Strategic Wealth Partners, Ltd. Purchases in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
7.55K
+ 21.48%
$58.48 - $77.47 $442K - $585K
42.7K $3.21M
SOXX
Ishares Semiconductor ETF

ETFs
2.72K
+ 199.85%
$199.29 - $265.49 $542K - $723K
4.08K $941K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
39.9K
+ 57.57%
$13.65 - $23.25 $545K - $928K
109K $2.01M
PID
Invesco Exchange Traded Fd Tr

ETFs
32.7K
+ 3.61%
$17.85 - $17.85 $584K - $584K
938K $16.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.8K
+ 5.98%
$54.98 - $59.51 $264K - $285K
85.1K $5.06M
TSCO
Tractor Supply CO

Consumer Cyclical
1.73K
New
$251.95 - $290.93 $436K - $503K
1.73K $503K
SYK
Stryker Corp

Healthcare
246
+ 1.33%
$315.94 - $371.96 $77.7K - $91.5K
18.7K $6.75M
COST
Costco Wholesale Corp

Consumer Defensive
369
+ 9.81%
$801.83 - $917.05 $296K - $338K
4.13K $3.66M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.04K
+ 50.22%
$50.99 - $57.81 $359K - $407K
21K $1.2M
AXP
American Express CO

Financial Services
98
+ 0.9%
$225.92 - $271.17 $22.1K - $26.6K
11K $2.97M
CSL
Carlisle Companies Inc

Industrials
951
New
$376.5 - $449.34 $358K - $427K
951 $427K
MLM
Martin Marietta Materials Inc

Basic Materials
741
+ 72.93%
$502.48 - $593.35 $372K - $440K
1.76K $945K
TMUS
T Mobile Us, Inc.

Communication Services
377
+ 3.6%
$175.14 - $206.36 $66K - $77.8K
10.9K $2.24M
TTEK
Tetra Tech Inc

Industrials
32.7K
+ 444.47%
$45.59 - $237.74 $1.49M - $7.78M
40.1K $1.89M
PGR
Progressive Corp

Financial Services
627
+ 13.36%
$209.46 - $259.24 $131K - $163K
5.32K $1.35M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 20.79%
$109.72 - $119.0 $297K - $322K
15.7K $1.85M
HSY
Hershey CO

Consumer Defensive
714
+ 2.74%
$182.45 - $203.25 $130K - $145K
26.7K $5.13M
SO
Southern CO

Utilities
2.72K
+ 36.97%
$77.0 - $90.52 $209K - $246K
10.1K $908K
AZN
Astrazeneca PLC

Healthcare
4.31K
+ 4.62%
$76.67 - $87.62 $331K - $378K
97.7K $7.61M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.75K
+ 16.29%
$24.86 - $26.33 $242K - $257K
69.6K $1.82M
SPGI
S&P Global Inc.

Financial Services
227
+ 9.53%
$446.32 - $527.38 $101K - $120K
2.61K $1.35M
URI
United Rentals, Inc.

Industrials
334
New
$627.41 - $814.1 $210K - $272K
334 $270K
QQQ
Invesco Qqq Trust, Series 1

ETFs
149
+ 0.68%
$434.77 - $502.96 $64.8K - $74.9K
22K $10.7M
PH
Parker Hannifin Corp

Industrials
240
+ 26.52%
$501.01 - $635.92 $120K - $153K
1.15K $723K
NEP
Nextera Energy Partners, LP

Utilities
9.49K
+ 25.36%
$23.83 - $28.64 $226K - $272K
46.9K $1.3M
PRMW
Primo Water Corp

Consumer Defensive
3.09K
+ 5.74%
$20.4 - $25.47 $63.1K - $78.8K
57K $1.44M
PLTR
Palantir Technologies Inc.

Technology
772
+ 4.1%
$24.09 - $37.95 $18.6K - $29.3K
19.6K $728K
TT
Trane Technologies PLC

Industrials
555
New
$314.21 - $388.71 $174K - $216K
555 $215K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.07K
+ 17.8%
$50.25 - $50.74 $205K - $207K
26.9K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
145
+ 4.28%
$213.3 - $270.78 $30.9K - $39.3K
3.54K $957K
TFLO
Ishares Treasury Floating Rate

ETFs
4.11K
+ 28.19%
$50.42 - $50.66 $207K - $208K
18.7K $945K
FSS
Federal Signal Corp

Industrials
1.8K
+ 47.36%
$82.35 - $99.97 $148K - $180K
5.61K $523K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.5K
New
$65.04 - $84.24 $162K - $210K
2.5K $201K
META
Meta Platforms, Inc.

Communication Services
11
+ 0.4%
$453.41 - $572.44 $4.99K - $6.3K
2.75K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 0.81%
$531.86 - $624.21 $11.2K - $13.1K
2.62K $1.62M
LLY
Eli Lilly & CO

Healthcare
455
+ 3.96%
$772.14 - $960.02 $351K - $437K
11.9K $10.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.15K
+ 70.65%
$71.45 - $75.64 $154K - $163K
5.2K $390K
AMGN
Amgen Inc

Healthcare
80
+ 0.65%
$309.38 - $337.38 $24.8K - $27K
12.3K $3.98M
DE
Deere & CO

Industrials
89
+ 4.07%
$344.84 - $418.0 $30.7K - $37.2K
2.28K $949K
STZ
Constellation Brands, Inc.

Consumer Defensive
472
+ 1.66%
$236.42 - $259.82 $112K - $123K
29K $7.47M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
294
+ 10.11%
$460.0 - $505.78 $135K - $149K
3.2K $1.49M
VXF
Vanguard Extended Market ETF

ETFs
575
+ 36.44%
$163.98 - $182.92 $94.3K - $105K
2.15K $391K
JNJ
Johnson & Johnson

Healthcare
128
+ 2.04%
$145.48 - $167.38 $18.6K - $21.4K
6.4K $1.04M
C
Citigroup Inc

Financial Services
2.78K
+ 4.26%
$56.11 - $67.61 $156K - $188K
68K $4.26M
AJG
Arthur J. Gallagher & Co.

Financial Services
270
+ 14.78%
$259.22 - $299.75 $70K - $80.9K
2.1K $590K
ABC
Amerisourcebergen Corp

Healthcare
624
+ 2.71%
N/A
23.7K $4.38M
KLAC
Kla Corp

Technology
194
+ 26.98%
$696.17 - $892.35 $135K - $173K
913 $706K
LNG
Cheniere Energy, Inc.

Energy
459
+ 7.67%
$172.24 - $186.09 $79.1K - $85.4K
6.45K $1.16M
PHM
Pultegroup Inc

Consumer Cyclical
225
+ 9.67%
$103.95 - $144.98 $23.4K - $32.6K
2.55K $366K
Activity Summary
Buys All Purchases 158 New Holdings 13 Increased Positions 145 Sells All Sells 131 Reductions 118 Sold out 13 Options Calls 1 Puts 0
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