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
PYPL
Pay Pal Holdings, Inc.

Financial Services
-380
- 9.06%
$65.15 - $91.81 $24.8K - $34.9K
3.81K $249M
DEO
Diageo PLC

Consumer Defensive
-172
- 4.27%
$104.79 - $126.12 $18K - $21.7K
3.86K $404M
WMT
Walmart Inc.

Consumer Defensive
-493
- 1.99%
$84.5 - $105.05 $41.7K - $51.8K
24.2K $2.13B
AVB
Avalonbay Communities Inc

Real Estate
-437
- 22.89%
$207.86 - $228.08 $90.8K - $99.7K
1.47K $316M
WMB
Williams Companies, Inc.

Energy
-2.97K
- 22.56%
$54.02 - $61.09 $160K - $181K
10.2K $609M
CAT
Caterpillar Inc

Industrials
-63
- 2.55%
$326.75 - $407.63 $20.6K - $25.7K
2.41K $795M
PEP
Pepsico Inc

Consumer Defensive
-592
- 9.48%
$142.64 - $156.42 $84.4K - $92.6K
5.65K $847M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.2K
- 20.53%
$85.55 - $94.34 $103K - $113K
4.66K $422M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-915
- 1.42%
$94.86 - $97.12 $86.8K - $88.9K
63.4K $6.04B
BAC
Bank Of America Corp

Financial Services
-235
- 0.61%
$39.61 - $47.74 $9.31K - $11.2K
38.3K $1.6B
PWR
Quanta Services, Inc.

Industrials
-26
- 2.09%
$236.71 - $358.03 $6.15K - $9.31K
1.22K $309M
APD
Air Products & Chemicals, Inc.

Basic Materials
-302
- 23.28%
$283.24 - $338.07 $85.5K - $102K
995 $293M
MAR
Marriott International Inc

Consumer Cyclical
-30
- 1.7%
$237.01 - $304.45 $7.11K - $9.13K
1.74K $413M
MET
Metlife Inc

Financial Services
-842
- 13.03%
$77.7 - $87.0 $65.4K - $73.3K
5.62K $451M
KKR
Kkr & Co. Inc.

Financial Services
-36
- 1.61%
$108.17 - $167.07 $3.89K - $6.01K
2.2K $254M
INTU
Intuit Inc

Technology
-64
- 2.62%
$555.63 - $630.23 $35.6K - $40.3K
2.38K $1.46B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-117
- 7.26%
$165.25 - $224.62 $19.3K - $26.3K
1.49K $248M
HLN
Haleon PLC

Healthcare
-8.6K
- 31.57%
$9.02 - $10.67 $77.6K - $91.8K
18.7K $192M
APH
Amphenol Corp

Technology
-519
- 6.2%
$61.62 - $78.55 $32K - $40.8K
7.86K $515M
ROST
Ross Stores, Inc.

Consumer Cyclical
-129
- 6.34%
$123.3 - $154.95 $15.9K - $20K
1.91K $244M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-83
- 1.65%
$96.3 - $112.23 $7.99K - $9.32K
4.93K $481M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.56K
- 15.89%
$34.5 - $43.01 $53.9K - $67.2K
8.27K $313M
GM
General Motors CO

Consumer Cyclical
-442
- 6.96%
$45.22 - $54.92 $20K - $24.3K
5.91K $278M
COF
Capital One Financial Corp

Financial Services
-356
- 8.72%
$163.87 - $209.82 $58.3K - $74.7K
3.73K $668M
TRV
Travelers Companies, Inc.

Financial Services
-446
- 17.72%
$232.43 - $265.13 $104K - $118K
2.07K $548M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-338
- 14.32%
$120.29 - $134.6 $40.7K - $45.5K
2.02K $247M
LOW
Lowes Companies Inc

Consumer Cyclical
-78
- 2.79%
$222.66 - $268.42 $17.4K - $20.9K
2.71K $633M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-72
- 0.58%
$57.21 - $65.8 $4.12K - $4.74K
12.3K $721M
USB
Us Bancorp \De\

Financial Services
-220
- 2.83%
$40.92 - $50.9 $9K - $11.2K
7.55K $319M
MSI
Motorola Solutions, Inc.

Technology
-61
- 7.76%
$411.73 - $482.1 $25.1K - $29.4K
725 $317M
BA
Boeing CO

Industrials
-199
- 14.18%
$148.15 - $186.25 $29.5K - $37.1K
1.2K $205M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 0.31%
$254.58 - $302.92 $1.02K - $1.21K
1.29K $331M
PLTR
Palantir Technologies Inc.

Technology
-1.78K
- 14.54%
$64.98 - $124.62 $115K - $221K
10.4K $882M
FDX
Fedex Corp

Industrials
-2
- 0.18%
$230.33 - $281.53 $461 - $563
1.1K $267M
EQIX
Equinix Inc

Real Estate
-6
- 2.23%
$803.0 - $959.97 $4.82K - $5.76K
263 $214M
JPM
Jpmorgan Chase & CO

Financial Services
-449
- 3.47%
$225.19 - $279.95 $101K - $126K
12.5K $3.07B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-603
- 12.54%
$73.78 - $76.59 $44.5K - $46.2K
4.21K $322M
ACWI
Ishares Msci Acwi ETF

ETFs
-270
- 5.48%
$115.16 - $124.13 $31.1K - $33.5K
4.66K $542M
PSA
Public Storage

Real Estate
-115
- 11.49%
$288.99 - $313.98 $33.2K - $36.1K
886 $265M
AIG
American International Group, Inc.

Financial Services
-1.22K
- 24.01%
$70.5 - $86.94 $86.3K - $106K
3.87K $337M
CEG
Constellation Energy Corp

Utilities
-41
- 3.5%
$201.63 - $347.44 $8.27K - $14.2K
1.13K $228M
IVE
Ishares S&P 500 Value ETF

ETFs
-128
- 0.55%
$185.78 - $198.58 $23.8K - $25.4K
23K $4.38B
GNMA
Ishares Gnma Bond ETF

ETFs
-831
- 15.16%
$42.17 - $44.04 $35K - $36.6K
4.65K $204M
MA
Mastercard Inc

Financial Services
-252
- 5.03%
$504.67 - $576.31 $127K - $145K
4.76K $2.61B
Ge Vernova Inc
-1
- 0.09%
N/A
1.15K $352M
PRU
Prudential Financial Inc

Financial Services
-74
- 3.08%
$105.04 - $122.33 $7.77K - $9.05K
2.33K $260M
PH
Parker Hannifin Corp

Industrials
-12
- 1.98%
$591.65 - $707.05 $7.1K - $8.48K
594 $361M
AZN
Astrazeneca PLC

Healthcare
-873
- 17.38%
$65.37 - $77.96 $57.1K - $68.1K
4.15K $305M
EFV
Msci Eafe Value ETF

ETFs
-1.96K
- 13.56%
$51.88 - $60.73 $101K - $119K
12.5K $735M
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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