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
Ishares Bitcoin Trust ETF
62K
+ 216.26%
N/A
90.6K $5.55B
NVDA
Nvidia Corp

Technology
10.3K
+ 30.39%
$94.31 - $157.99 $973K - $1.63M
44.3K $7B
MSFT
Microsoft Corp

Technology
2.04K
+ 17.02%
$354.56 - $497.45 $723K - $1.01M
14K $6.97B
TSLA
Tesla, Inc.

Consumer Cyclical
4.91K
+ 51.05%
$221.86 - $362.89 $1.09M - $1.78M
14.5K $4.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.12K
+ 57.51%
$456.74 - $568.03 $1.43M - $1.77M
8.55K $4.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.56K
+ 49.26%
$416.06 - $551.64 $1.07M - $1.41M
7.76K $4.28B
AMZN
Amazon Com Inc

Consumer Cyclical
5.5K
+ 47.04%
$167.32 - $223.3 $921K - $1.23M
17.2K $3.77B
PLTR
Palantir Technologies Inc.

Technology
3.34K
+ 21.26%
$74.01 - $144.25 $247K - $482K
19.1K $2.6B
Abacus Global Mgmt Inc
263K
+ 427.0%
N/A
324K $1.67B
AVGO
Broadcom Inc.

Technology
565
+ 6.52%
$146.29 - $275.65 $82.7K - $156K
9.23K $2.54B
GOOG
Alphabet Inc.

Communication Services
1.43K
+ 7.2%
$146.58 - $180.01 $210K - $258K
21.3K $3.78B
ORCL
Oracle Corp

Technology
859
+ 15.01%
$122.82 - $218.63 $106K - $188K
6.58K $1.44B
JPM
Jpmorgan Chase & CO

Financial Services
970
+ 18.43%
$210.28 - $289.91 $204K - $281K
6.23K $1.81B
CRWD
Crowd Strike Holdings, Inc.

Technology
397
+ 21.23%
$321.63 - $509.31 $128K - $202K
2.27K $1.15B
GOOGL
Alphabet Inc.

Communication Services
1.52K
+ 14.83%
$144.7 - $178.6 $220K - $271K
11.7K $2.07B
RBLX
Roblox Corp

Communication Services
4.34K
New
$51.22 - $105.59 $222K - $458K
4.34K $456M
CRDO
Credo Technology Group Holding LTD

Technology
280
+ 3.92%
$33.3 - $95.05 $9.32K - $26.6K
7.42K $687M
DIS
Walt Disney CO

Communication Services
2.92K
New
$81.72 - $124.01 $239K - $363K
2.92K $363M
Arista Networks Inc
3.43K
New
N/A
3.43K $351M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.89K
New
$31.67 - $42.89 $250K - $338K
7.89K $338M
HD
Home Depot, Inc.

Consumer Cyclical
881
+ 52.1%
$335.24 - $380.78 $295K - $335K
2.57K $943M
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
+ 43.47%
$149.23 - $184.95 $193K - $239K
4.26K $776M
NOW
Service Now, Inc.

Technology
295
New
$721.65 - $1040.18 $213K - $307K
295 $303M
ETN
Eaton Corp PLC

Industrials
808
New
$246.52 - $356.99 $199K - $288K
808 $288M
SPOT
Spotify Technology S.A.

Communication Services
372
New
$503.3 - $775.9 $187K - $289K
372 $285M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.67K
New
$136.63 - $176.62 $228K - $295K
1.67K $281M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
925
+ 25.35%
$483.48 - $539.8 $447K - $499K
4.57K $2.22B
Tempus Ai Inc
4.24K
New
N/A
4.24K $269M
COST
Costco Wholesale Corp

Consumer Defensive
246
+ 46.68%
$908.13 - $1056.85 $223K - $260K
773 $765M
SNOW
Snowflake Inc.

Technology
1.18K
New
$130.53 - $223.77 $154K - $263K
1.18K $263M
PANW
Palo Alto Networks Inc

Technology
1.28K
New
$152.44 - $204.64 $196K - $263K
1.28K $263M
MS
Morgan Stanley

Financial Services
1.86K
New
$99.83 - $140.86 $186K - $262K
1.86K $262M
V
Visa Inc.

Financial Services
703
+ 30.35%
$308.27 - $373.31 $217K - $262K
3.02K $1.07B
CB
Chubb LTD

Financial Services
871
New
$274.32 - $302.46 $239K - $263K
871 $252M
GD
General Dynamics Corp

Industrials
832
New
$247.68 - $291.66 $206K - $243K
832 $243M
DDOG
Datadog, Inc.

Technology
1.75K
New
$87.0 - $134.33 $152K - $235K
1.75K $235M
Capital Group International
7.11K
New
N/A
7.11K $234M
LNG
Cheniere Energy, Inc.

Energy
961
New
$197.25 - $244.33 $190K - $235K
961 $234M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.25K
New
$149.76 - $186.42 $187K - $233K
1.25K $233M
CRM
Salesforce, Inc.

Technology
812
+ 84.32%
$236.26 - $291.15 $192K - $236K
1.78K $484M
ACN
Accenture PLC

Technology
754
New
$279.23 - $323.21 $211K - $244K
754 $225M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
431
+ 0.28%
$6.41 - $11.19 $2.76K - $4.82K
152K $1.36B
PEP
Pepsico Inc

Consumer Defensive
1.71K
New
$128.02 - $151.37 $218K - $258K
1.71K $225M
ZS
Zscaler, Inc.

Technology
705
New
$174.67 - $315.32 $123K - $222K
705 $221M
KO
Coca Cola CO

Consumer Defensive
3.12K
New
$68.37 - $73.9 $213K - $230K
3.12K $221M
GE
General Electric CO

Industrials
847
New
$166.81 - $257.39 $141K - $218K
847 $218M
TMUS
T Mobile Us, Inc.

Communication Services
913
New
$220.99 - $268.54 $202K - $245K
913 $218M
NET
Cloudflare, Inc.

Technology
1.11K
New
$97.08 - $195.83 $107K - $217K
1.11K $217M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
955
New
$141.37 - $228.57 $135K - $218K
955 $216M
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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