Strategic Wealth Partners, Ltd. Incresed Positions in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
35.1K
+ 788.79%
$197.34 - $237.68 $6.92M - $8.33M
39.5K $8.92M
MBB
Ishares Tr

ETFs
30.9K
+ 8.54%
$90.85 - $96.66 $2.81M - $2.99M
393K $37.6M
AAPL
Apple Inc.

Technology
4.5K
+ 4.11%
$207.23 - $234.82 $933K - $1.06M
114K $26.5M
BLK
Black Rock Inc.

Financial Services
3.42K
+ 1207.07%
$782.27 - $949.51 $2.67M - $3.24M
3.7K $3.51M
SPSB
Spdr Portfolio Short Term Corp

ETFs
87K
+ 8.95%
$29.58 - $30.31 $2.57M - $2.64M
1.06M $32.1M
HD
Home Depot, Inc.

Consumer Cyclical
7.03K
+ 139.33%
$333.64 - $405.2 $2.34M - $2.85M
12.1K $4.89M
VZ
Verizon Communications Inc

Communication Services
58.7K
+ 164.39%
$38.89 - $45.0 $2.28M - $2.64M
94.3K $4.24M
PAYC
Paycom Software, Inc.

Technology
15.9K
+ 751.3%
$140.16 - $173.86 $2.22M - $2.76M
18K $2.99M
DLR
Digital Realty Trust, Inc.

Real Estate
16.3K
+ 415.78%
$144.47 - $162.98 $2.35M - $2.65M
20.2K $3.26M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.2K
+ 9.32%
$114.73 - $120.23 $1.86M - $1.95M
190K $22.7M
RTX
Raytheon Technologies Corp

Industrials
3.77K
+ 4.26%
$99.55 - $123.34 $375K - $465K
92.4K $11.2M
GPN
Global Payments Inc

Industrials
20.4K
+ 271.7%
$92.66 - $112.97 $1.89M - $2.3M
27.9K $2.86M
BKR
Baker Hughes CO

Energy
54.3K
+ 35.89%
$32.92 - $38.72 $1.79M - $2.1M
206K $7.43M
NVDA
Nvidia Corp

Technology
18.5K
+ 28.22%
$98.91 - $134.91 $1.83M - $2.5M
84.2K $10.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11K
+ 7.51%
$106.11 - $113.72 $1.16M - $1.25M
157K $17.7M
CCJ
Cameco Corp

Energy
44.2K
+ 30.54%
$36.9 - $53.72 $1.63M - $2.38M
189K $9.03M
SBUX
Starbucks Corp

Consumer Cyclical
456
+ 0.51%
$72.51 - $98.6 $33.1K - $45K
89.4K $8.71M
INDA
Ishares Msci India Index Fund

ETFs
25.2K
+ 24.93%
$54.86 - $59.22 $1.38M - $1.49M
126K $7.39M
SYY
Sysco Corp

Consumer Defensive
15.7K
+ 25.82%
$69.16 - $78.98 $1.09M - $1.24M
76.5K $5.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.41K
+ 5.61%
$517.38 - $573.86 $727K - $807K
26.5K $15.2M
ACN
Accenture PLC

Technology
55
+ 0.19%
$295.44 - $355.81 $16.2K - $19.6K
29.6K $10.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.93K
+ 5.16%
$162.83 - $179.16 $478K - $526K
59.8K $10.7M
SHV
Ishares Tr

ETFs
12K
+ 9.58%
$110.05 - $110.63 $1.32M - $1.32M
137K $15.1M
PM
Philip Morris International Inc.

Consumer Defensive
1.67K
+ 3.02%
$101.25 - $127.45 $169K - $213K
57.1K $6.93M
PLD
Prologis, Inc.

Real Estate
3.25K
+ 5.05%
$111.95 - $132.43 $364K - $430K
67.5K $8.52M
IWM
Ishares Russell 2000 ETF

ETFs
898
+ 1.47%
$200.87 - $224.6 $180K - $202K
62.2K $13.7M
GS
Goldman Sachs Group Inc

Financial Services
886
+ 4.44%
$459.02 - $510.25 $407K - $452K
20.8K $10.3M
AVGO
Broadcom Inc.

Technology
66K
+ 934.21%
$136.27 - $1745.86 $9M - $115M
73.1K $12.6M
ZTS
Zoetis Inc.

Healthcare
1.99K
+ 5.23%
$172.58 - $196.48 $343K - $390K
40K $7.81M
ASPN
Aspen Aerogels Inc

Industrials
36.3K
+ 93.25%
$18.5 - $31.72 $671K - $1.15M
75.2K $2.08M
CRM
Salesforce, Inc.

Technology
2.15K
+ 6.37%
$238.42 - $276.53 $512K - $594K
35.9K $9.82M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
+ 6.24%
$194.9 - $224.8 $597K - $689K
52.2K $11M
ABBV
Abb Vie Inc.

Healthcare
372
+ 1.01%
$163.84 - $199.33 $60.9K - $74.2K
37.2K $7.35M
STE
Steris PLC

Healthcare
1.22K
+ 4.04%
$213.51 - $247.14 $260K - $301K
31.4K $7.62M
DUK
Duke Energy Corp

Utilities
1.04K
+ 2.09%
$99.35 - $117.71 $103K - $122K
50.6K $5.83M
TJX
Tjx Companies Inc

Consumer Cyclical
3.34K
+ 5.33%
$107.93 - $120.23 $361K - $402K
66.1K $7.77M
AMZN
Amazon Com Inc

Consumer Cyclical
6.71K
+ 11.38%
$161.02 - $200.0 $1.08M - $1.34M
65.7K $12.2M
MTCH
Match Group, Inc.

Communication Services
10.7K
+ 19.75%
$29.34 - $38.14 $315K - $409K
65K $2.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.93K
+ 183.1%
$233.4 - $302.36 $683K - $885K
4.52K $1.23M
GLD
Spdr Gold Trust

ETFs
865
+ 5.11%
$215.56 - $246.98 $186K - $214K
17.8K $4.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 1.84%
$405.19 - $478.57 $81.8K - $96.7K
11.2K $5.15M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.11K
+ 3.05%
$54.38 - $59.77 $224K - $246K
139K $8.22M
KMI
Kinder Morgan, Inc.

Energy
3.89K
+ 1.48%
$19.72 - $22.22 $76.7K - $86.4K
267K $5.9M
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
SYK
Stryker Corp

Healthcare
246
+ 1.33%
$315.94 - $371.96 $77.7K - $91.5K
18.7K $6.75M
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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