Tranquility Partners, LLC Purchases in Q3 2025

Tranquility Partners, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
1.71K
+ 6.38%
$34.05 - $36.55 $58.4K - $62.6K
28.6K $1.04M
RJF
Raymond James Financial Inc

Financial Services
83
+ 1.68%
$154.64 - $176.43 $12.8K - $14.6K
5.03K $867K
CG
Carlyle Group Inc.

Financial Services
979
+ 23.08%
$52.82 - $69.35 $51.7K - $67.9K
5.22K $327K
MSI
Motorola Solutions, Inc.

Technology
172
+ 21.74%
$408.73 - $490.3 $70.3K - $84.3K
963 $440K
XLF
Financial Sector Spdr

ETFs
1.16K
+ 4.22%
$51.37 - $54.25 $59.7K - $63K
28.7K $1.55M
RDVY
First Trust Rising Dividend Ac

ETFs
367
+ 2.2%
$62.38 - $67.29 $22.9K - $24.7K
17K $1.14M
DFIV
Dimensional ETF Tr

ETFs
1.37K
+ 12.67%
$42.66 - $46.53 $58.3K - $63.6K
12.1K $560K
SGRY
Surgery Partners, Inc.

Healthcare
6.17K
+ 9.97%
$21.01 - $23.84 $130K - $147K
68.1K $1.47M
IWB
Ishares Tr Russell 1000 ETF

ETFs
99
+ 4.38%
$339.37 - $366.46 $33.6K - $36.3K
2.36K $861K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.91K
+ 14.32%
$30.76 - $33.01 $58.8K - $63.1K
15.3K $500K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.05K
+ 19.05%
$28.69 - $30.59 $58.9K - $62.8K
12.8K $389K
CVX
Chevron Corp

Energy
228
+ 7.84%
$145.57 - $161.83 $33.2K - $36.9K
3.14K $487K
ICE
Intercontinental Exchange, Inc.

Financial Services
511
+ 39.95%
$167.28 - $188.45 $85.5K - $96.3K
1.79K $301K
AVLV
American Centy ETF Tr Avantis
105
+ 0.72%
$68.33 - $72.69 $7.17K - $7.63K
14.7K $1.06M
XLC
Select Sector Spdr Tr Communic

ETFs
397
+ 19.54%
$105.99 - $119.41 $42.1K - $47.4K
2.43K $287K
DFAE
Dimensional ETF Tr

ETFs
25
+ 0.11%
$28.84 - $31.84 $721 - $796
22.5K $710K
CSCO
Cisco Systems, Inc.

Technology
964
+ 11.71%
$66.2 - $71.79 $63.8K - $69.2K
9.2K $629K
IWR
Ishares Russell Mid Cap ETF

ETFs
60
+ 0.84%
$92.26 - $97.51 $5.54K - $5.85K
7.18K $693K
XLV
Select Sector Spdr Fund Health

ETFs
222
+ 14.39%
$129.01 - $139.72 $28.6K - $31K
1.77K $245K
IEMG
Ishares Inc

ETFs
675
+ 3.84%
N/A
18.3K $979K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
159
+ 1.09%
$92.18 - $95.14 $14.7K - $15.1K
14.8K $1.4M
WDAY
Workday, Inc.

Technology
137
+ 11.6%
$213.69 - $247.69 $29.3K - $33.9K
1.32K $317K
DFAS
Dimensional ETF Tr U S Small C

ETFs
17
+ 0.35%
$63.41 - $69.69 $1.08K - $1.18K
4.85K $331K
XOM
Exxon Mobil Corp

Energy
49
+ 1.3%
$105.83 - $117.22 $5.19K - $5.74K
3.83K $431K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9
+ 0.1%
$55.15 - $58.11 $496 - $523
8.79K $505K
SCI
Service Corp International

Consumer Cyclical
94
+ 1.17%
$75.63 - $83.25 $7.11K - $7.83K
8.15K $678K
SHEL
Shell PLC

Energy
223
+ 5.39%
$69.82 - $73.93 $15.6K - $16.5K
4.36K $312K
QINT
American Centy ETF Tr Quality

ETFs
52
+ 1.16%
$57.39 - $61.48 $2.98K - $3.2K
4.55K $278K
EPD
Enterprise Products Partners L.P.

Energy
355
+ 1.48%
$30.74 - $32.14 $10.9K - $11.4K
24.3K $759K
DLR
Digital Realty Trust, Inc.

Real Estate
111
+ 5.99%
$161.21 - $180.02 $17.9K - $20K
1.97K $339K
THM
International Tower Hill Mines LTD

Basic Materials
10K
New
$0.88 - $1.67 $8.8K - $16.7K
10K $16K
JEPI
J P Morgan Exchange Traded Fd

ETFs
226
+ 1.53%
$55.61 - $57.37 $12.6K - $13K
15K $858K
AWK
American Water Works Company, Inc.

Utilities
93
+ 6.1%
$135.05 - $147.0 $12.6K - $13.7K
1.62K $225K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.77%
$291.67 - $316.99 $1.75K - $1.9K
781 $237K
ADBE
Adobe Inc.

Technology
117
+ 11.22%
$333.65 - $392.1 $39K - $45.9K
1.16K $409K
CB
Chubb LTD

Financial Services
29
+ 4.08%
$265.99 - $289.59 $7.71K - $8.4K
739 $208K
KKR
Kkr & Co. Inc.

Financial Services
43
+ 2.79%
$129.95 - $152.16 $5.59K - $6.54K
1.59K $206K
SMOT
Vaneck ETF Tr Morningstar Smid
17
+ 0.12%
N/A
13.6K $0
Linde PLC
32
+ 6.13%
N/A
554 $0
PG
Procter & Gamble CO

Consumer Defensive
73
+ 2.99%
$150.47 - $161.22 $11K - $11.8K
2.51K $386K
LPLA
Lpl Financial Holdings Inc.

Financial Services
60
+ 8.32%
$332.69 - $399.0 $20K - $23.9K
781 $259K
ET
Energy Transfer LP

Energy
355
+ 1.79%
$17.11 - $18.16 $6.07K - $6.45K
20.2K $346K
ROP
Roper Technologies Inc

Industrials
127
+ 10.91%
$495.03 - $573.0 $62.9K - $72.8K
1.29K $643K
NOA
North American Construction Group Ltd.

Energy
476
+ 3.04%
$12.31 - $16.74 $5.86K - $7.97K
16.1K $228K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
56
+ 0.07%
$29.81 - $34.07 $1.67K - $1.91K
83.5K $2.75M
CRM
Salesforce, Inc.

Technology
241
+ 7.83%
$231.66 - $273.65 $55.8K - $65.9K
3.32K $786K
OKE
Oneok Inc

Energy
1.31K
+ 7.19%
$71.36 - $83.47 $93.5K - $109K
19.5K $1.42M
KO
Coca Cola CO

Consumer Defensive
288
+ 1.22%
$65.67 - $71.67 $18.9K - $20.6K
23.8K $1.58M
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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