Quotient Wealth Partners, LLC Incresed Positions in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
USB
Us Bancorp \De\

Financial Services
741
+ 10.54%
$43.98 - $53.66 $32.6K - $39.8K
7.77K $372M
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
EQIX
Equinix Inc

Real Estate
27
+ 11.16%
$865.69 - $985.0 $23.4K - $26.6K
269 $254M
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
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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