Strategic Wealth Partners, Ltd. Incresed Positions in Q3 2024

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
321
+ 3.55%
$70.09 - $78.74 $22.5K - $25.3K
9.37K $730K
CB
Chubb LTD

Financial Services
17
+ 0.85%
$252.51 - $292.2 $4.29K - $4.97K
2.01K $579K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
3.64K
+ 1.67%
$14.16 - $14.47 $51.5K - $52.6K
222K $3.2M
MS
Morgan Stanley

Financial Services
289
+ 5.15%
$92.07 - $106.96 $26.6K - $30.9K
5.9K $615K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 5.66%
$475.2 - $527.7 $32.8K - $36.4K
1.29K $680K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
303
+ 8.6%
$95.1 - $106.76 $28.8K - $32.3K
3.83K $408K
XLU
Utilities Sector Spdr

ETFs
268
+ 7.44%
$67.67 - $80.78 $18.1K - $21.6K
3.87K $312K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
662
+ 5.01%
$33.74 - $37.96 $22.3K - $25.1K
13.9K $521K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
147
+ 7.79%
$210.25 - $231.86 $30.9K - $34.1K
2.03K $453K
GE
General Electric CO

Industrials
178
+ 15.42%
$156.66 - $189.66 $27.9K - $33.8K
1.33K $251K
CTAS
Cintas Corp

Industrials
1.05K
+ 300.0%
$201.38 - $819.83 $211K - $861K
1.4K $288K
ARCC
Ares Capital Corp

Financial Services
1.74K
+ 3.28%
$19.8 - $21.28 $34.5K - $37.1K
54.9K $1.15M
KO
Coca Cola CO

Consumer Defensive
143
+ 3.73%
$62.69 - $73.01 $8.96K - $10.4K
3.98K $285K
CI
Cigna Corp

Healthcare
45
+ 3.33%
$319.12 - $367.1 $14.4K - $16.5K
1.4K $484K
WM
Waste Management Inc

Industrials
363
+ 5.45%
$196.96 - $223.45 $71.5K - $81.1K
7.02K $1.46M
CHDN
Churchill Downs Inc

Consumer Cyclical
565
+ 5.62%
$130.35 - $145.0 $73.6K - $81.9K
10.6K $1.43M
GPC
Genuine Parts CO

Consumer Cyclical
200
+ 9.43%
$131.04 - $147.11 $26.2K - $29.4K
2.32K $324K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 2.73%
$523.84 - $572.02 $14.7K - $16K
1.05K $599K
IEF
Ishares Barclays

ETFs
12
+ 0.2%
$92.67 - $99.14 $1.11K - $1.19K
6.06K $594K
ETN
Eaton Corp PLC

Industrials
30
+ 3.01%
$272.52 - $333.02 $8.18K - $9.99K
1.03K $340K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
44
+ 0.63%
$76.94 - $79.54 $3.39K - $3.5K
7K $555K
TELL
Tellurian Inc.

Energy
4.75K
+ 15.96%
$0.57 - $0.97 $2.71K - $4.6K
34.5K $33K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.32%
$332.02 - $382.76 $996 - $1.15K
931 $349K
EOG
Eog Resources Inc

Energy
150
+ 5.02%
$117.9 - $132.65 $17.7K - $19.9K
3.14K $386K
EPD
Enterprise Products Partners L.P.

Energy
353
+ 3.76%
$27.88 - $30.0 $9.84K - $10.6K
9.73K $283K
ACRE
Ares Commercial Real Estate Corp

Real Estate
2K
+ 11.11%
$6.53 - $7.92 $13.1K - $15.8K
20K $140K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1
+ 0.03%
$66.55 - $74.93 $66.6 - $74.9
3.03K $218K
ORCC
Owl Rock Capital Corp

Financial Services
250
+ 0.37%
N/A
68.4K $915K
Corpay Inc
3.9K
+ 31.13%
N/A
16.4K $0
Jacobs Solutions Inc
399
+ 29.12%
N/A
1.77K $0
Brookfield Asset Managmt LTD
10
+ 0.03%
N/A
28.6K $0
Brookfield Corp
640
+ 6.79%
N/A
10.1K $0
GOOGL
Alphabet Inc.

Communication Services
7.25K
+ 9.79%
$148.65 - $191.18 $1.08M - $1.39M
81.3K $13.5M
GBDC
Golub Capital Bdc, Inc.

Financial Services
3
+ 0.03%
$14.36 - $16.0 $43.1 - $48
10.6K $160K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1K
+ 6.26%
$13.62 - $15.59 $13.6K - $15.6K
17K $233K
MCK
Mckesson Corp

Healthcare
82
+ 14.19%
$479.06 - $630.38 $39.3K - $51.7K
660 $326K
CDNS
Cadence Design Systems Inc

Technology
176
+ 9.0%
$246.84 - $321.11 $43.4K - $56.5K
2.13K $577K
COP
Conocophillips

Energy
34
+ 0.69%
$102.3 - $116.61 $3.48K - $3.96K
4.95K $520K
PSX
Phillips 66

Energy
58
+ 0.8%
$125.0 - $147.17 $7.25K - $8.54K
7.34K $964K
SNPS
Synopsys Inc

Technology
128
+ 8.77%
$463.97 - $621.3 $59.4K - $79.5K
1.59K $803K
ROP
Roper Technologies Inc

Industrials
25
+ 0.19%
$515.25 - $576.55 $12.9K - $14.4K
13.2K $7.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
223
+ 13.67%
$217.89 - $392.15 $48.6K - $87.4K
1.85K $519K
MSFT
Microsoft Corp

Technology
2.49K
+ 3.47%
$395.15 - $467.56 $984K - $1.16M
74.3K $31.9M
LRCX
Lam Research Corp

Technology
2
+ 0.27%
$731.56 - $1127.3 $1.46K - $2.25K
743 $606K
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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