Quotient Wealth Partners, LLC Purchases in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.13M
+ 202.91%
$44.41 - $45.98 $94.6M - $98M
3.18M $145B
XLF
Financial Sector Spdr

ETFs
1.09M
New
$47.32 - $52.19 $51.8M - $57.1M
1.09M $54.5B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
470K
+ 108.45%
$100.59 - $103.47 $47.3M - $48.7M
904K $93.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
974K
+ 30.0%
$49.78 - $53.19 $48.5M - $51.8M
4.22M $215B
XOM
Exxon Mobil Corp

Energy
44.9K
+ 7.77%
$105.44 - $118.93 $4.73M - $5.34M
622K $74B
TLT
Ishares Barclays 20+ Year Trea

ETFs
40.9K
+ 7.08%
$85.29 - $92.57 $3.49M - $3.79M
618K $56.3B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
95.3K
+ 267.37%
$49.75 - $50.27 $4.74M - $4.79M
131K $6.55B
IEMG
Ishares Inc

ETFs
7.63K
+ 0.39%
N/A
1.94M $105B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
49K
+ 3.45%
$51.52 - $52.37 $2.53M - $2.57M
1.47M $77B
PDS
Precision Drilling Corp

Energy
68.5K
New
$43.37 - $66.27 $2.97M - $4.54M
68.5K $3.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
56.8K
+ 14.03%
$49.25 - $50.66 $2.8M - $2.88M
462K $22.9B
TIP
Ishares Tr Tips Bd ETF

ETFs
6.5K
+ 1.65%
$106.22 - $111.09 $690K - $722K
401K $44.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
92.2K
+ 171.57%
$24.91 - $29.02 $2.3M - $2.67M
146K $3.65B
FQAL
Fidelity Covington Tr Quality

ETFs
30.3K
+ 247.9%
$63.12 - $69.13 $1.91M - $2.1M
42.6K $2.73B
CSGP
Costar Group, Inc.

Real Estate
21.6K
New
$69.29 - $80.37 $1.5M - $1.74M
21.6K $1.71B
TAFI
Ab Active Etfs Inc Tax Aware S
60.9K
New
N/A
60.9K $1.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
934
+ 8.61%
$442.66 - $534.52 $413K - $499K
11.8K $6.27B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
20.7K
New
$61.9 - $66.89 $1.28M - $1.39M
20.7K $1.32B
VONV
Vanguard Russell 1000 Value Et

ETFs
14.9K
+ 179.81%
$80.21 - $86.14 $1.2M - $1.28M
23.2K $1.91B
CVX
Chevron Corp

Energy
920
+ 2.19%
$146.71 - $167.97 $135K - $155K
42.8K $7.17B
BP
Bp PLC

Energy
26.2K
+ 77.95%
$29.93 - $35.31 $784K - $925K
59.8K $2.02B
MEAR
Blackrock Short Maturity Munic

ETFs
16.4K
+ 11.79%
$49.97 - $50.36 $819K - $825K
155K $7.81B
PSX
Phillips 66

Energy
3.74K
+ 10.47%
$113.93 - $131.55 $426K - $491K
39.4K $4.87B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.9K
+ 8.06%
$50.72 - $50.92 $656K - $658K
173K $8.82B
EMGF
Ishares Msci Emerging Markets

ETFs
12K
+ 50.76%
$44.18 - $48.23 $529K - $578K
35.6K $1.66B
IGM
Ishares Expanded Tech Sector E

ETFs
6.63K
+ 228.04%
$90.67 - $108.46 $601K - $719K
9.54K $865M
CVS
Cvs Health Corp

Healthcare
7.76K
New
$44.22 - $68.64 $343K - $533K
7.76K $526M
EDV
Vanguard Extended Duration Tre

ETFs
6.4K
New
$65.05 - $73.43 $416K - $470K
6.4K $455M
AXON
Axon Enterprise, Inc.

Industrials
833
New
$496.65 - $710.01 $414K - $591K
833 $438M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
New
$307.43 - $357.48 $431K - $501K
1.4K $433M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.4K
New
$22.46 - $23.26 $413K - $427K
18.4K $425M
V
Visa Inc.

Financial Services
78
+ 0.76%
$306.92 - $362.71 $23.9K - $28.3K
10.3K $3.61B
ABBV
Abb Vie Inc.

Healthcare
702
+ 9.77%
$169.2 - $216.66 $119K - $152K
7.88K $1.65B
JNJ
Johnson & Johnson

Healthcare
714
+ 5.9%
$142.06 - $167.7 $101K - $120K
12.8K $2.12B
ABT
Abbott Laboratories

Healthcare
1.87K
+ 32.19%
$111.1 - $140.22 $208K - $262K
7.69K $1.02B
LLY
Eli Lilly & CO

Healthcare
198
+ 6.28%
$725.72 - $929.72 $144K - $184K
3.35K $2.77B
Te Connectivity PLC
2.25K
New
N/A
2.25K $318M
IBM
International Business Machines Corp

Technology
767
+ 18.7%
$217.4 - $264.74 $167K - $203K
4.87K $1.21B
INTC
Intel Corp

Technology
13.6K
New
$19.1 - $27.39 $259K - $371K
13.6K $308M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4K
+ 21.07%
$121.0 - $142.28 $484K - $570K
23K $2.86B
United Sts Nat Gas Fd LP
13.3K
New
N/A
13.3K $287M
T
At&T Inc.

Communication Services
1.39K
+ 3.12%
$21.56 - $28.28 $29.9K - $39.2K
45.8K $1.3B
HP
Helmerich & Payne, Inc.

Energy
10.8K
New
$24.69 - $36.7 $266K - $395K
10.8K $281M
UBER
Uber Technologies, Inc

Technology
2.35K
+ 30.07%
$63.17 - $81.49 $149K - $192K
10.2K $741M
TDG
Trans Digm Group Inc

Industrials
190
New
$1251.32 - $1394.11 $238K - $265K
190 $262M
BMY
Bristol Myers Squibb CO

Healthcare
3.67K
+ 42.41%
$53.9 - $63.11 $198K - $231K
12.3K $751M
DFRA
Trimtabs ETF Tr Donoghue Forli
9.09K
New
N/A
9.09K $259M
COP
Conocophillips

Energy
107
+ 0.26%
$88.6 - $105.85 $9.48K - $11.3K
41.3K $4.34B
PAYX
Paychex Inc

Industrials
1.62K
New
$136.06 - $154.52 $221K - $250K
1.62K $250M
Activity Summary
Buys All Purchases 186 New Holdings 31 Increased Positions 155 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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