Qtr Family Wealth, LLC New Holdings in Q1 2025

Qtr Family Wealth, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
6.8K
New
N/A
6.8K $336M
IVV
Ishares Core S&P 500 ETF

ETFs
597
New
$554.06 - $615.85 $331K - $368K
597 $335M
WFC
Wells Fargo & Company

Financial Services
4.58K
New
$66.78 - $81.42 $306K - $373K
4.58K $329M
PEY
Invesco Exchange Traded Fd Tr

ETFs
15.2K
New
$20.82 - $22.08 $316K - $335K
15.2K $326M
Invesco Actively Managed Exc
12.7K
New
N/A
12.7K $325M
MU
Micron Technology Inc

Technology
3.64K
New
$86.89 - $109.38 $316K - $398K
3.64K $316M
DLR
Digital Realty Trust, Inc.

Real Estate
2.18K
New
$142.1 - $183.56 $309K - $400K
2.18K $312M
PSX
Phillips 66

Energy
2.52K
New
$113.93 - $131.55 $287K - $331K
2.52K $311M
IAT
Ishares Tr

ETFs
6.61K
New
$44.84 - $53.56 $296K - $354K
6.61K $308M
LMT
Lockheed Martin Corp

Industrials
672
New
$423.19 - $506.29 $284K - $340K
672 $300M
RDVY
First Trust Rising Dividend Ac

ETFs
4.95K
New
$57.22 - $63.39 $283K - $314K
4.95K $290M
FAST
Fastenal CO

Industrials
3.71K
New
$71.11 - $79.98 $264K - $297K
3.71K $288M
IOT
Samsara Inc.

Technology
7.51K
New
$34.06 - $60.96 $256K - $458K
7.51K $288M
MO
Altria Group, Inc.

Consumer Defensive
4.79K
New
$50.81 - $60.02 $243K - $287K
4.79K $287M
CRDO
Credo Technology Group Holding LTD

Technology
7.14K
New
$39.45 - $85.5 $281K - $610K
7.14K $287M
FAD
First Tr Multi Cap Growth Alph

ETFs
2.16K
New
$125.55 - $147.66 $271K - $319K
2.16K $279M
SYK
Stryker Corp

Healthcare
746
New
$355.18 - $399.9 $265K - $298K
746 $278M
BA
Boeing CO

Industrials
1.62K
New
$148.15 - $186.25 $239K - $301K
1.62K $275M
IWF
Ishares Russell 1000 Gr ETF

ETFs
750
New
$360.07 - $417.26 $270K - $313K
750 $271M
APP
App Lovin Corp

Technology
1.02K
New
$238.08 - $510.13 $243K - $521K
1.02K $271M
CAT
Caterpillar Inc

Industrials
818
New
$326.75 - $407.63 $267K - $333K
818 $270M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.9K
New
$39.44 - $47.66 $233K - $281K
5.9K $269M
Blackrock ETF Trust Ii
5.39K
New
N/A
5.39K $267M
VLO
Valero Energy Corp

Energy
2.01K
New
$121.76 - $142.99 $244K - $287K
2.01K $265M
RTX
Raytheon Technologies Corp

Industrials
1.99K
New
$114.1 - $135.66 $227K - $270K
1.99K $264M
WELL
Welltower Inc.

Real Estate
1.71K
New
$124.05 - $156.86 $212K - $267K
1.71K $261M
COP
Conocophillips

Energy
2.48K
New
$88.6 - $105.85 $219K - $262K
2.48K $260M
FYX
First Tr Small Cap Core Alphad

ETFs
2.88K
New
$89.26 - $104.61 $257K - $301K
2.88K $259M
IBM
International Business Machines Corp

Technology
1.04K
New
$217.4 - $264.74 $226K - $275K
1.04K $258M
CRM
Salesforce, Inc.

Technology
963
New
$268.36 - $359.95 $258K - $347K
963 $258M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.5K
New
$56.17 - $59.71 $253K - $269K
4.5K $257M
FV
First Trust Dorsey Wright Focu

ETFs
4.68K
New
$53.91 - $63.03 $252K - $295K
4.68K $257M
UBER
Uber Technologies, Inc

Technology
3.49K
New
$63.17 - $81.49 $220K - $284K
3.49K $254M
First Tr Exchng Traded Fd Vi
8.3K
New
N/A
8.3K $248M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.73K
New
$29.06 - $32.62 $225K - $252K
7.73K $243M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.28K
New
$182.82 - $196.21 $234K - $251K
1.28K $241M
SBUX
Starbucks Corp

Consumer Cyclical
2.45K
New
$91.75 - $115.81 $224K - $283K
2.45K $240M
AMGN
Amgen Inc

Healthcare
763
New
$258.59 - $327.36 $197K - $250K
763 $238M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.95K
New
$78.12 - $83.7 $230K - $247K
2.95K $238M
GLD
Spdr Gold Trust

ETFs
809
New
$243.19 - $288.14 $197K - $233K
809 $233M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.34K
New
$50.93 - $57.24 $221K - $248K
4.34K $230M
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.54K
New
$50.17 - $51.45 $228K - $233K
4.54K $229M
USTB
Victory Portfolios Ii Victorys

ETFs
4.47K
New
$50.08 - $50.71 $224K - $227K
4.47K $227M
MELI
Mercadolibre Inc

Consumer Cyclical
114
New
$1739.0 - $2260.0 $198K - $258K
114 $222M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9K
New
$24.07 - $24.5 $217K - $221K
9K $218M
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
New
$89.14 - $117.41 $173K - $228K
1.95K $218M
CHY
Calamos Convertible & High Income Fund

Financial Services
21.5K
New
$10.1 - $12.0 $217K - $258K
21.5K $217M
VUG
Vanguard Growth ETF

ETFs
584
New
$369.1 - $427.61 $216K - $250K
584 $216M
CGDV
Capital Group Divid Value ETF

ETFs
6.06K
New
$34.95 - $37.36 $212K - $226K
6.06K $216M
Activity Summary
Buys All Purchases 162 New Holdings 162 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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