Strategic Wealth Partners, Ltd. Sells in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-714
- 10.48%
$120.51 - $136.62 $86K - $97.5K
6.1K $816K
MA
Mastercard Inc

Financial Services
-214
- 10.92%
$550.18 - $598.96 $118K - $128K
1.75K $992K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.68K
- 6.79%
$25.21 - $25.99 $118K - $122K
64.3K $1.66M
CRWD
Crowd Strike Holdings, Inc.

Technology
-161
- 12.56%
$412.46 - $514.1 $66.4K - $82.8K
1.12K $549K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.35K
- 80.68%
$70.85 - $76.96 $95.6K - $104K
323 $24K
DIS
Walt Disney CO

Communication Services
-560
- 14.15%
$112.25 - $124.0 $62.9K - $69.4K
3.4K $389K
SBUX
Starbucks Corp

Consumer Cyclical
-448
- 5.28%
$81.9 - $96.86 $36.7K - $43.4K
8.04K $680K
PRU
Prudential Financial Inc

Financial Services
-890
- 53.26%
$100.68 - $109.89 $89.6K - $97.8K
781 $81K
TRV
Travelers Companies, Inc.

Financial Services
-379
- 47.73%
$250.62 - $279.43 $95K - $106K
415 $115K
ARCC
Ares Capital Corp

Financial Services
-756
- 1.43%
$20.41 - $23.25 $15.4K - $17.6K
52.1K $1.06M
CHDN
Churchill Downs Inc

Consumer Cyclical
-412
- 3.43%
$95.3 - $113.75 $39.3K - $46.9K
11.6K $1.13M
KHC
Kraft Heinz CO

Consumer Defensive
-3.37K
- 97.82%
$25.63 - $28.94 $86.4K - $97.6K
75 $1K
VST
Vistra Corp.

Utilities
-528
- 6.1%
$182.0 - $217.92 $96.1K - $115K
8.12K $1.59M
BRO
Brown & Brown, Inc.

Financial Services
-523
- 26.08%
$90.88 - $108.93 $47.5K - $57K
1.48K $138K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.82K
- 28.35%
$45.72 - $47.27 $83K - $85.8K
4.59K $215K
IRM
Iron Mountain Inc

Real Estate
-759
- 68.44%
$89.46 - $104.46 $67.9K - $79.3K
350 $35K
ICF
Ishares Tr

ETFs
-1.27K
- 90.96%
$59.57 - $62.89 $75.5K - $79.7K
126 $7K
FISV
Fiserv Inc

Technology
-615
- 18.46%
N/A
2.72K $340K
ADP
Automatic Data Processing Inc

Industrials
-240
- 49.38%
$288.69 - $310.94 $69.3K - $74.6K
246 $72K
XLE
Energy Sector Spdr

ETFs
-1.06K
- 22.37%
$84.25 - $91.99 $89.1K - $97.3K
3.67K $327K
FDX
Fedex Corp

Industrials
-310
- 65.96%
$217.1 - $243.2 $67.3K - $75.4K
160 $37K
IBB
Ishares Biotechnology ETF

ETFs
-604
- 49.63%
$127.63 - $144.37 $77.1K - $87.2K
613 $88K
FITB
Fifth Third Bancorp

Financial Services
-1.72K
- 48.46%
$40.91 - $46.28 $70.2K - $79.4K
1.82K $81K
IVW
Ishares S&P 500 Growth ETF

ETFs
-727
- 31.96%
$108.97 - $121.65 $79.2K - $88.4K
1.55K $186K
ARMK
Aramark

Industrials
-866
- 9.79%
$37.46 - $44.15 $32.4K - $38.2K
7.98K $306K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.16K
- 32.07%
$50.52 - $50.75 $58.7K - $59K
2.46K $124K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-591
- 8.53%
$100.37 - $100.74 $59.3K - $59.5K
6.34K $638K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-990
- 34.38%
$89.32 - $107.82 $88.4K - $107K
1.89K $203K
ET
Energy Transfer LP

Energy
-2.97K
- 70.85%
$17.11 - $18.16 $50.8K - $53.9K
1.22K $20K
PAA
Plains All American Pipeline LP

Energy
-2.92K
- 84.44%
$16.88 - $18.93 $49.3K - $55.3K
538 $9K
GLW
Corning Inc

Technology
-1.25K
- 75.76%
$51.6 - $82.03 $64.5K - $103K
400 $32K
ASML
Asml Holding Nv

Technology
-128
- 29.91%
$689.63 - $968.09 $88.3K - $124K
300 $290K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.07K
- 2.7%
$50.47 - $50.74 $54K - $54.3K
38.5K $1.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-601
- 6.25%
$82.38 - $83.0 $49.5K - $49.9K
9.02K $748K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-643
- 9.34%
$78.96 - $80.04 $50.8K - $51.5K
6.24K $498K
VEU
Vanguard Ftse All World Ex Us

ETFs
-834
- 26.29%
$66.38 - $71.68 $55.4K - $59.8K
2.34K $166K
WPC
W. P. Carey Inc.

Real Estate
-758
- 87.13%
$61.29 - $68.7 $46.5K - $52.1K
112 $7K
CB
Chubb LTD

Financial Services
-116
- 6.19%
$265.99 - $289.59 $30.9K - $33.6K
1.76K $495K
RSG
Republic Services, Inc.

Industrials
-153
- 25.59%
$225.33 - $246.01 $34.5K - $37.6K
445 $102K
TTE
Total Energies Se

Energy
-650
- 98.04%
N/A
13 $0
PFFV
Global X Variable Rate Preferr

Technology
-2.13K
- 12.78%
$22.87 - $23.38 $48.8K - $49.9K
14.6K $336K
NVDA
Nvidia Corp

Technology
-18K
- 15.52%
$153.3 - $186.58 $2.75M - $3.35M
97.8K $18.3M
ALL
Allstate Corp

Financial Services
-245
- 30.97%
$192.0 - $214.65 $47K - $52.6K
546 $117K
KO
Coca Cola CO

Consumer Defensive
-382
- 9.92%
$65.67 - $71.67 $25.1K - $27.4K
3.47K $230K
TTEK
Tetra Tech Inc

Industrials
-911
- 24.09%
$33.1 - $38.34 $30.2K - $34.9K
2.87K $95K
VFH
Vanguard Financial ETF

ETFs
-398
- 13.3%
$125.23 - $132.78 $49.8K - $52.8K
2.59K $340K
APD
Air Products & Chemicals, Inc.

Basic Materials
-127
- 28.67%
$265.78 - $299.3 $33.8K - $38K
316 $86K
IWD
Ishares Russell 1000 Val ETF

ETFs
-230
- 21.99%
$192.76 - $203.86 $44.3K - $46.9K
816 $166K
PSX
Phillips 66

Energy
-812
- 18.61%
$118.37 - $139.46 $96.1K - $113K
3.55K $483K
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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