Strategic Wealth Partners, Ltd. Sells in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-744K
- 80.39%
$57.47 - $62.76 $42.8M - $46.7M
182K $11.4M
SPYG
Spdr Portfolio

ETFs
-402K
- 93.46%
$73.38 - $84.1 $29.5M - $33.8M
28.1K $2.33M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-135K
- 95.86%
$57.0 - $57.0 $7.7M - $7.7M
5.84K $332K
EWJ
Ishares Msci Japan ETF

ETFs
-107K
- 92.91%
$63.12 - $72.99 $6.75M - $7.8M
8.15K $583K
FCG
First Tr Exchange Traded Fd

ETFs
-262K
Closed
$23.05 - $27.24 $6.04M - $7.14M
0 $0
NKE
Nike, Inc.

Consumer Cyclical
-69.5K
- 93.45%
$71.09 - $89.44 $4.94M - $6.21M
4.87K $429K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-56.2K
- 30.11%
$91.42 - $91.82 $5.14M - $5.16M
131K $12M
UPS
United Parcel Service Inc

Industrials
-36.4K
- 89.83%
$123.32 - $147.38 $4.48M - $5.36M
4.12K $561K
CSCO
Cisco Systems, Inc.

Technology
-85K
- 79.71%
$44.74 - $53.22 $3.8M - $4.53M
21.6K $1.15M
SCHW
Schwab Charles Corp

Financial Services
-49.9K
- 68.01%
$61.74 - $76.08 $3.08M - $3.8M
23.5K $1.52M
EW
Edwards Lifesciences Corp

Healthcare
-15.1K
- 74.26%
$59.7 - $93.78 $904K - $1.42M
5.25K $346K
LYFT
Lyft, Inc.

Technology
-83.3K
- 73.42%
$9.08 - $13.97 $756K - $1.16M
30.2K $384K
FANG
Diamondback Energy, Inc.

Energy
-3.03K
- 12.48%
$168.46 - $210.94 $511K - $639K
21.3K $3.67M
ELV
Elevance Health, Inc.

Healthcare
-1.92K
- 28.19%
$500.12 - $562.29 $962K - $1.08M
4.9K $2.55M
GOOG
Alphabet Inc.

Communication Services
-1.98K
- 6.45%
$149.54 - $192.66 $296K - $381K
28.7K $4.8M
INTC
Intel Corp

Technology
-22.1K
- 66.97%
$18.9 - $34.87 $418K - $771K
10.9K $255K
VALE
Vale S.A.

Basic Materials
-69.5K
- 70.68%
$9.9 - $11.8 $688K - $820K
28.8K $336K
PFE
Pfizer Inc

Healthcare
-23.7K
- 62.71%
$27.7 - $31.39 $657K - $745K
14.1K $408K
WY
Weyerhaeuser CO

Real Estate
-21.4K
- 75.37%
$27.05 - $33.84 $579K - $725K
7K $236K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.85K
- 6.11%
$98.97 - $99.59 $579K - $583K
89.9K $8.96M
UNP
Union Pacific Corp

Industrials
-2.59K
- 28.73%
$221.78 - $256.09 $574K - $663K
6.42K $1.58M
KHC
Kraft Heinz CO

Consumer Defensive
-14K
Closed
$31.86 - $36.13 $446K - $505K
0 $0
INTU
Intuit Inc

Technology
-84
- 0.78%
$602.97 - $670.49 $50.6K - $56.3K
10.7K $6.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.76K
- 46.16%
$96.25 - $101.98 $458K - $485K
5.55K $562K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.59K
- 9.72%
$520.18 - $576.82 $825K - $915K
14.7K $8.5M
HON
Honeywell International Inc

Industrials
-1.01K
- 3.27%
$196.73 - $220.21 $198K - $222K
29.8K $6.15M
HUM
Humana Inc

Healthcare
-885
Closed
$310.25 - $404.52 $275K - $358K
0 $0
SHEL
Shell PLC

Energy
-2.39K
- 9.09%
$65.65 - $73.28 $157K - $175K
23.9K $1.58M
MU
Micron Technology Inc

Technology
-2.09K
Closed
$86.27 - $136.82 $180K - $286K
0 $0
NYCB
New York Community Bancorp Inc

Financial Services
-82K
Closed
$3.24 - $12.0 $266K - $984K
0 $0
AAON
Aaon, Inc.

Industrials
-2.87K
Closed
$83.58 - $107.82 $240K - $310K
0 $0
WDAY
Workday, Inc.

Technology
-1.01K
Closed
$207.75 - $264.68 $210K - $267K
0 $0
DIS
Walt Disney CO

Communication Services
-2.04K
- 31.27%
$85.6 - $98.61 $175K - $201K
4.49K $431K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.54K
Closed
$82.97 - $98.97 $211K - $251K
0 $0
DOW
Dow Inc.

Basic Materials
-4.08K
- 26.08%
$50.15 - $55.41 $205K - $226K
11.6K $632K
RIO
Rio Tinto PLC

Basic Materials
-3.51K
- 29.14%
$59.71 - $71.21 $210K - $250K
8.53K $607K
F
Ford Motor CO

Consumer Cyclical
-12.4K
- 47.27%
$9.71 - $14.55 $120K - $180K
13.8K $145K
BX
Blackstone Inc.

Financial Services
-4.16K
- 25.51%
$120.77 - $159.66 $503K - $665K
12.2K $1.86M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.1K
- 22.63%
$47.01 - $48.2 $146K - $149K
10.6K $510K
T
At&T Inc.

Communication Services
-13.2K
- 24.2%
$18.21 - $22.28 $240K - $293K
41.3K $907K
FSK
Fs Kkr Capital Corp

Financial Services
-6.65K
- 5.15%
$18.74 - $20.43 $125K - $136K
122K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
-602
- 21.13%
$255.18 - $283.2 $154K - $170K
2.25K $636K
DEA
Easterly Government Properties, Inc.

Real Estate
-10.8K
- 48.21%
$12.21 - $14.1 $132K - $152K
11.6K $157K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.16K
- 12.93%
$100.3 - $100.74 $117K - $117K
7.84K $789K
BRO
Brown & Brown, Inc.

Financial Services
-2.97K
- 20.78%
$89.11 - $105.82 $265K - $315K
11.3K $1.17M
AMAT
Applied Materials Inc

Technology
-36
- 1.25%
$174.88 - $254.97 $6.3K - $9.18K
2.84K $573K
MRK
Merck & Co., Inc.

Healthcare
-234
- 3.2%
$111.15 - $128.97 $26K - $30.2K
7.09K $804K
CVX
Chevron Corp

Energy
-108
- 1.24%
$137.88 - $161.97 $14.9K - $17.5K
8.6K $1.27M
PANW
Palo Alto Networks Inc

Technology
-338
- 4.3%
$294.18 - $368.01 $99.4K - $124K
7.52K $2.57M
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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