Qtr Family Wealth, LLC New Holdings in Q3 2025

Qtr Family Wealth, LLC

  • $211 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.89K
New
$173.23 - $213.34 $673K - $829K
3.89K $823M
MCI
Barings Corporate Investors

Financial Services
36K
New
$20.28 - $22.87 $730K - $823K
36K $747M
CSQ
Calamos Strategic Total Return Fund

Financial Services
32.3K
New
$18.02 - $19.56 $582K - $632K
32.3K $623M
Allspring Exchange Traded Fu
22.4K
New
N/A
22.4K $590M
INTC
Intel Corp

Technology
17K
New
$19.31 - $35.5 $327K - $602K
17K $569M
MPV
Barings Participation Investors

Financial Services
26K
New
$18.73 - $20.67 $487K - $537K
26K $524M
FDX
Fedex Corp

Industrials
1.86K
New
$217.1 - $243.2 $404K - $452K
1.86K $439M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.81K
New
$48.72 - $50.73 $429K - $447K
8.81K $434M
GM
General Motors CO

Consumer Cyclical
6.32K
New
$48.89 - $61.24 $309K - $387K
6.32K $385M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
17K
New
$21.86 - $22.98 $372K - $391K
17K $382M
VRSN
Verisign Inc

Technology
1.29K
New
$263.02 - $305.98 $339K - $394K
1.29K $360M
NEM
Newmont Corp

Basic Materials
4.11K
New
$57.35 - $85.25 $236K - $350K
4.11K $346M
VVR
Invesco Senior Income Trust

Financial Services
100K
New
$3.39 - $3.83 $339K - $383K
100K $346M
JBHT
Hunt J B Transport Services Inc

Industrials
2.53K
New
$130.65 - $154.66 $330K - $391K
2.53K $339M
ZM
Zoom Video Communications, Inc.

Technology
4.08K
New
$69.77 - $86.83 $285K - $354K
4.08K $336M
VEEV
Veeva Systems Inc

Healthcare
1.13K
New
$269.2 - $297.91 $303K - $335K
1.13K $335M
LYFT
Lyft, Inc.

Technology
15.1K
New
$13.41 - $22.93 $203K - $347K
15.1K $333M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.74K
New
$118.3 - $142.16 $324K - $389K
2.74K $332M
BGT
Blackrock Floating Rate Income Trust

Financial Services
27K
New
$12.07 - $12.75 $326K - $344K
27K $328M
RE
Everest Re Group LTD

Financial Services
931
New
N/A
931 $326M
FTI
Technip Fmc PLC

Energy
7.98K
New
$32.19 - $40.89 $257K - $326K
7.98K $315M
FIX
Comfort Systems Usa Inc

Industrials
373
New
$521.66 - $825.18 $195K - $308K
373 $308M
INCY
Incyte Corp

Healthcare
3.6K
New
$67.27 - $86.96 $242K - $313K
3.6K $305M
MOH
Molina Healthcare, Inc.

Healthcare
1.59K
New
$152.31 - $306.29 $242K - $486K
1.59K $303M
Linde PLC
626
New
N/A
626 $297M
GRMN
Garmin LTD

Technology
1.2K
New
$211.13 - $246.22 $254K - $296K
1.2K $296M
EIX
Edison International

Utilities
5.18K
New
$50.42 - $56.35 $261K - $292K
5.18K $286M
NTNX
Nutanix, Inc.

Technology
3.79K
New
$66.06 - $81.12 $250K - $307K
3.79K $282M
MEDP
Medpace Holdings, Inc.

Healthcare
546
New
$308.88 - $514.16 $169K - $281K
546 $281M
Nuveen Churchill Direct Lend
20.3K
New
N/A
20.3K $281M
TJX
Tjx Companies Inc

Consumer Cyclical
1.94K
New
$121.35 - $144.54 $236K - $281K
1.94K $281M
ADT
Adt Inc.

Industrials
32K
New
$8.27 - $8.85 $265K - $283K
32K $279M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
609
New
$311.12 - $482.13 $189K - $294K
609 $278M
PFE
Pfizer Inc

Healthcare
10.8K
New
$23.29 - $25.88 $251K - $279K
10.8K $275M
PKG
Packaging Corp Of America

Consumer Cyclical
1.24K
New
$191.41 - $220.25 $237K - $273K
1.24K $270M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.47K
New
$89.32 - $107.82 $221K - $267K
2.47K $267M
OVV
Ovintiv Inc.

Energy
6.58K
New
$38.53 - $43.17 $254K - $284K
6.58K $266M
Lam Research Corp
1.98K
New
N/A
1.98K $265M
PSA
Public Storage

Real Estate
895
New
$271.94 - $298.09 $243K - $267K
895 $259M
C
Citigroup Inc

Financial Services
2.54K
New
$85.57 - $103.49 $217K - $263K
2.54K $258M
BBY
Best Buy CO Inc

Consumer Cyclical
3.37K
New
$64.12 - $78.46 $216K - $265K
3.37K $255M
MMM
3 M CO

Industrials
1.61K
New
$144.41 - $160.2 $232K - $257K
1.61K $249M
AZO
Autozone Inc

Consumer Cyclical
58
New
$3649.42 - $4354.54 $212K - $253K
58 $249M
BIIB
Biogen Inc.

Healthcare
1.76K
New
$122.68 - $148.84 $216K - $262K
1.76K $247M
NOC
Northrop Grumman Corp

Industrials
392
New
$498.9 - $609.32 $196K - $239K
392 $239M
STE
Steris PLC

Healthcare
947
New
$221.21 - $252.43 $209K - $239K
947 $234M
MSCI
Msci Inc.

Financial Services
412
New
$526.48 - $588.0 $217K - $242K
412 $234M
CME
Cme Group Inc.

Financial Services
854
New
$258.83 - $287.1 $221K - $245K
854 $231M
Ge Vernova Inc
375
New
N/A
375 $231M
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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