Quotient Wealth Partners, LLC Reduced Holdings in Q3 2024

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
-34
- 0.23%
$61.9 - $80.88 $2.1K - $2.75K
14.4K $1.16B
HD
Home Depot, Inc.

Consumer Cyclical
-495
- 6.26%
$333.64 - $405.2 $165K - $201K
7.41K $3B
ACN
Accenture PLC

Technology
-61
- 0.99%
$295.44 - $355.81 $18K - $21.7K
6.08K $2.15B
FICO
Fair Isaac Corp

Technology
-20
- 2.73%
$1496.51 - $1947.38 $29.9K - $38.9K
713 $1.39B
VTV
Vanguard Value ETF

ETFs
-3.16K
- 4.78%
$159.75 - $174.57 $505K - $552K
63K $11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-329
- 2.92%
$405.19 - $478.57 $133K - $157K
10.9K $5.03B
META
Meta Platforms, Inc.

Communication Services
-86
- 1.12%
$453.41 - $572.44 $39K - $49.2K
7.58K $4.34B
AAPL
Apple Inc.

Technology
-690
- 0.93%
$207.23 - $234.82 $143K - $162K
73.1K $17B
Activity Summary
Buys All Purchases 152 New Holdings 24 Increased Positions 128 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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