Quotient Wealth Partners, LLC Portfolio Holdings
Quotient Wealth Partners, LLC
- $2.86 Trillion
- Q2 2024
Quotient Wealth Partners, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.86 Trillion distributed in 303 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 $319B, Spdr Portfolio with a value of $268B, Ishares Core U.S. Aggregate Bo with a value of $225B, Fcf Us Quality ETF with a value of $179B, and Blackrock ETF Trust Ii with a value of $173B.
Examining the 13F form we can see an increase of $55.9B in the current position value, from $2.8T to 2.86T.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 303
- Current Value $2.86 Trillion
- Prior Value $2.8 Trillion
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 32 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks