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
DUOL
Duolingo, Inc.

Technology
2.47K
New
$271.18 - $403.06 $669K - $994K
2.47K $793K
IVE
Ishares S&P 500 Value ETF

ETFs
3.82K
+ 1126.25%
$194.44 - $206.51 $742K - $788K
4.16K $858K
OEF
Ishares S&P 100 ETF

ETFs
2.84K
+ 906.07%
N/A
3.15K $837K
NOW
Service Now, Inc.

Technology
959
+ 79.26%
$850.86 - $1044.69 $816K - $1M
2.17K $2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.6K
+ 31.18%
$36.04 - $38.78 $562K - $605K
65.6K $2.53M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.67K
New
$81.55 - $85.33 $707K - $740K
8.67K $737K
SPSB
Spdr Portfolio Short Term Corp

ETFs
20K
+ 1.9%
$30.02 - $30.29 $600K - $605K
1.07M $32.4M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
64.3K
+ 30.49%
$10.48 - $10.64 $674K - $684K
275K $2.92M
ETN
Eaton Corp PLC

Industrials
658
+ 2.67%
$342.99 - $392.76 $226K - $258K
25.3K $9.48M
EWJ
Ishares Msci Japan ETF

ETFs
1.47K
+ 1.44%
$71.69 - $81.49 $105K - $120K
104K $8.32M
IAU
Ishares Gold Trust

ETFs
5.49K
+ 25.72%
$61.62 - $72.77 $338K - $400K
26.8K $1.95M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.34K
+ 404.68%
$236.25 - $257.69 $552K - $602K
2.91K $746K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 8.46%
$55.61 - $57.37 $559K - $577K
129K $7.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
864
+ 53.83%
$567.77 - $614.76 $491K - $531K
2.47K $1.51M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.8K
+ 14353.62%
$28.15 - $30.13 $558K - $597K
19.9K $591K
WTMF
Wisdomtree Tr Managed Futures

ETFs
15.4K
New
$35.27 - $37.96 $545K - $586K
15.4K $585K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.5K
New
$50.09 - $50.73 $576K - $583K
11.5K $581K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
21.1K
New
$25.43 - $27.31 $537K - $576K
21.1K $576K
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.6K
+ 2922.95%
$25.67 - $27.21 $530K - $562K
21.3K $575K
AMD
Advanced Micro Devices Inc

Technology
1.73K
+ 13.78%
$134.8 - $184.42 $234K - $320K
14.3K $2.32M
CORP
Pimco Investment Grade Corp Bd

ETFs
5.32K
New
$95.87 - $99.18 $510K - $528K
5.32K $524K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.95K
+ 2763.89%
$50.53 - $50.82 $503K - $506K
10.3K $523K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.46K
New
$48.5 - $50.19 $459K - $475K
9.46K $473K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.77K
+ 638.87%
$94.11 - $95.78 $449K - $456K
5.51K $527K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.68K
+ 13.82%
$60.01 - $65.01 $281K - $304K
38.5K $2.51M
GPN
Global Payments Inc

Industrials
3.96K
+ 11.88%
$77.61 - $90.01 $307K - $356K
37.3K $3.1M
VNLA
Janus Henderson Short Duration

ETFs
8.17K
New
$48.99 - $49.29 $400K - $403K
8.17K $402K
BA
Boeing CO

Industrials
1.78K
+ 133.56%
$209.79 - $237.38 $374K - $423K
3.12K $672K
IEFA
Ishares Tr

ETFs
3.23K
+ 18.38%
$81.7 - $87.53 $264K - $283K
20.8K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 21.99%
$181.56 - $190.33 $271K - $284K
8.28K $1.57M
MNA
Iq Merger Arbitrage ETF

ETFs
9.33K
New
$35.11 - $36.01 $328K - $336K
9.33K $335K
BNDX
Vanguard Total International B

ETFs
6.61K
+ 1269.29%
$49.0 - $49.51 $324K - $327K
7.13K $352K
EMLP
First Tr Exchange Traded Iv

ETFs
4.73K
+ 2.63%
$36.99 - $38.38 $175K - $181K
185K $7.07M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
19.9K
New
$15.39 - $17.94 $306K - $357K
19.9K $316K
VUG
Vanguard Growth ETF

ETFs
443
+ 19.63%
$433.97 - $484.08 $192K - $214K
2.7K $1.29M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.06K
New
$95.22 - $96.21 $291K - $294K
3.06K $294K
ORCC
Owl Rock Capital Corp

Financial Services
21.3K
+ 30.9%
N/A
90.1K $1.21M
BWXT
Bwx Technologies, Inc.

Industrials
1.5K
New
$136.45 - $184.37 $205K - $277K
1.5K $277K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.74K
+ 1682.27%
$53.81 - $57.52 $255K - $273K
5.03K $289K
DLR
Digital Realty Trust, Inc.

Real Estate
2.12K
+ 3.16%
$161.21 - $180.02 $342K - $382K
69.2K $12M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.77K
New
$49.41 - $54.08 $236K - $258K
4.77K $257K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.55K
New
$148.97 - $165.88 $230K - $256K
1.55K $254K
AVEM
American Centy ETF Tr Avantis

ETFs
3.38K
New
$68.33 - $75.41 $231K - $255K
3.38K $254K
TMO
Thermo Fisher Scientific Inc.

Healthcare
222
+ 12.93%
$404.94 - $499.99 $89.9K - $111K
1.94K $940K
SHV
Ishares Tr

ETFs
2.06K
+ 1.55%
$110.06 - $110.49 $227K - $228K
135K $14.9M
ETR
Entergy Corp

Utilities
1.93K
+ 34.13%
$80.93 - $93.55 $156K - $181K
7.59K $707K
SPYG
Spdr Portfolio

ETFs
618
+ 3.42%
$94.33 - $105.31 $58.3K - $65.1K
18.7K $1.95M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.12K
+ 31.65%
$82.96 - $95.7 $176K - $203K
8.83K $793K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.32K
New
$49.32 - $50.93 $213K - $220K
4.32K $219K
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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