Quadrant Private Wealth Management, LLC Incresed Positions in Q3 2025

Quadrant Private Wealth Management, LLC

  • $519 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
XLV
Select Sector Spdr Fund Health

ETFs
844
+ 14.18%
$129.01 - $139.72 $109K - $118K
6.8K $945K
XLK
Technology Sector Spdr

ETFs
3
+ 0.06%
$250.97 - $282.66 $753 - $848
4.97K $1.4M
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
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 0.13%
$301.44 - $365.84 $2.11K - $2.56K
5.56K $1.8M
KLAC
Kla Corp

Technology
2
+ 0.62%
$843.9 - $1078.6 $1.69K - $2.16K
326 $351K
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
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
CAPL
Cross America Partners LP

Energy
837
+ 0.5%
$19.62 - $22.22 $16.4K - $18.6K
167K $3.51M
UBER
Uber Technologies, Inc

Technology
218
+ 6.8%
$86.91 - $99.57 $18.9K - $21.7K
3.43K $335K
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
IGF
Ishares Global Infrastructure

ETFs
339
+ 7.37%
$58.29 - $61.43 $19.8K - $20.8K
4.94K $301K
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
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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