Qtr Family Wealth, LLC Purchases in Q3 2025

Qtr Family Wealth, LLC

  • $211 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
3.51K
New
$51.22 - $61.07 $180K - $214K
3.51K $212M
DAL
Delta Air Lines, Inc.

Industrials
3.72K
New
$49.0 - $61.97 $182K - $231K
3.72K $211M
COF
Capital One Financial Corp

Financial Services
987
New
$207.29 - $229.74 $205K - $227K
987 $210M
MLI
Mueller Industries Inc

Industrials
2.06K
New
$82.07 - $101.7 $169K - $209K
2.06K $208M
HON
Honeywell International Inc

Industrials
988
New
$207.7 - $240.4 $205K - $238K
988 $208M
ABC
Amerisourcebergen Corp

Healthcare
664
New
N/A
664 $207M
HAL
Halliburton CO

Energy
8.39K
New
$20.5 - $25.11 $172K - $211K
8.39K $206M
IQV
Iqvia Holdings Inc.

Healthcare
1.09K
New
$157.68 - $200.82 $171K - $218K
1.09K $206M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
14.5K
New
$13.99 - $14.88 $203K - $216K
14.5K $204M
DASH
Door Dash, Inc.

Communication Services
750
New
$234.5 - $272.5 $176K - $204K
750 $204M
CB
Chubb LTD

Financial Services
743
+ 85.3%
$265.99 - $289.59 $198K - $215K
1.61K $456M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.03K
New
$97.53 - $115.95 $198K - $235K
2.03K $203M
ITW
Illinois Tool Works Inc

Industrials
776
New
$252.31 - $269.41 $196K - $209K
776 $202M
APD
Air Products & Chemicals, Inc.

Basic Materials
741
New
$265.78 - $299.3 $197K - $222K
741 $202M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
617
New
$275.84 - $326.36 $170K - $201K
617 $202M
NTRA
Natera, Inc.

Healthcare
1.25K
New
$133.66 - $181.11 $166K - $225K
1.25K $200M
ACN
Accenture PLC

Technology
922
+ 122.28%
$232.56 - $304.78 $214K - $281K
1.68K $413M
MA
Mastercard Inc

Financial Services
310
+ 27.29%
$550.18 - $598.96 $171K - $186K
1.45K $823M
BAC
Bank Of America Corp

Financial Services
2.15K
+ 16.14%
$44.92 - $52.42 $96.7K - $113K
15.5K $799M
WELL
Welltower Inc.

Real Estate
676
+ 35.64%
$150.71 - $178.14 $102K - $120K
2.57K $458M
KMI
Kinder Morgan, Inc.

Energy
6.42K
+ 44.66%
$26.23 - $28.5 $168K - $183K
20.8K $589M
LOW
Lowes Companies Inc

Consumer Cyclical
435
+ 25.03%
$215.01 - $273.02 $93.5K - $119K
2.17K $546M
RBLX
Roblox Corp

Communication Services
111
+ 2.56%
$100.65 - $141.56 $11.2K - $15.7K
4.45K $616M
CAT
Caterpillar Inc

Industrials
148
+ 17.43%
$390.92 - $477.15 $57.9K - $70.6K
997 $476M
CMI
Cummins Inc

Industrials
206
+ 33.44%
$327.85 - $426.39 $67.5K - $87.8K
822 $347M
Tempus Ai Inc
889
+ 20.98%
N/A
5.13K $414M
Blackrock Inc
38
+ 5.02%
N/A
795 $927M
AMAT
Applied Materials Inc

Technology
360
+ 30.72%
$156.25 - $204.95 $56.3K - $73.8K
1.53K $314M
RTX
Raytheon Technologies Corp

Industrials
300
+ 13.23%
$144.19 - $167.33 $43.3K - $50.2K
2.57K $430M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 55.56%
$5364.25 - $5815.92 $107K - $116K
56 $302M
ZTS
Zoetis Inc.

Healthcare
706
+ 54.94%
$141.13 - $159.19 $99.6K - $112K
1.99K $291M
VLO
Valero Energy Corp

Energy
16
+ 0.69%
$131.77 - $175.63 $2.11K - $2.81K
2.35K $400M
TRV
Travelers Companies, Inc.

Financial Services
264
+ 28.14%
$250.62 - $279.43 $66.2K - $73.8K
1.2K $336M
MS
Morgan Stanley

Financial Services
309
+ 16.62%
$139.09 - $161.16 $43K - $49.8K
2.17K $345M
UBER
Uber Technologies, Inc

Technology
568
+ 12.82%
$86.91 - $99.57 $49.4K - $56.6K
5K $490M
MO
Altria Group, Inc.

Consumer Defensive
523
+ 9.56%
$57.75 - $67.68 $30.2K - $35.4K
5.99K $396M
Capital Group Dividend Growe
1.33K
+ 4.7%
N/A
29.6K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
83
+ 8.69%
$224.68 - $282.71 $18.6K - $23.5K
1.04K $290M
PANW
Palo Alto Networks Inc

Technology
363
+ 28.29%
$167.06 - $208.19 $60.6K - $75.6K
1.65K $335M
QCOM
Qualcomm Inc

Technology
289
+ 10.32%
$145.84 - $173.55 $42.1K - $50.2K
3.09K $514M
COP
Conocophillips

Energy
509
+ 15.64%
$91.0 - $98.99 $46.3K - $50.4K
3.76K $356M
Janus Detroit Str Tr
1.32K
+ 4.76%
N/A
29.1K $1.52B
DKNG
Draft Kings Inc.

Consumer Cyclical
2.67K
+ 33.8%
$37.4 - $48.23 $99.7K - $129K
10.6K $395M
MPW
Medical Properties Trust Inc

Real Estate
10.8K
New
$3.98 - $5.13 $43K - $55.4K
10.8K $54.8M
FAST
Fastenal CO

Industrials
15
+ 0.21%
$42.47 - $50.39 $637 - $756
7.23K $354M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.09%
$435.72 - $463.74 $871 - $927
2.16K $1B
NSC
Norfolk Southern Corp

Industrials
11
+ 1.1%
$259.49 - $300.41 $2.85K - $3.3K
1.01K $304M
CSCO
Cisco Systems, Inc.

Technology
818
+ 9.14%
$66.2 - $71.79 $54.2K - $58.7K
9.77K $669M
V
Visa Inc.

Financial Services
254
+ 8.41%
$332.09 - $358.86 $84.4K - $91.2K
3.27K $1.12B
Activity Summary
Buys All Purchases 183 New Holdings 77 Increased Positions 106 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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