Strategic Wealth Partners, Ltd. Top Holdings and 13F Report (2025) About Strategic Wealth Partners, Ltd.Investment ActivityStrategic Wealth Partners, Ltd. has $1.27 billion in total holdings as of June 30, 2025.Strategic Wealth Partners, Ltd. owns shares of 1,151 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 16.59% of the portfolio was purchased this quarter.About 12.66% of the portfolio was sold this quarter.This quarter, Strategic Wealth Partners, Ltd. has purchased 314 new stocks and bought additional shares in 136 stocks.Strategic Wealth Partners, Ltd. sold shares of 162 stocks and completely divested from 3 stocks this quarter.Largest Holdings SWP GROWTH & INCOME ETF $87,100,364Microsoft $53,025,553iShares MBS ETF $37,311,095Apple $34,175,044SPDR Portfolio Short Term Corporate Bond ETF $31,702,360 Largest New Holdings this Quarter 78464A698 - SPDR S&P Regional Banking ETF $7,631,659 Holding92189F676 - VanEck Semiconductor ETF $7,183,670 Holding33738D101 - First Trust North American Energy Infrastructure Fund $6,747,257 Holding35671D857 - Freeport-McMoRan $5,257,661 Holding26142V105 - DraftKings $2,153,807 Holding Largest Purchases this Quarter Alphabet 72,999 shares (about $12.86M)Blackstone 67,141 shares (about $10.04M)Eaton 23,466 shares (about $8.38M)SPDR S&P Regional Banking ETF 128,501 shares (about $7.63M)iShares MSCI Japan ETF 97,875 shares (about $7.34M) Largest Sales this Quarter Aramark 245,743 shares (about $10.29M)Seagate Technology 70,375 shares (about $10.16M)LAZARD INC COM 206,997 shares (about $9.93M)Starbucks 108,306 shares (about $9.92M)Vanguard Financials ETF 73,191 shares (about $9.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Wealth Partners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSWP GROWTH & INCOME ETF$87,100,364$2,956,689 ▲3.5%3,342,3016.9%ETFMSFTMicrosoft$53,025,553$3,808,182 ▲7.7%106,6034.2%Computer and TechnologyMBBiShares MBS ETF$37,311,095$347,017 ▲0.9%397,3922.9%ETFAAPLApple$34,175,044$5,738,414 ▲20.2%166,5692.7%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$31,702,360$123,779 ▲0.4%1,050,0952.5%ETFEFAiShares MSCI EAFE ETF$31,008,969$145,527 ▼-0.5%346,8952.4%FinanceAVGOBroadcom$28,012,423$3,498,280 ▲14.3%101,6232.2%Computer and TechnologyGOOGLAlphabet$27,238,627$12,864,609 ▲89.5%154,5632.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$23,365,474$357,985 ▲1.6%196,2001.8%ETFORCLOracle$21,850,750$7,316,013 ▲50.3%99,9441.7%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$19,652,758$141,942 ▲0.7%958,6711.5%ManufacturingNVDANVIDIA$18,296,745$2,209,007 ▲13.7%115,8101.4%Computer and TechnologyJPMJPMorgan Chase & Co.