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
JBBB
Janus Detroit Str Tr Henderson

ETFs
979
+ 1.87%
$48.04 - $48.61 $47K - $47.6K
53.4K $2.57B
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 15.55%
$291.67 - $316.99 $32.4K - $35.2K
825 $251M
CGDV
Capital Group Divid Value ETF

ETFs
609
+ 10.21%
$39.59 - $42.21 $24.1K - $25.7K
6.58K $276M
LNG
Cheniere Energy, Inc.

Energy
203
+ 21.12%
$222.68 - $244.28 $45.2K - $49.6K
1.16K $274M
KO
Coca Cola CO

Consumer Defensive
700
+ 22.46%
$65.67 - $71.67 $46K - $50.2K
3.82K $253M
SLB
Schlumberger Limited

Energy
773
+ 8.59%
$32.37 - $37.31 $25K - $28.8K
9.77K $336M
VTRS
Viatris Inc

Healthcare
1.79K
+ 13.02%
$8.74 - $10.69 $15.7K - $19.2K
15.6K $154M
NET
Cloudflare, Inc.

Technology
33
+ 2.98%
$181.39 - $228.28 $5.99K - $7.53K
1.14K $245M
EXR
Extra Space Storage Inc.

Real Estate
251
+ 18.06%
$134.36 - $152.88 $33.7K - $38.4K
1.64K $231M
Morgan Stanley ETF Trust
530
+ 6.37%
N/A
8.85K $440M
BMY
Bristol Myers Squibb CO

Healthcare
741
+ 8.68%
$43.31 - $48.98 $32.1K - $36.3K
9.28K $419M
IBM
International Business Machines Corp

Technology
122
+ 10.45%
$234.77 - $292.47 $28.6K - $35.7K
1.29K $364M
ETN
Eaton Corp PLC

Industrials
1
+ 0.12%
$342.99 - $392.76 $343 - $393
809 $303M
TMUS
T Mobile Us, Inc.

Communication Services
53
+ 5.81%
$226.02 - $259.01 $12K - $13.7K
966 $231M
AMGN
Amgen Inc

Healthcare
39
+ 4.64%
$271.18 - $309.22 $10.6K - $12.1K
880 $248M
FV
First Trust Dorsey Wright Focu

ETFs
5
+ 0.11%
$59.23 - $62.14 $296 - $311
4.63K $287M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
137
+ 1.12%
$6.96 - $7.59 $954 - $1.04K
12.4K $94.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
31
+ 0.68%
$49.32 - $50.93 $1.53K - $1.58K
4.59K $233M
Blackrock ETF Trust Ii
31
+ 0.64%
N/A
4.88K $240M
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.15%
$108.22 - $120.47 $325 - $361
2.05K $228M
SPOT
Spotify Technology S.A.

Communication Services
37
+ 9.95%
$620.01 - $738.53 $22.9K - $27.3K
409 $285M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 0.31%
$161.21 - $180.02 $1.45K - $1.62K
2.87K $497M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
108
+ 0.62%
$9.36 - $9.87 $1.01K - $1.07K
17.5K $166M
CRWD
Crowd Strike Holdings, Inc.

Technology
80
+ 3.53%
$412.46 - $514.1 $33K - $41.1K
2.35K $1.15B
SYK
Stryker Corp

Healthcare
21
+ 2.62%
$368.57 - $403.53 $7.74K - $8.47K
822 $304M
PGR
Progressive Corp

Financial Services
88
+ 3.86%
$238.61 - $264.3 $21K - $23.3K
2.37K $585M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.22%
$255.35 - $282.87 $1.28K - $1.41K
2.27K $591M
CRM
Salesforce, Inc.

Technology
101
+ 5.69%
$231.66 - $273.65 $23.4K - $27.6K
1.88K $445M
TXN
Texas Instruments Inc

Technology
38
+ 1.03%
N/A
3.73K $686M
NFLX
Netflix Inc

Communication Services
48
+ 4.52%
$1147.87 - $1297.18 $55.1K - $62.3K
1.11K $1.33B
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
5.15K
+ 3.39%
$7.55 - $9.06 $38.9K - $46.7K
157K $1.19B
MSTR
Microstrategy Inc

Technology
296
+ 5.09%
$300.7 - $455.9 $89K - $135K
6.11K $1.97B
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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