Quotient Wealth Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.13 Trillion distributed in 331 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $320B, Spdr Portfolio with a value of $290B, Spdr Portfolio S&P 500 Value E with a value of $215B, Ishares Core U.S. Aggregate Bo with a value of $199B, and Fcf Us Quality ETF with a value of $196B.
Examining the 13F form we can see an increase of $73.4B in the current position value, from $3.06T to 3.13T.
Quotient Wealth Partners, LLC is based out at Houston, TX
Below you can find more details about Quotient Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.13 Trillion
Energy: $101 Billion
Technology: $69.8 Billion
Financial Services: $34.5 Billion
Consumer Cyclical: $20.9 Billion
Healthcare: $20.8 Billion
Industrials: $20.3 Billion
Communication Services: $20.2 Billion
Consumer Defensive: $11.8 Billion
Other: $12.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
