Strategic Wealth Partners, Ltd. Reduced Holdings in Q4 2024

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.68K
- 6.86%
$51.54 - $52.55 $86.5K - $88.2K
22.8K $1.18M
AXP
American Express CO

Financial Services
-1.3K
- 11.86%
$267.35 - $305.57 $348K - $397K
9.66K $2.87M
VTV
Vanguard Value ETF

ETFs
-461
- 12.01%
$168.32 - $181.87 $77.6K - $83.8K
3.38K $572K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.95K
- 10.22%
$31.23 - $33.51 $60.9K - $65.3K
17.1K $538K
PHG
Koninklijke Philips Nv

Healthcare
-1.15K
- 13.69%
$24.71 - $32.66 $28.5K - $37.7K
7.28K $184K
CVX
Chevron Corp

Energy
-485
- 5.64%
$141.15 - $162.53 $68.5K - $78.8K
8.12K $1.18M
JRS
Nuveen Real Estate Income Fund

Financial Services
-8K
- 26.17%
$8.09 - $9.64 $64.7K - $77.1K
22.6K $194K
FISV
Fiserv Inc

Technology
-680
- 16.42%
N/A
3.46K $433K
PEP
Pepsico Inc

Consumer Defensive
-98
- 2.55%
$151.29 - $176.1 $14.8K - $17.3K
3.74K $568K
NKE
Nike, Inc.

Consumer Cyclical
-234
- 4.81%
$73.36 - $89.13 $17.2K - $20.9K
4.63K $350K
INTC
Intel Corp

Technology
-1.26K
- 11.51%
$19.07 - $26.23 $24K - $32.9K
9.66K $193K
KO
Coca Cola CO

Consumer Defensive
-322
- 8.09%
$61.74 - $71.71 $19.9K - $23.1K
3.66K $227K
AME
Ametek Inc

Industrials
-381
- 19.57%
$165.89 - $197.38 $63.2K - $75.2K
1.57K $282K
IAU
Ishares Gold Trust

ETFs
-854
- 3.69%
$48.37 - $52.65 $41.3K - $45K
22.3K $1.1M
CAT
Caterpillar Inc

Industrials
-29
- 2.32%
$360.37 - $416.88 $10.5K - $12.1K
1.22K $443K
PFFV
Global X Variable Rate Preferr

Technology
-1.42K
- 6.55%
$23.57 - $24.48 $33.4K - $34.7K
20.2K $476K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-391
- 4.99%
$100.16 - $100.7 $39.2K - $39.4K
7.44K $746K
XLF
Financial Sector Spdr

ETFs
-1.45K
- 15.27%
$44.89 - $51.34 $64.9K - $74.2K
8.02K $387K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-99
- 10.57%
$417.69 - $450.94 $41.4K - $44.6K
838 $356K
CB
Chubb LTD

Financial Services
-59
- 2.94%
$271.57 - $301.89 $16K - $17.8K
1.95K $539K
SAP
Sap Se

Technology
-265
- 18.03%
$218.13 - $255.54 $57.8K - $67.7K
1.21K $296K
IEMG
Ishares Inc

ETFs
-670
- 8.89%
N/A
6.87K $368K
XLU
Utilities Sector Spdr

ETFs
-209
- 5.4%
$74.89 - $82.93 $15.7K - $17.3K
3.66K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.42%
$288.47 - $316.54 $2.31K - $2.53K
1.91K $554K
MTB
M&T Bank Corp

Financial Services
-302
- 10.41%
$172.48 - $221.95 $52.1K - $67K
2.6K $488K
DVY
Ishares Tr

ETFs
-59
- 1.42%
$129.55 - $143.41 $7.64K - $8.46K
4.09K $537K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-501
- 9.11%
$61.52 - $66.5 $30.8K - $33.3K
5K $319K
PAYC
Paycom Software, Inc.

Technology
-3.48K
- 19.34%
$159.94 - $240.25 $556K - $835K
14.5K $2.97M
F
Ford Motor CO

Consumer Cyclical
-1.06K
- 7.63%
$9.69 - $11.4 $10.2K - $12K
12.8K $126K
VUG
Vanguard Growth ETF

ETFs
-158
- 8.84%
$378.79 - $428.11 $59.8K - $67.6K
1.63K $668K
ABT
Abbott Laboratories

Healthcare
-95
- 1.32%
$111.93 - $119.39 $10.6K - $11.3K
7.12K $804K
CSCO
Cisco Systems, Inc.

Technology
-2.47K
- 11.39%
$52.45 - $60.02 $129K - $148K
19.2K $1.14M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-150
- 1.42%
$47.26 - $48.18 $7.09K - $7.23K
10.4K $495K
WELL
Welltower Inc.

Real Estate
-69
- 2.59%
$123.11 - $139.3 $8.49K - $9.61K
2.59K $326K
EOG
Eog Resources Inc

Energy
-100
- 3.18%
$118.22 - $136.54 $11.8K - $13.7K
3.04K $372K
MUB
Ishares National Muni Bond ETF

ETFs
-38
- 1.21%
$105.78 - $108.7 $4.02K - $4.13K
3.1K $329K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-68
- 1.75%
$77.02 - $78.58 $5.24K - $5.34K
3.81K $294K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-144
- 0.93%
$30.67 - $30.84 $4.42K - $4.44K
15.4K $473K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-81
- 0.76%
$14.69 - $15.67 $1.19K - $1.27K
10.6K $160K
Corpay Inc Com Shs
-1.38K
- 8.41%
N/A
15.1K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-52
- 5.59%
$370.24 - $418.94 $19.3K - $21.8K
879 $352K
DE
Deere & CO

Industrials
-24
- 1.05%
$389.45 - $466.0 $9.35K - $11.2K
2.25K $954K
EW
Edwards Lifesciences Corp

Healthcare
-440
- 8.38%
$64.54 - $75.92 $28.4K - $33.4K
4.81K $356K
BMY
Bristol Myers Squibb CO

Healthcare
-211
- 4.05%
$51.92 - $59.94 $11K - $12.6K
4.99K $282K
ARCC
Ares Capital Corp

Financial Services
-1.79K
- 3.26%
$20.74 - $22.27 $37.2K - $39.9K
53.1K $1.16M
BA
Boeing CO

Industrials
-144
- 9.06%
$138.14 - $180.72 $19.9K - $26K
1.45K $255K
APH
Amphenol Corp

Technology
-1
- 0.03%
$62.07 - $75.35 $62.1 - $75.4
3.96K $275K
MS
Morgan Stanley

Financial Services
-720
- 12.2%
$104.42 - $134.99 $75.2K - $97.2K
5.18K $651K
DIS
Walt Disney CO

Communication Services
-241
- 5.37%
$92.39 - $117.6 $22.3K - $28.3K
4.25K $473K
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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