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
KMI
Kinder Morgan, Inc.

Energy
377
+ 2.69%
$25.21 - $29.4 $9.5K - $11.1K
14.4K $423M
RDVY
First Trust Rising Dividend Ac

ETFs
39
+ 0.79%
$51.6 - $62.74 $2.01K - $2.45K
4.99K $313M
IAT
Ishares Tr

ETFs
14
+ 0.21%
$39.71 - $49.55 $556 - $694
6.62K $328M
LLY
Eli Lilly & CO

Healthcare
69
+ 9.31%
$713.71 - $898.95 $49.2K - $62K
810 $631M
VTRS
Viatris Inc

Healthcare
1.45K
+ 11.77%
$7.26 - $9.12 $10.5K - $13.2K
13.8K $123M
FAST
Fastenal CO

Industrials
3.5K
+ 94.32%
$40.65 - $83.16 $142K - $291K
7.21K $303M
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.15%
$141.87 - $164.49 $709 - $822
3.33K $548M
GILD
Gilead Sciences, Inc.

Healthcare
104
+ 5.35%
$96.91 - $113.0 $10.1K - $11.8K
2.05K $227M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.16%
$166.82 - $194.23 $334 - $388
1.28K $249M
SBUX
Starbucks Corp

Consumer Cyclical
258
+ 10.55%
$79.69 - $99.41 $20.6K - $25.6K
2.7K $248M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
13
+ 0.44%
$72.71 - $82.56 $945 - $1.07K
2.96K $241M
VSDA
Victory Portfolios Ii Victorys

ETFs
4
+ 0.05%
$46.15 - $51.89 $185 - $208
8.61K $446M
FMB
First Tr Exchange Traded Fd Ii

ETFs
25
+ 0.55%
$49.12 - $50.93 $1.23K - $1.27K
4.56K $227M
AMGN
Amgen Inc

Healthcare
78
+ 10.22%
$262.28 - $309.85 $20.5K - $24.2K
841 $235M
BMY
Bristol Myers Squibb CO

Healthcare
1.91K
+ 28.82%
$44.12 - $59.6 $84.3K - $114K
8.54K $395M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.01%
$90.85 - $102.31 $90.9 - $102
8.27K $833M
PAYX
Paychex Inc

Industrials
77
+ 2.54%
$137.01 - $159.78 $10.5K - $12.3K
3.11K $452M
PGR
Progressive Corp

Financial Services
26
+ 1.15%
$255.27 - $288.74 $6.64K - $7.51K
2.28K $608M
SLB
Schlumberger Limited

Energy
131
+ 1.48%
$31.95 - $42.2 $4.19K - $5.53K
9K $304M
UNH
Unitedhealth Group Inc

Healthcare
291
+ 32.01%
$274.35 - $599.47 $79.8K - $174K
1.2K $374M
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
Track This Portfolio

Track Qtr Family Wealth, LLC Portfolio

Follow Qtr Family Wealth, 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 Qtr Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Qtr Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email