Quotient Wealth Partners, LLC Incresed Positions in Q3 2024

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
14.7K
+ 2.52%
$520.18 - $576.82 $7.63M - $8.46M
597K $344B
TTAC
Fcf Us Quality ETF

ETFs
67.1K
+ 2.27%
$58.5 - $65.18 $3.93M - $4.38M
3.02M $197B
SPYG
Spdr Portfolio

ETFs
101K
+ 3.01%
$73.38 - $84.1 $7.37M - $8.45M
3.44M $285B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62.9K
+ 2.0%
$48.51 - $52.86 $3.05M - $3.33M
3.21M $169B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48.2K
+ 2.08%
$96.25 - $101.98 $4.64M - $4.91M
2.37M $240B
IEFA
Ishares Tr

ETFs
20.9K
+ 1.02%
$70.09 - $78.74 $1.47M - $1.65M
2.07M $162B
MBB
Ishares Tr

ETFs
36.1K
+ 1.98%
$90.85 - $96.66 $3.28M - $3.49M
1.86M $178B
IEMG
Ishares Inc

ETFs
54K
+ 2.95%
$53.64 - $53.64 $2.89M - $2.89M
1.88M $108B
Blackrock ETF Trust Ii
94.4K
+ 2.85%
N/A
3.41M $182B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.8K
+ 1.61%
$83.76 - $91.82 $1.33M - $1.45M
1M $91.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.6K
+ 2.3%
$89.91 - $101.33 $1.14M - $1.28M
561K $55.1B
HEFA
Ishares Currency Hedged Msci E

ETFs
136K
+ 3.33%
$32.34 - $35.85 $4.4M - $4.87M
4.22M $149B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.7K
+ 4.03%
$44.65 - $47.21 $1.77M - $1.88M
1.03M $47.9B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
26.8K
+ 1.96%
$51.02 - $52.74 $1.37M - $1.41M
1.39M $73.2B
MUB
Ishares National Muni Bond ETF

ETFs
23.2K
+ 12.93%
$106.13 - $108.7 $2.47M - $2.52M
203K $22B
TIP
Ishares Tr Tips Bd ETF

ETFs
11.7K
+ 3.15%
$105.92 - $110.83 $1.24M - $1.29M
383K $42.3B
IYW
Ishares Dj Us Tech ETF

ETFs
12.4K
+ 3.57%
$133.16 - $158.73 $1.65M - $1.97M
360K $54.5B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
34.6K
+ 10.25%
$51.78 - $52.98 $1.79M - $1.84M
373K $19.7B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.2K
+ 2.74%
$98.99 - $101.51 $1.11M - $1.14M
421K $42.7B
GS
Goldman Sachs Group Inc

Financial Services
3.45K
+ 178.55%
$459.02 - $510.25 $1.58M - $1.76M
5.38K $2.66B
RTX
Raytheon Technologies Corp

Industrials
8.8K
+ 29.48%
$99.55 - $123.34 $876K - $1.09M
38.6K $4.68B
TSLA
Tesla, Inc.

Consumer Cyclical
2.9K
+ 40.91%
$191.76 - $263.26 $557K - $765K
10K $2.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.8K
+ 97.52%
$44.24 - $49.47 $653K - $730K
29.9K $1.48B
MEAR
Blackrock Short Maturity Munic

ETFs
14.6K
+ 11.72%
$49.99 - $50.34 $728K - $733K
139K $6.98B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.96K
+ 108.64%
$92.63 - $105.69 $644K - $735K
13.4K $1.39B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.57K
+ 1.24%
$49.93 - $51.15 $228K - $234K
375K $19.2B
IVE
Ishares S&P 500 Value ETF

ETFs
1.12K
+ 4.75%
$181.06 - $197.17 $202K - $220K
24.6K $4.85B
MA
Mastercard Inc

Financial Services
571
+ 13.3%
$429.6 - $500.99 $245K - $286K
4.86K $2.4B
HEZU
Ishares Currency Hedged Msci E

ETFs
12.6K
+ 47.85%
$33.46 - $37.07 $422K - $468K
39K $1.43B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.06K
+ 5.57%
$84.77 - $97.13 $259K - $297K
57.9K $5.55B
UNH
Unitedhealth Group Inc

Healthcare
274
+ 7.75%
$488.01 - $604.18 $134K - $166K
3.81K $2.23B
HYMU
Blackrock ETF Tr Ii High Yield
11.9K
+ 5.18%
$22.51 - $23.25 $268K - $277K
242K $5.61B
LMT
Lockheed Martin Corp

Industrials
1
+ 0.03%
$460.3 - $584.56 $460 - $585
3.01K $1.76B
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
+ 41.64%
$255.18 - $283.2 $275K - $306K
3.67K $1.04B
XEL
Xcel Energy Inc

Utilities
435
+ 1.82%
$52.11 - $65.3 $22.7K - $28.4K
24.4K $1.59B
AVGO
Broadcom Inc.

Technology
14.8K
+ 939.15%
$136.27 - $1745.86 $2.01M - $25.8M
16.3K $2.82B
JNJ
Johnson & Johnson

Healthcare
125
+ 0.95%
$145.48 - $167.38 $18.2K - $20.9K
13.3K $2.16B
NOW
Service Now, Inc.

Technology
182
+ 30.43%
$730.87 - $937.36 $133K - $171K
780 $698M
IBM
International Business Machines Corp

Technology
181
+ 4.76%
$175.1 - $223.38 $31.7K - $40.4K
3.98K $880M
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
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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