Strategic Wealth Partners, Ltd. Reduced Holdings in Q3 2025

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-145K
- 76.68%
$91.44 - $91.77 $13.2M - $13.3M
44K $4.03M
IGV
Ishares Expanded Tech Software

ETFs
-96.3K
- 95.23%
$105.96 - $117.79 $10.2M - $11.3M
4.82K $554K
KMI
Kinder Morgan, Inc.

Energy
-325K
- 90.82%
$26.23 - $28.5 $8.52M - $9.26M
32.8K $929K
V
Visa Inc.

Financial Services
-20.3K
- 63.54%
$332.09 - $358.86 $6.75M - $7.3M
11.7K $3.98M
ROP
Roper Technologies Inc

Industrials
-12.7K
- 88.89%
$495.03 - $573.0 $6.27M - $7.26M
1.58K $789K
TGT
Target Corp

Consumer Defensive
-71.3K
- 85.0%
$86.56 - $107.43 $6.17M - $7.66M
12.6K $1.13M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-66.7K
- 88.04%
$99.12 - $99.52 $6.61M - $6.64M
9.06K $901K
IYT
Ishares Tr U.S. Transportation

ETFs
-89.9K
- 94.62%
$66.62 - $72.7 $5.99M - $6.53M
5.11K $366K
CRM
Salesforce, Inc.

Technology
-11.9K
- 21.98%
$231.66 - $273.65 $2.75M - $3.25M
42.1K $9.99M
MSFT
Microsoft Corp

Technology
-10.5K
- 9.86%
$491.09 - $535.64 $5.16M - $5.63M
96.1K $49.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.1K
- 17.44%
$211.65 - $238.24 $2.76M - $3.11M
61.8K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.81K
- 55.79%
$459.11 - $506.91 $2.67M - $2.94M
4.6K $2.31M
LLY
Eli Lilly & CO

Healthcare
-3.18K
- 18.04%
$625.65 - $812.69 $1.99M - $2.58M
14.4K $11M
ORCL
Oracle Corp

Technology
-31.4K
- 31.45%
$218.96 - $328.33 $6.88M - $10.3M
68.5K $19.3M
COST
Costco Wholesale Corp

Consumer Defensive
-2.19K
- 52.51%
$915.95 - $994.57 $2M - $2.18M
1.98K $1.83M
ACN
Accenture PLC

Technology
-6.02K
- 45.61%
$232.56 - $304.78 $1.4M - $1.83M
7.17K $1.77M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-7.62K
- 62.3%
$159.87 - $247.68 $1.22M - $1.89M
4.61K $820K
TMUS
T Mobile Us, Inc.

Communication Services
-7.11K
- 87.01%
$226.02 - $259.01 $1.61M - $1.84M
1.06K $253K
INTU
Intuit Inc

Technology
-1.95K
- 61.37%
$646.03 - $807.39 $1.26M - $1.58M
1.23K $839K
CCJ
Cameco Corp

Energy
-37.3K
- 24.43%
$70.47 - $86.89 $2.63M - $3.24M
115K $9.68M
JPM
Jpmorgan Chase & CO

Financial Services
-9.92K
- 15.95%
$282.78 - $316.06 $2.8M - $3.13M
52.2K $16.5M
KMX
Carmax Inc

Consumer Cyclical
-18.5K
- 98.81%
$44.86 - $71.57 $829K - $1.32M
222 $9K
WMT
Walmart Inc.

Consumer Defensive
-13.1K
- 52.03%
$94.4 - $104.27 $1.24M - $1.37M
12.1K $1.25M
AIG
American International Group, Inc.

Financial Services
-12.3K
- 67.06%
$76.34 - $85.87 $936K - $1.05M
6.02K $472K
ISRG
Intuitive Surgical Inc

Healthcare
-1.93K
- 87.69%
$433.66 - $544.47 $837K - $1.05M
271 $121K
SYK
Stryker Corp

Healthcare
-1.14K
- 4.69%
$368.57 - $403.53 $420K - $460K
23.1K $8.56M
PLTR
Palantir Technologies Inc.

Technology
-11.8K
- 49.16%
$130.68 - $186.97 $1.54M - $2.2M
12.2K $2.22M
PANW
Palo Alto Networks Inc

Technology
-5.02K
- 38.2%
$167.06 - $208.19 $838K - $1.04M
8.12K $1.65M
WM
Waste Management Inc

Industrials
-4.27K
- 47.8%
$213.88 - $237.1 $913K - $1.01M
4.66K $1.03M
SO
Southern CO

Utilities
-10.8K
- 87.51%
$90.83 - $96.0 $978K - $1.03M
1.54K $145K
SNPS
Synopsys Inc

Technology
-1.88K
- 96.9%
$387.78 - $645.35 $728K - $1.21M
60 $29K
CDNS
Cadence Design Systems Inc

Technology
-3.1K
- 99.46%
$309.46 - $373.37 $960K - $1.16M
17 $5K
MLM
Martin Marietta Materials Inc

Basic Materials
-1.77K
- 85.54%
$546.36 - $631.12 $969K - $1.12M
300 $189K
UBER
Uber Technologies, Inc

Technology
-12.4K
- 17.84%
$86.91 - $99.57 $1.08M - $1.24M
57.2K $5.61M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.31K
- 76.5%
$171.38 - $197.01 $910K - $1.05M
1.63K $319K
CVX
Chevron Corp

Energy
-6.41K
- 65.75%
$145.57 - $161.83 $934K - $1.04M
3.34K $518K
ELV
Elevance Health, Inc.

Healthcare
-1.81K
- 42.92%
$274.66 - $395.76 $497K - $717K
2.41K $778K
PGR
Progressive Corp

Financial Services
-2.99K
- 62.35%
$238.61 - $264.3 $714K - $791K
1.81K $446K
TDG
Trans Digm Group Inc

Industrials
-536
- 93.22%
$1271.04 - $1620.83 $681K - $869K
39 $51K
UNP
Union Pacific Corp

Industrials
-4.2K
- 11.24%
$214.91 - $237.16 $902K - $996K
33.2K $7.84M
MOH
Molina Healthcare, Inc.

Healthcare
-2.46K
- 96.85%
$152.31 - $306.29 $375K - $753K
80 $15K
LNG
Cheniere Energy, Inc.

Energy
-2.78K
- 29.53%
$222.68 - $244.28 $619K - $679K
6.63K $1.56M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.24K
- 85.87%
$284.17 - $319.49 $636K - $715K
368 $113K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-16.8K
- 73.53%
$42.26 - $47.16 $709K - $791K
6.04K $279K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-97
- 82.91%
$5364.25 - $5815.92 $520K - $564K
20 $107K
MCK
Mckesson Corp

Healthcare
-755
- 83.06%
$659.01 - $772.54 $498K - $583K
154 $118K
TSCO
Tractor Supply CO

Consumer Cyclical
-10.2K
- 95.01%
$54.08 - $62.65 $552K - $639K
536 $30K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.43K
- 10.71%
$617.65 - $666.84 $1.5M - $1.62M
20.3K $13.5M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-14.1K
- 95.78%
$30.71 - $30.86 $434K - $436K
623 $19K
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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