Quadrant Private Wealth Management, LLC Incresed Positions 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
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
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
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.86K
+ 58.86%
$72.17 - $75.74 $351K - $368K
13.1K $982K
JNJ
Johnson & Johnson

Healthcare
164
+ 0.74%
$185.98 - $199.58 $30.5K - $32.7K
22.3K $4.44M
IEFA
Ishares Tr

ETFs
3.25K
+ 12.62%
$86.09 - $89.88 $279K - $292K
29K $2.57M
SCCO
Southern Copper Corp

Basic Materials
379
+ 1.31%
$122.64 - $141.68 $46.5K - $53.7K
29.2K $3.82M
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 21.97%
$59.18 - $62.09 $279K - $293K
26.2K $1.61M
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
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
IBM
International Business Machines Corp

Technology
156
+ 1.24%
$275.97 - $314.98 $43.1K - $49.1K
12.8K $3.79M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
778
+ 17.21%
$280.66 - $305.09 $218K - $237K
5.3K $1.49M
HWM
Howmet Aerospace Inc.

Industrials
1.07K
+ 73.01%
$184.09 - $209.74 $196K - $224K
2.53K $513K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
+ 85.18%
$52.54 - $55.77 $212K - $225K
8.77K $481K
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
+ 18.17%
$401.99 - $468.37 $409K - $477K
6.62K $2.71M
ZTS
Zoetis Inc.

Healthcare
2.39K
+ 81.96%
$118.8 - $147.53 $284K - $353K
5.32K $631K
MBB
Ishares Tr

ETFs
2.11K
+ 7.43%
$94.9 - $96.23 $201K - $203K
30.6K $2.91M
GE
General Electric CO

Industrials
591
+ 4.8%
$291.49 - $314.28 $172K - $186K
12.9K $3.87M
LVS
Las Vegas Sands Corp

Consumer Cyclical
109
+ 0.81%
$46.47 - $66.99 $5.07K - $7.3K
13.6K $891K
CSCO
Cisco Systems, Inc.

Technology
468
+ 3.48%
$67.46 - $78.0 $31.6K - $36.5K
13.9K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.84K
+ 54.43%
$25.85 - $27.19 $151K - $159K
16.6K $439K
IVV
Ishares Core S&P 500 ETF

ETFs
149
+ 1.74%
$656.2 - $690.71 $97.8K - $103K
8.71K $5.88M
INTC
Intel Corp

Technology
1.75K
+ 2.24%
$34.71 - $41.53 $60.6K - $72.6K
79.8K $2.77M
SHOP
Shopify Inc.

Technology
1.07K
+ 57.47%
$146.04 - $179.01 $156K - $191K
2.92K $426K
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
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