Qtr Family Wealth, LLC Purchases in Q3 2025

Qtr Family Wealth, LLC

  • $211 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
5.97K
+ 13.48%
$153.3 - $186.58 $915K - $1.11M
50.2K $9.37B
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 8.11%
$293.94 - $444.72 $347K - $524K
15.7K $6.99B
AAPL
Apple Inc.

Technology
3.18K
+ 10.56%
$202.38 - $256.87 $643K - $816K
33.3K $8.47B
Abacus Global Mgmt Inc
283K
+ 87.44%
N/A
608K $3.48B
GOOG
Alphabet Inc.

Communication Services
945
+ 4.43%
$175.16 - $255.24 $166K - $241K
22.3K $5.42B
BXSL
Blackstone Secured Lending Fund

Financial Services
71.1K
+ 86.78%
$26.07 - $32.55 $1.85M - $2.32M
153K $3.99B
MSFT
Microsoft Corp

Technology
2.21K
+ 15.76%
$491.09 - $535.64 $1.08M - $1.18M
16.2K $8.4B
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 14.14%
$174.36 - $254.72 $289K - $423K
13.4K $3.26B
PLTR
Palantir Technologies Inc.

Technology
126
+ 0.66%
$130.68 - $186.97 $16.5K - $23.6K
19.2K $3.5B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.89K
New
$173.23 - $213.34 $673K - $829K
3.89K $823M
MCI
Barings Corporate Investors

Financial Services
36K
New
$20.28 - $22.87 $730K - $823K
36K $747M
WMT
Walmart Inc.

Consumer Defensive
6.12K
+ 64.99%
$94.4 - $104.27 $577K - $638K
15.5K $1.6B
CSQ
Calamos Strategic Total Return Fund

Financial Services
32.3K
New
$18.02 - $19.56 $582K - $632K
32.3K $623M
Ishares Bitcoin Trust ETF
4.08K
+ 4.5%
N/A
94.7K $6.15B
META
Meta Platforms, Inc.

Communication Services
837
+ 28.0%
$695.21 - $791.73 $582K - $663K
3.83K $2.81B
Allspring Exchange Traded Fu
22.4K
New
N/A
22.4K $590M
AMZN
Amazon Com Inc

Consumer Cyclical
2.65K
+ 15.4%
$211.65 - $238.24 $561K - $631K
19.9K $4.36B
INTC
Intel Corp

Technology
17K
New
$19.31 - $35.5 $327K - $602K
17K $569M
ORCL
Oracle Corp

Technology
478
+ 7.26%
$218.96 - $328.33 $105K - $157K
7.06K $1.99B
MPV
Barings Participation Investors

Financial Services
26K
New
$18.73 - $20.67 $487K - $537K
26K $524M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 17.26%
$282.78 - $316.06 $304K - $340K
7.31K $2.31B
MU
Micron Technology Inc

Technology
1.65K
+ 43.21%
$104.88 - $168.89 $173K - $278K
5.45K $912M
FDX
Fedex Corp

Industrials
1.86K
New
$217.1 - $243.2 $404K - $452K
1.86K $439M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.81K
New
$48.72 - $50.73 $429K - $447K
8.81K $434M
ADBE
Adobe Inc.

Technology
1.36K
+ 89.24%
$333.65 - $392.1 $454K - $533K
2.88K $1.02B
PG
Procter & Gamble CO

Consumer Defensive
2.7K
+ 125.14%
$150.47 - $161.22 $407K - $436K
4.86K $747M
GM
General Motors CO

Consumer Cyclical
6.32K
New
$48.89 - $61.24 $309K - $387K
6.32K $385M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
17K
New
$21.86 - $22.98 $372K - $391K
17K $382M
UNH
Unitedhealth Group Inc

Healthcare
944
+ 78.67%
$237.77 - $353.61 $224K - $334K
2.14K $740M
PCG
Pg&E Corp

Utilities
24.1K
New
$13.0 - $15.73 $313K - $379K
24.1K $363M
MRK
Merck & Co., Inc.

Healthcare
3.95K
+ 62.28%
$77.6 - $87.37 $306K - $345K
10.3K $863M
VRSN
Verisign Inc

Technology
1.29K
New
$263.02 - $305.98 $339K - $394K
1.29K $360M
GD
General Dynamics Corp

Industrials
915
+ 109.98%
$293.92 - $341.0 $269K - $312K
1.75K $596M
LLY
Eli Lilly & CO

Healthcare
475
+ 58.64%
$625.65 - $812.69 $297K - $386K
1.29K $981M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 22.6%
$155.17 - $185.42 $164K - $196K
5.75K $1.07B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.27K
+ 76.32%
$171.01 - $228.24 $218K - $291K
2.94K $629M
NEM
Newmont Corp

Basic Materials
4.11K
New
$57.35 - $85.25 $236K - $350K
4.11K $346M
VVR
Invesco Senior Income Trust

Financial Services
100K
New
$3.39 - $3.83 $339K - $383K
100K $346M
JBHT
Hunt J B Transport Services Inc

Industrials
2.53K
New
$130.65 - $154.66 $330K - $391K
2.53K $339M
ZM
Zoom Video Communications, Inc.

Technology
4.08K
New
$69.77 - $86.83 $285K - $354K
4.08K $336M
VEEV
Veeva Systems Inc

Healthcare
1.13K
New
$269.2 - $297.91 $303K - $335K
1.13K $335M
LYFT
Lyft, Inc.

Technology
15.1K
New
$13.41 - $22.93 $203K - $347K
15.1K $333M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.74K
New
$118.3 - $142.16 $324K - $389K
2.74K $332M
BGT
Blackrock Floating Rate Income Trust

Financial Services
27K
New
$12.07 - $12.75 $326K - $344K
27K $328M
RE
Everest Re Group LTD

Financial Services
931
New
N/A
931 $326M
PEP
Pepsico Inc

Consumer Defensive
2.18K
+ 128.04%
$133.81 - $152.16 $292K - $332K
3.89K $546M
Fidelity Wise Origin Bitcoin
157
+ 0.3%
N/A
52.3K $5.22B
FTI
Technip Fmc PLC

Energy
7.98K
New
$32.19 - $40.89 $257K - $326K
7.98K $315M
FIX
Comfort Systems Usa Inc

Industrials
373
New
$521.66 - $825.18 $195K - $308K
373 $308M
Activity Summary
Buys All Purchases 183 New Holdings 77 Increased Positions 106 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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