Strategic Wealth Partners, Ltd. New Holdings in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEF
Jefferies Financial Group Inc.

Financial Services
196K
New
$54.67 - $70.36 $10.7M - $13.8M
196K $12.8M
FLS
Flowserve Corp

Industrials
173K
New
$51.98 - $57.7 $8.98M - $9.97M
173K $9.18M
BUG
Global X Fds Cybersecurity ETF

ETFs
199K
New
$32.23 - $37.41 $6.42M - $7.45M
199K $7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
46.1K
New
$113.78 - $148.0 $5.24M - $6.82M
46.1K $6.37M
CNQ
Canadian Natural Resources LTD

Energy
141K
New
$29.31 - $32.93 $4.12M - $4.63M
141K $4.49M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
149K
New
$22.9 - $23.58 $3.41M - $3.51M
149K $3.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.1K
New
$54.35 - $59.32 $1.74M - $1.9M
32.1K $1.9M
AVDE
American Centy ETF Tr Avantis

ETFs
19.6K
New
$73.24 - $79.04 $1.43M - $1.55M
19.6K $1.54M
AVUS
American Centy ETF Tr Avantis

ETFs
12.1K
New
$101.2 - $109.16 $1.22M - $1.32M
12.1K $1.31M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
22.4K
New
$34.31 - $38.09 $770K - $855K
22.4K $851K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.67K
New
$81.55 - $85.33 $707K - $740K
8.67K $737K
TAXF
American Centy ETF Tr Diversif

ETFs
12.5K
New
$48.42 - $50.27 $605K - $628K
12.5K $627K
WTMF
Wisdomtree Tr Managed Futures

ETFs
15.4K
New
$35.27 - $37.96 $545K - $586K
15.4K $585K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.5K
New
$50.09 - $50.73 $576K - $583K
11.5K $581K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
21.1K
New
$25.43 - $27.31 $537K - $576K
21.1K $576K
CORP
Pimco Investment Grade Corp Bd

ETFs
5.32K
New
$95.87 - $99.18 $510K - $528K
5.32K $524K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.46K
New
$48.5 - $50.19 $459K - $475K
9.46K $473K
VNLA
Janus Henderson Short Duration

ETFs
8.17K
New
$48.99 - $49.29 $400K - $403K
8.17K $402K
MNA
Iq Merger Arbitrage ETF

ETFs
9.33K
New
$35.11 - $36.01 $328K - $336K
9.33K $335K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
19.9K
New
$15.39 - $17.94 $306K - $357K
19.9K $316K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.06K
New
$95.22 - $96.21 $291K - $294K
3.06K $294K
BWXT
Bwx Technologies, Inc.

Industrials
1.5K
New
$136.45 - $184.37 $205K - $277K
1.5K $277K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.77K
New
$49.41 - $54.08 $236K - $258K
4.77K $257K
AVEM
American Centy ETF Tr Avantis

ETFs
3.38K
New
$68.33 - $75.41 $231K - $255K
3.38K $254K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.55K
New
$148.97 - $165.88 $230K - $256K
1.55K $254K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.32K
New
$49.32 - $50.93 $213K - $220K
4.32K $219K
AVSC
American Centy ETF Tr Avantis
3.8K
New
$51.33 - $58.63 $195K - $223K
3.8K $217K
AVUV
American Centy ETF Tr Avantis

ETFs
2.14K
New
$90.37 - $102.12 $194K - $219K
2.14K $213K
DIAL
Columbia ETF Tr I Diversified

ETFs
10.8K
New
$17.97 - $18.51 $194K - $199K
10.8K $198K
HYD
Vaneck High Yield Muni ETF

ETFs
3.62K
New
$48.85 - $50.94 $177K - $184K
3.62K $184K
PODD
Insulet Corp

Healthcare
559
New
$277.3 - $352.82 $155K - $197K
559 $172K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.98K
New
$35.76 - $37.93 $142K - $151K
3.98K $150K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
3.5K
New
$40.12 - $43.16 $141K - $151K
3.5K $149K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.6K
New
$29.2 - $32.74 $134K - $151K
4.6K $146K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.39K
New
$30.76 - $33.01 $135K - $145K
4.39K $144K
TECH
Bio Techne Corp

Healthcare
2.48K
New
$49.87 - $58.78 $123K - $145K
2.48K $137K
JPIB
Jpmorgan International Bond Op

ETFs
2.37K
New
$48.32 - $49.13 $115K - $116K
2.37K $116K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.2K
New
$50.73 - $52.47 $112K - $116K
2.2K $114K
AVDV
American Centy ETF Tr Avantis

ETFs
1.2K
New
$79.24 - $89.03 $94.8K - $106K
1.2K $106K
AVRE
American Centy ETF Tr Avantis
1.97K
New
$43.53 - $45.34 $85.9K - $89.5K
1.97K $87K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.12K
New
$63.88 - $69.11 $71.4K - $77.2K
1.12K $75K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
540
New
$126.31 - $139.52 $68.2K - $75.3K
540 $75K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
600
New
$110.74 - $122.12 $66.4K - $73.3K
600 $72K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
750
New
$43.07 - $91.37 $32.3K - $68.5K
750 $68K
VFF
Village Farms International, Inc.

Consumer Defensive
21K
New
$1.12 - $3.33 $23.5K - $69.9K
21K $65K
AVES
American Centy ETF Tr Avantis

ETFs
993
New
$53.51 - $57.96 $53.1K - $57.6K
993 $56K
ROK
Rockwell Automation, Inc

Industrials
160
New
$328.67 - $358.52 $52.6K - $57.4K
160 $55K
RODM
Hartford Multifactor Developed

ETFs
1.5K
New
$33.53 - $35.95 $50.3K - $53.9K
1.5K $53K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.64K
New
$29.55 - $32.52 $48.6K - $53.4K
1.64K $52K
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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