Strategic Wealth Partners, Ltd. Purchases in Q4 2024

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
15.4K
+ 30.45%
$105.76 - $120.76 $1.63M - $1.86M
66K $7.11M
HXL
Hexcel Corp

Industrials
18.2K
New
$58.56 - $65.31 $1.07M - $1.19M
18.2K $1.14M
NEE
Nextera Energy Inc

Utilities
33.6K
+ 33.59%
$69.77 - $85.43 $2.34M - $2.87M
134K $9.57M
IYW
Ishares Dj Us Tech ETF

ETFs
6.15K
New
$148.14 - $166.23 $911K - $1.02M
6.15K $981K
CCJ
Cameco Corp

Energy
4.05K
+ 2.14%
$48.64 - $61.14 $197K - $248K
193K $9.92M
VFH
Vanguard Financial ETF

ETFs
1.85K
+ 2.49%
$108.87 - $126.2 $202K - $234K
76.2K $8.99M
PLTR
Palantir Technologies Inc.

Technology
495
+ 2.53%
$36.46 - $82.38 $18K - $40.8K
20.1K $1.52M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.89K
+ 18.07%
$77.25 - $91.3 $455K - $538K
38.5K $3.28M
GOOG
Alphabet Inc.

Communication Services
205
+ 0.71%
$163.08 - $198.16 $33.4K - $40.6K
28.9K $5.51M
XLV
Select Sector Spdr Fund Health

ETFs
3.9K
+ 265.53%
$136.28 - $154.74 $531K - $603K
5.37K $738K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
27.4K
New
$17.41 - $19.29 $477K - $529K
27.4K $477K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.63K
+ 35.75%
$50.37 - $50.6 $485K - $487K
36.6K $1.84M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
36.6K
+ 59.0%
$10.4 - $12.75 $380K - $466K
98.5K $1.16M
LLY
Eli Lilly & CO

Healthcare
2.36K
+ 19.75%
$727.2 - $932.06 $1.72M - $2.2M
14.3K $11M
IEF
Ishares Barclays

ETFs
5.35K
+ 88.23%
$92.08 - $98.18 $492K - $525K
11.4K $1.05M
BX
Blackstone Inc.

Financial Services
1.09K
+ 8.97%
$148.45 - $199.05 $162K - $217K
13.2K $2.28M
DBND
Doubleline ETF Tr Opportunisti

ETFs
8.98K
New
$45.15 - $47.26 $405K - $424K
8.98K $406K
IYC
Ishares U.S. Consumer Discreti

ETFs
4.18K
New
$85.96 - $101.28 $359K - $423K
4.18K $401K
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.08K
New
$40.06 - $45.21 $364K - $411K
9.08K $369K
CDNS
Cadence Design Systems Inc

Technology
948
+ 44.47%
$249.1 - $324.54 $236K - $308K
3.08K $925K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.97K
+ 10.55%
$57.53 - $60.83 $516K - $546K
94K $5.41M
LNG
Cheniere Energy, Inc.

Energy
532
+ 8.25%
$181.07 - $225.92 $96.3K - $120K
6.98K $1.5M
LECO
Lincoln Electric Holdings Inc

Industrials
1.8K
New
$187.47 - $219.94 $337K - $396K
1.8K $337K
IYF
Ishares Tr

ETFs
3.02K
New
$102.7 - $119.05 $311K - $360K
3.02K $334K
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 7.41%
$79.1 - $95.7 $119K - $144K
21.9K $1.97M
SCHW
Schwab Charles Corp

Financial Services
1.5K
+ 6.38%
$63.31 - $82.85 $94.8K - $124K
25K $1.85M
ISRG
Intuitive Surgical Inc

Healthcare
576
New
$471.27 - $550.62 $271K - $317K
576 $300K
FSK
Fs Kkr Capital Corp

Financial Services
1.01K
+ 0.83%
$19.71 - $22.22 $20K - $22.5K
123K $2.68M
XLI
Industrial Sector Spdr

ETFs
1.98K
New
$131.76 - $143.99 $261K - $285K
1.98K $261K
NOW
Service Now, Inc.

Technology
244
New
$867.18 - $1148.42 $212K - $280K
244 $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.9K
+ 52.15%
$96.64 - $101.23 $280K - $293K
8.45K $818K
MAR
Marriott International Inc

Consumer Cyclical
902
New
$246.06 - $292.59 $222K - $264K
902 $251K
PID
Invesco Exchange Traded Fd Tr

ETFs
13.3K
+ 1.41%
N/A
952K $17M
XLC
Select Sector Spdr Tr Communic

ETFs
2.37K
New
$89.66 - $102.16 $212K - $242K
2.37K $229K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
192
New
$1146.59 - $1270.6 $220K - $244K
192 $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
392
+ 30.41%
$521.84 - $558.82 $205K - $219K
1.68K $905K
VNQ
Vanguard Specialized Funds Van

ETFs
2.46K
New
$87.85 - $98.6 $216K - $242K
2.46K $218K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.2K
+ 23.3%
$47.29 - $84.74 $56.7K - $102K
6.35K $473K
MO
Altria Group, Inc.

Consumer Defensive
4.04K
New
$49.06 - $57.74 $198K - $233K
4.04K $211K
MCK
Mckesson Corp

Healthcare
282
+ 42.73%
$482.27 - $628.5 $136K - $177K
942 $536K
SOUN
Soundhound Ai, Inc.

Technology
10.3K
New
$4.51 - $24.23 $46.3K - $249K
10.3K $203K
COIN
Coinbase Global, Inc.

Technology
336
+ 19.66%
$163.17 - $343.62 $54.8K - $115K
2.05K $507K
HUBS
Hubspot Inc

Technology
290
New
$514.07 - $757.4 $149K - $220K
290 $202K
TRV
Travelers Companies, Inc.

Financial Services
836
New
$225.97 - $266.66 $189K - $223K
836 $201K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.25K
New
$87.25 - $95.52 $196K - $215K
2.25K $198K
WFC
Wells Fargo & Company

Financial Services
2.67K
New
$54.98 - $77.35 $147K - $207K
2.67K $187K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 1.23%
$873.59 - $994.69 $44.6K - $50.7K
4.18K $3.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.35K
+ 11.26%
$126.68 - $134.74 $171K - $182K
13.4K $1.7M
CVNA
Carvana Co.

Consumer Cyclical
794
New
$175.8 - $260.8 $140K - $207K
794 $161K
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
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