Quotient Wealth Partners, LLC Purchases in Q3 2025

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
836
New
$269.2 - $297.91 $225K - $249K
836 $249M
NSC
Norfolk Southern Corp

Industrials
827
New
$259.49 - $300.41 $215K - $248K
827 $249M
DHR
Danaher Corp

Healthcare
1.24K
New
$181.46 - $212.2 $226K - $264K
1.24K $247M
PLD
Prologis, Inc.

Real Estate
2.15K
New
$104.08 - $115.35 $224K - $248K
2.15K $246M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 3.14%
$44.92 - $52.42 $58K - $67.7K
42.5K $2.19B
GE
General Electric CO

Industrials
2
+ 0.04%
$244.75 - $305.63 $490 - $611
5.52K $1.66B
Lam Research Corp
260
+ 4.78%
N/A
5.7K $763M
QQQ
Invesco Qqq Trust, Series 1

ETFs
228
+ 12.57%
$546.99 - $602.2 $125K - $137K
2.04K $1.23B
CMI
Cummins Inc

Industrials
528
New
$327.85 - $426.39 $173K - $225K
528 $223M
EBAY
Ebay Inc

Consumer Cyclical
2.45K
New
$75.33 - $100.77 $184K - $247K
2.45K $223M
OXY
Occidental Petroleum Corp

Energy
4.68K
New
$42.54 - $48.1 $199K - $225K
4.68K $221M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
2.12K
New
$99.08 - $103.57 $210K - $220K
2.12K $219M
UAL
United Airlines Holdings, Inc.

Industrials
2.24K
New
$80.05 - $109.36 $180K - $245K
2.24K $216M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.53K
New
$138.59 - $171.12 $212K - $262K
1.53K $216M
ETR
Entergy Corp

Utilities
2.3K
New
$80.93 - $93.55 $186K - $215K
2.3K $214M
WMT
Walmart Inc.

Consumer Defensive
817
+ 3.46%
$94.4 - $104.27 $77.1K - $85.2K
24.4K $2.52B
MKL
Markel Corp

Financial Services
109
New
$1898.34 - $2031.8 $207K - $221K
109 $209M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.02K
New
$80.89 - $104.72 $163K - $211K
2.02K $208M
FSV
First Service Corp

Real Estate
1.09K
New
$175.69 - $208.43 $192K - $228K
1.09K $208M
CRAI
Cra International, Inc.

Industrials
989
New
$170.16 - $212.31 $168K - $210K
989 $206M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.03K
New
$187.97 - $199.47 $194K - $206K
1.03K $206M
LEN
Lennar Corp

Consumer Cyclical
1.63K
New
$107.73 - $142.4 $175K - $232K
1.63K $205M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.35K
New
$142.94 - $152.69 $194K - $207K
1.35K $204M
Arista Networks Inc
205
+ 5.13%
N/A
4.2K $612M
FQAL
Fidelity Covington Tr Quality

ETFs
53
+ 0.14%
$69.69 - $74.72 $3.69K - $3.96K
39.2K $2.93B
HOOD
Robinhood Markets, Inc.

Technology
287
+ 8.81%
$91.27 - $143.18 $26.2K - $41.1K
3.54K $507M
BKR
Baker Hughes CO

Energy
4.15K
New
$38.68 - $50.55 $161K - $210K
4.15K $202M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
30
+ 0.14%
$131.47 - $143.64 $3.94K - $4.31K
22.1K $3.12B
BA
Boeing CO

Industrials
802
+ 34.73%
$209.79 - $237.38 $168K - $190K
3.11K $672M
INTC
Intel Corp

Technology
1.76K
+ 15.72%
$19.31 - $35.5 $33.9K - $62.3K
12.9K $434M
VEA
Vanguard Ftse Developed Market

ETFs
2.33K
+ 15.69%
$56.02 - $60.3 $131K - $141K
17.2K $1.03B
MU
Micron Technology Inc

Technology
256
+ 8.73%
$104.88 - $168.89 $26.8K - $43.2K
3.19K $533M
NEM
Newmont Corp

Basic Materials
343
+ 6.91%
$57.35 - $85.25 $19.7K - $29.2K
5.3K $447M
PEP
Pepsico Inc

Consumer Defensive
877
+ 21.23%
$133.81 - $152.16 $117K - $133K
5.01K $703M
MPC
Marathon Petroleum Corp

Energy
79
+ 1.52%
$158.59 - $198.69 $12.5K - $15.7K
5.26K $1.01B
C
Citigroup Inc

Financial Services
236
+ 3.08%
$85.57 - $103.49 $20.2K - $24.4K
7.91K $802M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.53K
+ 20.93%
$10.78 - $19.82 $27.3K - $50.1K
14.6K $285M
Ge Vernova Inc
39
+ 2.74%
N/A
1.46K $899M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
143
+ 2.32%
$89.32 - $107.82 $12.8K - $15.4K
6.31K $680M
GILD
Gilead Sciences, Inc.

Healthcare
1.07K
+ 13.33%
$108.22 - $120.47 $116K - $129K
9.12K $1.01B
URI
United Rentals, Inc.

Industrials
46
+ 12.3%
$774.14 - $975.23 $35.6K - $44.9K
420 $401M
MS
Morgan Stanley

Financial Services
169
+ 3.33%
$139.09 - $161.16 $23.5K - $27.2K
5.25K $835M
Blackrock Inc
28
+ 3.83%
N/A
759 $885M
HP
Helmerich & Payne, Inc.

Energy
2
+ 0.01%
$15.35 - $22.65 $30.7 - $45.3
17K $375M
MSI
Motorola Solutions, Inc.

Technology
193
+ 26.37%
$408.73 - $490.3 $78.9K - $94.6K
925 $423M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19
+ 1.01%
$224.68 - $282.71 $4.27K - $5.37K
1.91K $532M
Te Connectivity PLC
2
+ 0.1%
N/A
2.03K $446M
MRK
Merck & Co., Inc.

Healthcare
734
+ 8.43%
$77.6 - $87.37 $57K - $64.1K
9.44K $792M
IWD
Ishares Russell 1000 Val ETF

ETFs
59
+ 0.62%
$192.76 - $203.86 $11.4K - $12K
9.58K $1.95B
Activity Summary
Buys All Purchases 177 New Holdings 26 Increased Positions 151 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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