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
BK
Bank Of New York Mellon Corp

Financial Services
141
+ 4.65%
$75.42 - $88.95 $10.6K - $12.5K
3.17K $266M
ASML
Asml Holding Nv

Technology
76
+ 13.43%
$662.63 - $776.99 $50.4K - $59.1K
642 $425M
CTSH
Cognizant Technology Solutions Corp

Technology
390
+ 10.53%
$75.32 - $90.7 $29.4K - $35.4K
4.09K $313M
ITW
Illinois Tool Works Inc

Industrials
136
+ 11.91%
$244.9 - $274.48 $33.3K - $37.3K
1.28K $317M
C
Citigroup Inc

Financial Services
339
+ 6.14%
$67.23 - $84.63 $22.8K - $28.7K
5.86K $416M
ADI
Analog Devices Inc

Technology
250
+ 11.29%
$201.56 - $243.82 $50.4K - $61K
2.47K $497M
ABNB
Airbnb, Inc.

Consumer Cyclical
349
+ 22.44%
$119.38 - $161.42 $41.7K - $56.3K
1.9K $227M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
852
+ 6.53%
$73.16 - $83.16 $62.3K - $70.9K
13.9K $969M
ALL
Allstate Corp

Financial Services
29
+ 2.52%
$180.99 - $210.18 $5.25K - $6.1K
1.18K $244M
D
Dominion Energy, Inc

Utilities
39
+ 0.52%
$52.85 - $57.43 $2.06K - $2.24K
7.61K $427M
SNOW
Snowflake Inc.

Technology
187
+ 11.84%
$146.16 - $192.78 $27.3K - $36K
1.77K $258M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.14K
+ 2.05%
$25.12 - $26.05 $28.6K - $29.7K
56.8K $1.43B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.81K
+ 5.64%
$48.06 - $53.73 $86.8K - $97.1K
33.8K $1.65B
ADBE
Adobe Inc.

Technology
356
+ 16.86%
$377.84 - $464.11 $135K - $165K
2.47K $947M
SPG
Simon Property Group Inc

Real Estate
111
+ 6.15%
$159.48 - $187.78 $17.7K - $20.8K
1.92K $318M
WDAY
Workday, Inc.

Technology
133
+ 13.53%
$233.53 - $277.82 $31.1K - $37K
1.12K $261M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
67
+ 1.72%
$96.18 - $109.82 $6.44K - $7.36K
3.97K $406M
OKE
Oneok Inc

Energy
52
+ 1.24%
$89.57 - $109.85 $4.66K - $5.71K
4.23K $420M
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
ADSK
Autodesk, Inc.

Technology
8
+ 0.99%
N/A
813 $213M
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
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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