Strategic Wealth Partners, Ltd. Incresed Positions in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITM
Vaneck Intermediate Muni ETF

ETFs
1.66K
+ 651.76%
$45.2 - $46.71 $75.1K - $77.6K
1.92K $89K
BAC
Bank Of America Corp

Financial Services
341
+ 2.52%
$44.92 - $52.42 $15.3K - $17.9K
13.9K $715K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.47K
+ 11.93%
$50.23 - $50.48 $73.8K - $74.2K
13.8K $693K
ICVT
Ishares Tr Convertible Bond Et

ETFs
723
+ 2677.78%
$89.29 - $100.17 $64.6K - $72.4K
750 $75K
HYG
Ishares Tr

ETFs
889
+ 159.32%
$79.85 - $81.32 $71K - $72.3K
1.45K $117K
IEF
Ishares Barclays

ETFs
665
+ 5.88%
$93.91 - $97.26 $62.5K - $64.7K
12K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
1.14K
+ 96.86%
$56.02 - $60.3 $64K - $68.9K
2.32K $139K
EW
Edwards Lifesciences Corp

Healthcare
920
+ 25.55%
$73.75 - $81.83 $67.9K - $75.3K
4.52K $351K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.33K
+ 129.1%
$28.38 - $29.05 $66.1K - $67.7K
4.13K $119K
EFG
Msci Eafe Growth ETF

ETFs
564
+ 45.89%
$106.99 - $114.46 $60.3K - $64.6K
1.79K $204K
AMGN
Amgen Inc

Healthcare
104
+ 0.91%
$271.18 - $309.22 $28.2K - $32.2K
11.6K $3.26M
GPC
Genuine Parts CO

Consumer Cyclical
150
+ 6.04%
$122.23 - $142.77 $18.3K - $21.4K
2.63K $364K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.08K
+ 5.34%
$52.39 - $53.11 $56.7K - $57.5K
21.3K $1.13M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
381
+ 2.19%
$39.8 - $42.86 $15.2K - $16.3K
17.8K $762K
VIG
Vanguard Dividend Appreciation

ETFs
288
+ 2.43%
N/A
12.1K $2.21M
A
Agilent Technologies, Inc.

Healthcare
380
+ 287.88%
$112.04 - $128.75 $42.6K - $48.9K
512 $65K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.38K
+ 5092.59%
$32.78 - $35.79 $45.1K - $49.2K
1.4K $50K
VB
Vanguard Small Cap ETF

ETFs
153
+ 29.88%
$237.58 - $259.17 $36.3K - $39.7K
665 $169K
DEO
Diageo PLC

Consumer Defensive
517
+ 369.29%
$93.64 - $115.33 $48.4K - $59.6K
657 $62K
NOC
Northrop Grumman Corp

Industrials
35
+ 15.09%
$498.9 - $609.32 $17.5K - $21.3K
267 $162K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.14K
+ 256.5%
$37.2 - $39.61 $42.6K - $45.3K
1.59K $62K
AEP
American Electric Power CO Inc

Utilities
328
+ 44.26%
$103.26 - $115.0 $33.9K - $37.7K
1.07K $120K
MMM
3 M CO

Industrials
275
+ 48.08%
$144.41 - $160.2 $39.7K - $44.1K
847 $131K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
129
+ 2.58%
$107.27 - $113.94 $13.8K - $14.7K
5.13K $582K
CHKP
Check Point Software Technologies LTD

Technology
209
+ 2985.71%
$180.73 - $231.23 $37.8K - $48.3K
216 $44K
CBOE
Cboe Global Markets, Inc.

Financial Services
156
+ 1950.0%
$231.35 - $253.24 $36.1K - $39.5K
164 $40K
CMI
Cummins Inc

Industrials
29
+ 10.58%
$327.85 - $426.39 $9.51K - $12.4K
303 $127K
BND
Vanguard Bd Index Fd Inc Total

ETFs
461
+ 14.56%
$72.57 - $74.72 $33.5K - $34.4K
3.63K $269K
SLV
I Shares Silver Trust

ETFs
117
+ 3.77%
$32.73 - $42.5 $3.83K - $4.97K
3.22K $136K
CTSH
Cognizant Technology Solutions Corp

Technology
500
+ 2941.18%
$66.67 - $80.98 $33.3K - $40.5K
517 $34K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
251
+ 6.16%
$49.43 - $54.52 $12.4K - $13.7K
4.33K $234K
UL
Unilever PLC

Consumer Defensive
595
+ 34.65%
$58.43 - $65.01 $34.8K - $38.7K
2.31K $137K
JNK
Spdr Bloomberg High Yield Bond

ETFs
311
+ 161.98%
$96.22 - $98.19 $29.9K - $30.5K
503 $49K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.06K
+ 17.54%
$29.12 - $29.34 $30.8K - $31K
7.08K $207K
MSI
Motorola Solutions, Inc.

Technology
52
+ 29.38%
$408.73 - $490.3 $21.3K - $25.5K
229 $104K
ITOT
Ishares Core S&P Total U.S. St

ETFs
166
+ 35.1%
$135.0 - $146.02 $22.4K - $24.2K
639 $93K
DD
Du Pont De Nemours, Inc.

Basic Materials
25
+ 0.9%
$69.9 - $78.26 $1.75K - $1.96K
2.82K $219K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
585
+ 91.26%
$44.82 - $46.28 $26.2K - $27.1K
1.23K $56K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
311
+ 41.91%
$75.26 - $80.19 $23.4K - $24.9K
1.05K $84K
TFLO
Ishares Treasury Floating Rate

ETFs
524
+ 7.97%
$50.45 - $50.65 $26.4K - $26.5K
7.1K $359K
PFF
Ishares Trust Ishares Pfd And

ETFs
409
+ 2.84%
$30.67 - $32.13 $12.5K - $13.1K
14.8K $467K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
646
+ 72.1%
$37.14 - $37.85 $24K - $24.5K
1.54K $58K
PSLV
Sprott Physical Silver Trust

Financial Services
200
+ 3.12%
$12.24 - $15.73 $2.45K - $3.15K
6.61K $103K
BEP
Brookfield Renewable Partners L.P.

Utilities
708
+ 3.48%
$24.32 - $27.58 $17.2K - $19.5K
21K $542K
NVT
N Vent Electric PLC

Industrials
250
+ 8333.33%
$72.16 - $100.25 $18K - $25.1K
253 $24K
TQQQ
Proshares Ultrapro Qqq

ETFs
200
+ 200.0%
$80.89 - $104.72 $16.2K - $20.9K
300 $31K
DBL
Double Line Opportunistic Credit Fund

Financial Services
980
+ 1.12%
$15.1 - $15.88 $14.8K - $15.6K
88.3K $1.37M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
940
+ 6.4%
$29.81 - $34.07 $28K - $32K
15.6K $513K
SNOW
Snowflake Inc.

Technology
100
+ 303.03%
$191.73 - $241.0 $19.2K - $24.1K
133 $29K
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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