Proquility Private Wealth Partners, LLC Incresed Positions in Q3 2024

Proquility Private Wealth Partners, LLC

  • $311 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBAX
J P Morgan Betabuilders Develo

ETFs
30.8K
+ 24.17%
$46.61 - $54.03 $1.44M - $1.67M
158K $8.56M
VB
Vanguard Small Cap ETF

ETFs
3.29K
+ 7.87%
$214.77 - $237.72 $706K - $782K
45.1K $10.7M
IEFA
Ishares Tr

ETFs
1.66K
+ 0.72%
$70.09 - $78.74 $116K - $131K
231K $18.1M
VIG
Vanguard Dividend Appreciation

ETFs
5.56K
+ 222.73%
$182.15 - $182.15 $1.01M - $1.01M
8.05K $1.47M
FLCA
Franklin Templeton ETF Tr

ETFs
15K
+ 15.87%
$32.97 - $37.74 $495K - $567K
110K $4.13M
XLY
Select Sector Spdr Consumer Di

ETFs
738
+ 1.83%
$170.05 - $200.86 $125K - $148K
41.1K $8.23M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 50.99%
$333.64 - $405.2 $448K - $544K
3.97K $1.61M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.4K
+ 9.09%
$22.38 - $23.66 $456K - $482K
244K $5.73M
XLE
Energy Sector Spdr

ETFs
9.88K
+ 15.18%
$84.35 - $93.39 $833K - $923K
75K $6.58M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.26K
+ 24.0%
$43.67 - $51.82 $317K - $376K
37.5K $1.94M
VDC
Vanguard Consumer Staples ETF

ETFs
490
+ 1.66%
$201.77 - $221.32 $98.9K - $108K
30K $6.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.79K
+ 2.91%
$44.9 - $47.55 $215K - $228K
169K $7.98M
EMR
Emerson Electric CO

Industrials
4.66K
+ 18.17%
$98.19 - $118.87 $458K - $554K
30.3K $3.32M
XLC
Select Sector Spdr Tr Communic

ETFs
307
+ 0.33%
$82.16 - $90.4 $25.2K - $27.8K
92.1K $8.33M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.89K
+ 23.54%
$106.11 - $113.72 $306K - $328K
15.1K $1.71M
ETN
Eaton Corp PLC

Industrials
702
+ 9.29%
$272.52 - $333.02 $191K - $234K
8.26K $2.74M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.07K
+ 22.83%
$57.8 - $60.8 $293K - $308K
27.3K $1.65M
CSX
Csx Corp

Industrials
7.39K
+ 11.13%
$32.48 - $35.45 $240K - $262K
73.8K $2.55M
FLJP
Franklin Templeton ETF Tr

ETFs
750
+ 0.42%
$26.79 - $31.0 $20.1K - $23.3K
178K $5.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 2.78%
$38.04 - $45.36 $44K - $52.5K
42.8K $1.91M
FLLA
Franklin Templeton ETF Tr

ETFs
13.8K
+ 78.47%
$19.33 - $21.69 $267K - $300K
31.4K $657K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.12K
+ 7.63%
$28.08 - $32.61 $116K - $134K
58.1K $1.84M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.04K
+ 24.6%
$47.01 - $48.2 $237K - $243K
25.5K $1.23M
TGT
Target Corp

Consumer Defensive
1.24K
+ 15.92%
$133.47 - $159.25 $165K - $197K
9.01K $1.4M
AVGO
Broadcom Inc.

Technology
19.8K
+ 884.62%
$136.27 - $1745.86 $2.7M - $34.6M
22.1K $3.81M
CMCSA
Comcast Corp

Communication Services
1.97K
+ 4.49%
$37.33 - $41.78 $73.7K - $82.4K
46K $1.92M
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.02%
$245.82 - $304.51 $8.6K - $10.7K
3.47K $1.06M
IEMG
Ishares Inc

ETFs
2.58K
+ 0.68%
$53.64 - $53.64 $138K - $138K
382K $20.5M
VAW
Vanguard Materials ETF

ETFs
32
+ 0.35%
$189.89 - $213.71 $6.08K - $6.84K
9.07K $1.92M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.16K
+ 4.06%
$27.19 - $32.45 $31.6K - $37.7K
29.8K $957K
VZ
Verizon Communications Inc

Communication Services
998
+ 3.12%
$38.89 - $45.0 $38.8K - $44.9K
33K $1.48M
CVX
Chevron Corp

Energy
1.85K
+ 15.51%
$137.88 - $161.97 $255K - $299K
13.8K $2.03M
PFG
Principal Financial Group Inc

Financial Services
730
+ 6.32%
$72.94 - $87.46 $53.2K - $63.8K
12.3K $1.05M
KHC
Kraft Heinz CO

Consumer Defensive
2.26K
+ 9.8%
$31.86 - $36.13 $71.9K - $81.6K
25.3K $887K
MSFT
Microsoft Corp

Technology
508
+ 7.29%
$395.15 - $467.56 $201K - $238K
7.48K $3.22M
GD
General Dynamics Corp

Industrials
7
+ 0.14%
$279.51 - $308.09 $1.96K - $2.16K
4.94K $1.49M
C
Citigroup Inc

Financial Services
1.58K
+ 2.41%
$56.11 - $67.61 $88.8K - $107K
67.2K $4.2M
HON
Honeywell International Inc

Industrials
116
+ 0.81%
$196.73 - $220.21 $22.8K - $25.5K
14.4K $2.98M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 41 Reductions 41 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