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
SPOT
Spotify Technology S.A.

Communication Services
97
+ 27.02%
$620.01 - $738.53 $60.1K - $71.6K
456 $318K
NEE
Nextera Energy Inc

Utilities
162
+ 3.19%
$69.77 - $77.54 $11.3K - $12.6K
5.24K $395K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.18%
$68.24 - $73.73 $1.02K - $1.11K
8.25K $606K
UBER
Uber Technologies, Inc

Technology
218
+ 6.8%
$86.91 - $99.57 $18.9K - $21.7K
3.43K $335K
CAPL
Cross America Partners LP

Energy
837
+ 0.5%
$19.62 - $22.22 $16.4K - $18.6K
167K $3.51M
IGRO
Ishares Tr International Divid

ETFs
382
+ 9.89%
$75.97 - $80.24 $29K - $30.7K
4.24K $338K
SCHW
Schwab Charles Corp

Financial Services
117
+ 2.25%
$91.03 - $98.69 $10.7K - $11.5K
5.33K $508K
EFA
Ishares Tr Msci Eafe ETF

ETFs
220
+ 7.08%
$87.29 - $93.61 $19.2K - $20.6K
3.33K $310K
TFC
Truist Financial Corp

Financial Services
47
+ 0.45%
$42.83 - $47.07 $2.01K - $2.21K
10.6K $483K
MCK
Mckesson Corp

Healthcare
8
+ 1.39%
$659.01 - $772.54 $5.27K - $6.18K
584 $451K
ROK
Rockwell Automation, Inc

Industrials
40
+ 5.36%
$328.67 - $358.52 $13.1K - $14.3K
786 $274K
CSX
Csx Corp

Industrials
167
+ 2.51%
$32.05 - $36.52 $5.35K - $6.1K
6.83K $242K
MTD
Mettler Toledo International Inc

Healthcare
5
+ 1.46%
$1166.48 - $1324.06 $5.83K - $6.62K
348 $427K
COP
Conocophillips

Energy
103
+ 4.07%
$91.0 - $98.99 $9.37K - $10.2K
2.64K $249K
EPD
Enterprise Products Partners L.P.

Energy
200
+ 0.37%
$30.74 - $32.14 $6.15K - $6.43K
54.5K $1.7M
NXPI
Nxp Semiconductors N.V.

Technology
47
+ 5.11%
$205.16 - $239.07 $9.64K - $11.2K
967 $220K
SO
Southern CO

Utilities
74
+ 2.29%
$90.83 - $96.0 $6.72K - $7.1K
3.31K $313K
HWM
Howmet Aerospace Inc.

Industrials
10
+ 0.69%
$171.0 - $196.23 $1.71K - $1.96K
1.46K $286K
FDX
Fedex Corp

Industrials
12
+ 1.25%
$217.1 - $243.2 $2.61K - $2.92K
974 $229K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54
+ 0.68%
$26.38 - $27.95 $1.42K - $1.51K
7.99K $218K
CMF
Ishares California Muni Bond E

ETFs
30
+ 0.77%
$55.16 - $57.13 $1.65K - $1.71K
3.9K $222K
ET
Energy Transfer LP

Energy
834
+ 6.88%
$17.11 - $18.16 $14.3K - $15.1K
13K $222K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.17%
N/A
4.66K $354K
HYGW
Ishares Tr High Yield Corporat
2.13K
+ 9.02%
N/A
25.8K $0
WIT
Wipro LTD

Technology
3.01K
+ 14.78%
$2.63 - $3.11 $7.92K - $9.37K
23.4K $61K
Blackrock ETF Trust
81.9K
+ 150.91%
N/A
136K $0
Siriusxm Holdings Inc
143
+ 0.84%
N/A
17.1K $0
Blackrock ETF Trust
8.3K
+ 6.99%
N/A
127K $0
Super Micro Computer Inc
631
+ 15.05%
N/A
4.82K $0
Global X Fds
34.5K
New
N/A
34.5K $0
Blackrock Inc
1
+ 0.07%
N/A
1.35K $0
Ciso Global Inc
30K
New
N/A
30K $0
Coreweave Inc
36.4K
New
N/A
36.4K $0
Blackrock ETF Trust
2.62K
+ 23.82%
N/A
13.6K $0
Blackrock ETF Trust
2.96K
+ 17.18%
N/A
20.2K $0
Lam Research Corp
708
+ 24.51%
N/A
3.6K $0
SUN
Sunoco LP

Energy
209
+ 5.17%
$48.42 - $55.31 $10.1K - $11.6K
4.25K $212K
KO
Coca Cola CO

Consumer Defensive
318
+ 3.51%
$65.67 - $71.67 $20.9K - $22.8K
9.38K $622K
ICE
Intercontinental Exchange, Inc.

Financial Services
5
+ 0.36%
$167.28 - $188.45 $836 - $942
1.39K $233K
TRGP
Targa Resources Corp.

Energy
14
+ 0.33%
$160.52 - $174.4 $2.25K - $2.44K
4.24K $710K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.4%
$625.65 - $812.69 $5.63K - $7.31K
2.28K $1.74M
COIN
Coinbase Global, Inc.

Technology
6
+ 0.24%
$297.99 - $419.78 $1.79K - $2.52K
2.56K $862K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
89
+ 1.95%
$196.15 - $217.83 $17.5K - $19.4K
4.65K $936K
V
Visa Inc.

Financial Services
56
+ 0.77%
$332.09 - $358.86 $18.6K - $20.1K
7.29K $2.49M
HON
Honeywell International Inc

Industrials
6
+ 0.15%
$207.7 - $240.4 $1.25K - $1.44K
3.89K $819K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
6.82K
+ 4.26%
$10.17 - $11.97 $69.4K - $81.6K
167K $1.7M
FCX
Freeport Mcmoran Inc

Basic Materials
966
+ 1.53%
$35.34 - $47.21 $34.1K - $45.6K
64.2K $2.52M
RC
Ready Capital Corp

Real Estate
56.8K
+ 4.68%
$3.71 - $4.66 $211K - $265K
1.27M $4.92M
NFLX
Netflix Inc

Communication Services
69
+ 0.78%
$1147.87 - $1297.18 $79.2K - $89.5K
8.89K $10.7M
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
Track This Portfolio

Track Quadrant Private Wealth Management, LLC Portfolio

Follow Quadrant Private Wealth Management, 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 Quadrant Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadrant Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email