Quotient Wealth Partners, LLC Sells in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-5.94K
- 1.02%
$105.51 - $125.37 $626K - $744K
577K $62.1B
XLV
Select Sector Spdr Fund Health

ETFs
-7.43K
- 27.2%
$136.28 - $154.74 $1.01M - $1.15M
19.9K $2.73B
RTX
Raytheon Technologies Corp

Industrials
-6.84K
- 17.69%
$114.45 - $127.21 $782K - $869K
31.8K $3.68B
PSX
Phillips 66

Energy
-1.69K
- 4.52%
$110.35 - $138.93 $186K - $235K
35.7K $4.06B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.22K
- 47.59%
$176.42 - $186.91 $744K - $789K
4.65K $828M
MUB
Ishares National Muni Bond ETF

ETFs
-2.52K
- 1.24%
$105.78 - $108.7 $267K - $274K
200K $21.3B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.78K
- 1.01%
$51.58 - $52.91 $195K - $200K
369K $19.1B
IXC
Ishares Tr Global Energy ETF

ETFs
-14.2K
- 47.28%
$36.95 - $43.06 $526K - $613K
15.9K $606M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.25K
- 51.77%
$77.02 - $78.58 $482K - $491K
5.82K $450M
AMD
Advanced Micro Devices Inc

Technology
-1.56K
- 21.86%
$118.88 - $172.8 $186K - $270K
5.58K $674M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.48K
- 6.03%
$189.5 - $206.17 $281K - $306K
23.1K $4.42B
MSFT
Microsoft Corp

Technology
-295
- 0.88%
$406.35 - $454.46 $120K - $134K
33.2K $14B
UNH
Unitedhealth Group Inc

Healthcare
-234
- 6.14%
$485.52 - $625.25 $114K - $146K
3.57K $1.81B
JNJ
Johnson & Johnson

Healthcare
-1.25K
- 9.37%
$143.34 - $165.86 $179K - $207K
12.1K $1.75B
NVO
Novo Nordisk A S

Healthcare
-599
- 6.25%
$85.0 - $120.04 $50.9K - $71.9K
8.99K $773M
VTV
Vanguard Value ETF

ETFs
-198
- 0.31%
$168.32 - $181.87 $33.3K - $36K
62.8K $10.6B
ORCL
Oracle Corp

Technology
-1.67K
- 13.35%
$165.41 - $192.43 $276K - $321K
10.8K $1.8B
MRK
Merck & Co., Inc.

Healthcare
-1.57K
- 14.48%
$96.31 - $114.76 $151K - $180K
9.25K $920M
CVX
Chevron Corp

Energy
-1.36K
- 3.14%
$141.15 - $162.53 $192K - $221K
41.9K $6.07B
Linde PLC
-334
- 12.34%
N/A
2.37K $993M
AMT
American Tower Corp

Real Estate
-704
- 20.83%
$179.4 - $232.01 $126K - $163K
2.68K $491M
COP
Conocophillips

Energy
-389
- 0.94%
$95.12 - $114.72 $37K - $44.6K
41.2K $4.08B
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.16K
- 10.64%
$94.43 - $105.47 $582K - $650K
51.8K $5.26B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.45K
- 9.03%
$55.45 - $61.08 $136K - $150K
24.7K $1.37B
CMCSA
Comcast Corp

Communication Services
-4.27K
- 14.43%
$37.39 - $45.14 $160K - $193K
25.3K $950M
KO
Coca Cola CO

Consumer Defensive
-1.65K
- 8.91%
$61.74 - $71.71 $102K - $118K
16.9K $1.05B
S
Sentinel One, Inc.

Technology
-7.5K
- 11.94%
$22.05 - $28.68 $165K - $215K
55.3K $1.23B
PEP
Pepsico Inc

Consumer Defensive
-880
- 12.36%
$151.29 - $176.1 $133K - $155K
6.24K $949M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-262
- 20.89%
$501.29 - $612.85 $131K - $161K
992 $516M
PG
Procter & Gamble CO

Consumer Defensive
-974
- 6.36%
$161.05 - $179.7 $157K - $175K
14.3K $2.4B
APO
Apollo Global Management, Inc.

Financial Services
-2.97K
- 47.3%
$131.36 - $178.61 $391K - $531K
3.31K $547M
EFV
Msci Eafe Value ETF

ETFs
-2.85K
- 16.48%
$51.78 - $57.15 $147K - $163K
14.4K $757M
GD
General Dynamics Corp

Industrials
-341
- 9.09%
$260.28 - $314.03 $88.8K - $107K
3.41K $898M
UBER
Uber Technologies, Inc

Technology
-1.57K
- 16.72%
$59.93 - $86.34 $94.2K - $136K
7.82K $472M
HD
Home Depot, Inc.

Consumer Cyclical
-280
- 3.78%
$385.02 - $431.37 $108K - $121K
7.13K $2.77B
WMB
Williams Companies, Inc.

Energy
-7.38K
- 35.92%
$46.37 - $59.74 $342K - $441K
13.2K $712M
KLAC
Kla Corp

Technology
-125
- 12.83%
$614.46 - $829.55 $76.8K - $104K
849 $535M
ADBE
Adobe Inc.

Technology
-113
- 5.08%
$437.39 - $552.96 $49.4K - $62.5K
2.11K $939M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.07K
- 1.05%
$40.97 - $42.66 $84.9K - $88.4K
196K $8.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-124
- 0.5%
$75.1 - $82.99 $9.31K - $10.3K
24.6K $1.86B
SRE
Sempra Energy

Utilities
-2.82K
- 24.35%
$80.81 - $94.77 $227K - $267K
8.75K $767M
ENB
Enbridge Inc

Energy
-5.38K
- 30.49%
$40.4 - $43.92 $217K - $236K
12.3K $520M
ZTS
Zoetis Inc.

Healthcare
-467
- 13.11%
$162.24 - $194.42 $75.8K - $90.8K
3.1K $504M
BDX
Becton Dickinson & CO

Healthcare
-609
- 18.97%
$220.02 - $243.75 $134K - $148K
2.6K $590M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.34K
- 11.98%
$38.08 - $50.82 $51K - $68K
9.83K $374M
SBUX
Starbucks Corp

Consumer Cyclical
-1.28K
- 12.37%
$87.44 - $102.5 $112K - $131K
9.08K $828M
VMC
Vulcan Materials CO

Basic Materials
-760
- 30.25%
$237.95 - $292.31 $181K - $222K
1.75K $451M
PSA
Public Storage

Real Estate
-312
- 23.76%
$289.33 - $360.21 $90.3K - $112K
1K $300M
NKE
Nike, Inc.

Consumer Cyclical
-207
- 1.77%
$73.36 - $89.13 $15.2K - $18.4K
11.5K $871M
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
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email