Qtr Family Wealth, LLC Incresed Positions in Q3 2025

Qtr Family Wealth, LLC

  • $211 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
FDL
First Tr Morningstar Dividend

ETFs
62
+ 0.43%
$41.96 - $44.59 $2.6K - $2.76K
14.3K $622M
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
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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