Quotient Wealth Partners, LLC Incresed Positions in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
14.1K
+ 0.39%
$71.83 - $95.32 $1.01M - $1.34M
3.63M $346B
IVV
Ishares Core S&P 500 ETF

ETFs
10K
+ 1.76%
$498.8 - $620.9 $5.01M - $6.23M
580K $360B
TTAC
Fcf Us Quality ETF

ETFs
34.5K
+ 1.13%
$68.45 - $70.76 $2.36M - $2.44M
3.1M $219B
IEFA
Ishares Tr

ETFs
19.5K
+ 0.94%
$67.83 - $84.09 $1.32M - $1.64M
2.09M $174B
IEMG
Ishares Inc

ETFs
36.7K
+ 1.89%
N/A
1.98M $119B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
165K
+ 3.9%
$45.11 - $52.34 $7.43M - $8.62M
4.38M $229B
IYW
Ishares Dj Us Tech ETF

ETFs
3.16K
+ 0.83%
$122.57 - $173.27 $388K - $548K
383K $66.4B
HEFA
Ishares Currency Hedged Msci E

ETFs
100K
+ 2.67%
$32.11 - $38.21 $3.22M - $3.84M
3.86M $146B
Blackrock ETF Trust Ii
81.3K
+ 2.56%
N/A
3.25M $172B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.9K
+ 2.33%
$96.84 - $99.46 $4.55M - $4.67M
2.06M $205B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
105K
+ 3.3%
$44.68 - $45.96 $4.7M - $4.83M
3.29M $150B
NVDA
Nvidia Corp

Technology
2.66K
+ 2.81%
$94.31 - $157.99 $251K - $420K
97.4K $15.4B
XLF
Financial Sector Spdr

ETFs
33.2K
+ 3.03%
$43.92 - $52.37 $1.46M - $1.74M
1.13M $59B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.5K
+ 3.11%
$90.56 - $109.49 $1.5M - $1.81M
548K $59.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
58.6K
+ 9.47%
$83.97 - $92.85 $4.92M - $5.44M
677K $59.7B
MBB
Ishares Tr

ETFs
34.3K
+ 2.35%
$91.41 - $94.22 $3.13M - $3.23M
1.49M $140B
TAFI
Ab Active Etfs Inc Tax Aware S
118K
+ 193.38%
N/A
179K $4.49B
MUB
Ishares National Muni Bond ETF

ETFs
27.9K
+ 14.55%
$102.31 - $105.8 $2.85M - $2.95M
220K $22.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23.9K
+ 2.4%
$85.42 - $94.39 $2.04M - $2.25M
1.02M $95.7B
AVGO
Broadcom Inc.

Technology
1.65K
+ 9.84%
$146.29 - $275.65 $241K - $454K
18.4K $5.07B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23.9K
+ 2.64%
$102.02 - $103.5 $2.43M - $2.47M
928K $95.5B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.9K
+ 1.63%
$51.68 - $52.76 $1.24M - $1.26M
1.49M $78.8B
META
Meta Platforms, Inc.

Communication Services
546
+ 6.65%
$484.66 - $738.09 $265K - $403K
8.76K $6.47B
LMT
Lockheed Martin Corp

Industrials
3.29K
+ 108.33%
$430.82 - $486.45 $1.42M - $1.6M
6.33K $2.93B
TSLA
Tesla, Inc.

Consumer Cyclical
2.68K
+ 24.89%
$221.86 - $362.89 $595K - $974K
13.5K $4.28B
PDS
Precision Drilling Corp

Energy
28.1K
+ 41.03%
$38.04 - $51.55 $1.07M - $1.45M
96.6K $4.56B
MEAR
Blackrock Short Maturity Munic

ETFs
22K
+ 14.14%
$49.74 - $50.27 $1.09M - $1.1M
177K $8.92B
AMZN
Amazon Com Inc

Consumer Cyclical
120
+ 0.33%
$167.32 - $223.3 $20.1K - $26.8K
36.7K $8.06B
NFLX
Netflix Inc

Communication Services
214
+ 11.12%
$855.86 - $1339.13 $183K - $287K
2.14K $2.86B
JPM
Jpmorgan Chase & CO

Financial Services
1.71K
+ 13.68%
$210.28 - $289.91 $360K - $496K
14.2K $4.12B
GS
Goldman Sachs Group Inc

Financial Services
217
+ 3.95%
$462.22 - $707.75 $100K - $154K
5.7K $4.04B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
15.1K
+ 11.5%
$49.18 - $50.17 $740K - $755K
146K $7.32B
PLTR
Palantir Technologies Inc.

Technology
1.63K
+ 15.58%
$74.01 - $144.25 $120K - $235K
12.1K $1.65B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.5K
+ 5.02%
$50.34 - $51.86 $729K - $751K
303K $15.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.58K
+ 12.88%
$35.12 - $48.24 $196K - $269K
48.9K $2.36B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17K
+ 3.68%
$48.13 - $49.85 $819K - $848K
479K $23.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
677
+ 35.3%
$496.48 - $617.85 $336K - $418K
2.6K $1.6B
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
+ 30.53%
$243.75 - $303.93 $307K - $383K
5.38K $1.64B
TIP
Ishares Tr Tips Bd ETF

ETFs
8.2K
+ 2.05%
$107.93 - $110.97 $885K - $910K
409K $45B
IBM
International Business Machines Corp

Technology
810
+ 16.64%
$221.03 - $294.78 $179K - $239K
5.68K $1.67B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.71K
+ 12.3%
N/A
15.6K $1.41B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.4K
+ 13.0%
$43.53 - $54.46 $191K - $240K
38.2K $2.08B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.76K
+ 11.77%
$72.96 - $90.39 $201K - $249K
26.2K $2.34B
VONV
Vanguard Russell 1000 Value Et

ETFs
4.26K
+ 18.35%
$73.19 - $85.21 $311K - $363K
27.4K $2.34B
GE
General Electric CO

Industrials
527
+ 10.57%
$166.81 - $257.39 $87.9K - $136K
5.52K $1.42B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.8K
+ 4.5%
$50.52 - $50.92 $394K - $397K
181K $9.22B
Ge Vernova Inc
271
+ 23.52%
N/A
1.42K $753M
VEA
Vanguard Ftse Developed Market

ETFs
6.05K
+ 68.66%
$45.65 - $57.01 $276K - $345K
14.9K $847M
APH
Amphenol Corp

Technology
1.19K
+ 15.18%
$59.09 - $98.75 $70.5K - $118K
9.05K $894M
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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