Quotient Wealth Partners, LLC Portfolio Holdings

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025

Quotient Wealth Partners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.4 Trillion distributed in 343 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 $360B, Spdr Portfolio with a value of $346B, Spdr Portfolio S&P 500 Value E with a value of $229B, Fcf Us Quality ETF with a value of $219B, and Ishares Core U.S. Aggregate Bo with a value of $205B.

Examining the 13F form we can see an increase of $268B in the current position value, from $3.13T to 3.4T.

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 $3.4 Trillion
Energy: $93.8 Billion
Technology: $87.6 Billion
Financial Services: $38.6 Billion
Industrials: $25.4 Billion
Communication Services: $24.3 Billion
Consumer Cyclical: $24.3 Billion
Healthcare: $19.7 Billion
Consumer Defensive: $12.2 Billion
Other: $13.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.5B
$556 Million 0.02% of portfolio
6,165
Q2 2025 Added 1,445.11%
$3.43B
$830 Million 0.02% of portfolio
45,412
Q2 2025 Added 0.89%
$6.66B
$221 Million 0.01% of portfolio
4,189
Q2 2025 Reduced 3.7%
$6.4B
$243 Million 0.01% of portfolio
2,161
Q4 2023 New
$3.76B
$298 Million 0.01% of portfolio
738
Q2 2025 New
$9.18B
$217 Million 0.01% of portfolio
4,885
Q2 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 343
  • Current Value $3.4 Trillion
  • Prior Value $3.13 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 192 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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