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
KKR
Kkr & Co. Inc.

Financial Services
469
+ 21.33%
$92.79 - $134.29 $43.5K - $63K
2.67K $355M
EMR
Emerson Electric CO

Industrials
343
+ 14.91%
$94.15 - $133.33 $32.3K - $45.7K
2.64K $353M
ASML
Asml Holding Nv

Technology
11
+ 1.71%
$595.37 - $815.24 $6.55K - $8.97K
653 $523M
BSX
Boston Scientific Corp

Healthcare
543
+ 10.02%
$89.7 - $107.41 $48.7K - $58.3K
5.96K $641M
V
Visa Inc.

Financial Services
123
+ 1.19%
$308.27 - $373.31 $37.9K - $45.9K
10.4K $3.7B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
731
+ 34.73%
$116.93 - $119.39 $85.5K - $87.3K
2.84K $338M
BK
Bank Of New York Mellon Corp

Financial Services
662
+ 20.88%
$73.31 - $91.62 $48.5K - $60.7K
3.83K $349M
MMM
3 M CO

Industrials
411
+ 10.61%
$126.09 - $154.15 $51.8K - $63.4K
4.29K $652M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.14%
$273.67 - $366.17 $547 - $732
1.4K $514M
MAR
Marriott International Inc

Consumer Cyclical
68
+ 3.92%
$211.12 - $274.14 $14.4K - $18.6K
1.8K $493M
CTAS
Cintas Corp

Industrials
202
+ 11.06%
$190.11 - $227.66 $38.4K - $46K
2.03K $452M
PYPL
Pay Pal Holdings, Inc.

Financial Services
552
+ 14.48%
$57.41 - $74.81 $31.7K - $41.3K
4.36K $324M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.49K
+ 3.83%
$45.12 - $46.23 $67K - $68.7K
40.3K $1.86B
ARES
Ares Management Corp

Financial Services
22
+ 0.83%
$118.04 - $175.83 $2.6K - $3.87K
2.68K $464M
MCK
Mckesson Corp

Healthcare
65
+ 16.13%
$652.83 - $732.78 $42.4K - $47.6K
468 $343M
KMI
Kinder Morgan, Inc.

Energy
2.05K
+ 19.83%
$25.21 - $29.4 $51.8K - $60.4K
12.4K $365M
MO
Altria Group, Inc.

Consumer Defensive
1.31K
+ 22.26%
$55.56 - $60.91 $73K - $80K
7.22K $423M
F
Ford Motor CO

Consumer Cyclical
5.22K
+ 38.54%
$8.69 - $10.85 $45.4K - $56.6K
18.8K $204M
MCO
Moodys Corp

Financial Services
89
+ 14.96%
$396.7 - $501.59 $35.3K - $44.6K
684 $343M
CTVA
Corteva, Inc.

Basic Materials
295
+ 7.95%
$55.52 - $74.53 $16.4K - $22K
4.01K $299M
FTNT
Fortinet, Inc.

Technology
357
+ 14.38%
$84.71 - $108.69 $30.2K - $38.8K
2.84K $300M
PFE
Pfizer Inc

Healthcare
3.02K
+ 24.8%
$21.59 - $24.84 $65.2K - $75K
15.2K $368M
AIG
American International Group, Inc.

Financial Services
758
+ 19.57%
$77.56 - $87.72 $58.8K - $66.5K
4.63K $396M
RSG
Republic Services, Inc.

Industrials
201
+ 13.88%
$227.2 - $258.07 $45.7K - $51.9K
1.65K $407M
ICE
Intercontinental Exchange, Inc.

Financial Services
161
+ 6.72%
$151.62 - $183.47 $24.4K - $29.5K
2.56K $469M
GILD
Gilead Sciences, Inc.

Healthcare
577
+ 7.72%
$96.91 - $113.0 $55.9K - $65.2K
8.05K $892M
HON
Honeywell International Inc

Industrials
23
+ 1.02%
$182.86 - $232.88 $4.21K - $5.36K
2.28K $531M
QCOM
Qualcomm Inc

Technology
183
+ 4.6%
$124.66 - $159.48 $22.8K - $29.2K
4.16K $662M
TJX
Tjx Companies Inc

Consumer Cyclical
316
+ 4.36%
$119.13 - $135.03 $37.6K - $42.7K
7.56K $934M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
37
+ 2.86%
$224.16 - $285.86 $8.29K - $10.6K
1.33K $380M
TDG
Trans Digm Group Inc

Industrials
14
+ 7.37%
$1231.75 - $1520.64 $17.2K - $21.3K
204 $310M
LDOS
Leidos Holdings, Inc.

Technology
67
+ 4.29%
$132.9 - $160.3 $8.9K - $10.7K
1.63K $257M
PSA
Public Storage

Real Estate
168
+ 18.96%
$266.31 - $309.77 $44.7K - $52K
1.05K $309M
EQIX
Equinix Inc

Real Estate
62
+ 23.57%
$740.07 - $914.43 $45.9K - $56.7K
325 $259M
WELL
Welltower Inc.

Real Estate
262
+ 11.24%
$136.49 - $155.22 $35.8K - $40.7K
2.59K $399M
NEE
Nextera Energy Inc

Utilities
776
+ 8.09%
$64.11 - $75.0 $49.7K - $58.2K
10.4K $720M
MDLZ
Mondelez International, Inc.

Consumer Defensive
613
+ 15.64%
$63.54 - $68.5 $39K - $42K
4.53K $306M
AMP
Ameriprise Financial Inc

Financial Services
30
+ 6.61%
$422.19 - $533.73 $12.7K - $16K
484 $258M
ITOT
Ishares Core S&P Total U.S. St

ETFs
87
+ 4.3%
$108.12 - $135.04 $9.41K - $11.7K
2.11K $285M
FAST
Fastenal CO

Industrials
3.51K
+ 114.13%
$40.65 - $83.16 $143K - $292K
6.58K $276M
DFRA
Trimtabs ETF Tr Donoghue Forli
1.23K
+ 13.56%
N/A
10.3K $295M
MTB
M&T Bank Corp

Financial Services
80
+ 6.2%
$156.58 - $193.99 $12.5K - $15.5K
1.37K $266M
CMCSA
Comcast Corp

Communication Services
1.56K
+ 8.26%
$32.84 - $36.72 $51.3K - $57.4K
20.5K $731M
APO
Apollo Global Management, Inc.

Financial Services
132
+ 5.03%
$108.68 - $145.07 $14.3K - $19.1K
2.76K $391M
CME
Cme Group Inc.

Financial Services
48
+ 2.79%
$252.37 - $290.71 $12.1K - $14K
1.77K $488M
SO
Southern CO

Utilities
282
+ 7.67%
$84.91 - $92.56 $23.9K - $26.1K
3.96K $364M
AZO
Autozone Inc

Consumer Cyclical
9
+ 10.59%
$3478.38 - $3880.15 $31.3K - $34.9K
94 $349M
CI
Cigna Corp

Healthcare
63
+ 7.26%
$301.89 - $340.04 $19K - $21.4K
931 $308M
FDX
Fedex Corp

Industrials
174
+ 15.86%
$198.07 - $245.17 $34.5K - $42.7K
1.27K $289M
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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