Quotient Wealth Partners, LLC Purchases in Q3 2025

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
58
+ 6.37%
$404.94 - $499.99 $23.5K - $29K
968 $470M
AJG
Arthur J. Gallagher & Co.

Financial Services
370
+ 21.84%
$284.17 - $319.49 $105K - $118K
2.06K $639M
GLD
Spdr Gold Trust

ETFs
33
+ 1.96%
$300.96 - $355.47 $9.93K - $11.7K
1.72K $611M
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 3.03%
$215.01 - $273.02 $17K - $21.6K
2.69K $676M
PFE
Pfizer Inc

Healthcare
3.02K
+ 19.85%
$23.29 - $25.88 $70.2K - $78K
18.2K $464M
BX
Blackstone Inc.

Financial Services
203
+ 7.35%
$152.77 - $188.68 $31K - $38.3K
2.97K $507M
Niocorp Devs LTD
13.5K
New
N/A
13.5K $90M
UNH
Unitedhealth Group Inc

Healthcare
22
+ 0.92%
$237.77 - $353.61 $5.23K - $7.78K
2.42K $836M
IAU
Ishares Gold Trust

ETFs
518
+ 11.05%
$61.62 - $72.77 $31.9K - $37.7K
5.21K $379M
WFC
Wells Fargo & Company

Financial Services
384
+ 2.63%
$77.05 - $85.16 $29.6K - $32.7K
15K $1.25B
NEE
Nextera Energy Inc

Utilities
260
+ 2.51%
$69.77 - $77.54 $18.1K - $20.2K
10.6K $802M
UBER
Uber Technologies, Inc

Technology
350
+ 3.49%
$86.91 - $99.57 $30.4K - $34.8K
10.4K $1.02B
RBLX
Roblox Corp

Communication Services
64
+ 3.04%
$100.65 - $141.56 $6.44K - $9.06K
2.17K $300M
DHI
Horton D R Inc

Consumer Cyclical
90
+ 5.74%
$129.82 - $184.04 $11.7K - $16.6K
1.66K $281M
GM
General Motors CO

Consumer Cyclical
276
+ 5.42%
$48.89 - $61.24 $13.5K - $16.9K
5.37K $327M
TT
Trane Technologies PLC

Industrials
202
+ 16.82%
$398.96 - $472.54 $80.6K - $95.5K
1.4K $592M
AXP
American Express CO

Financial Services
83
+ 2.81%
$294.27 - $342.31 $24.4K - $28.4K
3.04K $1.01B
HON
Honeywell International Inc

Industrials
548
+ 24.01%
$207.7 - $240.4 $114K - $132K
2.83K $596M
DUK
Duke Energy Corp

Utilities
336
+ 9.61%
$116.31 - $125.93 $39.1K - $42.3K
3.83K $474M
ADI
Analog Devices Inc

Technology
174
+ 7.8%
$220.68 - $255.63 $38.4K - $44.5K
2.41K $591M
COIN
Coinbase Global, Inc.

Technology
202
+ 25.16%
$297.99 - $419.78 $60.2K - $84.8K
1.01K $339M
JNK
Spdr Bloomberg High Yield Bond

ETFs
89
+ 0.14%
$96.22 - $98.19 $8.56K - $8.74K
64.8K $6.35B
LDOS
Leidos Holdings, Inc.

Technology
13
+ 0.8%
$159.2 - $188.96 $2.07K - $2.46K
1.64K $310M
Lithium Amers Corp New
500
+ 3.03%
N/A
17K $97.1M
ETN
Eaton Corp PLC

Industrials
64
+ 3.82%
$342.99 - $392.76 $22K - $25.1K
1.74K $652M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.14%
$362.31 - $405.74 $725 - $811
1.41K $566M
DASH
Door Dash, Inc.

Communication Services
48
+ 3.22%
$234.5 - $272.5 $11.3K - $13.1K
1.54K $418M
SPG
Simon Property Group Inc

Real Estate
7
+ 0.39%
$159.93 - $187.67 $1.12K - $1.31K
1.81K $339M
FAST
Fastenal CO

Industrials
62
+ 0.94%
$42.47 - $50.39 $2.63K - $3.12K
6.64K $326M
UNP
Union Pacific Corp

Industrials
113
+ 3.56%
$214.91 - $237.16 $24.3K - $26.8K
3.29K $777M
F
Ford Motor CO

Consumer Cyclical
2.02K
+ 10.76%
$10.82 - $12.09 $21.8K - $24.4K
20.8K $249M
SCHW
Schwab Charles Corp

Financial Services
156
+ 2.55%
$91.03 - $98.69 $14.2K - $15.4K
6.28K $600M
VRT
Vertiv Holdings CO

Industrials
25
+ 1.53%
N/A
1.66K $251M
CBRE
Cbre Group, Inc.

Real Estate
78
+ 5.42%
$137.04 - $165.9 $10.7K - $12.9K
1.52K $239M
SO
Southern CO

Utilities
272
+ 6.87%
$90.83 - $96.0 $24.7K - $26.1K
4.23K $401M
SNPS
Synopsys Inc

Technology
96
+ 18.36%
$387.78 - $645.35 $37.2K - $62K
619 $305M
VIG
Vanguard Dividend Appreciation

ETFs
116
+ 11.39%
N/A
1.13K $245M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
65
+ 5.03%
$301.44 - $365.84 $19.6K - $23.8K
1.36K $439M
ITW
Illinois Tool Works Inc

Industrials
74
+ 7.24%
$252.31 - $269.41 $18.7K - $19.9K
1.1K $286M
SHW
Sherwin Williams CO

Basic Materials
79
+ 6.48%
$330.88 - $375.23 $26.1K - $29.6K
1.3K $449M
Lithium Argentina Ag
400
+ 1.73%
N/A
23.5K $78.5M
FDX
Fedex Corp

Industrials
80
+ 6.29%
$217.1 - $243.2 $17.4K - $19.5K
1.35K $319M
AEP
American Electric Power CO Inc

Utilities
10
+ 0.31%
$103.26 - $115.0 $1.03K - $1.15K
3.2K $360M
NET
Cloudflare, Inc.

Technology
18
+ 1.36%
$181.39 - $228.28 $3.27K - $4.11K
1.34K $287M
CSX
Csx Corp

Industrials
216
+ 3.09%
$32.05 - $36.52 $6.92K - $7.89K
7.22K $256M
MCK
Mckesson Corp

Healthcare
9
+ 1.92%
$659.01 - $772.54 $5.93K - $6.95K
477 $369M
NKE
Nike, Inc.

Consumer Cyclical
494
+ 6.12%
$69.24 - $79.24 $34.2K - $39.1K
8.57K $597M
TFC
Truist Financial Corp

Financial Services
89
+ 1.44%
$42.83 - $47.07 $3.81K - $4.19K
6.29K $287M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
387
+ 11.46%
$196.15 - $217.83 $75.9K - $84.3K
3.76K $758M
Activity Summary
Buys All Purchases 177 New Holdings 26 Increased Positions 151 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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