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
LEN
Lennar Corp

Consumer Cyclical
2
+ 16.67%
$117.91 - $130.07 $236 - $260
14 $1K
ADP
Automatic Data Processing Inc

Industrials
2
+ 28.57%
$250.9 - $292.94 $502 - $586
9 $2K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.44%
$114.27 - $121.15 $229 - $242
456 $53K
IVZ
Invesco Ltd.

Financial Services
2
+ 9.09%
$22.47 - $24.66 $44.9 - $49.3
24 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 50.0%
$242.98 - $310.48 $486 - $621
6 $1K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 14.29%
$184.09 - $209.74 $184 - $210
8 $1K
Gsk PLC
42
+ 4.86%
N/A
907 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3
+ 0.58%
N/A
516 $0
HAL
Halliburton CO

Energy
1
+ 25.0%
$21.82 - $28.06 $21.8 - $28.1
5 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 16.67%
$256.75 - $275.06 $257 - $275
7 $1K
HBAN
Huntington Bancshares Inc

Financial Services
7
+ 14.0%
$15.16 - $17.21 $106 - $120
57 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
2
+ 5.0%
$15.82 - $18.18 $31.6 - $36.4
42 $0
GGG
Graco Inc

Industrials
3
+ 150.0%
$80.15 - $84.86 $240 - $255
5 $0
Ge Healthcare Technologies I
3
+ 50.0%
N/A
9 $0
PWC
Invesco Exchange Traded Fd Tr
4
+ 0.56%
N/A
724 $0
NLOK
Norton Life Lock Inc.

Technology
2
+ 10.53%
N/A
21 $0
GPN
Global Payments Inc

Industrials
5
+ 166.67%
$74.11 - $88.53 $371 - $443
8 $0
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
4
+ 0.2%
$21.43 - $21.82 $85.7 - $87.3
2.04K $43K
WMB
Williams Companies, Inc.

Energy
2
+ 0.95%
$56.51 - $64.48 $113 - $129
213 $12K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 1.67%
$134.79 - $158.88 $135 - $159
61 $8K
FMC
Fmc Corp

Basic Materials
1
+ 1.75%
$12.97 - $32.24 $13 - $32.2
58 $0
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.24%
$90.55 - $93.84 $90.6 - $93.8
425 $38K
OTIS
Otis Worldwide Corp

Industrials
4
+ 0.8%
$88.77 - $93.38 $355 - $374
502 $44K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.46%
$125.45 - $131.1 $125 - $131
219 $27K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
15
+ 14.42%
$73.78 - $98.43 $1.11K - $1.48K
119 $8K
T
At&T Inc.

Communication Services
16
+ 4.83%
$24.44 - $27.55 $391 - $441
347 $8K
FRBA
First Bank (Nj) Common Stock

Financial Services
12
+ 0.39%
$15.04 - $15.97 $180 - $192
3.07K $48K
NURE
Nuveen Short Term Reit ETF

ETFs
1
+ 0.13%
$27.28 - $28.92 $27.3 - $28.9
774 $21K
BX
Blackstone Inc.

Financial Services
1
+ 5.26%
$138.42 - $168.45 $138 - $168
20 $2K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
+ 0.3%
$80.06 - $83.68 $80.1 - $83.7
337 $26K
CAG
Conagra Brands Inc.

Consumer Defensive
11
+ 0.89%
$16.7 - $19.3 $184 - $212
1.24K $21K
PFE
Pfizer Inc

Healthcare
30
+ 0.85%
$24.23 - $27.37 $727 - $821
3.57K $89K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.28%
$61.0 - $66.48 $122 - $133
709 $46K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2
+ 0.72%
$115.95 - $121.97 $232 - $244
279 $32K
MGM
Mgm Resorts International

Consumer Cyclical
2
+ 1.14%
$30.72 - $34.75 $61.4 - $69.5
177 $5K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.3%
$79.86 - $84.83 $958 - $1.02K
4.05K $335K
CSGP
Costar Group, Inc.

Real Estate
2
+ 1.33%
$67.23 - $84.8 $134 - $170
152 $10K
COP
Conocophillips

Energy
25
+ 3.24%
$85.66 - $95.46 $2.14K - $2.39K
796 $70K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.11%
$61.5 - $68.57 $61.5 - $68.6
931 $59K
PYPL
Pay Pal Holdings, Inc.

Financial Services
144
+ 6.47%
$61.89 - $76.13 $8.91K - $11K
2.37K $146K
SYY
Sysco Corp

Consumer Defensive
6
+ 1.19%
$72.9 - $83.27 $437 - $500
511 $38K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 4.76%
$554.37 - $759.44 $554 - $759
22 $12K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.9%
$171.59 - $193.49 $343 - $387
225 $39K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 4.27%
$320.52 - $369.92 $4.49K - $5.18K
342 $109K
USB
Us Bancorp \De\

Financial Services
1
+ 0.07%
$45.28 - $48.26 $45.3 - $48.3
1.52K $69K
EMR
Emerson Electric CO

Industrials
1
+ 0.09%
$126.01 - $140.03 $126 - $140
1.06K $135K
DIS
Walt Disney CO

Communication Services
4
+ 0.66%
$105.69 - $116.65 $423 - $467
613 $64K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.08%
$74.98 - $79.86 $300 - $319
4.86K $383K
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 3.31%
$294.11 - $320.41 $10.3K - $11.2K
1.09K $327K
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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