 80.99%
$72.08 - $94.26 $1.03M - $1.34M
31.9K $2.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
62.8K
+ 130850.0%
$23.82 - $25.84 $1.5M - $1.62M
62.9K $1.62M
AVDE
American Centy ETF Tr Avantis

ETFs
19.6K
New
$73.24 - $79.04 $1.43M - $1.55M
19.6K $1.54M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
614
+ 2.38%
$275.84 - $326.36 $169K - $200K
26.4K $8.61M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
15.9K
+ 4310.27%
N/A
16.3K $1.4M
PLD
Prologis, Inc.

Real Estate
3.89K
+ 4.13%
$104.08 - $115.35 $405K - $449K
98K $11.2M
AVUS
American Centy ETF Tr Avantis

ETFs
12.1K
New
$101.2 - $109.16 $1.22M - $1.32M
12.1K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.43K
+ 895.26%
$182.33 - $194.5 $1.17M - $1.25M
7.15K $1.39M
MTCH
Match Group, Inc.

Communication Services
10.5K
+ 5.44%
$31.83 - $38.77 $335K - $408K
204K $7.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
272
+ 1.27%
$546.99 - $602.2 $149K - $164K
21.7K $13M
MUB
Ishares National Muni Bond ETF

ETFs
11K
+ 357.34%
$103.24 - $106.68 $1.14M - $1.17M
14.1K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
265
+ 1.32%
$620.67 - $670.08 $164K - $178K
20.3K $13.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39.3K
+ 12582.69%
$27.61 - $29.15 $1.08M - $1.14M
39.6K $1.15M
ESTA
Establishment Labs Holdings Inc.

Healthcare
27.9K
+ 63.66%
$33.62 - $46.11 $939K - $1.29M
71.8K $2.94M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.53K
+ 511.75%
$118.3 - $142.16 $891K - $1.07M
9.01K $1.09M
EFV
Msci Eafe Value ETF

ETFs
12.9K
+ 627.34%
$62.79 - $68.42 $811K - $884K
15K $1.02M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.58K
+ 3.35%
$117.65 - $120.08 $774K - $790K
203K $24.2M
DUK
Duke Energy Corp

Utilities
3.81K
+ 5.63%
$116.31 - $125.93 $443K - $480K
71.5K $8.85M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
22.4K
New
$34.31 - $38.09 $770K - $855K
22.4K $851K
DGRO
Ishares Core Dividend Growth E

ETFs
1.7K
+ 0.98%
$64.12 - $68.08 $109K - $116K
174K $11.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.66K
+ 2.94%
$107.66 - $112.36 $501K - $523K
163K $18.2M
Activity Summary
Buys All Purchases 516 New Holdings 250 Increased Positions 266 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 2 Puts 0
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