Strategic Wealth Partners, Ltd. Incresed Positions in Q4 2024

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
628
+ 5.54%
$100.93 - $113.42 $63.4K - $71.2K
12K $1.22M
WM
Waste Management Inc

Industrials
408
+ 5.81%
$201.79 - $228.46 $82.3K - $93.2K
7.43K $1.5M
PH
Parker Hannifin Corp

Industrials
53
+ 4.63%
$621.74 - $709.46 $33K - $37.6K
1.2K $761K
ABBV
Abb Vie Inc.

Healthcare
4.34K
+ 11.67%
$164.99 - $203.87 $717K - $885K
41.6K $7.38M
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 3.16%
$280.04 - $302.45 $19.9K - $21.5K
2.32K $671K
PG
Procter & Gamble CO

Consumer Defensive
394
+ 6.98%
$161.05 - $179.7 $63.5K - $70.8K
6.04K $1.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
561
+ 8.02%
$77.86 - $79.27 $43.7K - $44.5K
7.56K $589K
SPGI
S&P Global Inc.

Financial Services
145
+ 5.56%
$480.36 - $529.17 $69.7K - $76.7K
2.75K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.88K
+ 210.92%
$22.4 - $68.28 $177K - $538K
11.6K $269K
ZTS
Zoetis Inc.

Healthcare
8.05K
+ 20.14%
$162.24 - $194.42 $1.31M - $1.57M
48K $7.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
696
+ 14.09%
$44.04 - $49.49 $30.7K - $34.4K
5.63K $248K
CSL
Carlisle Companies Inc

Industrials
224
+ 23.55%
$368.67 - $480.91 $82.6K - $108K
1.18K $433K
SLI
Standard Lithium Ltd.

Basic Materials
5K
+ 34.46%
$1.36 - $2.51 $6.8K - $12.5K
19.5K $28K
ORCC
Owl Rock Capital Corp

Financial Services
200
+ 0.29%
N/A
68.6K $918K
KBH
Kb Home

Consumer Cyclical
1.15K
+ 30.96%
$65.58 - $85.3 $75.6K - $98.4K
4.88K $320K
Oaktree Specialty Lending Corp Com
200
+ 0.42%
N/A
48K $0
Brookfield Corp Cl A LTD Vt Sh
170
+ 1.69%
N/A
10.2K $0
Swp Growth & Income ETF
24.9K
+ 0.78%
N/A
3.23M $0
Lazard Inc Com
51.8K
+ 31.55%
N/A
216K $0
Jacobs Solutions Inc Com
159
+ 8.99%
N/A
1.93K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
7
+ 0.1%
$28.88 - $29.33 $202 - $205
7.06K $204K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
175
+ 2.81%
$45.17 - $47.23 $7.9K - $8.27K
6.41K $290K
SOXX
Ishares Semiconductor ETF

ETFs
261
+ 6.39%
$211.27 - $239.8 $55.1K - $62.6K
4.35K $936K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
479
+ 14.96%
$396.64 - $516.74 $190K - $248K
3.68K $1.48M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 8.3%
$105.51 - $125.37 $138K - $164K
17.1K $1.83M
GE
General Electric CO

Industrials
96
+ 7.21%
$159.95 - $194.23 $15.4K - $18.6K
1.43K $238K
DBL
Double Line Opportunistic Credit Fund

Financial Services
700
+ 0.81%
$15.17 - $15.89 $10.6K - $11.1K
87.3K $1.35M
ACRE
Ares Commercial Real Estate Corp

Real Estate
1K
+ 5.0%
$5.89 - $7.29 $5.89K - $7.29K
21K $123K
DD
Du Pont De Nemours, Inc.

Basic Materials
338
+ 10.07%
$75.95 - $88.05 $25.7K - $29.8K
3.69K $281K
ASML
Asml Holding Nv

Technology
33
+ 11.11%
$658.43 - $872.27 $21.7K - $28.8K
330 $228K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1
+ 0.03%
$64.91 - $73.47 $64.9 - $73.5
3.03K $197K
DHR
Danaher Corp

Healthcare
189
+ 14.39%
$226.16 - $274.52 $42.7K - $51.9K
1.5K $344K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
865
+ 6.5%
$55.45 - $61.08 $48K - $52.8K
14.2K $785K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.4K
+ 0.88%
$10.64 - $11.1 $14.9K - $15.5K
161K $1.73M
QCOM
Qualcomm Inc

Technology
49
+ 2.15%
$150.4 - $178.04 $7.37K - $8.72K
2.32K $356K
SHW
Sherwin Williams CO

Basic Materials
57
+ 4.17%
$338.75 - $399.71 $19.3K - $22.8K
1.42K $484K
DSL
Double Line Income Solutions Fund

Financial Services
700
+ 0.6%
$12.32 - $13.0 $8.62K - $9.1K
117K $1.47M
GPC
Genuine Parts CO

Consumer Cyclical
98
+ 4.22%
$113.11 - $143.63 $11.1K - $14.1K
2.42K $282K
LMT
Lockheed Martin Corp

Industrials
147
+ 12.41%
$479.66 - $614.62 $70.5K - $90.3K
1.33K $647K
IEFA
Ishares Tr

ETFs
327
+ 3.49%
$70.06 - $77.43 $22.9K - $25.3K
9.69K $681K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
425
+ 3.83%
$33.77 - $44.09 $14.4K - $18.7K
11.5K $390K
TLT
Ishares Barclays 20+ Year Trea

ETFs
38
+ 0.72%
$87.1 - $98.49 $3.31K - $3.74K
5.34K $466K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
792
+ 2.05%
$23.17 - $26.26 $18.4K - $20.8K
39.5K $949K
UBER
Uber Technologies, Inc

Technology
9.49K
+ 22.22%
$59.93 - $86.34 $569K - $819K
52.2K $3.15M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
277
+ 0.4%
$24.94 - $26.14 $6.91K - $7.24K
69.9K $1.75M
JNJ
Johnson & Johnson

Healthcare
40
+ 0.62%
$143.34 - $165.86 $5.73K - $6.63K
6.44K $931K
ROP
Roper Technologies Inc

Industrials
577
+ 4.36%
$519.85 - $575.95 $300K - $332K
13.8K $7.18M
PANW
Palo Alto Networks Inc

Technology
5.51K
+ 73.29%
$181.96 - $405.9 $1M - $2.24M
13K $2.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
168K
+ 197.54%
$26.93 - $84.95 $4.52M - $14.3M
253K $6.91M
Activity Summary
Buys All Purchases 197 New Holdings 41 Increased Positions 156 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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