Quotient Wealth Partners, LLC Sells in Q3 2024

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-1.48K
- 7.89%
$51.72 - $57.96 $76.5K - $85.8K
17.3K $993M
PRU
Prudential Financial Inc

Financial Services
-60
- 2.48%
$105.53 - $127.32 $6.33K - $7.64K
2.36K $286M
APD
Air Products & Chemicals, Inc.

Basic Materials
-216
- 12.44%
$247.34 - $300.11 $53.4K - $64.8K
1.52K $453M
AVB
Avalonbay Communities Inc

Real Estate
-197
- 7.16%
$200.95 - $234.65 $39.6K - $46.2K
2.55K $575M
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.2%
$2815.0 - $3212.87 $2.82K - $3.21K
82 $258M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.18K
- 2.09%
$25.38 - $26.27 $29.9K - $30.9K
55.2K $1.45B
PH
Parker Hannifin Corp

Industrials
-116
- 15.93%
$501.01 - $635.92 $58.1K - $73.8K
612 $387M
CTSH
Cognizant Technology Solutions Corp

Technology
-245
- 5.86%
$66.89 - $77.87 $16.4K - $19.1K
3.94K $304M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.03%
$3305.62 - $4268.05 $3.31K - $4.27K
96 $404M
ED
Consolidated Edison Inc

Utilities
-404
- 9.54%
$88.42 - $104.97 $35.7K - $42.4K
3.83K $399M
LDOS
Leidos Holdings, Inc.

Technology
-34
- 2.07%
$142.66 - $163.02 $4.85K - $5.54K
1.61K $262M
VEA
Vanguard Ftse Developed Market

ETFs
-67
- 0.84%
$47.6 - $53.31 $3.19K - $3.57K
7.92K $418M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7
- 0.52%
$256.4 - $289.78 $1.79K - $2.03K
1.33K $378M
OTIS
Otis Worldwide Corp

Industrials
-174
- 2.96%
$91.43 - $104.43 $15.9K - $18.2K
5.7K $592M
DTE
Dte Energy CO

Utilities
-116
- 4.04%
$108.67 - $128.41 $12.6K - $14.9K
2.75K $354M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-42
- 1.04%
$210.25 - $231.86 $8.83K - $9.74K
3.98K $888M
DHR
Danaher Corp

Healthcare
-12
- 0.73%
$239.25 - $280.76 $2.87K - $3.37K
1.64K $457M
COF
Capital One Financial Corp

Financial Services
-69
- 1.44%
$131.42 - $153.05 $9.07K - $10.6K
4.71K $705M
EIX
Edison International

Utilities
-244
- 5.71%
$71.19 - $87.72 $17.4K - $21.4K
4.03K $351M
MET
Metlife Inc

Financial Services
-514
- 7.21%
$67.96 - $82.48 $34.9K - $42.4K
6.61K $545M
PWR
Quanta Services, Inc.

Industrials
-28
- 2.25%
$239.58 - $298.23 $6.71K - $8.35K
1.22K $363M
TRV
Travelers Companies, Inc.

Financial Services
-262
- 7.45%
$201.87 - $242.35 $52.9K - $63.5K
3.26K $762M
AFL
Aflac Inc

Financial Services
-88
- 3.39%
$88.52 - $111.8 $7.79K - $9.84K
2.51K $280M
ARES
Ares Management Corp

Financial Services
-181
- 5.23%
$133.73 - $158.05 $24.2K - $28.6K
3.28K $511M
SPGI
S&P Global Inc.

Financial Services
-109
- 7.19%
$446.32 - $527.38 $48.6K - $57.5K
1.41K $727M
LEN
Lennar Corp

Consumer Cyclical
-12
- 0.78%
$142.5 - $192.45 $1.71K - $2.31K
1.53K $286M
SRE
Sempra Energy

Utilities
-389
- 3.26%
$74.97 - $84.04 $29.2K - $32.7K
11.6K $967M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-247
- 6.37%
$57.22 - $80.08 $14.1K - $19.8K
3.63K $283M
VBK
Vanguard Small Cap Growth ETF

ETFs
-25
- 0.62%
$240.48 - $267.94 $6.01K - $6.7K
3.99K $1.07B
ADP
Automatic Data Processing Inc

Industrials
-344
- 8.27%
$233.44 - $279.45 $80.3K - $96.1K
3.81K $1.06B
D
Dominion Energy, Inc

Utilities
-69
- 0.89%
$48.01 - $58.53 $3.31K - $4.04K
7.67K $443M
EFX
Equifax Inc

Industrials
-42
- 2.82%
$236.42 - $307.13 $9.93K - $12.9K
1.45K $426M
CAT
Caterpillar Inc

Industrials
-170
- 7.46%
$316.8 - $391.12 $53.9K - $66.5K
2.11K $825M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-85
- 0.94%
$332.02 - $382.76 $28.2K - $32.5K
8.97K $3.37B
WMT
Walmart Inc.

Consumer Defensive
-3.79K
- 13.19%
$66.91 - $81.4 $254K - $309K
25K $2.02B
PSA
Public Storage

Real Estate
-55
- 4.02%
$283.13 - $365.01 $15.6K - $20.1K
1.31K $478M
ABBV
Abb Vie Inc.

Healthcare
-453
- 6.73%
$163.84 - $199.33 $74.2K - $90.3K
6.28K $1.24B
ORCL
Oracle Corp

Technology
-1.93K
- 13.36%
$125.9 - $170.35 $243K - $328K
12.5K $2.13B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-411
- 1.63%
$75.32 - $84.37 $31K - $34.7K
24.8K $2.07B
TMUS
T Mobile Us, Inc.

Communication Services
-226
- 4.51%
$175.14 - $206.36 $39.6K - $46.6K
4.79K $988M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-715
- 3.66%
$127.29 - $141.5 $91K - $101K
18.8K $2.62B
KO
Coca Cola CO

Consumer Defensive
-526
- 2.76%
$62.69 - $73.01 $33K - $38.4K
18.5K $1.33B
GE
General Electric CO

Industrials
-84
- 1.81%
$156.66 - $189.66 $13.2K - $15.9K
4.55K $858M
IWD
Ishares Russell 1000 Val ETF

ETFs
-148
- 1.52%
$173.36 - $189.8 $25.7K - $28.1K
9.62K $1.83B
AMT
American Tower Corp

Real Estate
-37
- 1.08%
$192.27 - $242.73 $7.11K - $8.98K
3.38K $786M
NEE
Nextera Energy Inc

Utilities
-170
- 1.67%
$69.9 - $84.97 $11.9K - $14.4K
10K $848M
VBR
Vanguard Small Cap Value ETF

ETFs
-408
- 3.36%
$179.99 - $201.6 $73.4K - $82.3K
11.7K $2.36B
TXN
Texas Instruments Inc

Technology
-335
- 1.46%
$194.6 - $194.6 $65.2K - $65.2K
22.7K $4.68B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-648
- 1.51%
$100.75 - $111.62 $65.3K - $72.3K
42.2K $4.62B
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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