Wealth Quarterback LLC Incresed Positions in Q4 2025

Wealth Quarterback LLC

  • $265 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
160
+ 6.38%
$176.39 - $193.93 $28.2K - $31K
2.67K $509K
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 3.16%
$293.81 - $310.11 $34.4K - $36.3K
3.82K $1.16M
IEMG
Ishares Inc

ETFs
727
+ 2.36%
N/A
31.6K $1.69M
RIO
Rio Tinto PLC

Basic Materials
118
+ 1.84%
$65.44 - $72.58 $7.72K - $8.56K
6.53K $460K
ADC
Agree Realty Corp

Real Estate
398
+ 13.45%
$70.22 - $75.76 $27.9K - $30.2K
3.36K $247K
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
VICI
Vici Properties Inc.

Real Estate
1.91K
+ 12.56%
$29.52 - $32.91 $56.2K - $62.7K
17.1K $518K
LMT
Lockheed Martin Corp

Industrials
242
+ 7.7%
$452.1 - $514.24 $109K - $124K
3.39K $1.59M
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
EVC
Entravision Communications Corp

Communication Services
192
+ 1.61%
$1.98 - $2.94 $380 - $564
12.1K $34K
DUK
Duke Energy Corp

Utilities
22
+ 0.85%
$121.57 - $129.03 $2.67K - $2.84K
2.62K $328K
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
GUT
Gabelli Utility Trust

Financial Services
361
+ 0.9%
$5.78 - $6.16 $2.09K - $2.22K
40.7K $244K
Super Micro Computer Inc
2.64K
+ 18.63%
N/A
16.8K $0
Fidelity Wise Origin Bitcoin
99
+ 0.86%
N/A
11.6K $0
TFC
Truist Financial Corp

Financial Services
530
+ 1.92%
$41.09 - $45.64 $21.8K - $24.2K
28.1K $1.26M
Fidelity Greenwood Street Tr
47.5K
+ 66.91%
N/A
119K $0
Blackrock ETF Trust
2.61K
+ 14.86%
N/A
20.2K $0
Fidelity Covington Trust
3.85K
+ 3.52%
N/A
113K $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
C
Citigroup Inc

Financial Services
16
+ 0.57%
$93.93 - $102.87 $1.5K - $1.65K
2.84K $279K
NJR
New Jersey Resources Corp

Utilities
95
+ 0.98%
$44.13 - $47.67 $4.19K - $4.53K
9.78K $455K
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 5.49%
$38.4 - $43.83 $53K - $60.5K
26.5K $1.09M
LHX
L3 Harris Technologies, Inc.

Industrials
35
+ 1.77%
$283.87 - $306.76 $9.94K - $10.7K
2.01K $581K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.4%
$145.5 - $153.18 $2.33K - $2.45K
4.04K $588K
NFLX
Netflix Inc

Communication Services
3.2K
+ 900.0%
$110.29 - $1241.35 $353K - $3.98M
3.56K $392K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.18%
$558.0 - $637.95 $1.67K - $1.91K
1.64K $920K
ORCL
Oracle Corp

Technology
2
+ 0.13%
$217.57 - $313.0 $435 - $626
1.54K $337K
META
Meta Platforms, Inc.

Communication Services
375
+ 11.37%
$609.01 - $751.67 $228K - $282K
3.67K $2.24M
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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