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
NVDA
Nvidia Corp

Technology
5.97K
+ 13.48%
$153.3 - $186.58 $915K - $1.11M
50.2K $9.37B
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 8.11%
$293.94 - $444.72 $347K - $524K
15.7K $6.99B
AAPL
Apple Inc.

Technology
3.18K
+ 10.56%
$202.38 - $256.87 $643K - $816K
33.3K $8.47B
Abacus Global Mgmt Inc
283K
+ 87.44%
N/A
608K $3.48B
GOOG
Alphabet Inc.

Communication Services
945
+ 4.43%
$175.16 - $255.24 $166K - $241K
22.3K $5.42B
BXSL
Blackstone Secured Lending Fund

Financial Services
71.1K
+ 86.78%
$26.07 - $32.55 $1.85M - $2.32M
153K $3.99B
MSFT
Microsoft Corp

Technology
2.21K
+ 15.76%
$491.09 - $535.64 $1.08M - $1.18M
16.2K $8.4B
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 14.14%
$174.36 - $254.72 $289K - $423K
13.4K $3.26B
PLTR
Palantir Technologies Inc.

Technology
126
+ 0.66%
$130.68 - $186.97 $16.5K - $23.6K
19.2K $3.5B
AVGO
Broadcom Inc.

Technology
767
+ 8.31%
$264.74 - $369.57 $203K - $283K
10K $3.3B
Ishares Bitcoin Trust ETF
4.08K
+ 4.5%
N/A
94.7K $6.15B
META
Meta Platforms, Inc.

Communication Services
837
+ 28.0%
$695.21 - $791.73 $582K - $663K
3.83K $2.81B
AMZN
Amazon Com Inc

Consumer Cyclical
2.65K
+ 15.4%
$211.65 - $238.24 $561K - $631K
19.9K $4.36B
ORCL
Oracle Corp

Technology
478
+ 7.26%
$218.96 - $328.33 $105K - $157K
7.06K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 17.26%
$282.78 - $316.06 $304K - $340K
7.31K $2.31B
MU
Micron Technology Inc

Technology
1.65K
+ 43.21%
$104.88 - $168.89 $173K - $278K
5.45K $912M
ADBE
Adobe Inc.

Technology
1.36K
+ 89.24%
$333.65 - $392.1 $454K - $533K
2.88K $1.02B
PG
Procter & Gamble CO

Consumer Defensive
2.7K
+ 125.14%
$150.47 - $161.22 $407K - $436K
4.86K $747M
UNH
Unitedhealth Group Inc

Healthcare
944
+ 78.67%
$237.77 - $353.61 $224K - $334K
2.14K $740M
MRK
Merck & Co., Inc.

Healthcare
3.95K
+ 62.28%
$77.6 - $87.37 $306K - $345K
10.3K $863M
GD
General Dynamics Corp

Industrials
915
+ 109.98%
$293.92 - $341.0 $269K - $312K
1.75K $596M
LLY
Eli Lilly & CO

Healthcare
475
+ 58.64%
$625.65 - $812.69 $297K - $386K
1.29K $981M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 22.6%
$155.17 - $185.42 $164K - $196K
5.75K $1.07B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.27K
+ 76.32%
$171.01 - $228.24 $218K - $291K
2.94K $629M
PEP
Pepsico Inc

Consumer Defensive
2.18K
+ 128.04%
$133.81 - $152.16 $292K - $332K
3.89K $546M
Fidelity Wise Origin Bitcoin
157
+ 0.3%
N/A
52.3K $5.22B
Biohaven LTD
141
+ 0.04%
N/A
332K $4.99B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.34K
+ 107.45%
$185.88 - $207.44 $249K - $278K
2.59K $520M
HD
Home Depot, Inc.

Consumer Cyclical
458
+ 17.81%
$357.4 - $423.42 $164K - $194K
3.03K $1.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
387
+ 8.46%
$459.11 - $506.91 $178K - $196K
4.96K $2.49B
ABBV
Abb Vie Inc.

Healthcare
544
+ 18.47%
$184.85 - $231.54 $101K - $126K
3.49K $808M
BX
Blackstone Inc.

Financial Services
987
+ 23.11%
$152.77 - $188.68 $151K - $186K
5.26K $898M
ZS
Zscaler, Inc.

Technology
892
+ 126.52%
$267.68 - $316.5 $239K - $282K
1.6K $478M
Arista Networks Inc
711
+ 20.75%
N/A
4.14K $603M
PSX
Phillips 66

Energy
1.5K
+ 56.69%
$118.37 - $139.46 $178K - $209K
4.15K $564M
XOM
Exxon Mobil Corp

Energy
1.52K
+ 9.72%
$105.83 - $117.22 $160K - $178K
17.1K $1.93B
CVX
Chevron Corp

Energy
1.09K
+ 19.47%
$145.57 - $161.83 $159K - $176K
6.68K $1.04B
GE
General Electric CO

Industrials
662
+ 78.16%
$244.75 - $305.63 $162K - $202K
1.51K $454M
SNOW
Snowflake Inc.

Technology
961
+ 81.65%
$191.73 - $241.0 $184K - $232K
2.14K $482M
CB
Chubb LTD

Financial Services
743
+ 85.3%
$265.99 - $289.59 $198K - $215K
1.61K $456M
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
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
Track This Portfolio

Track Qtr Family Wealth, LLC Portfolio

Follow Qtr Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Qtr Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Qtr Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email