$18,021,094$821,025 ▲4.8%62,1611.4%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$17,365,956$118,160 ▲0.7%158,4341.4%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$17,297,162$373,433 ▲2.2%188,5661.4%ETFAMZNAmazon.com$16,415,234$1,111,213 ▲7.3%74,8221.3%Retail/WholesaleCRMSalesforce$14,726,420$2,674,011 ▲22.2%54,0041.2%Computer and TechnologySHViShares Short Treasury Bond ETF$14,658,802$244,691 ▲1.7%132,7551.2%ETFSPYSPDR S&P 500 ETF Trust$14,040,485$2,073,482 ▼-12.9%22,7251.1%FinancePMPhilip Morris International$13,951,389$538,196 ▲4.0%76,6011.1%Consumer StaplesLLYEli Lilly and Company$13,733,667$2,585,684 ▲23.2%17,6181.1%MedicalIVViShares Core S&P 500 ETF$12,418,391$2,045,207 ▲19.7%20,0011.0%ETFGSThe Goldman Sachs Group$12,400,730$5,583,549 ▼-31.0%17,5211.0%FinanceBXBlackstone$12,024,404$10,042,923 ▲506.8%80,3880.9%FinanceAZNAstraZeneca$11,871,292$764,208 ▲6.9%169,8810.9%MedicalQQQInvesco QQQ$11,812,979$149,496 ▼-1.2%21,4140.9%FinanceDLRDigital Realty Trust$11,690,049$5,680,718 ▲94.5%67,0570.9%FinanceIBMInternational Business Machines$11,512,249$3,542,639 ▼-23.5%39,0540.9%Computer and TechnologyRTXRTX$11,456,861$167,923 ▲1.5%78,4610.9%AerospaceVVisa$11,362,092$2,274,478 ▼-16.7%32,0010.9%Business ServicesCCJCameco$11,343,004$2,985,306 ▼-20.8%152,8090.9%Basic MaterialsIGViShares Expanded Tech-Software Sector ETF$11,077,568$123,188 ▲1.1%101,1650.9%ETFDGROiShares Core Dividend Growth ETF$11,034,655$183,892 ▲1.7%172,5780.9%ETFKMIKinder Morgan$10,513,670$389,520 ▲3.8%357,6080.8%EnergyEMREmerson Electric$10,290,220$158,262 ▲1.6%77,1790.8%IndustrialsAITApplied Industrial Technologies$10,225,825$3,629,433 ▲55.0%43,9920.8%IndustrialsPLDPrologis$9,890,688$1,255,231 ▲14.5%94,0900.8%FinanceTJXTJX Companies$9,830,725$460,620 ▲4.9%79,6070.8%Retail/WholesaleCORCencora$9,783,166$263,267 ▲2.8%32,6270.8%MedicalNEENextEra Energy$9,735,133$464,490 ▲5.0%140,2350.8%UtilitiesSYKStryker$9,607,617$371,502 ▲4.0%24,2840.8%MedicalMDTMedtronic$9,562,701$740,943 ▲8.4%109,7020.8%MedicalBLACKROCK INC COM$9,450,907$3,892,846 ▲70.0%9,0070.7%StockDKSDICK'S Sporting Goods$9,423,028$3,844,220 ▲68.9%47,6370.7%Retail/WholesaleHDHome Depot$9,280,539$201,655 ▲2.2%25,3120.7%Retail/WholesalePNCThe PNC Financial Services Group$8,882,013$3,253,786 ▼-26.8%47,6450.7%FinanceABBVAbbVie$8,848,478$1,135,991 ▲14.7%47,6700.7%MedicalETNEaton$8,803,472$8,377,221 ▲1,965.3%24,6600.7%IndustrialsBKRBaker Hughes$8,779,424$84,310 ▼-1.0%228,9890.7%EnergyCCitigroup$8,691,530$479,992 ▲5.8%102,1090.7%Financial ServicesUNPUnion Pacific$8,593,260$444,515 ▼-4.9%37,3490.7%TransportationTGTTarget$8,271,347$3,230,506 ▲64.1%83,8450.7%Retail/WholesaleROPRoper Technologies$8,079,437$250,552 ▲3.2%14,2530.6%Computer and TechnologyDUKDuke Energy$7,991,206$205,910 ▲2.6%67,7220.6%UtilitiesIWMiShares Russell 2000 ETF$7,844,800$69,916 ▼-0.9%36,3540.6%FinanceEWJiShares MSCI Japan ETF$7,664,259$7,337,690 ▲2,246.9%102,2310.6%ETFKRESPDR S&P Regional Banking ETF$7,631,659$7,631,659 ▲New Holding128,5010.