Quaker Wealth Management, LLC Purchases in Q4 2025

Quaker Wealth Management, LLC

  • $294 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TKR
Timken CO

Industrials
2
+ 25.0%
$70.79 - $79.25 $142 - $159
10 $0
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 18.18%
$138.56 - $147.63 $554 - $591
26 $3K
TOST
Toast, Inc.

Technology
7
+ 53.85%
$34.39 - $39.02 $241 - $273
20 $0
TOTB.DE
Total Energies Se

Energy
41
New
N/A
41 $0
TT
Trane Technologies PLC

Industrials
1
+ 20.0%
$408.5 - $448.65 $409 - $449
6 $2K
VLO
Valero Energy Corp

Energy
1
+ 25.0%
$156.39 - $181.76 $156 - $182
5 $0
BNDX
Vanguard Total International B

ETFs
20
New
$49.3 - $49.91 $986 - $998
20 $0
WSO
Watsco Inc

Industrials
1
New
$343.12 - $414.9 $343 - $415
1 $0
WEC
Wec Energy Group, Inc.

Utilities
1
+ 33.33%
$110.61 - $117.5 $111 - $118
4 $0
WFC
Wells Fargo & Company

Financial Services
6
+ 1.13%
$77.62 - $87.3 $466 - $524
538 $44K
WY
Weyerhaeuser CO

Real Estate
5
+ 38.46%
$22.13 - $25.12 $111 - $126
18 $0
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 6.25%
$181.45 - $199.63 $181 - $200
17 $3K
XEL
Xcel Energy Inc

Utilities
4
+ 57.14%
$79.6 - $81.85 $318 - $327
11 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
New
$87.55 - $103.98 $350 - $416
4 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
3
+ 2.91%
$17.1 - $23.05 $51.3 - $69.2
106 $2K
VNT
Vontier Corp

Technology
1
New
$35.9 - $43.21 $35.9 - $43.2
1 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.6%
$169.53 - $176.53 $1.53K - $1.59K
1.51K $262K
Vanguard Instl Index Fd
30.1K
New
N/A
30.1K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7
New
$49.98 - $50.22 $350 - $352
7 $0
VTR
Ventas, Inc.

Real Estate
1
+ 25.0%
$67.45 - $78.0 $67.5 - $78
5 $0
VRT
Vertiv Holdings CO

Industrials
1
+ 12.5%
N/A
9 $0
VTRS
Viatris Inc

Healthcare
9
+ 14.75%
$9.74 - $11.2 $87.7 - $101
70 $0
Viking Holdings LTD
1
New
N/A
1 $0
Viper Energy Inc
4
New
N/A
4 $0
FTI
Technip Fmc PLC

Energy
1
+ 11.11%
$35.57 - $43.74 $35.6 - $43.7
10 $0
Te Connectivity PLC
2
+ 100.0%
N/A
4 $0
ROP
Roper Technologies Inc

Industrials
1
+ 100.0%
$443.27 - $520.0 $443 - $520
2 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 14.29%
$147.71 - $162.85 $148 - $163
8 $1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 20.0%
$252.87 - $320.26 $253 - $320
6 $1K
RPRX
Royalty Pharma PLC

Healthcare
4
+ 33.33%
$35.44 - $40.78 $142 - $163
16 $0
RPM
Rpm International Inc

Basic Materials
1
+ 25.0%
$105.88 - $117.19 $106 - $117
5 $0
TXT
Textron Inc

Industrials
4
+ 57.14%
$79.42 - $87.34 $318 - $349
11 $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
7
New
$50.68 - $58.29 $355 - $408
7 $0
SAIA
Saia Inc

Industrials
1
New
$267.92 - $322.39 $268 - $322
1 $0
ROL
Rollins Inc

Consumer Cyclical
3
+ 150.0%
$53.87 - $59.67 $162 - $179
5 $0
ROIV
Roivant Sciences Ltd.

Healthcare
10
New
$15.75 - $21.32 $158 - $213
10 $0
O
Realty Income Corp

Real Estate
6
+ 25.0%
$56.12 - $60.64 $337 - $364
30 $1K
Reddit Inc
1
New
N/A
1 $0
RGA
Reinsurance Group Of America Inc

Financial Services
2
New
$181.54 - $197.59 $363 - $395
2 $0
RVMD
Revolution Medicines, Inc.

Healthcare
2
+ 25.0%
$45.7 - $67.75 $91.4 - $136
10 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9
+ 81.82%
$12.5 - $18.02 $113 - $162
20 $0
RLI
Rli Corp

Financial Services
6
+ 150.0%
$58.43 - $65.35 $351 - $392
10 $0
RBLX
Roblox Corp

Communication Services
1
+ 10.0%
$101.27 - $138.56 $101 - $139
11 $1K
Rocket Lab Corp
2
New
N/A
2 $0
IOT
Samsara Inc.

Technology
9
+ 900.0%
$36.42 - $40.49 $328 - $364
10 $0
Sandisk Corp
1
New
N/A
1 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10
New
$76.84 - $80.86 $768 - $809
10 $0
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
2
+ 10.53%
$67.75 - $84.35 $136 - $169
21 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3
+ 300.0%
$77.25 - $114.12 $232 - $342
4 $0
Activity Summary
Buys All Purchases 529 New Holdings 164 Increased Positions 365 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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