Wealth Quarterback LLC Purchases in Q4 2025

Wealth Quarterback LLC

  • $265 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
3.09K
+ 24.33%
$18.9 - $20.61 $58.5K - $63.8K
15.8K $319K
GOOG
Alphabet Inc.

Communication Services
23
+ 1.92%
$237.49 - $291.74 $5.46K - $6.71K
1.22K $348K
O
Realty Income Corp

Real Estate
1.54K
+ 19.61%
$56.12 - $60.64 $86.2K - $93.1K
9.37K $532K
MO
Altria Group, Inc.

Consumer Defensive
2.27K
+ 21.66%
$56.38 - $66.65 $128K - $151K
12.7K $741K
D
Dominion Energy, Inc

Utilities
874
+ 10.81%
$58.49 - $61.69 $51.1K - $53.9K
8.96K $542K
KHC
Kraft Heinz CO

Consumer Defensive
2.32K
+ 22.8%
$23.72 - $26.28 $55K - $60.9K
12.5K $310K
DAL
Delta Air Lines, Inc.

Industrials
527
+ 7.67%
$55.65 - $62.32 $29.3K - $32.8K
7.4K $431K
BDX
Becton Dickinson & CO

Healthcare
160
+ 6.38%
$176.39 - $193.93 $28.2K - $31K
2.67K $509K
IEMG
Ishares Inc

ETFs
727
+ 2.36%
N/A
31.6K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 3.16%
$293.81 - $310.11 $34.4K - $36.3K
3.82K $1.16M
RIO
Rio Tinto PLC

Basic Materials
118
+ 1.84%
$65.44 - $72.58 $7.72K - $8.56K
6.53K $460K
BK
Bank Of New York Mellon Corp

Financial Services
180
+ 2.21%
$104.54 - $112.64 $18.8K - $20.3K
8.32K $918K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.04%
$110.56 - $125.2 $111 - $125
2.36K $292K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.09%
$157.0 - $179.44 $471 - $538
3.48K $611K
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.06%
$82.49 - $92.93 $165 - $186
3.21K $298K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.26%
$67.46 - $78.0 $540 - $624
3.1K $240K
KKR
Kkr & Co. Inc.

Financial Services
457
+ 16.09%
$117.52 - $127.65 $53.7K - $58.3K
3.3K $395K
MFC
Manulife Financial Corp

Financial Services
54
+ 0.73%
$31.41 - $34.43 $1.7K - $1.86K
7.43K $255K
LMT
Lockheed Martin Corp

Industrials
242
+ 7.7%
$452.1 - $514.24 $109K - $124K
3.39K $1.59M
VICI
Vici Properties Inc.

Real Estate
1.91K
+ 12.56%
$29.52 - $32.91 $56.2K - $62.7K
17.1K $518K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.11%
$259.04 - $291.9 $259 - $292
898 $256K
AEP
American Electric Power CO Inc

Utilities
12
+ 0.53%
$112.75 - $122.73 $1.35K - $1.47K
2.28K $276K
APO
Apollo Global Management, Inc.

Financial Services
234
+ 6.07%
$118.22 - $133.75 $27.7K - $31.3K
4.09K $534K
AVGO
Broadcom Inc.

Technology
3
+ 0.2%
$324.63 - $385.98 $974 - $1.16K
1.53K $523K
CTRE
Care Trust Reit, Inc.

Real Estate
223
+ 2.49%
$32.9 - $36.65 $7.34K - $8.17K
9.18K $329K
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 1.95%
$653.02 - $687.39 $18.3K - $19.2K
1.46K $973K
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 8.86%
$294.11 - $320.41 $37.9K - $41.3K
1.59K $476K
SO
Southern CO

Utilities
366
+ 8.67%
$90.58 - $99.72 $33.2K - $36.5K
4.59K $415K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
317
+ 4.65%
$46.2 - $46.85 $14.6K - $14.9K
7.13K $329K
WRB
Berkley W R Corp

Financial Services
136
+ 2.32%
$71.34 - $78.46 $9.7K - $10.7K
6.01K $462K
DUK
Duke Energy Corp

Utilities
22
+ 0.85%
$121.57 - $129.03 $2.67K - $2.84K
2.62K $328K
EVC
Entravision Communications Corp

Communication Services
192
+ 1.61%
$1.98 - $2.94 $380 - $564
12.1K $34K
WMT
Walmart Inc.

Consumer Defensive
69
+ 0.36%
$101.18 - $109.03 $6.98K - $7.52K
19.2K $1.98M
VTV
Vanguard Value ETF

ETFs
10
+ 0.47%
$182.87 - $189.72 $1.83K - $1.9K
2.14K $401K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.14%
$470.44 - $504.26 $470 - $504
709 $342K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.04%
$161.21 - $171.97 $322 - $344
5.2K $858K
TIP
Ishares Tr Tips Bd ETF

ETFs
18
+ 0.62%
$110.58 - $112.2 $1.99K - $2.02K
2.93K $324K
TFC
Truist Financial Corp

Financial Services
530
+ 1.92%
$41.09 - $45.64 $21.8K - $24.2K
28.1K $1.26M
Super Micro Computer Inc
2.64K
+ 18.63%
N/A
16.8K $0
GUT
Gabelli Utility Trust

Financial Services
361
+ 0.9%
$5.78 - $6.16 $2.09K - $2.22K
40.7K $244K
Fidelity Wise Origin Bitcoin
99
+ 0.86%
N/A
11.6K $0
Blackrock ETF Trust
2.61K
+ 14.86%
N/A
20.2K $0
Fidelity Greenwood Street Tr
47.5K
+ 66.91%
N/A
119K $0
Fidelity Covington Trust
3.85K
+ 3.52%
N/A
113K $0
Blackrock ETF Trust
51.3K
New
N/A
51.3K $0
Gsk PLC
4.45K
New
N/A
4.45K $0
MA
Mastercard Inc

Financial Services
14
+ 3.94%
$536.85 - $580.45 $7.52K - $8.13K
369 $198K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 1.16%
$910.94 - $954.99 $21.9K - $22.9K
2.1K $1.91M
PEG
Public Service Enterprise Group Inc

Utilities
20
+ 0.16%
$79.86 - $84.83 $1.6K - $1.7K
12.2K $1.01M
Activity Summary
Buys All Purchases 109 New Holdings 9 Increased Positions 100 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Quarterback LLC Portfolio

Follow Wealth Quarterback 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 Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email