Qtr Family Wealth, LLC Purchases in Q1 2025

Qtr Family Wealth, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
3.57K
New
N/A
3.57K $642M
PGR
Progressive Corp

Financial Services
2.25K
New
$235.61 - $291.22 $531K - $656K
2.25K $638M
HD
Home Depot, Inc.

Consumer Cyclical
1.69K
New
$347.25 - $424.87 $587K - $718K
1.69K $620M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
16.5K
New
$36.64 - $45.76 $604K - $754K
16.5K $618M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
16.7K
New
$36.38 - $38.05 $607K - $635K
16.7K $614M
LLY
Eli Lilly & CO

Healthcare
741
New
$725.72 - $929.72 $538K - $689K
741 $612M
ADBE
Adobe Inc.

Technology
1.59K
New
$377.84 - $464.11 $602K - $740K
1.59K $611M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.69K
New
$100.56 - $108.28 $572K - $616K
5.69K $586M
SYY
Sysco Corp

Consumer Defensive
7.42K
New
$70.0 - $77.13 $520K - $572K
7.42K $557M
VPU
Vanguard Utilities ETF

ETFs
3.23K
New
$161.24 - $173.33 $521K - $560K
3.23K $552M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.33K
New
$156.61 - $168.02 $521K - $559K
3.33K $534M
CSCO
Cisco Systems, Inc.

Technology
8.63K
New
$58.74 - $64.87 $507K - $560K
8.63K $532M
HON
Honeywell International Inc

Industrials
2.49K
New
$202.75 - $226.52 $505K - $564K
2.49K $527M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
6.66K
New
$69.81 - $78.9 $465K - $526K
6.66K $519M
ABBV
Abb Vie Inc.

Healthcare
2.46K
New
$169.2 - $216.66 $417K - $533K
2.46K $516M
First Tr Exchng Traded Fd Vi
13.9K
New
N/A
13.9K $511M
COST
Costco Wholesale Corp

Consumer Defensive
527
New
$890.62 - $1076.86 $469K - $568K
527 $499M
FXH
First Tr Exchange Trd Fd Healt

ETFs
4.65K
New
$102.5 - $112.02 $476K - $520K
4.65K $481M
UNH
Unitedhealth Group Inc

Healthcare
909
New
$461.52 - $548.18 $420K - $498K
909 $476M
ONON
On Holding Ag

Consumer Cyclical
10.8K
New
$43.92 - $63.62 $474K - $686K
10.8K $474M
PM
Philip Morris International Inc.

Consumer Defensive
2.97K
New
$117.15 - $158.79 $348K - $472K
2.97K $471M
PAYX
Paychex Inc

Industrials
3.03K
New
$136.06 - $154.52 $412K - $468K
3.03K $467M
OVL
Listed Fds Tr Overlay Shs Larg
10.6K
New
N/A
10.6K $466M
Abacus Global Mgmt Inc
61.5K
New
N/A
61.5K $461M
First Tr Exchng Traded Fd Vi
15.2K
New
N/A
15.2K $458M
BX
Blackstone Inc.

Financial Services
3.27K
New
$136.53 - $186.74 $446K - $610K
3.27K $457M
IWM
Ishares Russell 2000 ETF

ETFs
2.26K
New
$198.1 - $229.79 $448K - $520K
2.26K $452M
MRK
Merck & Co., Inc.

Healthcare
5.02K
New
$83.01 - $101.02 $417K - $507K
5.02K $451M
T
At&T Inc.

Communication Services
15.8K
New
$21.56 - $28.28 $340K - $446K
15.8K $446M
MAR
Marriott International Inc

Consumer Cyclical
1.87K
New
$237.01 - $304.45 $443K - $569K
1.87K $445M
VSDA
Victory Portfolios Ii Victorys

ETFs
8.61K
New
$49.77 - $53.06 $428K - $457K
8.61K $445M
ABT
Abbott Laboratories

Healthcare
3.32K
New
$111.1 - $140.22 $369K - $465K
3.32K $440M
MA
Mastercard Inc

Financial Services
794
New
$504.67 - $576.31 $401K - $458K
794 $435M
BAC
Bank Of America Corp

Financial Services
10.4K
New
$39.61 - $47.74 $413K - $498K
10.4K $435M
GIS
General Mills Inc

Consumer Defensive
7.15K
New
$57.56 - $65.3 $411K - $467K
7.15K $427M
QDPL
Pacer Fds Tr Metaurus Us Large
11.7K
New
$36.5 - $40.04 $426K - $467K
11.7K $426M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
13.5K
New
N/A
13.5K $415M
QCOM
Qualcomm Inc

Technology
2.67K
New
$151.94 - $175.86 $406K - $470K
2.67K $410M
BMY
Bristol Myers Squibb CO

Healthcare
6.63K
New
$53.9 - $63.11 $357K - $418K
6.63K $404M
KMI
Kinder Morgan, Inc.

Energy
14K
New
$26.1 - $31.22 $365K - $437K
14K $399M
First Tr Exchng Traded Fd Vi
11.7K
New
N/A
11.7K $396M
F
Ford Motor CO

Consumer Cyclical
39.3K
New
$9.12 - $10.43 $358K - $409K
39.3K $394M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
14.3K
New
$25.83 - $27.09 $369K - $387K
14.3K $381M
SLB
Schlumberger Limited

Energy
8.87K
New
$38.4 - $43.74 $340K - $388K
8.87K $371M
MMM
3 M CO

Industrials
2.52K
New
$129.7 - $155.12 $326K - $390K
2.52K $370M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
9.39K
New
N/A
9.39K $363M
IHDG
Wisdomtree Tr

ETFs
8.32K
New
$43.4 - $47.51 $361K - $395K
8.32K $361M
IEFA
Ishares Tr

ETFs
4.74K
New
$69.57 - $78.65 $330K - $373K
4.74K $358M
AMD
Advanced Micro Devices Inc

Technology
3.42K
New
$96.63 - $129.55 $330K - $443K
3.42K $351M
Activity Summary
Buys All Purchases 162 New Holdings 162 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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