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
T
At&T Inc.

Communication Services
-14.9K
- 69.64%
$26.94 - $29.62 $401K - $441K
6.49K $183K
TT
Trane Technologies PLC

Industrials
-960
- 97.17%
$398.96 - $472.54 $383K - $454K
28 $11K
VZ
Verizon Communications Inc

Communication Services
-9.8K
- 39.93%
$40.84 - $45.06 $400K - $441K
14.7K $647K
DE
Deere & CO

Industrials
-658
- 30.1%
$457.26 - $524.37 $301K - $345K
1.53K $698K
SHEL
Shell PLC

Energy
-5.62K
- 97.89%
$69.82 - $73.93 $392K - $415K
121 $8K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-701
- 53.31%
$567.09 - $607.37 $398K - $426K
614 $365K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-986
- 2.43%
$65.64 - $78.22 $64.7K - $77.1K
39.6K $2.66M
COIN
Coinbase Global, Inc.

Technology
-956
- 34.33%
$297.99 - $419.78 $285K - $401K
1.83K $617K
HON
Honeywell International Inc

Industrials
-1.02K
- 17.65%
$207.7 - $240.4 $212K - $245K
4.76K $1M
XLI
Industrial Sector Spdr

ETFs
-2.25K
- 96.16%
$147.94 - $154.99 $333K - $349K
90 $13K
NEE
Nextera Energy Inc

Utilities
-15.4K
- 10.97%
$69.77 - $77.54 $1.07M - $1.19M
125K $9.42M
XOM
Exxon Mobil Corp

Energy
-4.04K
- 13.51%
$105.83 - $117.22 $427K - $473K
25.8K $2.91M
XLK
Technology Sector Spdr

ETFs
-1.58K
- 31.05%
$250.97 - $282.66 $396K - $446K
3.51K $988K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.19K
- 48.18%
$196.15 - $217.83 $233K - $259K
1.28K $257K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.56K
- 85.4%
$105.99 - $119.41 $272K - $306K
438 $51K
XLV
Select Sector Spdr Fund Health

ETFs
-1.99K
- 61.61%
$129.01 - $139.72 $257K - $278K
1.24K $172K
AME
Ametek Inc

Industrials
-1.36K
- 95.96%
$176.44 - $192.03 $239K - $260K
57 $10K
URI
United Rentals, Inc.

Industrials
-336
- 78.32%
$774.14 - $975.23 $260K - $328K
93 $88K
CSCO
Cisco Systems, Inc.

Technology
-3.16K
- 18.4%
$66.2 - $71.79 $209K - $227K
14K $957K
CTAS
Cintas Corp

Industrials
-967
- 58.68%
$199.29 - $226.27 $193K - $219K
681 $139K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.11K
- 48.34%
$131.78 - $176.09 $146K - $195K
1.18K $159K
MRK
Merck & Co., Inc.

Healthcare
-2.87K
- 46.48%
$77.6 - $87.37 $223K - $251K
3.3K $277K
PAYC
Paycom Software, Inc.

Technology
-601
- 16.14%
$208.14 - $238.8 $125K - $144K
3.12K $650K
TTD
Trade Desk, Inc.

Technology
-2.57K
- 73.88%
$43.93 - $89.76 $113K - $231K
910 $44K
MSTR
Microstrategy Inc

Technology
-413
- 47.8%
$300.7 - $455.9 $124K - $188K
451 $145K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.23K
- 27.4%
$108.46 - $120.63 $242K - $269K
5.9K $701K
PFE
Pfizer Inc

Healthcare
-7.75K
- 68.46%
$23.29 - $25.88 $180K - $200K
3.57K $90K
DOW
Dow Inc.

Basic Materials
-5.98K
- 53.13%
$20.87 - $30.37 $125K - $182K
5.28K $121K
RIO
Rio Tinto PLC

Basic Materials
-2.95K
- 96.06%
$57.66 - $66.01 $170K - $195K
121 $7K
XLP
Consumer Staples Sector Spdr

ETFs
-2.25K
- 65.52%
N/A
1.18K $89K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.65K
- 3.09%
$99.82 - $100.23 $164K - $165K
51.5K $5.17M
DDOG
Datadog, Inc.

Technology
-1.18K
- 93.29%
$124.52 - $155.15 $147K - $183K
85 $12K
ZTS
Zoetis Inc.

Healthcare
-859
- 27.64%
$141.13 - $159.19 $121K - $137K
2.25K $329K
EXR
Extra Space Storage Inc.

Real Estate
-1.05K
- 99.43%
$134.36 - $152.88 $141K - $160K
6 $0
PH
Parker Hannifin Corp

Industrials
-233
- 59.9%
$697.13 - $769.67 $162K - $179K
156 $118K
F
Ford Motor CO

Consumer Cyclical
-14.1K
- 90.92%
$10.82 - $12.09 $153K - $170K
1.41K $16K
VALE
Vale S.A.

Basic Materials
-15.4K
- 98.0%
$9.53 - $10.95 $146K - $168K
314 $3K
MU
Micron Technology Inc

Technology
-1.68K
- 54.4%
$104.88 - $168.89 $176K - $283K
1.4K $234K
VO
Vanguard Mid Cap ETF

ETFs
-551
- 42.58%
$279.83 - $293.74 $154K - $162K
743 $218K
HUBS
Hubspot Inc

Technology
-209
- 41.88%
$420.79 - $560.9 $87.9K - $117K
290 $135K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.73K
- 26.44%
$60.9 - $70.75 $105K - $123K
4.82K $300K
INTC
Intel Corp

Technology
-6.71K
- 81.38%
$19.31 - $35.5 $130K - $238K
1.54K $51K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.83K
- 28.44%
$59.29 - $62.87 $108K - $115K
4.6K $276K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.42K
- 45.91%
$92.26 - $97.51 $131K - $138K
1.67K $161K
COP
Conocophillips

Energy
-1.38K
- 65.79%
$91.0 - $98.99 $126K - $137K
718 $67K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.1K
- 99.01%
$105.16 - $140.03 $115K - $153K
11 $1K
WELL
Welltower Inc.

Real Estate
-1.01K
- 39.35%
$150.71 - $178.14 $152K - $180K
1.56K $277K
SOXX
Ishares Semiconductor ETF

ETFs
-900
- 22.87%
$236.93 - $271.12 $213K - $244K
3.04K $822K
UNH
Unitedhealth Group Inc

Healthcare
-843
- 15.97%
$237.77 - $353.61 $200K - $298K
4.44K $1.53M
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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