Quotient Wealth Partners, LLC Portfolio Holdings
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 331
- Current Value $3.13 Trillion
- Prior Value $3.06 Trillion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 31 stocks
- Additional Purchases 155 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks