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
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
VST
Vistra Corp.

Utilities
2.17K
+ 35.53%
$69.0 - $119.06 $149K - $258K
8.26K $978K
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
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
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
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
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
VIG
Vanguard Dividend Appreciation

ETFs
603
+ 5.86%
$182.15 - $182.15 $110K - $110K
10.9K $1.98M
IR
Ingersoll Rand Inc.

Industrials
839
+ 27.83%
$86.9 - $100.4 $72.9K - $84.2K
3.85K $378K
KBH
Kb Home

Consumer Cyclical
636
+ 20.6%
$65.35 - $89.63 $41.6K - $57K
3.72K $319K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.47%
$245.82 - $304.51 $2.21K - $2.74K
1.92K $585K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.18K
+ 9.7%
$56.04 - $62.99 $65.9K - $74.1K
13.3K $812K
EMR
Emerson Electric CO

Industrials
1.25K
+ 2.24%
$98.19 - $118.87 $123K - $149K
57.3K $6.26M
BEPC
Brookfield Renewable Corp

Utilities
200
+ 2.0%
$26.92 - $32.89 $5.38K - $6.58K
10.2K $333K
CAT
Caterpillar Inc

Industrials
44
+ 3.64%
$316.8 - $391.12 $13.9K - $17.2K
1.25K $489K
PEP
Pepsico Inc

Consumer Defensive
374
+ 10.8%
$161.9 - $179.3 $60.6K - $67.1K
3.84K $652K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.55K
+ 8.84%
$31.18 - $33.5 $48.3K - $51.9K
19.1K $633K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
7.2K
+ 4.72%
$10.64 - $11.07 $76.6K - $79.7K
160K $1.76M
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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