Proquility Private Wealth Partners, LLC Incresed Positions 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
PFG
Principal Financial Group Inc

Financial Services
19.4K
+ 326.08%
$76.34 - $89.04 $1.48M - $1.73M
25.4K $2.14M
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
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
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
HD
Home Depot, Inc.

Consumer Cyclical
372
+ 9.15%
$347.25 - $424.87 $129K - $158K
4.44K $1.63M
FITB
Fifth Third Bancorp

Financial Services
7.74K
+ 7.7%
$37.48 - $44.96 $290K - $348K
108K $4.24M
TFC
Truist Financial Corp

Financial Services
3.98K
+ 3.99%
$39.48 - $48.15 $157K - $192K
104K $4.27M
HON
Honeywell International Inc

Industrials
488
+ 3.34%
$202.75 - $226.52 $98.9K - $111K
15.1K $3.2M
MSFT
Microsoft Corp

Technology
597
+ 7.84%
$375.39 - $447.2 $224K - $267K
8.21K $3.08M
AAPL
Apple Inc.

Technology
250
+ 3.52%
$209.68 - $247.1 $52.4K - $61.8K
7.36K $1.64M
XLY
Select Sector Spdr Consumer Di

ETFs
3.03K
+ 7.19%
$192.6 - $233.2 $583K - $706K
45.2K $8.92M
DLR
Digital Realty Trust, Inc.

Real Estate
1.17K
+ 4.95%
$142.1 - $183.56 $166K - $214K
24.7K $3.54M
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
Track This Portfolio

Track Proquility Private Wealth Partners, LLC Portfolio

Follow Proquility Private Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proquility Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proquility Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email