Quotient Wealth Partners, LLC Purchases in Q3 2024

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
182
+ 30.43%
$730.87 - $937.36 $133K - $171K
780 $698M
BMY
Bristol Myers Squibb CO

Healthcare
4.36K
New
$39.66 - $51.75 $173K - $226K
4.36K $226M
MTB
M&T Bank Corp

Financial Services
1.26K
New
$146.49 - $179.85 $184K - $226K
1.26K $224M
IBM
International Business Machines Corp

Technology
181
+ 4.76%
$175.1 - $223.38 $31.7K - $40.4K
3.98K $880M
CRAI
Cra International, Inc.

Industrials
1.27K
New
$152.32 - $183.71 $193K - $233K
1.27K $222M
TDG
Trans Digm Group Inc

Industrials
152
New
$1202.03 - $1427.41 $183K - $217K
152 $217M
EQIX
Equinix Inc

Real Estate
242
New
$749.0 - $890.01 $181K - $215K
242 $215M
WDAY
Workday, Inc.

Technology
866
New
$207.75 - $264.68 $180K - $229K
866 $212M
ADSK
Autodesk, Inc.

Technology
759
New
$245.83 - $245.83 $187K - $187K
759 $209M
BK
Bank Of New York Mellon Corp

Financial Services
2.86K
New
$59.54 - $72.17 $170K - $206K
2.86K $205M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.01K
New
$178.41 - $210.18 $181K - $213K
1.01K $201M
ALL
Allstate Corp

Financial Services
1.06K
New
$158.43 - $192.86 $168K - $204K
1.06K $201M
OGE
Oge Energy Corp.

Utilities
4.9K
New
$35.12 - $41.18 $172K - $202K
4.9K $201M
LOW
Lowes Companies Inc

Consumer Cyclical
323
+ 14.74%
$213.3 - $270.78 $68.9K - $87.5K
2.51K $681M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.5K
+ 29.22%
$37.45 - $44.25 $168K - $199K
19.9K $850M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.07K
+ 32.51%
$64.24 - $74.15 $133K - $153K
8.42K $622M
PLTR
Palantir Technologies Inc.

Technology
2.03K
+ 21.57%
$24.09 - $37.95 $48.8K - $76.9K
11.4K $425M
BX
Blackstone Inc.

Financial Services
785
+ 43.27%
$120.77 - $159.66 $94.8K - $125K
2.6K $398M
ZTS
Zoetis Inc.

Healthcare
480
+ 15.57%
$172.58 - $196.48 $82.8K - $94.3K
3.56K $696M
FVAL
Fidelity Covington Tr Value Fa

ETFs
2.14K
+ 29.42%
$55.27 - $60.6 $118K - $129K
9.39K $569M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 2.88%
$1591.44 - $2140.1 $14.3K - $19.3K
321 $658M
EMGF
Ishares Msci Emerging Markets

ETFs
2.12K
+ 17.0%
$44.02 - $50.58 $93.5K - $107K
14.6K $728M
MMM
3 M CO

Industrials
226
+ 6.96%
$99.69 - $139.42 $22.5K - $31.5K
3.48K $475M
UNP
Union Pacific Corp

Industrials
233
+ 5.85%
$221.78 - $256.09 $51.7K - $59.7K
4.22K $1.04B
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 6.8%
$245.82 - $304.51 $32.2K - $39.9K
2.06K $627M
GILD
Gilead Sciences, Inc.

Healthcare
95
+ 1.14%
$66.59 - $83.99 $6.33K - $7.98K
8.4K $704M
PLD
Prologis, Inc.

Real Estate
838
+ 41.34%
$111.95 - $132.43 $93.8K - $111K
2.87K $362M
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 0.59%
$194.9 - $224.8 $14.6K - $16.9K
12.8K $2.71B
SHW
Sherwin Williams CO

Basic Materials
114
+ 11.78%
$294.65 - $384.0 $33.6K - $43.8K
1.08K $413M
HLN
Haleon PLC

Healthcare
5.02K
+ 17.45%
$8.32 - $10.7 $41.8K - $53.7K
33.8K $358M
NOC
Northrop Grumman Corp

Industrials
44
+ 4.44%
$423.73 - $533.14 $18.6K - $23.5K
1.03K $546M
PM
Philip Morris International Inc.

Consumer Defensive
353
+ 9.92%
$101.25 - $127.45 $35.7K - $45K
3.91K $475M
PNC
Pnc Financial Services Group, Inc.

Financial Services
73
+ 2.14%
$156.14 - $187.2 $11.4K - $13.7K
3.49K $645M
Linde PLC
23
+ 0.86%
N/A
2.71K $1.29B
QUAL
Ishares Msci Usa Quality Facto

ETFs
200
+ 2.31%
$162.64 - $179.3 $32.5K - $35.9K
8.87K $1.59B
ISRG
Intuitive Surgical Inc

Healthcare
82
+ 5.69%
$416.14 - $494.01 $34.1K - $40.5K
1.52K $748M
DHI
Horton D R Inc

Consumer Cyclical
161
+ 10.52%
$135.21 - $197.06 $21.8K - $31.7K
1.69K $323M
FQAL
Fidelity Covington Tr Quality

ETFs
1.05K
+ 9.69%
$58.92 - $64.9 $61.6K - $67.8K
11.8K $768M
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 3.47%
$531.86 - $624.21 $22.3K - $26.2K
1.25K $776M
CRM
Salesforce, Inc.

Technology
88
+ 1.95%
$238.42 - $276.53 $21K - $24.3K
4.61K $1.26B
AXP
American Express CO

Financial Services
73
+ 3.72%
$225.92 - $271.17 $16.5K - $19.8K
2.04K $553M
ENB
Enbridge Inc

Energy
221
+ 1.27%
$35.27 - $41.18 $7.79K - $9.1K
17.6K $716M
ABT
Abbott Laboratories

Healthcare
423
+ 9.02%
$100.07 - $118.13 $42.3K - $50K
5.11K $583M
NDAQ
Nasdaq, Inc.

Financial Services
298
+ 5.29%
$59.48 - $74.31 $17.7K - $22.1K
5.94K $433M
NFLX
Netflix Inc

Communication Services
49
+ 2.93%
$598.55 - $722.26 $29.3K - $35.4K
1.72K $1.22B
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 4.98%
$517.38 - $573.86 $40.4K - $44.8K
1.64K $943M
CMCSA
Comcast Corp

Communication Services
224
+ 0.76%
$37.33 - $41.78 $8.36K - $9.36K
29.6K $1.24B
HCA
Hca Healthcare, Inc.

Healthcare
38
+ 4.62%
$315.12 - $406.43 $12K - $15.4K
860 $350M
TJX
Tjx Companies Inc

Consumer Cyclical
340
+ 5.57%
$107.93 - $120.23 $36.7K - $40.9K
6.44K $757M
Activity Summary
Buys All Purchases 152 New Holdings 24 Increased Positions 128 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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