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
USB
Us Bancorp \De\

Financial Services
741
+ 10.54%
$43.98 - $53.66 $32.6K - $39.8K
7.77K $372M
Lithium Amers Corp New
16.5K
New
N/A
16.5K $49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
47
+ 3.01%
$172.07 - $207.36 $8.09K - $9.75K
1.61K $318M
FDX
Fedex Corp

Industrials
137
+ 14.24%
$260.5 - $305.15 $35.7K - $41.8K
1.1K $309M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 7.58%
$1146.59 - $1270.6 $31K - $34.3K
383 $455M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.32K
+ 27.37%
$52.1 - $57.26 $68.9K - $75.8K
6.16K $321M
WDAY
Workday, Inc.

Technology
117
+ 13.51%
$233.85 - $279.91 $27.4K - $32.7K
983 $254M
CME
Cme Group Inc.

Financial Services
91
+ 5.44%
$221.17 - $246.02 $20.1K - $22.4K
1.76K $409M
CB
Chubb LTD

Financial Services
197
+ 16.9%
$271.57 - $301.89 $53.5K - $59.5K
1.36K $377M
MO
Altria Group, Inc.

Consumer Defensive
627
+ 12.79%
$49.06 - $57.74 $30.8K - $36.2K
5.53K $289M
UL
Unilever PLC

Consumer Defensive
1.88K
+ 22.86%
$56.7 - $64.64 $106K - $121K
10.1K $572M
ABBV
Abb Vie Inc.

Healthcare
902
+ 14.36%
$164.99 - $203.87 $149K - $184K
7.18K $1.28B
HYMU
Blackrock ETF Tr Ii High Yield
7.11K
+ 2.94%
$22.59 - $23.2 $161K - $165K
249K $5.65B
VBR
Vanguard Small Cap Value ETF

ETFs
322
+ 2.74%
$197.36 - $217.3 $63.5K - $70K
12.1K $2.39B
FQAL
Fidelity Covington Tr Quality

ETFs
408
+ 3.45%
$64.43 - $68.47 $26.3K - $27.9K
12.2K $801M
PWR
Quanta Services, Inc.

Industrials
28
+ 2.3%
$296.05 - $346.6 $8.29K - $9.7K
1.24K $393M
CEG
Constellation Energy Corp

Utilities
280
+ 31.46%
$224.28 - $285.52 $62.8K - $79.9K
1.17K $262M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
314
+ 8.17%
$55.73 - $66.16 $17.5K - $20.8K
4.16K $251M
ADSK
Autodesk, Inc.

Technology
46
+ 6.06%
N/A
805 $238M
TTD
Trade Desk, Inc.

Technology
94
+ 4.17%
$108.7 - $139.51 $10.2K - $13.1K
2.35K $276M
AME
Ametek Inc

Industrials
70
+ 3.95%
$165.89 - $197.38 $11.6K - $13.8K
1.84K $332M
BK
Bank Of New York Mellon Corp

Financial Services
172
+ 6.02%
$70.82 - $81.87 $12.2K - $14.1K
3.03K $233M
PM
Philip Morris International Inc.

Consumer Defensive
235
+ 6.01%
$118.38 - $133.06 $27.8K - $31.3K
4.15K $499M
MSI
Motorola Solutions, Inc.

Technology
30
+ 3.97%
$449.08 - $504.6 $13.5K - $15.1K
786 $363M
SPG
Simon Property Group Inc

Real Estate
95
+ 5.55%
$167.23 - $183.84 $15.9K - $17.5K
1.81K $311M
IBM
International Business Machines Corp

Technology
119
+ 2.99%
$204.9 - $238.04 $24.4K - $28.3K
4.1K $902M
ALL
Allstate Corp

Financial Services
89
+ 8.4%
$181.25 - $208.2 $16.1K - $18.5K
1.15K $222M
ETN
Eaton Corp PLC

Industrials
57
+ 5.13%
$326.96 - $377.52 $18.6K - $21.5K
1.17K $388M
MTB
M&T Bank Corp

Financial Services
37
+ 2.95%
$172.48 - $221.95 $6.38K - $8.21K
1.29K $243M
AJG
Arthur J. Gallagher & Co.

Financial Services
55
+ 3.56%
$278.49 - $315.16 $15.3K - $17.3K
1.6K $454M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.84K
+ 5.49%
$45.07 - $47.1 $82.7K - $86.5K
35.3K $1.6B
ITW
Illinois Tool Works Inc

Industrials
101
+ 9.7%
$253.56 - $278.5 $25.6K - $28.1K
1.14K $290M
ADI
Analog Devices Inc

Technology
238
+ 12.04%
$206.35 - $236.48 $49.1K - $56.3K
2.22K $471M
EOG
Eog Resources Inc

Energy
119
+ 5.66%
$118.22 - $136.54 $14.1K - $16.2K
2.22K $272M
MCO
Moodys Corp

Financial Services
26
+ 4.39%
$454.04 - $500.88 $11.8K - $13K
618 $293M
J P Morgan Exchange Traded F
101
+ 2.19%
N/A
4.72K $293M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.04K
+ 205.13%
$22.4 - $68.28 $158K - $481K
10.5K $243M
AEP
American Electric Power CO Inc

Utilities
383
+ 15.23%
$90.91 - $102.21 $34.8K - $39.1K
2.9K $267M
WELL
Welltower Inc.

Real Estate
103
+ 5.26%
$123.11 - $139.3 $12.7K - $14.3K
2.06K $260M
LOW
Lowes Companies Inc

Consumer Cyclical
278
+ 11.06%
$244.52 - $284.07 $68K - $79K
2.79K $689M
MMM
3 M CO

Industrials
262
+ 7.54%
$124.74 - $137.12 $32.7K - $35.9K
3.74K $482M
DUK
Duke Energy Corp

Utilities
266
+ 9.4%
$105.76 - $120.76 $28.1K - $32.1K
3.1K $334M
TT
Trane Technologies PLC

Industrials
59
+ 5.34%
$369.35 - $419.14 $21.8K - $24.7K
1.16K $430M
VNQI
Vanguard Global Ex U.S. Real

ETFs
768
+ 17.85%
$39.22 - $47.52 $30.1K - $36.5K
5.07K $201M
TSCO
Tractor Supply CO

Consumer Cyclical
3.72K
+ 445.51%
$52.59 - $303.74 $196K - $1.13M
4.56K $242M
PRU
Prudential Financial Inc

Financial Services
38
+ 1.61%
$114.59 - $129.52 $4.35K - $4.92K
2.4K $285M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
343
+ 1.48%
$22.39 - $23.45 $7.68K - $8.04K
23.5K $541M
PGR
Progressive Corp

Financial Services
72
+ 4.76%
$239.6 - $268.88 $17.3K - $19.4K
1.58K $380M
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 0.18%
$80.14 - $90.95 $401 - $455
2.72K $220M
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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