Quotient Wealth Partners, LLC Purchases in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
1.48K
New
$200.21 - $256.99 $295K - $379K
1.48K $370M
BAC
Bank Of America Corp

Financial Services
2.82K
+ 7.36%
$34.39 - $47.46 $97.1K - $134K
41.2K $1.95B
AMD
Advanced Micro Devices Inc

Technology
511
+ 7.38%
$78.21 - $143.81 $40K - $73.5K
7.44K $1.05B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.3K
+ 25.24%
$24.14 - $25.43 $346K - $364K
71.1K $1.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
375
+ 26.06%
$416.06 - $551.64 $156K - $207K
1.81K $1B
COST
Costco Wholesale Corp

Consumer Defensive
211
+ 9.34%
$908.13 - $1056.85 $192K - $223K
2.47K $2.45B
HOOD
Robinhood Markets, Inc.

Technology
3.26K
New
$34.17 - $93.63 $111K - $305K
3.26K $305M
CAT
Caterpillar Inc

Industrials
420
+ 17.43%
$273.94 - $388.21 $115K - $163K
2.83K $1.1B
AXP
American Express CO

Financial Services
572
+ 24.03%
$231.39 - $318.98 $132K - $182K
2.95K $942M
MSTR
Microstrategy Inc

Technology
738
New
$237.95 - $421.61 $176K - $311K
738 $298M
NEM
Newmont Corp

Basic Materials
4.96K
New
$44.18 - $59.46 $219K - $295K
4.96K $289M
COF
Capital One Financial Corp

Financial Services
740
+ 19.87%
$150.57 - $212.76 $111K - $157K
4.47K $950M
URI
United Rentals, Inc.

Industrials
374
New
$551.94 - $753.4 $206K - $282K
374 $282M
COIN
Coinbase Global, Inc.

Technology
803
New
$151.47 - $375.07 $122K - $301K
803 $281M
BA
Boeing CO

Industrials
1.11K
+ 91.78%
$136.59 - $217.51 $151K - $240K
2.31K $484M
GLD
Spdr Gold Trust

ETFs
858
+ 103.62%
$273.71 - $316.29 $235K - $271K
1.69K $514M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.5K
+ 16.9%
$56.84 - $65.5 $199K - $229K
24.2K $1.59B
SNPS
Synopsys Inc

Technology
523
New
$380.9 - $517.66 $199K - $271K
523 $268M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.44K
New
$82.51 - $109.2 $202K - $267K
2.44K $267M
ABT
Abbott Laboratories

Healthcare
1.74K
+ 22.66%
$123.95 - $138.08 $216K - $241K
9.43K $1.28B
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.3K
New
$20.42 - $25.3 $210K - $261K
10.3K $261M
NET
Cloudflare, Inc.

Technology
1.32K
New
$97.08 - $195.83 $128K - $258K
1.32K $258M
SHEL
Shell PLC

Energy
3.77K
+ 107.89%
$59.75 - $73.05 $225K - $276K
7.27K $512M
MS
Morgan Stanley

Financial Services
1.11K
+ 27.95%
$99.83 - $140.86 $111K - $156K
5.08K $716M
WFC
Wells Fargo & Company

Financial Services
1.81K
+ 14.15%
$60.98 - $80.12 $110K - $145K
14.6K $1.17B
FIS
Fidelity National Information Services, Inc.

Technology
3.08K
New
$68.14 - $82.13 $210K - $253K
3.08K $251M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
940
New
$201.28 - $266.34 $189K - $250K
940 $250M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.27K
+ 2.0%
$91.23 - $97.27 $116K - $123K
64.7K $6.29B
APP
App Lovin Corp

Technology
708
New
$219.37 - $417.89 $155K - $296K
708 $248M
O
Realty Income Corp

Real Estate
4.19K
New
$52.27 - $58.52 $219K - $245K
4.19K $242M
ETN
Eaton Corp PLC

Industrials
363
+ 27.63%
$246.52 - $356.99 $89.5K - $130K
1.68K $599M
PM
Philip Morris International Inc.

Consumer Defensive
754
+ 16.98%
$149.23 - $184.95 $113K - $139K
5.2K $946M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 18.18%
$4164.15 - $5789.24 $83.3K - $116K
130 $750M
C
Citigroup Inc

Financial Services
1.81K
+ 30.91%
$58.13 - $85.12 $105K - $154K
7.67K $653M
JCI
Johnson Controls International PLC

Industrials
2.22K
New
$71.14 - $105.62 $158K - $234K
2.22K $234M
EMGF
Ishares Msci Emerging Markets

ETFs
819
+ 2.3%
$41.37 - $52.07 $33.9K - $42.6K
36.4K $1.89B
CSX
Csx Corp

Industrials
7K
New
$26.69 - $32.91 $187K - $230K
7K $228M
Thomson Reuters Corp
1.13K
New
N/A
1.13K $226M
RBLX
Roblox Corp

Communication Services
2.1K
New
$51.22 - $105.59 $108K - $222K
2.1K $221M
CDNS
Cadence Design Systems Inc

Technology
485
+ 37.34%
$231.64 - $323.08 $112K - $157K
1.78K $550M
Grayscale Bitcoin Mini Tr Et
4.54K
New
N/A
4.54K $217M
IDXX
Idexx Laboratories Inc

Healthcare
395
New
$361.04 - $536.34 $143K - $212K
395 $212M
VRT
Vertiv Holdings CO

Industrials
1.64K
New
N/A
1.64K $210M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
New
N/A
1.02K $208M
HD
Home Depot, Inc.

Consumer Cyclical
551
+ 8.47%
$335.24 - $380.78 $185K - $210K
7.05K $2.59B
DHI
Horton D R Inc

Consumer Cyclical
1.57K
New
$115.1 - $129.63 $181K - $203K
1.57K $202M
CBRE
Cbre Group, Inc.

Real Estate
1.44K
New
$113.94 - $140.12 $164K - $202K
1.44K $202M
SCHW
Schwab Charles Corp

Financial Services
1.53K
+ 33.36%
$69.06 - $91.24 $106K - $140K
6.13K $559M
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 11.13%
$53.19 - $69.38 $76.3K - $99.6K
14.3K $994M
Activity Summary
Buys All Purchases 217 New Holdings 25 Increased Positions 192 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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