Qtr Family Wealth, LLC Portfolio Holdings
Qtr Family Wealth, LLC
- $133 Billion
- Q1 2025
Qtr Family Wealth, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Biohaven LTD with a value of $7.99B, Fidelity Wise Origin Bitcoin with a value of $6.41B, Apple Inc. with a value of $5.98B, Microsoft Corp with a value of $4.5B, and Nvidia Corp with a value of $3.68B.
Examining the 13F form we can see an increase of $133B in the current position value.
Qtr Family Wealth, LLC is based out at Lake Mary, FL
Below you can find more details about Qtr Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$133 Billion
ETFs: $37.6 Billion
Technology: $25.3 Billion
Financial Services: $9.87 Billion
Consumer Cyclical: $8.61 Billion
Communication Services: $7.44 Billion
Healthcare: $5.52 Billion
Industrials: $5.47 Billion
Consumer Defensive: $4.63 Billion
Other: $4.45 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 162
- Current Value $133 Billion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 162 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks