Quotient Wealth Partners, LLC Reduced Holdings in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-27K
- 55.48%
$97.29 - $105.63 $2.63M - $2.86M
21.7K $2.2B
XLV
Select Sector Spdr Fund Health

ETFs
-14.9K
- 83.57%
$128.77 - $144.3 $1.92M - $2.16M
2.94K $396M
AAPL
Apple Inc.

Technology
-1.09K
- 1.44%
$172.42 - $223.89 $188K - $244K
74.7K $15.3B
CVX
Chevron Corp

Energy
-1.65K
- 3.84%
$133.73 - $168.51 $220K - $277K
41.2K $5.9B
UNH
Unitedhealth Group Inc

Healthcare
-764
- 24.15%
$274.35 - $599.47 $210K - $458K
2.4K $749M
SLB
Schlumberger Limited

Energy
-1.5K
- 3.28%
$31.95 - $42.2 $47.8K - $63.2K
44.1K $1.49B
BMY
Bristol Myers Squibb CO

Healthcare
-2.77K
- 22.48%
$44.12 - $59.6 $122K - $165K
9.55K $442M
PEP
Pepsico Inc

Consumer Defensive
-1.52K
- 26.88%
$128.02 - $151.37 $194K - $230K
4.13K $545M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-335
- 26.91%
$390.26 - $489.06 $131K - $164K
910 $369M
UNP
Union Pacific Corp

Industrials
-905
- 22.18%
$208.27 - $238.46 $188K - $216K
3.18K $731M
FISV
Fiserv Inc

Technology
-262
- 7.64%
N/A
3.17K $546M
NKE
Nike, Inc.

Consumer Cyclical
-4.04K
- 33.36%
$53.27 - $72.04 $215K - $291K
8.07K $573M
AXON
Axon Enterprise, Inc.

Industrials
-533
- 63.99%
$497.13 - $827.94 $265K - $441K
300 $248M
TMUS
T Mobile Us, Inc.

Communication Services
-304
- 9.18%
$220.99 - $268.54 $67.2K - $81.6K
3.01K $716M
ACN
Accenture PLC

Technology
-284
- 5.51%
$279.23 - $323.21 $79.3K - $91.8K
4.87K $1.46B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-250
- 6.89%
$212.1 - $244.27 $53K - $61.1K
3.38K $738M
BDX
Becton Dickinson & CO

Healthcare
-147
- 7.48%
$165.15 - $226.42 $24.3K - $33.3K
1.82K $313M
PTEN
Patterson Uti Energy Inc

Energy
-9.55K
- 32.91%
$5.46 - $8.56 $52.2K - $81.8K
19.5K $115M
IAU
Ishares Gold Trust

ETFs
-2.3K
- 32.87%
$56.1 - $64.74 $129K - $149K
4.69K $292M
AMGN
Amgen Inc

Healthcare
-91
- 4.11%
$262.28 - $309.85 $23.9K - $28.2K
2.13K $593M
XEL
Xcel Energy Inc

Utilities
-362
- 1.43%
$65.65 - $72.39 $23.8K - $26.2K
24.9K $1.7B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.03K
- 34.96%
$49.48 - $61.22 $101K - $124K
3.78K $230M
OKE
Oneok Inc

Energy
-137
- 3.24%
$78.71 - $100.37 $10.8K - $13.8K
4.1K $334M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-59
- 5.22%
$421.16 - $509.5 $24.8K - $30.1K
1.07K $477M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-3.62K
- 1.87%
$38.18 - $45.52 $138K - $165K
190K $8.32B
UL
Unilever PLC

Consumer Defensive
-1.36K
- 12.1%
$57.9 - $65.43 $78.9K - $89.1K
9.89K $605M
ITW
Illinois Tool Works Inc

Industrials
-256
- 20.03%
$218.41 - $252.43 $55.9K - $64.6K
1.02K $253M
VNQ
Vanguard Specialized Funds Van

ETFs
-602
- 12.93%
$79.79 - $91.42 $48K - $55K
4.05K $361M
Linde PLC
-144
- 6.17%
N/A
2.19K $1.03B
INTC
Intel Corp

Technology
-2.39K
- 17.59%
$18.13 - $22.69 $43.2K - $54.1K
11.2K $250M
TRV
Travelers Companies, Inc.

Financial Services
-235
- 11.35%
$233.83 - $276.34 $55K - $64.9K
1.84K $491M
LOW
Lowes Companies Inc

Consumer Cyclical
-104
- 3.83%
$210.83 - $235.28 $21.9K - $24.5K
2.61K $579M
AZN
Astrazeneca PLC

Healthcare
-535
- 12.89%
$64.87 - $75.0 $34.7K - $40.1K
3.62K $253M
ENB
Enbridge Inc

Energy
-1.26K
- 15.13%
$41.09 - $47.16 $51.8K - $59.4K
7.07K $320M
ADP
Automatic Data Processing Inc

Industrials
-175
- 4.73%
$276.76 - $326.81 $48.4K - $57.2K
3.53K $1.09B
NOC
Northrop Grumman Corp

Industrials
-62
- 6.42%
$456.3 - $540.39 $28.3K - $33.5K
903 $451M
WM
Waste Management Inc

Industrials
-143
- 4.29%
$216.47 - $242.1 $31K - $34.6K
3.19K $729M
SRE
Sempra Energy

Utilities
-842
- 14.66%
$63.78 - $78.91 $53.7K - $66.4K
4.9K $371M
APD
Air Products & Chemicals, Inc.

Basic Materials
-86
- 8.64%
$248.61 - $294.96 $21.4K - $25.4K
909 $256M
OTIS
Otis Worldwide Corp

Industrials
-105
- 1.71%
$90.88 - $104.3 $9.54K - $11K
6.04K $598M
AVB
Avalonbay Communities Inc

Real Estate
-96
- 6.52%
$187.23 - $215.61 $18K - $20.7K
1.38K $280M
CSGP
Costar Group, Inc.

Real Estate
-744
- 3.45%
$72.62 - $83.22 $54K - $61.9K
20.8K $1.68B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-49
- 1.24%
$86.97 - $102.82 $4.26K - $5.04K
3.92K $376M
MET
Metlife Inc

Financial Services
-374
- 6.65%
$68.42 - $82.49 $25.6K - $30.9K
5.25K $422M
SPG
Simon Property Group Inc

Real Estate
-118
- 6.16%
$140.37 - $171.44 $16.6K - $20.2K
1.8K $289M
SHW
Sherwin Williams CO

Basic Materials
-61
- 4.77%
$313.51 - $363.51 $19.1K - $22.2K
1.22K $418M
DTE
Dte Energy CO

Utilities
-132
- 7.3%
$127.39 - $139.49 $16.8K - $18.4K
1.68K $222M
WMB
Williams Companies, Inc.

Energy
-931
- 9.13%
$54.33 - $62.87 $50.6K - $58.5K
9.26K $582M
GM
General Motors CO

Consumer Cyclical
-815
- 13.79%
$42.48 - $50.46 $34.6K - $41.1K
5.09K $251M
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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