Quotient Wealth Partners, LLC Incresed Positions in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.13M
+ 202.91%
$44.41 - $45.98 $94.6M - $98M
3.18M $145B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
470K
+ 108.45%
$100.59 - $103.47 $47.3M - $48.7M
904K $93.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
974K
+ 30.0%
$49.78 - $53.19 $48.5M - $51.8M
4.22M $215B
XOM
Exxon Mobil Corp

Energy
44.9K
+ 7.77%
$105.44 - $118.93 $4.73M - $5.34M
622K $74B
TLT
Ishares Barclays 20+ Year Trea

ETFs
40.9K
+ 7.08%
$85.29 - $92.57 $3.49M - $3.79M
618K $56.3B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
95.3K
+ 267.37%
$49.75 - $50.27 $4.74M - $4.79M
131K $6.55B
IEMG
Ishares Inc

ETFs
7.63K
+ 0.39%
N/A
1.94M $105B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
49K
+ 3.45%
$51.52 - $52.37 $2.53M - $2.57M
1.47M $77B
OEF
Ishares S&P 100 ETF

ETFs
12K
+ 339.77%
N/A
15.5K $4.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
56.8K
+ 14.03%
$49.25 - $50.66 $2.8M - $2.88M
462K $22.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
92.2K
+ 171.57%
$24.91 - $29.02 $2.3M - $2.67M
146K $3.65B
FQAL
Fidelity Covington Tr Quality

ETFs
30.3K
+ 247.9%
$63.12 - $69.13 $1.91M - $2.1M
42.6K $2.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
934
+ 8.61%
$442.66 - $534.52 $413K - $499K
11.8K $6.27B
VONV
Vanguard Russell 1000 Value Et

ETFs
14.9K
+ 179.81%
$80.21 - $86.14 $1.2M - $1.28M
23.2K $1.91B
CVX
Chevron Corp

Energy
920
+ 2.19%
$146.71 - $167.97 $135K - $155K
42.8K $7.17B
BP
Bp PLC

Energy
26.2K
+ 77.95%
$29.93 - $35.31 $784K - $925K
59.8K $2.02B
MEAR
Blackrock Short Maturity Munic

ETFs
16.4K
+ 11.79%
$49.97 - $50.36 $819K - $825K
155K $7.81B
PSX
Phillips 66

Energy
3.74K
+ 10.47%
$113.93 - $131.55 $426K - $491K
39.4K $4.87B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.9K
+ 8.06%
$50.72 - $50.92 $656K - $658K
173K $8.82B
EMGF
Ishares Msci Emerging Markets

ETFs
12K
+ 50.76%
$44.18 - $48.23 $529K - $578K
35.6K $1.66B
IGM
Ishares Expanded Tech Sector E

ETFs
6.63K
+ 228.04%
$90.67 - $108.46 $601K - $719K
9.54K $865M
V
Visa Inc.

Financial Services
78
+ 0.76%
$306.92 - $362.71 $23.9K - $28.3K
10.3K $3.61B
ABBV
Abb Vie Inc.

Healthcare
702
+ 9.77%
$169.2 - $216.66 $119K - $152K
7.88K $1.65B
JNJ
Johnson & Johnson

Healthcare
714
+ 5.9%
$142.06 - $167.7 $101K - $120K
12.8K $2.12B
ABT
Abbott Laboratories

Healthcare
1.87K
+ 32.19%
$111.1 - $140.22 $208K - $262K
7.69K $1.02B
LLY
Eli Lilly & CO

Healthcare
198
+ 6.28%
$725.72 - $929.72 $144K - $184K
3.35K $2.77B
IBM
International Business Machines Corp

Technology
767
+ 18.7%
$217.4 - $264.74 $167K - $203K
4.87K $1.21B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4K
+ 21.07%
$121.0 - $142.28 $484K - $570K
23K $2.86B
T
At&T Inc.

Communication Services
1.39K
+ 3.12%
$21.56 - $28.28 $29.9K - $39.2K
45.8K $1.3B
UBER
Uber Technologies, Inc

Technology
2.35K
+ 30.07%
$63.17 - $81.49 $149K - $192K
10.2K $741M
BMY
Bristol Myers Squibb CO

Healthcare
3.67K
+ 42.41%
$53.9 - $63.11 $198K - $231K
12.3K $751M
COP
Conocophillips

Energy
107
+ 0.26%
$88.6 - $105.85 $9.48K - $11.3K
41.3K $4.34B
CL
Colgate Palmolive CO

Consumer Defensive
2.44K
+ 79.89%
$85.68 - $97.5 $209K - $238K
5.5K $515M
HEZU
Ishares Currency Hedged Msci E

ETFs
2.83K
+ 7.43%
$35.85 - $40.72 $101K - $115K
40.8K $1.59B
HYMU
Blackrock ETF Tr Ii High Yield
9.55K
+ 3.83%
$22.43 - $23.19 $214K - $221K
259K $5.86B
AMGN
Amgen Inc

Healthcare
405
+ 22.36%
$258.59 - $327.36 $105K - $133K
2.22K $690M
GE
General Electric CO

Industrials
239
+ 5.03%
$168.59 - $212.13 $40.3K - $50.7K
4.99K $998M
PM
Philip Morris International Inc.

Consumer Defensive
295
+ 7.12%
$117.15 - $158.79 $34.6K - $46.8K
4.44K $705M
SLB
Schlumberger Limited

Energy
1.14K
+ 2.56%
$38.4 - $43.74 $43.7K - $49.7K
45.6K $1.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.53K
+ 9.99%
$44.72 - $46.25 $158K - $163K
38.8K $1.79B
VZ
Verizon Communications Inc

Communication Services
370
+ 1.13%
$37.81 - $46.49 $14K - $17.2K
33.2K $1.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
486
+ 51.0%
$468.34 - $539.52 $228K - $262K
1.44K $675M
SBUX
Starbucks Corp

Consumer Cyclical
1.13K
+ 12.49%
$91.75 - $115.81 $104K - $131K
10.2K $1B
NFLX
Netflix Inc

Communication Services
97
+ 5.31%
$828.4 - $1058.6 $80.4K - $103K
1.92K $1.79B
RSP
Invesco S&P 500 Equal Weight E

ETFs
967
+ 67.48%
$169.43 - $182.84 $164K - $177K
2.4K $416M
CSCO
Cisco Systems, Inc.

Technology
2.19K
+ 20.43%
$58.74 - $64.87 $128K - $142K
12.9K $795M
PLD
Prologis, Inc.

Real Estate
1.25K
+ 55.11%
$103.59 - $124.04 $129K - $154K
3.5K $392M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
149
+ 15.19%
$402.49 - $513.76 $60K - $76.6K
1.13K $548M
MELI
Mercadolibre Inc

Consumer Cyclical
34
+ 11.3%
$1739.0 - $2260.0 $59.1K - $76.8K
335 $653M
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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