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
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-570
- 41.61%
$12.52 - $13.45 $7.14K - $7.67K
800 $10K
NEP
Nextera Energy Partners, LP

Utilities
-788
- 42.78%
N/A
1.05K $9K
IXUS
Ishares Tr

ETFs
-145
- 19.0%
$76.35 - $82.58 $11.1K - $12K
618 $51K
IONQ
Ion Q, Inc.

Technology
-179
- 86.06%
$36.79 - $75.14 $6.59K - $13.5K
29 $1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-160
- 99.38%
$42.56 - $49.08 $6.81K - $7.85K
1 $0
UBS
Ubs Group Ag

Financial Services
-186
- 72.94%
$33.77 - $42.38 $6.28K - $7.88K
69 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-206
- 31.89%
$26.44 - $27.1 $5.45K - $5.58K
440 $11K
ALC
Alcon Inc

Healthcare
-50
- 27.03%
$73.24 - $92.22 $3.66K - $4.61K
135 $10K
GIS
General Mills Inc

Consumer Defensive
-112
- 32.28%
$48.44 - $53.83 $5.43K - $6.03K
235 $11K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-4K
- 53.33%
$0.75 - $2.3 $3K - $9.2K
3.5K $4K
MRNA
Moderna, Inc.

Healthcare
-191
- 53.5%
$23.51 - $34.67 $4.49K - $6.62K
166 $4K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-104
- 27.08%
$77.85 - $88.49 $8.1K - $9.2K
280 $24K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-60
- 31.25%
$81.76 - $86.36 $4.91K - $5.18K
132 $11K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
-1.15K
- 30.77%
$2.41 - $3.02 $2.78K - $3.49K
2.6K $6K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-106
- 12.9%
$64.58 - $69.94 $6.85K - $7.41K
716 $49K
USRT
Ishares Core U.S. Reit ETF

ETFs
-65
- 57.02%
$55.64 - $59.37 $3.62K - $3.86K
49 $2K
CARR
Carrier Global Corp

Industrials
-7
- 2.36%
$58.75 - $80.73 $411 - $565
289 $17K
WFC
Wells Fargo & Company

Financial Services
-134
- 7.03%
$77.05 - $85.16 $10.3K - $11.4K
1.77K $148K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-148
- 9.89%
$420.11 - $472.68 $62.2K - $70K
1.35K $631K
RMNI
Rimini Street, Inc.

Technology
-2.15K
- 35.25%
$3.85 - $5.24 $8.28K - $11.3K
3.95K $18K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-231
- 7.59%
$31.78 - $33.69 $7.34K - $7.78K
2.81K $93K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-255
- 24.93%
$11.64 - $15.79 $2.97K - $4.03K
768 $11K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-60
- 16.09%
$45.22 - $48.34 $2.71K - $2.9K
313 $14K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.63K
- 45.95%
$10.78 - $19.82 $17.5K - $32.3K
1.92K $37K
IVT
Inven Trust Properties Corp.

Real Estate
-152
- 18.42%
$26.7 - $30.06 $4.06K - $4.57K
673 $19K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-136
- 36.56%
$25.84 - $27.2 $3.51K - $3.7K
236 $6K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-34
- 72.34%
$43.36 - $44.8 $1.47K - $1.52K
13 $0
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-77
- 10.29%
$19.01 - $19.39 $1.46K - $1.49K
671 $12K
AMCR
Amcor PLC

Consumer Cyclical
-88
- 8.48%
$7.97 - $9.94 $701 - $875
950 $7K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-18
- 5.28%
$48.96 - $52.08 $881 - $937
323 $16K
BWX
Spdr Bloomberg International T

ETFs
-45
- 18.0%
$22.58 - $23.5 $1.02K - $1.06K
205 $4K
USB
Us Bancorp \De\

Financial Services
-63
- 10.99%
$43.94 - $50.41 $2.77K - $3.18K
510 $24K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-20
- 25.0%
$48.72 - $50.73 $974 - $1.01K
60 $2K
NTR
Nutrien Ltd.

Basic Materials
-14
- 21.88%
$55.69 - $62.11 $780 - $870
50 $2K
VPU
Vanguard Utilities ETF

ETFs
-38
- 7.77%
$175.25 - $189.41 $6.66K - $7.2K
451 $85K
ITB
Ishares Tr

ETFs
-88
- 15.6%
$94.18 - $117.14 $8.29K - $10.3K
476 $51K
CHWY
Chewy, Inc.

Consumer Cyclical
-11
- 2.15%
$34.27 - $42.33 $377 - $466
500 $20K
HPE
Hewlett Packard Enterprise CO

Technology
-45
- 18.29%
$19.81 - $25.24 $891 - $1.14K
201 $4K
OGN
Organon & Co.

Healthcare
-5
- 50.0%
$8.4 - $10.85 $42 - $54.3
5 $0
Vaneck Bitcoin ETF
-1.58K
- 28.24%
N/A
4.01K $0
Veralto Corp Com Shs
-161
- 54.21%
N/A
136 $0
Lazard Inc Com
-4.26K
- 46.81%
N/A
4.84K $0
Canopy Growth Corp Com New
-7
- 9.86%
N/A
64 $0
Proshares S&P 500 High Income ETF
-2.42K
- 8.7%
N/A
25.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-120
- 11.67%
N/A
908 $0
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-12
- 92.31%
$59.81 - $60.11 $718 - $721
1 $0
BP
Bp PLC

Energy
-29
- 13.06%
$30.25 - $35.69 $877 - $1.04K
193 $6K
Lam Research Corp Com New
-580
- 7.36%
N/A
7.3K $0
Atlassian Corporation Cl A
-27
- 35.06%
N/A
50 $0
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email