Quotient Wealth Partners, LLC Sells in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-427
- 4.26%
$69.77 - $85.43 $29.8K - $36.5K
9.6K $688M
WM
Waste Management Inc

Industrials
-655
- 14.64%
$201.79 - $228.46 $132K - $150K
3.82K $771M
TRV
Travelers Companies, Inc.

Financial Services
-738
- 22.67%
$225.97 - $266.66 $167K - $197K
2.52K $606M
SAP
Sap Se

Technology
-763
- 40.52%
$218.13 - $255.54 $166K - $195K
1.12K $276M
AVB
Avalonbay Communities Inc

Real Estate
-644
- 25.23%
$216.28 - $237.81 $139K - $153K
1.91K $420M
AMGN
Amgen Inc

Healthcare
-113
- 5.87%
$258.78 - $328.31 $29.2K - $37.1K
1.81K $472M
MELI
Mercadolibre Inc

Consumer Cyclical
-20
- 6.23%
$1666.0 - $2117.3 $33.3K - $42.3K
301 $512M
DHR
Danaher Corp

Healthcare
-274
- 16.68%
$226.16 - $274.52 $62K - $75.2K
1.37K $314M
MDT
Medtronic PLC

Healthcare
-642
- 7.58%
$79.61 - $92.24 $51.1K - $59.2K
7.83K $626M
QCOM
Qualcomm Inc

Technology
-448
- 11.41%
$150.4 - $178.04 $67.4K - $79.8K
3.48K $535M
EIX
Edison International

Utilities
-1.25K
- 30.93%
$77.93 - $88.36 $97.1K - $110K
2.78K $222M
PLD
Prologis, Inc.

Real Estate
-606
- 21.15%
$101.4 - $126.96 $61.4K - $76.9K
2.26K $239M
HCA
Hca Healthcare, Inc.

Healthcare
-105
- 12.21%
$297.52 - $415.61 $31.2K - $43.6K
755 $227M
AZN
Astrazeneca PLC

Healthcare
-763
- 13.18%
$63.2 - $79.58 $48.2K - $60.7K
5.02K $329M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.31K
- 21.39%
$74.5 - $78.37 $97.4K - $103K
4.81K $359M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 0.82%
$442.29 - $483.08 $39.8K - $43.5K
10.8K $4.91B
AMAT
Applied Materials Inc

Technology
-89
- 3.45%
$161.44 - $213.89 $14.4K - $19K
2.49K $405M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-721
- 15.61%
$101.82 - $114.06 $73.4K - $82.2K
3.9K $403M
AIG
American International Group, Inc.

Financial Services
-1.43K
- 21.86%
$70.0 - $79.22 $99.8K - $113K
5.1K $371M
EFX
Equifax Inc

Industrials
-195
- 13.47%
$245.03 - $293.5 $47.8K - $57.2K
1.25K $319M
DHI
Horton D R Inc

Consumer Cyclical
-136
- 8.04%
$137.24 - $194.56 $18.7K - $26.5K
1.56K $217M
TMUS
T Mobile Us, Inc.

Communication Services
-764
- 15.95%
$206.1 - $246.94 $157K - $189K
4.03K $888M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.87K
- 14.12%
$47.26 - $48.18 $88.1K - $89.9K
11.3K $537M
HLN
Haleon PLC

Healthcare
-6.54K
- 19.35%
$9.23 - $10.71 $60.4K - $70.1K
27.3K $260M
ACN
Accenture PLC

Technology
-232
- 3.81%
$343.9 - $376.86 $79.8K - $87.4K
5.85K $2.06B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-508
- 11.74%
$59.25 - $72.99 $30.1K - $37.1K
3.82K $228M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-222
- 5.58%
$209.89 - $233.24 $46.6K - $51.8K
3.76K $798M
PPG
Ppg Industries Inc

Basic Materials
-476
- 18.92%
$119.09 - $131.37 $56.7K - $62.5K
2.04K $244M
DTE
Dte Energy CO

Utilities
-558
- 20.27%
$117.04 - $129.77 $65.3K - $72.4K
2.2K $265M
SYK
Stryker Corp

Healthcare
-229
- 6.61%
$345.14 - $392.15 $79K - $89.8K
3.24K $1.17B
CDW
Cdw Corp

Technology
-89
- 6.61%
$171.49 - $225.64 $15.3K - $20.1K
1.26K $219M
ACWI
Ishares Msci Acwi ETF

ETFs
-631
- 11.36%
$117.05 - $123.03 $73.9K - $77.6K
4.93K $579M
APD
Air Products & Chemicals, Inc.

Basic Materials
-224
- 14.73%
$285.5 - $335.62 $64K - $75.2K
1.3K $376M
HEZU
Ishares Currency Hedged Msci E

ETFs
-964
- 2.47%
$35.18 - $36.95 $33.9K - $35.6K
38K $1.36B
PFE
Pfizer Inc

Healthcare
-1.71K
- 16.67%
$24.8 - $30.19 $42.4K - $51.7K
8.56K $227M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 0.61%
$396.64 - $516.74 $2.38K - $3.1K
981 $395M
CI
Cigna Corp

Healthcare
-8
- 1.07%
$265.59 - $358.58 $2.12K - $2.87K
738 $204M
VRSK
Verisk Analytics, Inc.

Industrials
-210
- 21.13%
$262.86 - $294.75 $55.2K - $61.9K
784 $216M
CL
Colgate Palmolive CO

Consumer Defensive
-81
- 2.58%
$90.22 - $102.31 $7.31K - $8.29K
3.06K $278M
TGT
Target Corp

Consumer Defensive
-18
- 0.88%
$121.59 - $160.69 $2.19K - $2.89K
2.03K $274M
CTAS
Cintas Corp

Industrials
-4
- 0.22%
$182.7 - $226.47 $731 - $906
1.82K $332M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-357
- 10.24%
$178.39 - $215.0 $63.7K - $76.8K
3.13K $604M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-590
- 4.53%
$61.68 - $67.87 $36.4K - $40K
12.4K $774M
INTU
Intuit Inc

Technology
-88
- 3.48%
$602.01 - $706.25 $53K - $62.2K
2.44K $1.53B
D
Dominion Energy, Inc

Utilities
-98
- 1.28%
$52.63 - $60.92 $5.16K - $5.97K
7.57K $408M
ROP
Roper Technologies Inc

Industrials
-13
- 1.72%
$519.85 - $575.95 $6.76K - $7.49K
745 $387M
LDOS
Leidos Holdings, Inc.

Technology
-14
- 0.87%
$143.17 - $201.39 $2K - $2.82K
1.59K $229M
ICE
Intercontinental Exchange, Inc.

Financial Services
-42
- 1.97%
$148.29 - $166.93 $6.23K - $7.01K
2.09K $312M
ALB
Albemarle Corp

Basic Materials
-5
- 0.14%
$86.08 - $111.3 $430 - $557
3.47K $299M
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
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