Qtr Family Wealth, LLC Purchases in Q2 2025

Qtr Family Wealth, LLC

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.41K
New
$72.96 - $90.39 $176K - $218K
2.41K $215M
AMAT
Applied Materials Inc

Technology
1.17K
New
$126.95 - $183.52 $149K - $215K
1.17K $215M
DE
Deere & CO

Industrials
420
New
$412.99 - $531.48 $173K - $223K
420 $213M
FTNT
Fortinet, Inc.

Technology
1.98K
New
$84.71 - $108.69 $167K - $215K
1.98K $209M
MCD
Mcdonalds Corp

Consumer Cyclical
714
New
$285.55 - $321.23 $204K - $229K
714 $209M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
New
$4164.15 - $5789.24 $150K - $208K
36 $208M
XLK
Technology Sector Spdr

ETFs
814
New
$179.73 - $253.23 $146K - $206K
814 $206M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.01K
+ 7.97%
$49.79 - $50.75 $200K - $204K
54.3K $2.76B
EXR
Extra Space Storage Inc.

Real Estate
1.39K
New
$126.61 - $152.99 $176K - $213K
1.39K $205M
MA
Mastercard Inc

Financial Services
342
+ 43.07%
$479.92 - $590.74 $164K - $202K
1.14K $638M
ZTS
Zoetis Inc.

Healthcare
1.29K
New
$144.41 - $170.3 $186K - $219K
1.29K $200M
BAC
Bank Of America Corp

Financial Services
2.91K
+ 27.91%
$34.39 - $47.46 $100K - $138K
13.3K $631M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.5K
+ 9.4%
$46.79 - $48.56 $211K - $219K
52.4K $2.53B
AAPL
Apple Inc.

Technology
3.17K
+ 11.78%
$172.42 - $223.89 $547K - $710K
30.1K $6.18B
Capital Group Dividend Growe
3.76K
+ 15.33%
N/A
28.3K $952M
DLR
Digital Realty Trust, Inc.

Real Estate
687
+ 31.56%
$136.11 - $177.69 $93.5K - $122K
2.86K $499M
BX
Blackstone Inc.

Financial Services
1K
+ 30.65%
$120.07 - $151.11 $120K - $151K
4.27K $639M
MAR
Marriott International Inc

Consumer Cyclical
395
+ 21.12%
$211.12 - $274.14 $83.4K - $108K
2.27K $619M
UBER
Uber Technologies, Inc

Technology
939
+ 26.91%
$64.62 - $93.3 $60.7K - $87.6K
4.43K $413M
MU
Micron Technology Inc

Technology
171
+ 4.7%
$64.72 - $127.91 $11.1K - $21.9K
3.81K $469M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 21.08%
$99.93 - $119.04 $271K - $323K
15.6K $1.68B
TXN
Texas Instruments Inc

Technology
121
+ 3.39%
N/A
3.7K $767M
ABT
Abbott Laboratories

Healthcare
727
+ 21.91%
$123.95 - $138.08 $90.1K - $100K
4.05K $550M
LMT
Lockheed Martin Corp

Industrials
182
+ 27.08%
$430.82 - $486.45 $78.4K - $88.5K
854 $396M
CSCO
Cisco Systems, Inc.

Technology
329
+ 3.81%
$53.19 - $69.38 $17.5K - $22.8K
8.95K $621M
IBM
International Business Machines Corp

Technology
128
+ 12.32%
$221.03 - $294.78 $28.3K - $37.7K
1.17K $344M
Morgan Stanley ETF Trust
1.52K
+ 22.41%
N/A
8.32K $415M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.88%
$1794.73 - $2613.63 $1.79K - $2.61K
115 $301M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
65
+ 3.11%
$376.48 - $440.65 $24.5K - $28.6K
2.16K $951M
JNJ
Johnson & Johnson

Healthcare
798
+ 20.52%
$146.36 - $159.82 $117K - $128K
4.69K $716M
RTX
Raytheon Technologies Corp

Industrials
277
+ 13.92%
$113.75 - $148.48 $31.5K - $41.1K
2.27K $331M
First Tr Exchng Traded Fd Vi
2.08K
+ 25.04%
N/A
10.4K $315M
CVX
Chevron Corp

Energy
1.17K
+ 26.42%
$133.73 - $168.51 $156K - $197K
5.59K $801M
CAT
Caterpillar Inc

Industrials
31
+ 3.79%
$273.94 - $388.21 $8.49K - $12K
849 $329M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.16K
+ 4.97%
N/A
24.4K $603M
MRK
Merck & Co., Inc.

Healthcare
1.31K
+ 26.13%
$73.47 - $87.12 $96.4K - $114K
6.33K $501M
VLO
Valero Energy Corp

Energy
325
+ 16.19%
$104.69 - $141.77 $34K - $46.1K
2.33K $314M
NSC
Norfolk Southern Corp

Industrials
122
+ 13.85%
$206.34 - $257.46 $25.2K - $31.4K
1K $257M
FAD
First Tr Multi Cap Growth Alph

ETFs
13
+ 0.6%
$114.67 - $146.82 $1.49K - $1.91K
2.17K $319M
SYK
Stryker Corp

Healthcare
55
+ 7.37%
$337.37 - $395.63 $18.6K - $21.8K
801 $317M
IEFA
Ishares Tr

ETFs
21
+ 0.44%
$67.83 - $84.09 $1.42K - $1.77K
4.76K $397M
TRV
Travelers Companies, Inc.

Financial Services
129
+ 15.95%
$233.83 - $276.34 $30.2K - $35.6K
938 $251M
QCOM
Qualcomm Inc

Technology
131
+ 4.91%
$124.66 - $159.48 $16.3K - $20.9K
2.8K $446M
QDPL
Pacer Fds Tr Metaurus Us Large
19
+ 0.16%
$32.46 - $39.77 $617 - $756
11.7K $461M
FYX
First Tr Small Cap Core Alphad

ETFs
133
+ 4.62%
$79.22 - $97.28 $10.5K - $12.9K
3.01K $293M
MO
Altria Group, Inc.

Consumer Defensive
683
+ 14.27%
$55.56 - $60.91 $37.9K - $41.6K
5.47K $321M
COP
Conocophillips

Energy
779
+ 31.47%
$82.66 - $106.1 $64.4K - $82.7K
3.25K $292M
ABBV
Abb Vie Inc.

Healthcare
484
+ 19.66%
$170.16 - $206.27 $82.4K - $99.8K
2.95K $547M
WELL
Welltower Inc.

Real Estate
192
+ 11.26%
$136.49 - $155.22 $26.2K - $29.8K
1.9K $292M
Activity Summary
Buys All Purchases 121 New Holdings 36 Increased Positions 85 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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