STRATEGIC WEALTH PARTNERS, LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 5K | $796.73K |
 | LAZ | 5K | $256.06K |
 | MDLZ | 5K | $300.99K |
 | HON | 5K | $1.00M |
 | JNJ | 5K | $875.28K |
 | CCCS | 5K | $42.74K |
 | WM | 5K | $1.03M |
 | ORI | 5K | $197.53K |
 | LULU | 5K | $820.79K |
 | BRK-B | 5K | $2.31M |
 | IOT | 5K | $170.79K |
 | EW | 5K | $351.60K |
 | UNH | 4K | $1.53M |
 | CP | 4K | $315.99K |
 | RMNI | 4K | $18.49K |
 | EXAS | 4K | $205.16K |
 | IESC | 4K | $1.48M |
 | BRSP | 4K | $19.84K |
 | PFE | 4K | $90.91K |
 | PSX | 4K | $483.01K |
Morgan Stanley
MS
Shares Held
5K
Value
$796.73K
Lazard Ltd
LAZ
Shares Held
5K
Value
$256.06K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$300.99K
Honeywell International Inc.
HON
Shares Held
5K
Value
$1.00M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$875.28K
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
5K
Value
$42.74K
Waste Management, Inc.
WM
Shares Held
5K
Value
$1.03M
Old Republic International Corporation
ORI
Shares Held
5K
Value
$197.53K
Lululemon Athletica Inc.
LULU
Shares Held
5K
Value
$820.79K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.31M
Samsara Inc.
IOT
Shares Held
5K
Value
$170.79K
Edwards Lifesciences Corporation
EW
Shares Held
5K
Value
$351.60K
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.53M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$315.99K
Rimini Street, Inc.
RMNI
Shares Held
4K
Value
$18.49K
Exact Sciences Corporation
EXAS
Shares Held
4K
Value
$205.16K
IES Holdings, Inc.
IESC
Shares Held
4K
Value
$1.48M
BrightSpire Capital, Inc.
BRSP
Shares Held
4K
Value
$19.84K
Pfizer Inc.
PFE
Shares Held
4K
Value
$90.91K
Phillips 66
PSX
Shares Held
4K
Value
$483.01K