Quotient Wealth Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.04 Trillion distributed in 314 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 $344B, Spdr Portfolio with a value of $285B, Ishares Core U.S. Aggregate Bo with a value of $240B, Fcf Us Quality ETF with a value of $197B, and Blackrock ETF Trust Ii with a value of $182B.

Examining the 13F form we can see an increase of $186B in the current position value, from $2.86T to 3.04T.

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 $3.04 Trillion
Energy: $89.9 Billion
Technology: $73.5 Billion
Financial Services: $31 Billion
Industrials: $22.3 Billion
Healthcare: $22.1 Billion
Consumer Cyclical: $19.9 Billion
Communication Services: $18.7 Billion
Consumer Defensive: $12.3 Billion
Other: $13.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 314
  • Current Value $3.04 Trillion
  • Prior Value $2.86 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 128 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.