Quotient Wealth Partners, LLC Reduced Holdings in Q1 2025

Quotient Wealth Partners, LLC

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

ETFs
-588K
- 98.82%
$85.7 - $93.96 $50.4M - $55.3M
7.04K $658M
MBB
Ishares Tr

ETFs
-465K
- 24.17%
$90.37 - $94.08 $42M - $43.7M
1.46M $137B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-431K
- 17.61%
$95.85 - $99.25 $41.3M - $42.8M
2.02M $199B
IVV
Ishares Core S&P 500 ETF

ETFs
-33.2K
- 5.51%
$554.06 - $615.85 $18.4M - $20.5M
570K $320B
HEFA
Ishares Currency Hedged Msci E

ETFs
-662K
- 14.98%
$34.83 - $37.52 $23M - $24.8M
3.76M $136B
Blackrock ETF Trust Ii
-349K
- 9.91%
N/A
3.17M $166B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-80.4K
- 21.79%
$51.26 - $52.53 $4.12M - $4.22M
288K $14.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.77K
- 9.93%
$507.05 - $563.67 $1.91M - $2.12M
34.2K $17.6B
MSFT
Microsoft Corp

Technology
-1.2K
- 3.61%
$375.39 - $447.2 $450K - $536K
32K $12B
VUG
Vanguard Growth ETF

ETFs
-304
- 0.76%
$369.1 - $427.61 $112K - $130K
39.6K $14.7B
GOOGL
Alphabet Inc.

Communication Services
-2K
- 5.76%
$154.33 - $206.19 $308K - $412K
32.6K $5.05B
AVGO
Broadcom Inc.

Technology
-368
- 2.15%
$167.43 - $244.7 $61.6K - $90K
16.7K $2.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-437
- 1.18%
$190.26 - $242.06 $83.1K - $106K
36.6K $6.97B
MUB
Ishares National Muni Bond ETF

ETFs
-8.57K
- 4.28%
$104.71 - $107.69 $897K - $923K
192K $20.2B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-12.3K
- 49.79%
$54.25 - $57.64 $667K - $708K
12.4K $683M
GOOG
Alphabet Inc.

Communication Services
-288
- 1.64%
$156.06 - $207.71 $44.9K - $59.8K
17.2K $2.69B
IVW
Ishares S&P 500 Growth ETF

ETFs
-312
- 0.6%
$92.45 - $106.69 $28.8K - $33.3K
51.4K $4.78B
ACN
Accenture PLC

Technology
-699
- 11.94%
$300.91 - $398.25 $210K - $278K
5.15K $1.61B
S
Sentinel One, Inc.

Technology
-10.3K
- 18.59%
$18.17 - $24.97 $187K - $257K
45K $818M
HD
Home Depot, Inc.

Consumer Cyclical
-631
- 8.85%
$347.25 - $424.87 $219K - $268K
6.5K $2.38B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.28%
$360.07 - $417.26 $9K - $10.4K
8.87K $3.2B
ORCL
Oracle Corp

Technology
-545
- 5.03%
$139.81 - $186.47 $76.2K - $102K
10.3K $1.44B
SHEL
Shell PLC

Energy
-6.41K
- 64.69%
$62.84 - $73.29 $403K - $469K
3.5K $256M
SRE
Sempra Energy

Utilities
-3K
- 34.33%
$67.85 - $87.67 $204K - $263K
5.74K $410M
RTX
Raytheon Technologies Corp

Industrials
-6.69K
- 21.04%
$114.1 - $135.66 $764K - $908K
25.1K $3.33B
LMT
Lockheed Martin Corp

Industrials
-389
- 11.36%
$423.19 - $506.29 $165K - $197K
3.04K $1.36B
NOW
Service Now, Inc.

Technology
-99
- 11.46%
$783.83 - $1170.39 $77.6K - $116K
765 $609M
PG
Procter & Gamble CO

Consumer Defensive
-1.99K
- 13.86%
$158.56 - $176.26 $315K - $350K
12.3K $2.1B
EFG
Msci Eafe Growth ETF

ETFs
-3.99K
- 11.42%
$96.1 - $106.37 $383K - $424K
31K $3.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-634
- 5.25%
$183.02 - $207.75 $116K - $132K
11.4K $2.13B
CMCSA
Comcast Corp

Communication Services
-6.4K
- 25.27%
$33.19 - $38.23 $212K - $244K
18.9K $698M
GS
Goldman Sachs Group Inc

Financial Services
-168
- 2.97%
$524.81 - $672.19 $88.2K - $113K
5.49K $3B
TXN
Texas Instruments Inc

Technology
-122
- 0.54%
N/A
22.3K $4.01B
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 12.73%
$83.01 - $101.02 $97.7K - $119K
8.07K $724M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.69K
- 44.12%
$71.17 - $73.66 $192K - $198K
3.41K $250M
APO
Apollo Global Management, Inc.

Financial Services
-689
- 20.79%
$126.01 - $172.06 $86.8K - $119K
2.63K $359M
ARES
Ares Management Corp

Financial Services
-548
- 17.09%
$140.19 - $198.28 $76.8K - $109K
2.66K $390M
VMC
Vulcan Materials CO

Basic Materials
-505
- 28.82%
$220.9 - $277.54 $112K - $140K
1.25K $291M
ENB
Enbridge Inc

Energy
-3.93K
- 32.05%
$41.54 - $45.45 $163K - $179K
8.33K $369M
UNH
Unitedhealth Group Inc

Healthcare
-410
- 11.47%
$461.52 - $548.18 $189K - $225K
3.16K $1.66B
BDX
Becton Dickinson & CO

Healthcare
-635
- 24.41%
$222.79 - $249.08 $141K - $158K
1.97K $450M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.84K
- 25.04%
$47.33 - $47.92 $134K - $136K
8.5K $405M
AME
Ametek Inc

Industrials
-650
- 35.27%
$170.39 - $190.43 $111K - $124K
1.19K $205M
XLV
Select Sector Spdr Fund Health

ETFs
-2K
- 10.05%
$137.61 - $149.68 $275K - $299K
17.9K $2.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.66K
- 28.47%
$76.94 - $78.28 $128K - $130K
4.17K $326M
VBK
Vanguard Small Cap Growth ETF

ETFs
-42
- 1.08%
$247.97 - $296.33 $10.4K - $12.4K
3.84K $966M
Blackrock Inc
-65
- 8.8%
N/A
674 $638M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-345
- 11.02%
$168.84 - $202.89 $58.2K - $70K
2.79K $490M
MPC
Marathon Petroleum Corp

Energy
-1.04K
- 16.05%
$134.72 - $159.03 $140K - $165K
5.43K $792M
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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