Quotient Wealth Partners, LLC Sells in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
-142
- 12.72%
$210.47 - $274.71 $29.9K - $39K
974 $234M
USB
Us Bancorp \De\

Financial Services
-1.06K
- 14.01%
$36.4 - $45.76 $38.5K - $48.4K
6.49K $294M
HLN
Haleon PLC

Healthcare
-2.5K
- 13.39%
$9.27 - $11.41 $23.1K - $28.5K
16.2K $168M
ADBE
Adobe Inc.

Technology
-84
- 3.4%
$340.0 - $420.68 $28.6K - $35.3K
2.38K $922M
DEO
Diageo PLC

Consumer Defensive
-74
- 1.92%
$99.86 - $115.75 $7.39K - $8.57K
3.79K $382M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-887
- 3.84%
$22.54 - $23.17 $20K - $20.6K
22.2K $510M
TSCO
Tractor Supply CO

Consumer Cyclical
-161
- 3.7%
$47.86 - $55.77 $7.71K - $8.98K
4.19K $221M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-284
- 5.76%
$83.54 - $100.04 $23.7K - $28.4K
4.65K $463M
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.02%
$87.57 - $96.0 $87.6 - $96
5.5K $500M
CTSH
Cognizant Technology Solutions Corp

Technology
-250
- 6.11%
$66.47 - $81.81 $16.6K - $20.5K
3.84K $300M
TFC
Truist Financial Corp

Financial Services
-539
- 8.0%
$34.79 - $42.99 $18.8K - $23.2K
6.2K $266M
VMC
Vulcan Materials CO

Basic Materials
-168
- 13.47%
$226.49 - $276.01 $38.1K - $46.4K
1.08K $281M
ECL
Ecolab Inc.

Basic Materials
-97
- 8.53%
$225.65 - $270.95 $21.9K - $26.3K
1.04K $280M
OGE
Oge Energy Corp.

Utilities
-5
- 0.1%
$42.23 - $46.38 $211 - $232
4.89K $217M
FQAL
Fidelity Covington Tr Quality

ETFs
-3.44K
- 8.08%
$57.29 - $69.63 $197K - $240K
39.1K $2.72B
BR
Broadridge Financial Solutions, Inc.

Technology
-15
- 1.02%
$217.22 - $246.25 $3.26K - $3.69K
1.46K $354M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-61
- 0.72%
$47.02 - $47.83 $2.87K - $2.92K
8.44K $404M
AME
Ametek Inc

Industrials
-54
- 4.53%
$151.41 - $182.75 $8.18K - $9.87K
1.14K $206M
Arista Networks Inc
-1.26K
- 24.01%
N/A
4K $409M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-588
- 4.64%
$7.69 - $11.46 $4.52K - $6.74K
12.1K $138M
MSCI
Msci Inc.

Financial Services
-1
- 0.28%
$506.56 - $576.74 $507 - $577
360 $208M
CRM
Salesforce, Inc.

Technology
-65
- 1.27%
$236.26 - $291.15 $15.4K - $18.9K
5.07K $1.38B
VTV
Vanguard Value ETF

ETFs
-1.36K
- 2.2%
$153.67 - $176.74 $210K - $241K
60.7K $10.7B
BX
Blackstone Inc.

Financial Services
-116
- 4.03%
$120.07 - $151.11 $13.9K - $17.5K
2.76K $413M
EFX
Equifax Inc

Industrials
-32
- 2.62%
$205.5 - $280.54 $6.58K - $8.98K
1.19K $308M
ACWI
Ishares Msci Acwi ETF

ETFs
-334
- 7.18%
$103.59 - $128.6 $34.6K - $43K
4.32K $556M
KR
Kroger CO

Consumer Defensive
-211
- 2.85%
$64.62 - $74.0 $13.6K - $15.6K
7.18K $515M
CDW
Cdw Corp

Technology
-48
- 3.58%
$144.49 - $190.68 $6.94K - $9.15K
1.29K $231M
ABNB
Airbnb, Inc.

Consumer Cyclical
-29
- 1.52%
$105.69 - $140.64 $3.07K - $4.08K
1.88K $248M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-55
- 1.26%
$45.98 - $56.15 $2.53K - $3.09K
4.3K $241M
VBK
Vanguard Small Cap Growth ETF

ETFs
-262
- 6.83%
$219.76 - $276.94 $57.6K - $72.6K
3.57K $990M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-30
- 1.08%
$149.76 - $186.42 $4.49K - $5.59K
2.76K $514M
Te Connectivity PLC
-220
- 9.78%
N/A
2.03K $342M
SPGI
S&P Global Inc.

Financial Services
-8
- 0.54%
$438.31 - $527.29 $3.51K - $4.22K
1.49K $783M
MU
Micron Technology Inc

Technology
-942
- 24.32%
$64.72 - $127.91 $61K - $120K
2.93K $361M
FCX
Freeport Mcmoran Inc

Basic Materials
-452
- 5.46%
$29.15 - $44.46 $13.2K - $20.1K
7.82K $339M
ADI
Analog Devices Inc

Technology
-233
- 9.45%
$164.6 - $238.02 $38.4K - $55.5K
2.23K $531M
IWD
Ishares Russell 1000 Val ETF

ETFs
-41
- 0.43%
$166.82 - $194.23 $6.84K - $7.96K
9.52K $1.85B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-55
- 1.08%
$152.42 - $182.82 $8.38K - $10.1K
5.03K $920M
EFG
Msci Eafe Growth ETF

ETFs
-2.77K
- 8.96%
$89.8 - $112.0 $249K - $311K
28.2K $3.16B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-979
- 4.26%
$108.87 - $133.04 $107K - $130K
22K $2.93B
MPC
Marathon Petroleum Corp

Energy
-253
- 4.66%
$118.55 - $170.08 $30K - $43K
5.18K $861M
SYK
Stryker Corp

Healthcare
-5
- 0.16%
$337.37 - $395.63 $1.69K - $1.98K
3.18K $1.26B
HEZU
Ishares Currency Hedged Msci E

ETFs
-241
- 0.59%
$34.68 - $41.63 $8.36K - $10K
40.6K $1.67B
OEF
Ishares S&P 100 ETF

ETFs
-1.43K
- 9.26%
N/A
14K $4.27B
CARR
Carrier Global Corp

Industrials
-449
- 2.97%
$55.55 - $75.83 $24.9K - $34K
14.7K $1.07B
TT
Trane Technologies PLC

Industrials
-9
- 0.74%
$315.21 - $437.41 $2.84K - $3.94K
1.2K $526M
KLAC
Kla Corp

Technology
-86
- 9.15%
$576.53 - $902.94 $49.6K - $77.7K
854 $765M
IGM
Ishares Expanded Tech Sector E

ETFs
-661
- 6.93%
$79.8 - $112.34 $52.7K - $74.3K
8.88K $997M
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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