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$7,533,314$644,505 ▼-7.9%75,7650.6%ETFSMHVanEck Semiconductor ETF$7,183,670$7,183,670 ▲New Holding25,7590.6%ManufacturingRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$7,168,672$323,836 ▲4.7%134,7240.6%ETFVMCVulcan Materials$6,984,948$1,245,403 ▲21.7%26,7810.5%ConstructionJEPIJPMorgan Equity Premium Income ETF$6,753,422$1,408,057 ▲26.3%118,7940.5%ETFEMLPFirst Trust North American Energy Infrastructure Fund$6,747,257$6,747,257 ▲New Holding179,8790.5%ETFMETAMeta Platforms$6,516,187$2,511,109 ▲62.7%8,8280.5%Computer and TechnologyIYTiShares U.S. Transportation ETF$6,510,603$264,564 ▲4.2%94,9900.5%ETFUBERUber Technologies$6,499,931$1,630,044 ▲33.5%69,6670.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$6,469,419$233,598 ▼-3.5%244,1290.5%ETFTSMTaiwan Semiconductor Manufacturing$6,150,603$5,739,521 ▲1,396.2%27,1560.5%Computer and TechnologyMTCHMatch Group$5,978,595$900,936 ▲17.7%193,5450.5%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$5,326,479$1,235,351 ▼-18.8%53,1850.4%ETFFCXFreeport-McMoRan$5,257,661$5,257,661 ▲New Holding121,2840.4%Basic MaterialsBRK.BBerkshire Hathaway$5,055,408$290,490 ▼-5.4%10,4070.4%FinanceGLDSPDR Gold Shares$4,997,383$298,429 ▼-5.6%16,3940.4%FinanceOWLBlue Owl Capital$4,871,080$11,680 ▲0.2%253,5700.4%FinanceCORPAY INC COM SHS$4,751,662$243,888 ▼-4.9%14,3200.4%StockCOSTCostco Wholesale$4,123,350$15,840 ▼-0.4%4,1650.3%Retail/WholesaleGOOGAlphabet$3,972,579$1,156,740 ▼-22.6%22,3950.3%Computer and TechnologyACNAccenture$3,941,634$6,593,599 ▼-62.6%13,1880.3%Computer and TechnologyBNBrookfield$3,721,267$3,088,603 ▲488.2%60,1660.3%FinancePALANTIR TECHNOLOGIES INC CL A$3,585,761$712,817 ▲24.8%26,3040.3%StockXOMExxon Mobil$3,221,162$1,383,178 ▲75.3%29,8810.3%EnergyAMGNAmgen$3,196,675$290,937 ▼-8.3%11,4490.3%MedicalAXPAmerican Express$3,084,457$3,828 ▲0.1%9,6700.2%FinancePYPLPayPal$3,019,399$159,788 ▲5.6%40,6270.2%Business ServicesNFLXNetflix$2,950,103$784,730 ▲36.2%2,2030.2%Consumer DiscretionaryLULUlululemon athletica$2,907,029$472,784 ▲19.4%12,2360.2%Consumer DiscretionaryPTYPimco Corporate & Income Opportunity Fund$2,754,764$115,773 ▼-4.0%198,0420.2%FinancePANWPalo Alto Networks$2,687,742$22,101 ▲0.8%13,1340.2%Computer and TechnologyGPNGlobal Payments$2,666,132$529,865 ▲24.8%33,3100.2%Business ServicesINTUIntuit$2,508,177$8,119,278 ▼-76.4%3,1840.2%Computer and TechnologyWMTWalmart$2,467,492$330,498 ▲15.5%25,2350.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$2,426,004$73,478 ▲3.1%11,8530.2%ETFDSLDoubleLine Income Solutions Fund$2,415,650$986,544 ▲69.0%197,3570.2%Financial ServicesSCHWCharles Schwab$2,302,677$25,091 ▲1.1%25,2380.2%FinanceCHENIERE ENERGY INC COM NEW$2,290,860$591,527 ▲34.8%9,4070.2%StockFSKFS KKR Capital$2,247,972$312,993 ▼-12.2%108,3360.2%FinanceVRTXVertex Pharmaceuticals$2,234,904$596,568 ▲36.4%5,0200.2%MedicalDSUBlackRock Debt Strategies Fund$2,226,692$526,416 ▲31.0%210,8610.2%FinanceISHARES BITCOIN TRUST ETF$2,160,529$1,429,621 ▲195.6%35,2970.2%ETFDKNGDraftKings$2,153,807$2,153,807 ▲New Holding50,2170.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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