Proquility Private Wealth Partners, LLC Purchases in Q1 2025

Proquility Private Wealth Partners, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
207K
+ 220.98%
$22.83 - $23.75 $4.72M - $4.91M
300K $6.92M
ITM
Vaneck Intermediate Muni ETF

ETFs
87.7K
+ 344.68%
$45.21 - $46.67 $3.96M - $4.09M
113K $5.15M
IEFA
Ishares Tr

ETFs
25.8K
+ 10.7%
$69.57 - $78.65 $1.79M - $2.03M
267K $20.2M
XLF
Financial Sector Spdr

ETFs
53.2K
+ 29.49%
$47.32 - $52.19 $2.52M - $2.77M
233K $11.6M
MDT
Medtronic PLC

Healthcare
28.1K
+ 140.26%
$79.84 - $94.5 $2.25M - $2.66M
48.2K $4.33M
XOM
Exxon Mobil Corp

Energy
17.7K
+ 44.71%
$105.44 - $118.93 $1.87M - $2.11M
57.4K $6.83M
BNDX
Vanguard Total International B

ETFs
52.2K
+ 644.09%
$48.33 - $49.5 $2.52M - $2.58M
60.3K $2.94M
LLY
Eli Lilly & CO

Healthcare
2.79K
+ 653.16%
$725.72 - $929.72 $2.02M - $2.59M
3.22K $2.66M
FLJP
Franklin Templeton ETF Tr

ETFs
74.1K
+ 43.9%
$27.82 - $30.67 $2.06M - $2.27M
243K $7.14M
WMT
Walmart Inc.

Consumer Defensive
22.9K
+ 170.41%
$84.5 - $105.05 $1.94M - $2.41M
36.4K $3.2M
IEMG
Ishares Inc

ETFs
31.4K
+ 8.19%
N/A
415K $22.2M
GILD
Gilead Sciences, Inc.

Healthcare
15K
New
$89.14 - $117.41 $1.34M - $1.76M
15K $1.68M
PFG
Principal Financial Group Inc

Financial Services
19.4K
+ 326.08%
$76.34 - $89.04 $1.48M - $1.73M
25.4K $2.14M
ED
Consolidated Edison Inc

Utilities
15K
New
$88.0 - $110.59 $1.32M - $1.66M
15K $1.66M
FLLA
Franklin Templeton ETF Tr

ETFs
80.7K
New
$16.8 - $19.93 $1.36M - $1.61M
80.7K $1.57M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
72.3K
New
$19.7 - $20.61 $1.42M - $1.49M
72.3K $1.46M
BBAX
J P Morgan Betabuilders Develo

ETFs
29.6K
+ 21.43%
$48.21 - $51.59 $1.43M - $1.53M
168K $8.15M
XLV
Select Sector Spdr Fund Health

ETFs
5.01K
+ 6.96%
$137.61 - $149.68 $689K - $749K
77K $11.2M
UNH
Unitedhealth Group Inc

Healthcare
2.36K
+ 60.07%
$461.52 - $548.18 $1.09M - $1.29M
6.29K $3.29M
XLE
Energy Sector Spdr

ETFs
8.14K
+ 11.65%
$85.7 - $93.96 $697K - $765K
78K $7.29M
HCA
Hca Healthcare, Inc.

Healthcare
3.57K
+ 296.59%
$296.7 - $345.55 $1.06M - $1.23M
4.77K $1.65M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
26.1K
+ 291.88%
$47.33 - $47.92 $1.24M - $1.25M
35K $1.67M
MCD
Mcdonalds Corp

Consumer Cyclical
3.59K
+ 102.43%
$279.74 - $321.29 $1M - $1.15M
7.1K $2.22M
T
At&T Inc.

Communication Services
22.2K
+ 22.75%
$21.56 - $28.28 $479K - $628K
120K $3.39M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.54K
+ 2.22%
$46.83 - $56.05 $166K - $198K
163K $8.68M
PEP
Pepsico Inc

Consumer Defensive
7.66K
+ 226.91%
$142.64 - $156.42 $1.09M - $1.2M
11K $1.65M
RTX
Raytheon Technologies Corp

Industrials
8.01K
New
$114.1 - $135.66 $914K - $1.09M
8.01K $1.06M
FCX
Freeport Mcmoran Inc

Basic Materials
27.5K
New
$34.5 - $43.01 $950K - $1.18M
27.5K $1.04M
VZ
Verizon Communications Inc

Communication Services
20.3K
+ 123.52%
$37.81 - $46.49 $769K - $945K
36.8K $1.67M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.7K
+ 15.97%
$22.25 - $23.0 $750K - $775K
245K $5.63M
FIW
First Trust Water ETF

ETFs
7.46K
+ 114.09%
$99.48 - $106.74 $742K - $796K
14K $1.41M
AMT
American Tower Corp

Real Estate
1.61K
+ 14.74%
$173.46 - $217.6 $279K - $350K
12.5K $2.73M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
12.6K
+ 34.97%
$48.13 - $51.78 $608K - $654K
48.7K $2.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.7K
New
$106.22 - $111.09 $606K - $634K
5.7K $633K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
53K
New
$11.22 - $11.8 $595K - $625K
53K $594K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.8K
New
$36.63 - $37.45 $542K - $554K
14.8K $544K
CVX
Chevron Corp

Energy
1.61K
+ 13.23%
$146.71 - $167.97 $236K - $271K
13.8K $2.31M
IFRA
Ishares Tr

ETFs
12K
+ 63.92%
$44.8 - $49.25 $538K - $591K
30.8K $1.39M
CMCSA
Comcast Corp

Communication Services
14K
+ 86.1%
$33.19 - $38.23 $466K - $537K
30.3K $1.12M
HYD
Vaneck High Yield Muni ETF

ETFs
8.61K
+ 74.2%
$50.79 - $52.53 $437K - $452K
20.2K $1.03M
FLCA
Franklin Templeton ETF Tr

ETFs
8.89K
+ 8.13%
$35.77 - $38.72 $318K - $344K
118K $4.4M
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.82K
+ 19.57%
$45.85 - $53.59 $221K - $258K
29.4K $1.52M
GD
General Dynamics Corp

Industrials
1.1K
+ 22.24%
$241.94 - $272.58 $267K - $300K
6.06K $1.65M
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.3K
+ 9.19%
$25.54 - $27.64 $110K - $119K
51.1K $1.39M
ETN
Eaton Corp PLC

Industrials
2.48K
+ 29.4%
$271.83 - $371.23 $673K - $919K
10.9K $2.96M
XEL
Xcel Energy Inc

Utilities
213
+ 0.53%
$63.37 - $72.1 $13.5K - $15.4K
40.1K $2.84M
PG
Procter & Gamble CO

Consumer Defensive
559
+ 9.37%
$158.56 - $176.26 $88.6K - $98.5K
6.53K $1.11M
EWD
Ishares Inc Msci Sweden ETF

ETFs
1.23K
+ 11.61%
$37.28 - $45.14 $45.7K - $55.3K
11.8K $495K
VAW
Vanguard Materials ETF

ETFs
426
+ 4.57%
$185.71 - $202.46 $79.1K - $86.2K
9.76K $1.84M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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