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
APO
Apollo Global Management, Inc.

Financial Services
1
+ 10.0%
$118.22 - $133.75 $118 - $134
11 $1K
Anglogold Ashanti PLC
901
+ 8190.91%
N/A
912 $0
AWK
American Water Works Company, Inc.

Utilities
1
+ 16.67%
$125.97 - $145.43 $126 - $145
7 $0
AEP
American Electric Power CO Inc

Utilities
1
+ 14.29%
$112.75 - $122.73 $113 - $123
8 $0
AAL
American Airlines Group Inc.

Industrials
10
+ 83.33%
N/A
22 $0
ALLY
Ally Financial Inc.

Financial Services
3
+ 42.86%
$36.96 - $41.81 $111 - $125
10 $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 33.33%
$50.84 - $83.8 $102 - $168
8 $0
AA
Alcoa Corp

Basic Materials
2
+ 20.0%
$33.79 - $40.14 $67.6 - $80.3
12 $0
AFRM
Affirm Holdings, Inc.

Technology
1
+ 20.0%
$65.96 - $78.95 $66 - $79
6 $0
AES
Aes Corp

Utilities
6
+ 150.0%
$13.44 - $15.37 $80.6 - $92.2
10 $0
ARES
Ares Management Corp

Financial Services
2
+ 200.0%
$140.88 - $155.5 $282 - $311
3 $0
Atlassian Corporation
2
+ 100.0%
N/A
4 $0
BKR
Baker Hughes CO

Energy
2
+ 20.0%
$44.47 - $49.08 $88.9 - $98.2
12 $0
CNP
Centerpoint Energy Inc

Utilities
2
+ 22.22%
$38.17 - $40.22 $76.3 - $80.4
11 $0
CNC
Centene Corp

Healthcare
11
+ 110.0%
$33.15 - $38.7 $365 - $426
21 $0
CBRE
Cbre Group, Inc.

Real Estate
2
+ 66.67%
$149.99 - $164.2 $300 - $328
5 $0
Cava Group Inc
11
+ 73.33%
N/A
26 $0
BXP
Boston Properties Inc

Real Estate
1
+ 25.0%
$69.37 - $76.32 $69.4 - $76.3
5 $0
BRO
Brown & Brown, Inc.

Financial Services
2
+ 22.22%
$76.42 - $95.96 $153 - $192
11 $0
SQ
Block, Inc.

Technology
1
+ 10.0%
N/A
11 $0
Blackrock Inc
3
+ 150.0%
N/A
5 $0
TECH
Bio Techne Corp

Healthcare
3
+ 42.86%
$57.41 - $66.06 $172 - $198
10 $0
WRB
Berkley W R Corp

Financial Services
3
+ 37.5%
$71.34 - $78.46 $214 - $235
11 $0
BDX
Becton Dickinson & CO

Healthcare
1
+ 25.0%
$176.39 - $193.93 $176 - $194
5 $0
BALL
Ball Corp

Consumer Cyclical
1
+ 14.29%
$46.41 - $50.48 $46.4 - $50.5
8 $0
AOS
Smith A O Corp

Industrials
1
+ 33.33%
$64.74 - $73.54 $64.7 - $73.5
4 $0
NDAQ
Nasdaq, Inc.

Financial Services
3
+ 16.67%
$85.42 - $91.4 $256 - $274
21 $1K
KD
Kyndryl Holdings, Inc.

Technology
3
+ 25.0%
$25.59 - $30.63 $76.8 - $91.9
15 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2
+ 12.5%
$38.94 - $47.57 $77.9 - $95.1
18 $0
KKR
Kkr & Co. Inc.

Financial Services
1
+ 6.67%
$117.52 - $127.65 $118 - $128
16 $1K
KMI
Kinder Morgan, Inc.

Energy
4
+ 8.89%
$25.84 - $28.46 $103 - $114
49 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 18.18%
$25.3 - $29.23 $101 - $117
26 $0
Kenvue Inc
27
+ 135.0%
N/A
47 $0
MAT
Mattel Inc

Consumer Cyclical
4
+ 13.33%
$17.1 - $19.6 $68.4 - $78.4
34 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
+ 200.0%
$79.54 - $103.8 $159 - $208
3 $0
Janus Detroit Str Tr
4.14K
+ 1.54%
N/A
272K $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.46%
$136.54 - $144.07 $137 - $144
220 $30K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 4.17%
$236.79 - $250.33 $1.18K - $1.25K
125 $29K
Lam Research Corp
4
+ 16.67%
N/A
28 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 33.33%
$86.09 - $102.52 $86.1 - $103
4 $0
Msc Income Fund Inc
9.2K
+ 75.85%
N/A
21.3K $0
MDB
Mongo Db, Inc.

Technology
1
+ 100.0%
$313.81 - $373.89 $314 - $374
2 $0
MCHP
Microchip Technology Inc

Technology
4
+ 16.67%
$53.48 - $67.52 $214 - $270
28 $1K
MDT
Medtronic PLC

Healthcare
4
+ 16.67%
$90.06 - $98.43 $360 - $394
28 $2K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 7.14%
$293.81 - $310.11 $294 - $310
15 $4K
MRVL
Marvell Technology, Inc.

Technology
2
+ 16.67%
$81.05 - $93.74 $162 - $187
14 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 60.0%
$176.58 - $207.02 $530 - $621
8 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 400.0%
$160.66 - $181.39 $643 - $726
5 $0
Lazard Inc
1
+ 16.67%
N/A
7 $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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