Quotient Wealth Partners, LLC Purchases in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
1.54K
+ 4.15%
$39.22 - $47.77 $60.3K - $73.5K
38.6K $1.7B
EQT
Eqt Corp

Energy
4.85K
New
$35.62 - $46.89 $173K - $228K
4.85K $224M
APP
App Lovin Corp

Technology
684
New
$130.67 - $401.5 $89.4K - $275K
684 $222M
NOW
Service Now, Inc.

Technology
84
+ 10.77%
$867.18 - $1148.42 $72.8K - $96.5K
864 $916M
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 8.05%
$873.59 - $994.69 $146K - $166K
2.24K $2.05B
CSX
Csx Corp

Industrials
6.57K
New
$31.58 - $36.88 $207K - $242K
6.57K $212M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.04K
New
$95.27 - $107.82 $194K - $220K
2.04K $210M
SQ
Block, Inc.

Technology
2.47K
New
$65.06 - $98.92 $161K - $245K
2.47K $210M
MCK
Mckesson Corp

Healthcare
368
New
$482.27 - $628.5 $177K - $231K
368 $210M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
846
New
$229.83 - $258.46 $194K - $219K
846 $209M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$125.36 - $147.37 $195K - $229K
1.56K $204M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
983
New
$201.32 - $217.44 $198K - $214K
983 $203M
FTNT
Fortinet, Inc.

Technology
2.14K
New
$76.49 - $99.21 $164K - $212K
2.14K $202M
DASH
Door Dash, Inc.

Communication Services
1.2K
New
$141.93 - $180.48 $170K - $216K
1.2K $200M
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 27.55%
$52.45 - $60.02 $121K - $139K
10.7K $634M
WFC
Wells Fargo & Company

Financial Services
214
+ 1.81%
$54.98 - $77.35 $11.8K - $16.6K
12.1K $848M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.14K
+ 7.16%
$49.03 - $53.35 $105K - $114K
32K $1.64B
SLB
Schlumberger Limited

Energy
7.38K
+ 19.93%
$36.83 - $45.59 $272K - $337K
44.4K $1.7B
AXP
American Express CO

Financial Services
327
+ 16.05%
$267.35 - $305.57 $87.4K - $99.9K
2.36K $702M
MS
Morgan Stanley

Financial Services
510
+ 15.06%
$104.42 - $134.99 $53.3K - $68.8K
3.9K $490M
CDNS
Cadence Design Systems Inc

Technology
360
+ 47.49%
$249.1 - $324.54 $89.7K - $117K
1.12K $336M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.99K
+ 48.57%
$71.75 - $75.11 $143K - $150K
6.1K $439M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 11.46%
$4100.99 - $5300.34 $45.1K - $58.3K
107 $533M
FISV
Fiserv Inc

Technology
256
+ 8.74%
N/A
3.19K $654M
Ge Vernova Inc
165
+ 16.7%
N/A
1.15K $379M
DE
Deere & CO

Industrials
279
+ 31.28%
$389.45 - $466.0 $109K - $130K
1.17K $496M
PANW
Palo Alto Networks Inc

Technology
4.79K
+ 102.2%
$181.96 - $405.9 $871K - $1.94M
9.48K $1.72B
XEL
Xcel Energy Inc

Utilities
991
+ 4.07%
$62.16 - $72.92 $61.6K - $72.3K
25.4K $1.71B
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.4K
+ 302.15%
$25.93 - $105.3 $1.05M - $4.25M
53.7K $1.5B
VTI
Vanguard Total Stock Market Et

ETFs
262
+ 7.14%
$280.04 - $302.45 $73.4K - $79.2K
3.93K $1.14B
ISRG
Intuitive Surgical Inc

Healthcare
97
+ 6.37%
$471.27 - $550.62 $45.7K - $53.4K
1.62K $845M
ABT
Abbott Laboratories

Healthcare
705
+ 13.79%
$111.93 - $119.39 $78.9K - $84.2K
5.82K $658M
PYPL
Pay Pal Holdings, Inc.

Financial Services
562
+ 15.48%
$77.25 - $91.3 $43.4K - $51.3K
4.19K $358M
BX
Blackstone Inc.

Financial Services
131
+ 5.04%
$148.45 - $199.05 $19.4K - $26.1K
2.73K $471M
TJX
Tjx Companies Inc

Consumer Cyclical
427
+ 6.63%
$112.15 - $127.2 $47.9K - $54.3K
6.87K $830M
EMR
Emerson Electric CO

Industrials
366
+ 19.53%
$108.13 - $134.33 $39.6K - $49.2K
2.24K $278M
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 8.35%
$275.15 - $388.2 $18.4K - $26K
869 $297M
CAT
Caterpillar Inc

Industrials
363
+ 17.2%
$360.37 - $416.88 $131K - $151K
2.47K $897M
HON
Honeywell International Inc

Industrials
139
+ 6.68%
$202.84 - $236.0 $28.2K - $32.8K
2.22K $502M
ADP
Automatic Data Processing Inc

Industrials
31
+ 0.81%
$280.08 - $307.97 $8.68K - $9.55K
3.85K $1.13B
IAU
Ishares Gold Trust

ETFs
1.42K
+ 30.23%
$48.37 - $52.65 $68.5K - $74.6K
6.1K $302M
C
Citigroup Inc

Financial Services
353
+ 6.83%
$61.31 - $72.5 $21.6K - $25.6K
5.52K $389M
T
At&T Inc.

Communication Services
1.29K
+ 2.99%
$21.22 - $23.88 $27.4K - $30.8K
44.4K $1.01B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
500
+ 14.04%
$126.68 - $134.74 $63.3K - $67.4K
4.06K $518M
Lithium Americas Argentina C
23.1K
New
N/A
23.1K $60.5M
MAR
Marriott International Inc

Consumer Cyclical
21
+ 1.2%
$246.06 - $292.59 $5.17K - $6.14K
1.77K $492M
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 14.58%
$288.47 - $316.54 $86.5K - $95K
2.36K $683M
KKR
Kkr & Co. Inc.

Financial Services
125
+ 5.92%
$129.87 - $162.87 $16.2K - $20.4K
2.24K $331M
BSX
Boston Scientific Corp

Healthcare
285
+ 5.99%
$83.62 - $91.5 $23.8K - $26.1K
5.05K $451M
Activity Summary
Buys All Purchases 183 New Holdings 27 Increased Positions 156 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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