Quotient Wealth Partners, LLC Incresed Positions in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
32.3K
+ 0.94%
$81.74 - $91.38 $2.64M - $2.95M
3.47M $305B
IVV
Ishares Core S&P 500 ETF

ETFs
6.77K
+ 1.13%
$570.51 - $610.59 $3.86M - $4.14M
604K $355B
TTAC
Fcf Us Quality ETF

ETFs
3.15K
+ 0.1%
$64.72 - $70.85 $204K - $223K
3.03M $201B
HEFA
Ishares Currency Hedged Msci E

ETFs
199K
+ 4.71%
$34.42 - $35.88 $6.84M - $7.13M
4.42M $153B
IYW
Ishares Dj Us Tech ETF

ETFs
4.77K
+ 1.33%
$148.14 - $166.23 $707K - $793K
364K $58.1B
AMZN
Amazon Com Inc

Consumer Cyclical
5.05K
+ 15.78%
$180.88 - $232.93 $913K - $1.18M
37.1K $8.13B
NVDA
Nvidia Corp

Technology
7.88K
+ 10.1%
$117.0 - $148.88 $921K - $1.17M
85.8K $11.5B
AAPL
Apple Inc.

Technology
2.52K
+ 3.45%
$221.69 - $259.02 $559K - $653K
75.7K $18.9B
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 10.11%
$213.65 - $479.86 $216K - $485K
11K $4.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.49K
+ 7.03%
$521.84 - $558.82 $1.3M - $1.39M
37.9K $20.4B
GOOGL
Alphabet Inc.

Communication Services
2.42K
+ 7.5%
$161.86 - $196.66 $391K - $475K
34.6K $6.55B
AVGO
Broadcom Inc.

Technology
787
+ 4.82%
$159.67 - $250.0 $126K - $197K
17.1K $3.97B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.3K
+ 8.1%
$49.79 - $51.14 $1.51M - $1.55M
405K $20.3B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.4K
+ 2.95%
$100.24 - $101.35 $1.25M - $1.26M
434K $43.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.9K
+ 94.9%
$42.05 - $48.31 $793K - $911K
38.7K $1.79B
GOOG
Alphabet Inc.

Communication Services
3.07K
+ 21.21%
$163.08 - $198.16 $500K - $608K
17.5K $3.34B
Blackrock ETF Trust Ii
115K
+ 3.39%
N/A
3.52M $183B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.8K
+ 56.11%
$49.74 - $50.43 $637K - $646K
35.6K $1.78B
GS
Goldman Sachs Group Inc

Financial Services
279
+ 5.19%
$486.1 - $608.57 $136K - $170K
5.66K $3.24B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.7K
+ 7.85%
$50.67 - $50.9 $591K - $594K
160K $8.14B
MPC
Marathon Petroleum Corp

Energy
4.01K
+ 162.28%
$131.65 - $174.84 $527K - $700K
6.47K $903M
PLTR
Palantir Technologies Inc.

Technology
804
+ 7.04%
$36.46 - $82.38 $29.3K - $66.2K
12.2K $924M
FVAL
Fidelity Covington Tr Value Fa

ETFs
7.21K
+ 76.75%
$60.19 - $64.39 $434K - $464K
16.6K $1.02B
NFLX
Netflix Inc

Communication Services
103
+ 5.97%
$687.65 - $936.56 $70.8K - $96.5K
1.83K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
112
+ 0.87%
$205.18 - $250.29 $23K - $28K
13K $3.11B
SHEL
Shell PLC

Energy
6.15K
+ 164.05%
$60.63 - $70.23 $373K - $432K
9.9K $620M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.73K
+ 18.3%
$99.04 - $109.59 $765K - $847K
49.9K $4.97B
CRM
Salesforce, Inc.

Technology
217
+ 4.71%
$270.87 - $367.87 $58.8K - $79.8K
4.83K $1.61B
EMGF
Ishares Msci Emerging Markets

ETFs
8.98K
+ 61.44%
$45.23 - $51.49 $406K - $462K
23.6K $1.07B
META
Meta Platforms, Inc.

Communication Services
410
+ 5.41%
$554.08 - $632.68 $227K - $259K
7.99K $4.68B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
4.62K
+ 54.92%
$72.28 - $78.42 $334K - $363K
13K $946M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.87K
+ 87.43%
$80.87 - $87.69 $313K - $339K
8.29K $673M
VZ
Verizon Communications Inc

Communication Services
9.83K
+ 42.72%
$39.6 - $45.21 $389K - $445K
32.9K $1.31B
BMY
Bristol Myers Squibb CO

Healthcare
4.29K
+ 98.42%
$51.92 - $59.94 $223K - $257K
8.65K $489M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
30.6K
+ 2.2%
$51.54 - $52.55 $1.58M - $1.61M
1.42M $73.5B
MA
Mastercard Inc

Financial Services
148
+ 3.04%
$491.3 - $536.15 $72.7K - $79.4K
5.01K $2.64B
BAC
Bank Of America Corp

Financial Services
1.54K
+ 4.15%
$39.22 - $47.77 $60.3K - $73.5K
38.6K $1.7B
NOW
Service Now, Inc.

Technology
84
+ 10.77%
$867.18 - $1148.42 $72.8K - $96.5K
864 $916M
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 8.05%
$873.59 - $994.69 $146K - $166K
2.24K $2.05B
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 27.55%
$52.45 - $60.02 $121K - $139K
10.7K $634M
WFC
Wells Fargo & Company

Financial Services
214
+ 1.81%
$54.98 - $77.35 $11.8K - $16.6K
12.1K $848M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.14K
+ 7.16%
$49.03 - $53.35 $105K - $114K
32K $1.64B
SLB
Schlumberger Limited

Energy
7.38K
+ 19.93%
$36.83 - $45.59 $272K - $337K
44.4K $1.7B
AXP
American Express CO

Financial Services
327
+ 16.05%
$267.35 - $305.57 $87.4K - $99.9K
2.36K $702M
MS
Morgan Stanley

Financial Services
510
+ 15.06%
$104.42 - $134.99 $53.3K - $68.8K
3.9K $490M
CDNS
Cadence Design Systems Inc

Technology
360
+ 47.49%
$249.1 - $324.54 $89.7K - $117K
1.12K $336M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.99K
+ 48.57%
$71.75 - $75.11 $143K - $150K
6.1K $439M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 11.46%
$4100.99 - $5300.34 $45.1K - $58.3K
107 $533M
FISV
Fiserv Inc

Technology
256
+ 8.74%
N/A
3.19K $654M
Activity Summary
Buys All Purchases 183 New Holdings 27 Increased Positions 156 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email