Quadrant Private Wealth Management, LLC Purchases in Q3 2025

Quadrant Private Wealth Management, LLC

  • $519 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCNE
Cnb Financial Corp

Financial Services
10.4K
New
$21.77 - $26.78 $227K - $279K
10.4K $252K
GLW
Corning Inc

Technology
2.89K
New
$51.6 - $82.03 $149K - $237K
2.89K $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 1.73%
$567.77 - $614.76 $41.4K - $44.9K
4.3K $2.64M
AMP
Ameriprise Financial Inc

Financial Services
460
New
$486.13 - $544.55 $224K - $250K
460 $225K
HOOD
Robinhood Markets, Inc.

Technology
1.56K
New
$91.27 - $143.18 $143K - $224K
1.56K $223K
DUK
Duke Energy Corp

Utilities
1.71K
New
$116.31 - $125.93 $199K - $215K
1.71K $211K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.55K
New
$25.29 - $28.33 $191K - $214K
7.55K $210K
SYK
Stryker Corp

Healthcare
567
New
$368.57 - $403.53 $209K - $229K
567 $209K
COST
Costco Wholesale Corp

Consumer Defensive
397
+ 15.91%
$915.95 - $994.57 $364K - $395K
2.89K $2.68M
MO
Altria Group, Inc.

Consumer Defensive
3.03K
New
$57.75 - $67.68 $175K - $205K
3.03K $200K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.39K
+ 11.13%
$82.96 - $95.7 $115K - $133K
13.8K $1.24M
VB
Vanguard Small Cap ETF

ETFs
434
+ 10.85%
$237.58 - $259.17 $103K - $112K
4.44K $1.13M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 12.12%
$64.12 - $68.08 $106K - $112K
15.3K $1.04M
MA
Mastercard Inc

Financial Services
284
+ 47.97%
$550.18 - $598.96 $156K - $170K
876 $498K
PFE
Pfizer Inc

Healthcare
1.1K
+ 1.03%
$23.29 - $25.88 $25.5K - $28.4K
108K $2.75M
MBB
Ishares Tr

ETFs
1.29K
+ 4.74%
$92.46 - $95.73 $119K - $123K
28.5K $2.71M
BX
Blackstone Inc.

Financial Services
201
+ 3.55%
$152.77 - $188.68 $30.7K - $37.9K
5.87K $1M
C
Citigroup Inc

Financial Services
565
+ 10.3%
$85.57 - $103.49 $48.3K - $58.5K
6.05K $614K
XLK
Technology Sector Spdr

ETFs
3
+ 0.06%
$250.97 - $282.66 $753 - $848
4.97K $1.4M
XLV
Select Sector Spdr Fund Health

ETFs
844
+ 14.18%
$129.01 - $139.72 $109K - $118K
6.8K $945K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
731
+ 18.71%
$132.9 - $142.03 $97.1K - $104K
4.64K $653K
WFC
Wells Fargo & Company

Financial Services
1.11K
+ 11.5%
$77.05 - $85.16 $85.1K - $94.1K
10.7K $897K
TCBI
Texas Capital Bancshares Inc

Financial Services
273
+ 1.35%
$79.46 - $89.73 $21.7K - $24.5K
20.6K $1.74M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.2K
+ 16.53%
$50.53 - $50.82 $111K - $112K
15.5K $786K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
3.21K
+ 8.75%
$28.77 - $29.79 $92.2K - $95.5K
39.9K $1.18M
SE
Sea LTD

Consumer Cyclical
15
+ 0.28%
$146.23 - $196.5 $2.19K - $2.95K
5.38K $960K
RY
Royal Bank Of Canada

Financial Services
356
+ 14.46%
$128.46 - $148.6 $45.7K - $52.9K
2.82K $415K
UNH
Unitedhealth Group Inc

Healthcare
152
+ 14.23%
$237.77 - $353.61 $36.1K - $53.7K
1.22K $421K
IAU
Ishares Gold Trust

ETFs
167
+ 2.48%
$61.62 - $72.77 $10.3K - $12.2K
6.91K $502K
SLV
I Shares Silver Trust

ETFs
34
+ 0.41%
$32.73 - $42.5 $1.11K - $1.45K
8.33K $353K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
128
+ 6.22%
$201.83 - $230.93 $25.8K - $29.6K
2.19K $485K
JD
Jd.Com, Inc.

Consumer Cyclical
81
+ 0.26%
$30.39 - $35.64 $2.46K - $2.89K
31.5K $1.1M
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.16%
$351.04 - $379.81 $1.4K - $1.52K
2.55K $964K
RF
Regions Financial Corp

Financial Services
31
+ 0.13%
$24.03 - $27.41 $745 - $850
24K $632K
SHOP
Shopify Inc.

Technology
55
+ 3.06%
$112.11 - $157.12 $6.17K - $8.64K
1.85K $275K
LOW
Lowes Companies Inc

Consumer Cyclical
135
+ 13.15%
$215.01 - $273.02 $29K - $36.9K
1.16K $292K
ICVT
Ishares Tr Convertible Bond Et

ETFs
235
+ 5.68%
$89.29 - $100.17 $21K - $23.5K
4.37K $437K
EMB
Ishares Tr

ETFs
344
+ 2.74%
$91.52 - $95.59 $31.5K - $32.9K
12.9K $1.23M
DE
Deere & CO

Industrials
219
+ 29.96%
$457.26 - $524.37 $100K - $115K
950 $434K
IYF
Ishares Tr

ETFs
2
+ 0.02%
$119.89 - $127.16 $240 - $254
11K $1.39M
KLAC
Kla Corp

Technology
2
+ 0.62%
$843.9 - $1078.6 $1.69K - $2.16K
326 $351K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 0.13%
$301.44 - $365.84 $2.11K - $2.56K
5.56K $1.8M
PANW
Palo Alto Networks Inc

Technology
291
+ 25.71%
$167.06 - $208.19 $48.6K - $60.6K
1.42K $289K
IEF
Ishares Barclays

ETFs
536
+ 6.86%
$93.91 - $97.26 $50.3K - $52.1K
8.35K $805K
SCHV
Schwab Strategic Tr Us Large C

ETFs
212
+ 0.63%
$27.61 - $29.15 $5.85K - $6.18K
34K $988K
NET
Cloudflare, Inc.

Technology
139
+ 11.34%
$181.39 - $228.28 $25.2K - $31.7K
1.37K $292K
PEP
Pepsico Inc

Consumer Defensive
219
+ 9.29%
$133.81 - $152.16 $29.3K - $33.3K
2.58K $361K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 0.94%
$567.09 - $607.37 $7.37K - $7.9K
1.4K $836K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
339
+ 1.11%
$21.69 - $23.34 $7.35K - $7.91K
30.8K $717K
Activity Summary
Buys All Purchases 150 New Holdings 17 Increased Positions 133 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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