Quaker Wealth Management, LLC Incresed Positions in Q4 2025

Quaker Wealth Management, LLC

  • $294 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TREX
Trex CO Inc

Industrials
10
+ 1000.0%
$31.77 - $53.57 $318 - $536
11 $0
TRMB
Trimble Inc.

Technology
3
+ 75.0%
$75.63 - $82.19 $227 - $247
7 $0
UFPI
Ufp Industries Inc

Basic Materials
2
+ 100.0%
$89.44 - $93.26 $179 - $187
4 $0
UAL
United Airlines Holdings, Inc.

Industrials
1
+ 1.79%
$90.77 - $104.05 $90.8 - $104
57 $5K
VLO
Valero Energy Corp

Energy
1
+ 25.0%
$156.39 - $181.76 $156 - $182
5 $0
TOST
Toast, Inc.

Technology
7
+ 53.85%
$34.39 - $39.02 $241 - $273
20 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.6%
$169.53 - $176.53 $1.53K - $1.59K
1.51K $262K
TRU
Trans Union

Industrials
1
+ 50.0%
$73.51 - $85.6 $73.5 - $85.6
3 $0
O
Realty Income Corp

Real Estate
6
+ 25.0%
$56.12 - $60.64 $337 - $364
30 $1K
ROL
Rollins Inc

Consumer Cyclical
3
+ 150.0%
$53.87 - $59.67 $162 - $179
5 $0
RLI
Rli Corp

Financial Services
6
+ 150.0%
$58.43 - $65.35 $351 - $392
10 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9
+ 81.82%
$12.5 - $18.02 $113 - $162
20 $0
RVMD
Revolution Medicines, Inc.

Healthcare
2
+ 25.0%
$45.7 - $67.75 $91.4 - $136
10 $0
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
TT
Trane Technologies PLC

Industrials
1
+ 20.0%
$408.5 - $448.65 $409 - $449
6 $2K
SRE
Sempra Energy

Utilities
1
+ 0.52%
$89.26 - $94.01 $89.3 - $94
195 $17K
BEN
Franklin Resources Inc

Financial Services
2
+ 16.67%
$22.1 - $23.8 $44.2 - $47.6
14 $0
DCI
Donaldson CO Inc

Industrials
3
+ 37.5%
$79.88 - $88.21 $240 - $265
11 $0
D
Dominion Energy, Inc

Utilities
1
+ 9.09%
$58.49 - $61.69 $58.5 - $61.7
12 $0
DOCU
Docusign, Inc.

Technology
2
+ 66.67%
$67.01 - $73.14 $134 - $146
5 $0
DEO
Diageo PLC

Consumer Defensive
1
+ 3.23%
$87.26 - $98.67 $87.3 - $98.7
32 $2K
DXCM
Dexcom Inc

Healthcare
1
+ 14.29%
$54.84 - $71.06 $54.8 - $71.1
8 $0
DVN
Devon Energy Corp

Energy
4
+ 44.44%
$31.74 - $35.84 $127 - $143
13 $0
DAL
Delta Air Lines, Inc.

Industrials
3
+ 21.43%
$55.65 - $62.32 $167 - $187
17 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
3
+ 75.0%
N/A
7 $0
CUBE
Cube Smart

Real Estate
4
+ 66.67%
$36.62 - $42.34 $146 - $169
10 $0
Corpay Inc
2
+ 200.0%
N/A
3 $0
ED
Consolidated Edison Inc

Utilities
2
+ 0.9%
$96.11 - $102.39 $192 - $205
223 $22K
CME
Cme Group Inc.

Financial Services
1
+ 12.5%
$261.53 - $285.04 $262 - $285
9 $2K
DBX
Dropbox, Inc.

Technology
5
+ 83.33%
$28.14 - $31.11 $141 - $156
11 $0
DTE
Dte Energy CO

Utilities
1
+ 20.0%
$133.44 - $143.32 $133 - $143
6 $0
EWBC
East West Bancorp Inc

Financial Services
2
+ 50.0%
$94.31 - $107.45 $189 - $215
6 $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1
+ 100.0%
N/A
2 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
3
+ 150.0%
$58.86 - $73.68 $177 - $221
5 $0
FVD
First Tr Value Line Divid Inde

ETFs
6
+ 0.72%
$45.0 - $46.25 $270 - $278
838 $38K
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.18%
$65.02 - $68.31 $65 - $68.3
571 $38K
FITB
Fifth Third Bancorp

Financial Services
1
+ 2.78%
$40.36 - $44.41 $40.4 - $44.4
37 $1K
FAST
Fastenal CO

Industrials
2
+ 6.25%
$40.45 - $48.17 $80.9 - $96.3
34 $1K
EXEL
Exelixis, Inc.

Healthcare
2
+ 25.0%
$34.54 - $43.59 $69.1 - $87.2
10 $0
ES
Eversource Energy

Utilities
1
+ 33.33%
$70.59 - $74.88 $70.6 - $74.9
4 $0
EQT
Eqt Corp

Energy
1
+ 10.0%
$51.8 - $60.84 $51.8 - $60.8
11 $0
ET
Energy Transfer LP

Energy
42
+ 1.35%
$16.29 - $17.01 $684 - $714
3.16K $53K
ELAN
Elanco Animal Health Inc

Healthcare
3
+ 10.71%
$19.76 - $22.86 $59.3 - $68.6
31 $0
ECL
Ecolab Inc.

Basic Materials
2
+ 50.0%
$253.06 - $281.35 $506 - $563
6 $1K
CFG
Citizens Financial Group Inc

Financial Services
1
+ 11.11%
$48.39 - $54.0 $48.4 - $54
10 $0
CTAS
Cintas Corp

Industrials
2
+ 28.57%
$182.04 - $203.64 $364 - $407
9 $1K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15
+ 100.0%
$29.81 - $42.36 $447 - $635
30 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 12.5%
$56.0 - $63.38 $56 - $63.4
9 $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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