Quotient Wealth Partners, LLC New Holdings in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
1.09M
New
$47.32 - $52.19 $51.8M - $57.1M
1.09M $54.5B
PDS
Precision Drilling Corp

Energy
68.5K
New
$43.37 - $66.27 $2.97M - $4.54M
68.5K $3.19B
CSGP
Costar Group, Inc.

Real Estate
21.6K
New
$69.29 - $80.37 $1.5M - $1.74M
21.6K $1.71B
TAFI
Ab Active Etfs Inc Tax Aware S
60.9K
New
N/A
60.9K $1.53B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
20.7K
New
$61.9 - $66.89 $1.28M - $1.39M
20.7K $1.32B
CVS
Cvs Health Corp

Healthcare
7.76K
New
$44.22 - $68.64 $343K - $533K
7.76K $526M
EDV
Vanguard Extended Duration Tre

ETFs
6.4K
New
$65.05 - $73.43 $416K - $470K
6.4K $455M
AXON
Axon Enterprise, Inc.

Industrials
833
New
$496.65 - $710.01 $414K - $591K
833 $438M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
New
$307.43 - $357.48 $431K - $501K
1.4K $433M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.4K
New
$22.46 - $23.26 $413K - $427K
18.4K $425M
INTC
Intel Corp

Technology
13.6K
New
$19.1 - $27.39 $259K - $371K
13.6K $308M
United Sts Nat Gas Fd LP
13.3K
New
N/A
13.3K $287M
HP
Helmerich & Payne, Inc.

Energy
10.8K
New
$24.69 - $36.7 $266K - $395K
10.8K $281M
TDG
Trans Digm Group Inc

Industrials
190
New
$1251.32 - $1394.11 $238K - $265K
190 $262M
DFRA
Trimtabs ETF Tr Donoghue Forli
9.09K
New
N/A
9.09K $259M
PAYX
Paychex Inc

Industrials
1.62K
New
$136.06 - $154.52 $221K - $250K
1.62K $250M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.11K
New
$114.57 - $118.14 $241K - $249K
2.11K $249M
HWM
Howmet Aerospace Inc.

Industrials
1.88K
New
$110.79 - $139.39 $208K - $262K
1.88K $244M
BRO
Brown & Brown, Inc.

Financial Services
1.94K
New
$100.54 - $124.4 $195K - $241K
1.94K $241M
PTEN
Patterson Uti Energy Inc

Energy
29K
New
$7.15 - $9.45 $208K - $274K
29K $239M
GLD
Spdr Gold Trust

ETFs
828
New
$243.19 - $288.14 $201K - $239K
828 $239M
FAST
Fastenal CO

Industrials
3.07K
New
$71.11 - $79.98 $218K - $246K
3.07K $238M
CTVA
Corteva, Inc.

Basic Materials
3.71K
New
$55.94 - $66.15 $208K - $245K
3.71K $234M
AON
Aon PLC

Financial Services
582
New
$348.44 - $409.32 $203K - $238K
582 $232M
SHOP
Shopify Inc.

Technology
2.13K
New
$90.59 - $129.31 $193K - $275K
2.13K $203M
VLO
Valero Energy Corp

Energy
1.52K
New
$121.76 - $142.99 $186K - $218K
1.52K $201M
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.7K
New
$9.47 - $11.46 $120K - $145K
12.7K $136M
F
Ford Motor CO

Consumer Cyclical
13.5K
New
$9.12 - $10.43 $124K - $141K
13.5K $136M
Prairie Oper CO
13.7K
New
N/A
13.7K $73.3M
Lithium Argentina Ag
23.1K
New
N/A
23.1K $49.4M
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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