Quadrant Private Wealth Management, LLC Purchases in Q4 2025

Quadrant Private Wealth Management, LLC

  • $560 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
21.7K
+ 42.21%
$202.52 - $212.07 $4.39M - $4.6M
73K $15.3M
URA
Global X Uranium ETF

ETFs
75.6K
+ 1047.6%
$44.75 - $58.11 $3.38M - $4.39M
82.8K $3.71M
ORCL
Oracle Corp

Technology
15.1K
+ 352.65%
$217.57 - $313.0 $3.29M - $4.73M
19.4K $4.26M
BRP
Brp Group, Inc.

Financial Services
57.1K
+ 584.76%
N/A
66.9K $2.68M
NVDA
Nvidia Corp

Technology
11.5K
+ 3.93%
$179.83 - $207.04 $2.07M - $2.39M
305K $56.9M
BX
Blackstone Inc.

Financial Services
16.7K
+ 283.86%
$138.42 - $168.45 $2.3M - $2.8M
22.5K $3.12M
IEMG
Ishares Inc

ETFs
37.9K
+ 39.38%
N/A
134K $7.19M
VTI
Vanguard Total Stock Market Et

ETFs
5.41K
+ 46.09%
$321.8 - $337.95 $1.74M - $1.83M
17.2K $5.66M
GOOGL
Alphabet Inc.

Communication Services
3.69K
+ 16.85%
$236.57 - $291.31 $873K - $1.08M
25.6K $7.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.4K
+ 14.36%
$57.9 - $61.26 $1.53M - $1.62M
210K $12.6M
XLK
Technology Sector Spdr

ETFs
5.28K
+ 106.3%
$278.39 - $304.13 $1.47M - $1.61M
10.3K $2.95M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.28K
+ 65.36%
$245.79 - $258.02 $1.54M - $1.62M
15.9K $3.91M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6.5K
+ 116.9%
$252.87 - $320.26 $1.64M - $2.08M
12.1K $3.05M
NOW
Service Now, Inc.

Technology
1.45K
New
$835.79 - $946.29 $1.21M - $1.37M
1.45K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
4.42K
+ 54.67%
$358.03 - $397.02 $1.58M - $1.75M
12.5K $4.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.55K
+ 8.69%
$118.29 - $126.28 $893K - $954K
94.5K $11.4M
MSFT
Microsoft Corp

Technology
2.27K
+ 10.54%
$496.82 - $542.07 $1.13M - $1.23M
23.8K $12.1M
OEF
Ishares S&P 100 ETF

ETFs
3.32K
+ 11.6%
N/A
31.9K $8.5M
AVGO
Broadcom Inc.

Technology
1.27K
+ 3.87%
$324.63 - $385.98 $412K - $490K
34.1K $11.7M
LLY
Eli Lilly & CO

Healthcare
229
+ 10.05%
$799.57 - $1025.28 $183K - $235K
2.51K $2.56M
XLE
Energy Sector Spdr

ETFs
7.84K
+ 99.97%
$85.22 - $92.02 $668K - $722K
15.7K $1.44M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.04K
New
$227.13 - $251.24 $691K - $765K
3.04K $693K
MUB
Ishares National Muni Bond ETF

ETFs
5.7K
New
$106.36 - $107.61 $606K - $613K
5.7K $609K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
23.3K
New
$25.25 - $25.65 $590K - $599K
23.3K $597K
SUB
Ishares Short Term National Mu

ETFs
5.41K
New
$106.22 - $106.81 $575K - $578K
5.41K $576K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
22.9K
+ 61.91%
$23.12 - $23.41 $528K - $535K
59.8K $1.39M
XOM
Exxon Mobil Corp

Energy
1.9K
+ 3.42%
$110.64 - $119.78 $210K - $228K
57.5K $6.77M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
5.46K
New
N/A
5.46K $492K
XLU
Utilities Sector Spdr

ETFs
4.43K
+ 104.78%
$87.89 - $92.9 $389K - $412K
8.66K $768K
PHYS
Sprott Physical Gold Trust

Financial Services
7.6K
+ 7.24%
$29.62 - $33.31 $225K - $253K
113K $3.51M
ISRG
Intuitive Surgical Inc

Healthcare
718
New
$429.59 - $576.2 $308K - $414K
718 $392K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.85K
New
$100.37 - $100.72 $387K - $388K
3.85K $387K
CRWD
Crowd Strike Holdings, Inc.

Technology
708
New
$482.23 - $557.53 $341K - $395K
708 $380K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.86K
+ 58.86%
$72.17 - $75.74 $351K - $368K
13.1K $982K
PSLV
Sprott Physical Silver Trust

Financial Services
20.9K
New
$15.32 - $18.07 $320K - $378K
20.9K $349K
JNJ
Johnson & Johnson

Healthcare
164
+ 0.74%
$185.98 - $199.58 $30.5K - $32.7K
22.3K $4.44M
MU
Micron Technology Inc

Technology
1.39K
New
$181.6 - $253.3 $253K - $353K
1.39K $343K
GILD
Gilead Sciences, Inc.

Healthcare
2.75K
New
$110.56 - $125.2 $304K - $345K
2.75K $341K
IEFA
Ishares Tr

ETFs
3.25K
+ 12.62%
$86.09 - $89.88 $279K - $292K
29K $2.57M
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 21.97%
$59.18 - $62.09 $279K - $293K
26.2K $1.61M
SCCO
Southern Copper Corp

Basic Materials
379
+ 1.31%
$122.64 - $141.68 $46.5K - $53.7K
29.2K $3.82M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.05K
+ 43.35%
$70.2 - $73.89 $284K - $299K
13.4K $977K
SLV
I Shares Silver Trust

ETFs
6.06K
+ 72.73%
$42.4 - $49.17 $257K - $298K
14.4K $661K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.86K
+ 37.84%
$50.55 - $50.74 $296K - $298K
21.4K $1.08M
DGRO
Ishares Core Dividend Growth E

ETFs
4.12K
+ 26.99%
$66.93 - $69.17 $276K - $285K
19.4K $1.33M
VGT
Vanguard Information Technolog

ETFs
371
New
$736.33 - $801.52 $273K - $297K
371 $280K
ADBE
Adobe Inc.

Technology
837
New
$325.07 - $359.91 $272K - $301K
837 $272K
CAT
Caterpillar Inc

Industrials
195
+ 8.96%
$480.82 - $585.49 $93.8K - $114K
2.37K $1.31M
CRM
Salesforce, Inc.

Technology
1.06K
+ 4.6%
$235.69 - $263.41 $251K - $280K
24.2K $5.73M
Activity Summary
Buys All Purchases 172 New Holdings 35 Increased Positions 137 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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