Wealth Quarterback LLC Incresed Positions in Q4 2025

Wealth Quarterback LLC

  • $265 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
31.2K
+ 60.2%
$656.2 - $690.71 $20.5M - $21.6M
83K $56.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.97K
+ 30.32%
$589.5 - $635.77 $5.29M - $5.7M
38.6K $23.3M
XLU
Utilities Sector Spdr

ETFs
39.2K
+ 106.56%
$87.89 - $92.9 $3.45M - $3.64M
76K $6.75M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
52.9K
+ 87.93%
$52.27 - $56.39 $2.77M - $2.98M
113K $6.05M
DVY
Ishares Tr

ETFs
10.2K
+ 27.6%
$138.1 - $143.11 $1.41M - $1.46M
47.2K $6.64M
AMD
Advanced Micro Devices Inc

Technology
534
+ 4.84%
$164.01 - $264.33 $87.6K - $141K
11.6K $2.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.96K
+ 56.45%
$245.79 - $258.02 $974K - $1.02M
11K $2.7M
IAU
Ishares Gold Trust

ETFs
555
+ 0.28%
$72.65 - $82.5 $40.3K - $45.8K
201K $15.5M
AAPL
Apple Inc.

Technology
790
+ 2.08%
$245.27 - $275.25 $194K - $217K
38.8K $10.4M
EFV
Msci Eafe Value ETF

ETFs
4.72K
+ 11.34%
$66.73 - $70.99 $315K - $335K
46.3K $3.25M
GOOGL
Alphabet Inc.

Communication Services
148
+ 1.61%
$236.57 - $291.31 $35K - $43.1K
9.32K $2.58M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.72K
+ 2.5%
$191.01 - $199.18 $328K - $342K
70.4K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
406
+ 2.8%
$213.04 - $254.0 $86.5K - $103K
14.9K $3.49M
DELL
Dell Technologies Inc.

Technology
2.55K
+ 74.49%
$133.76 - $164.88 $341K - $420K
5.96K $797K
PM
Philip Morris International Inc.

Consumer Defensive
2.31K
+ 48.41%
$144.33 - $160.86 $334K - $372K
7.09K $1.08M
GLD
Spdr Gold Trust

ETFs
468
+ 9.95%
$354.79 - $403.15 $166K - $189K
5.17K $1.94M
OKE
Oneok Inc

Energy
4.09K
+ 53.67%
$64.31 - $72.98 $263K - $299K
11.7K $825K
OUNZ
Van Eck Merk Gold Trust

ETFs
5.19K
+ 33.31%
$37.12 - $42.17 $193K - $219K
20.8K $817K
BMY
Bristol Myers Squibb CO

Healthcare
3.08K
+ 10.36%
$42.6 - $49.08 $131K - $151K
32.8K $1.54M
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.97K
+ 5.79%
$23.65 - $25.43 $117K - $126K
90.7K $2.31M
SLV
I Shares Silver Trust

ETFs
2.06K
+ 12.85%
$42.4 - $49.17 $87.2K - $101K
18.1K $830K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.81K
+ 50.42%
$86.87 - $94.56 $157K - $171K
5.41K $489K
KMB
Kimberly Clark Corp

Consumer Defensive
2.03K
+ 62.37%
$100.05 - $123.23 $203K - $250K
5.29K $549K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.13K
+ 37.75%
$19.7 - $19.78 $141K - $141K
26K $513K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.84K
+ 37.36%
$20.53 - $20.66 $140K - $141K
25.1K $516K
ENB
Enbridge Inc

Energy
3.97K
+ 20.0%
$46.39 - $50.07 $184K - $199K
23.8K $1.14M
NVDA
Nvidia Corp

Technology
728
+ 3.5%
$179.83 - $207.04 $131K - $151K
21.5K $4.02M
CAT
Caterpillar Inc

Industrials
7
+ 0.41%
$480.82 - $585.49 $3.37K - $4.1K
1.72K $946K
IBM
International Business Machines Corp

Technology
192
+ 4.29%
$275.97 - $314.98 $53K - $60.5K
4.67K $1.39M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.97K
+ 37.19%
$18.77 - $18.93 $112K - $113K
22K $413K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.64K
+ 37.12%
$16.86 - $17.02 $112K - $113K
24.5K $413K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.28K
+ 25.92%
$19.54 - $19.6 $103K - $103K
25.6K $502K
XOM
Exxon Mobil Corp

Energy
132
+ 0.73%
$110.64 - $119.78 $14.6K - $15.8K
18.1K $2.13M
BA
Boeing CO

Industrials
807
+ 33.05%
$191.81 - $225.32 $155K - $182K
3.25K $623K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
345
+ 0.37%
$57.9 - $61.26 $20K - $21.1K
94.1K $5.64M
KO
Coca Cola CO

Consumer Defensive
309
+ 1.95%
$66.1 - $71.61 $20.4K - $22.1K
16.2K $1.14M
MSFT
Microsoft Corp

Technology
379
+ 3.93%
$496.82 - $542.07 $188K - $205K
10K $5.09M
QCOM
Qualcomm Inc

Technology
432
+ 9.4%
$153.59 - $187.68 $66.4K - $81.1K
5.03K $838K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 2.27%
$475.68 - $513.11 $42.8K - $46.2K
4.05K $2.06M
CUBE
Cube Smart

Real Estate
2.9K
+ 31.65%
$36.62 - $42.34 $106K - $123K
12.1K $442K
HII
Huntington Ingalls Industries, Inc.

Industrials
107
+ 7.89%
$280.02 - $324.19 $30K - $34.7K
1.46K $459K
CB
Chubb LTD

Financial Services
2
+ 0.04%
$268.2 - $296.22 $536 - $592
5.05K $1.49M
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
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
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