Qtr Family Wealth, LLC Incresed Positions 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
CRDO
Credo Technology Group Holding LTD

Technology
280
+ 3.92%
$33.3 - $95.05 $9.32K - $26.6K
7.42K $687M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
925
+ 25.35%
$483.48 - $539.8 $447K - $499K
4.57K $2.22B
COST
Costco Wholesale Corp

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

Financial Services
703
+ 30.35%
$308.27 - $373.31 $217K - $262K
3.02K $1.07B
CRM
Salesforce, Inc.

Technology
812
+ 84.32%
$236.26 - $291.15 $192K - $236K
1.78K $484M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
431
+ 0.28%
$6.41 - $11.19 $2.76K - $4.82K
152K $1.36B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.01K
+ 7.97%
$49.79 - $50.75 $200K - $204K
54.3K $2.76B
MA
Mastercard Inc

Financial Services
342
+ 43.07%
$479.92 - $590.74 $164K - $202K
1.14K $638M
BAC
Bank Of America Corp

Financial Services
2.91K
+ 27.91%
$34.39 - $47.46 $100K - $138K
13.3K $631M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.5K
+ 9.4%
$46.79 - $48.56 $211K - $219K
52.4K $2.53B
AAPL
Apple Inc.

Technology
3.17K
+ 11.78%
$172.42 - $223.89 $547K - $710K
30.1K $6.18B
Capital Group Dividend Growe
3.76K
+ 15.33%
N/A
28.3K $952M
DLR
Digital Realty Trust, Inc.

Real Estate
687
+ 31.56%
$136.11 - $177.69 $93.5K - $122K
2.86K $499M
BX
Blackstone Inc.

Financial Services
1K
+ 30.65%
$120.07 - $151.11 $120K - $151K
4.27K $639M
MAR
Marriott International Inc

Consumer Cyclical
395
+ 21.12%
$211.12 - $274.14 $83.4K - $108K
2.27K $619M
UBER
Uber Technologies, Inc

Technology
939
+ 26.91%
$64.62 - $93.3 $60.7K - $87.6K
4.43K $413M
MU
Micron Technology Inc

Technology
171
+ 4.7%
$64.72 - $127.91 $11.1K - $21.9K
3.81K $469M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 21.08%
$99.93 - $119.04 $271K - $323K
15.6K $1.68B
TXN
Texas Instruments Inc

Technology
121
+ 3.39%
N/A
3.7K $767M
ABT
Abbott Laboratories

Healthcare
727
+ 21.91%
$123.95 - $138.08 $90.1K - $100K
4.05K $550M
LMT
Lockheed Martin Corp

Industrials
182
+ 27.08%
$430.82 - $486.45 $78.4K - $88.5K
854 $396M
CSCO
Cisco Systems, Inc.

Technology
329
+ 3.81%
$53.19 - $69.38 $17.5K - $22.8K
8.95K $621M
IBM
International Business Machines Corp

Technology
128
+ 12.32%
$221.03 - $294.78 $28.3K - $37.7K
1.17K $344M
Morgan Stanley ETF Trust
1.52K
+ 22.41%
N/A
8.32K $415M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.88%
$1794.73 - $2613.63 $1.79K - $2.61K
115 $301M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
65
+ 3.11%
$376.48 - $440.65 $24.5K - $28.6K
2.16K $951M
JNJ
Johnson & Johnson

Healthcare
798
+ 20.52%
$146.36 - $159.82 $117K - $128K
4.69K $716M
RTX
Raytheon Technologies Corp

Industrials
277
+ 13.92%
$113.75 - $148.48 $31.5K - $41.1K
2.27K $331M
First Tr Exchng Traded Fd Vi
2.08K
+ 25.04%
N/A
10.4K $315M
CVX
Chevron Corp

Energy
1.17K
+ 26.42%
$133.73 - $168.51 $156K - $197K
5.59K $801M
CAT
Caterpillar Inc

Industrials
31
+ 3.79%
$273.94 - $388.21 $8.49K - $12K
849 $329M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.16K
+ 4.97%
N/A
24.4K $603M
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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