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
MSCI
Msci Inc.

Financial Services
20
+ 5.87%
$541.46 - $628.34 $10.8K - $12.6K
361 $204M
CDW
Cdw Corp

Technology
83
+ 6.6%
$160.26 - $206.13 $13.3K - $17.1K
1.34K $215M
CDNS
Cadence Design Systems Inc

Technology
181
+ 16.19%
$233.96 - $324.52 $42.3K - $58.7K
1.3K $330M
TFC
Truist Financial Corp

Financial Services
209
+ 3.2%
$39.48 - $48.15 $8.25K - $10.1K
6.74K $277M
VTI
Vanguard Total Stock Market Et

ETFs
192
+ 4.88%
$271.18 - $303.12 $52.1K - $58.2K
4.12K $1.13B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
66
+ 5.4%
$203.38 - $274.79 $13.4K - $18.1K
1.29K $265M
AMP
Ameriprise Financial Inc

Financial Services
7
+ 1.57%
$472.29 - $575.13 $3.31K - $4.03K
454 $220M
TT
Trane Technologies PLC

Industrials
47
+ 4.04%
$332.0 - $400.86 $15.6K - $18.8K
1.21K $408M
HON
Honeywell International Inc

Industrials
38
+ 1.71%
$202.75 - $226.52 $7.7K - $8.61K
2.26K $478M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.8%
$4295.4 - $5141.88 $12.9K - $15.4K
110 $509M
EMR
Emerson Electric CO

Industrials
61
+ 2.72%
$108.64 - $131.17 $6.63K - $8K
2.3K $252M
MS
Morgan Stanley

Financial Services
75
+ 1.92%
$111.68 - $141.08 $8.38K - $10.6K
3.97K $463M
DHR
Danaher Corp

Healthcare
23
+ 1.68%
$201.62 - $250.59 $4.64K - $5.76K
1.39K $285M
Arista Networks Inc
1.3K
+ 32.69%
N/A
5.26K $408M
ETN
Eaton Corp PLC

Industrials
145
+ 12.4%
$271.83 - $371.23 $39.4K - $53.8K
1.31K $357M
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 1.48%
$476.63 - $610.45 $11.4K - $14.7K
1.64K $814M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
197
+ 4.74%
$47.79 - $59.89 $9.41K - $11.8K
4.36K $219M
AMAT
Applied Materials Inc

Technology
72
+ 2.89%
$145.06 - $195.51 $10.4K - $14.1K
2.57K $372M
CARR
Carrier Global Corp

Industrials
402
+ 2.73%
$62.07 - $70.55 $25K - $28.4K
15.1K $958M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
65
+ 9.82%
$283.06 - $421.16 $18.4K - $27.4K
727 $206M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.61K
+ 11.9%
$39.97 - $48.7 $184K - $225K
43.4K $1.73B
AXP
American Express CO

Financial Services
16
+ 0.68%
$255.39 - $325.87 $4.09K - $5.21K
2.38K $640M
BX
Blackstone Inc.

Financial Services
148
+ 5.42%
$136.53 - $186.74 $20.2K - $27.6K
2.88K $402M
PANW
Palo Alto Networks Inc

Technology
138
+ 1.46%
$167.82 - $208.28 $23.2K - $28.7K
9.61K $1.64B
FICO
Fair Isaac Corp

Technology
4
+ 0.56%
$1695.35 - $2030.47 $6.78K - $8.12K
716 $1.32B
NKE
Nike, Inc.

Consumer Cyclical
602
+ 5.23%
$63.29 - $81.72 $38.1K - $49.2K
12.1K $769M
NVO
Novo Nordisk A S

Healthcare
430
+ 4.79%
$69.3 - $90.95 $29.8K - $39.1K
9.42K $654M
DIS
Walt Disney CO

Communication Services
158
+ 1.41%
$96.87 - $114.0 $15.3K - $18K
11.4K $1.12B
CRM
Salesforce, Inc.

Technology
312
+ 6.47%
$268.36 - $359.95 $83.7K - $112K
5.14K $1.38B
NVDA
Nvidia Corp

Technology
8.89K
+ 10.35%
$106.98 - $149.43 $951K - $1.33M
94.7K $10.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.4K
+ 7.36%
$102.49 - $119.96 $3.74M - $4.37M
532K $55.6B
AAPL
Apple Inc.

Technology
107
+ 0.14%
$209.68 - $247.1 $22.4K - $26.4K
75.8K $16.8B
IYW
Ishares Dj Us Tech ETF

ETFs
15.5K
+ 4.24%
$140.44 - $166.79 $2.17M - $2.58M
380K $53.3B
TTAC
Fcf Us Quality ETF

ETFs
38.4K
+ 1.27%
$65.72 - $67.39 $2.52M - $2.59M
3.06M $196B
SPYG
Spdr Portfolio

ETFs
138K
+ 3.98%
$80.05 - $92.39 $11.1M - $12.8M
3.61M $290B
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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