Quadrant Private Wealth Management, LLC Purchases in Q2 2025

Quadrant Private Wealth Management, LLC

  • $468 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
28.1K
+ 10.72%
$94.31 - $157.99 $2.65M - $4.44M
290K $45.9M
SNOW
Snowflake Inc.

Technology
17.6K
+ 36.89%
$130.53 - $223.77 $2.29M - $3.93M
65.2K $14.6M
META
Meta Platforms, Inc.

Communication Services
664
+ 3.3%
$484.66 - $738.09 $322K - $490K
20.8K $15.3M
AVGO
Broadcom Inc.

Technology
877
+ 2.79%
$146.29 - $275.65 $128K - $242K
32.3K $8.89M
NFLX
Netflix Inc

Communication Services
9
+ 0.1%
$855.86 - $1339.13 $7.7K - $12.1K
8.82K $11.8M
EFV
Msci Eafe Value ETF

ETFs
39.4K
+ 58.61%
$52.4 - $64.65 $2.06M - $2.54M
107K $6.76M
MSFT
Microsoft Corp

Technology
647
+ 3.29%
$354.56 - $497.45 $229K - $322K
20.3K $10.1M
IEMG
Ishares Inc

ETFs
48.7K
New
N/A
48.7K $2.61M
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.9K
+ 34.15%
$83.97 - $92.85 $2.51M - $2.77M
117K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
6.5K
+ 120.41%
$243.75 - $303.93 $1.58M - $1.98M
11.9K $3.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.8K
+ 15.62%
$43.53 - $54.46 $817K - $1.02M
139K $7.56M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.2K
+ 312.03%
$177.93 - $313.14 $748K - $1.32M
5.55K $1.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.8K
+ 10.66%
$152.42 - $182.82 $731K - $877K
49.8K $9.11M
BNDX
Vanguard Total International B

ETFs
28.1K
New
$48.77 - $49.55 $1.37M - $1.39M
28.1K $1.39M
IYF
Ishares Tr

ETFs
11K
New
$99.23 - $120.99 $1.09M - $1.33M
11K $1.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.9K
New
$72.02 - $73.82 $998K - $1.02M
13.9K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
263
+ 1.84%
$496.48 - $617.85 $131K - $162K
14.6K $9.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 46.06%
$456.74 - $568.03 $609K - $758K
4.23K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
800
+ 5.92%
$210.28 - $289.91 $168K - $232K
14.3K $4.15M
IVE
Ishares S&P 500 Value ETF

ETFs
2.9K
+ 6.41%
$168.34 - $195.42 $487K - $566K
48K $9.39M
FNDF
Schwab Fundamental Intl Large

ETFs
18K
+ 263.94%
$32.25 - $40.02 $580K - $720K
24.8K $992K
GS
Goldman Sachs Group Inc

Financial Services
349
+ 13.36%
$462.22 - $707.75 $161K - $247K
2.96K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.95K
New
$54.19 - $67.22 $539K - $669K
9.95K $668K
COIN
Coinbase Global, Inc.

Technology
1.04K
+ 69.1%
$151.47 - $375.07 $158K - $391K
2.55K $893K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.53K
+ 43.14%
$97.29 - $105.63 $636K - $690K
21.7K $2.2M
ACHR
Archer Aviation Inc.

Industrials
55K
New
$6.2 - $13.3 $341K - $732K
55K $597K
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 6.02%
$144.7 - $178.6 $161K - $199K
19.6K $3.45M
WMT
Walmart Inc.

Consumer Defensive
830
+ 1.65%
$81.79 - $99.98 $67.9K - $83K
51.1K $5M
EFG
Msci Eafe Growth ETF

ETFs
1.62K
+ 4.81%
$89.8 - $112.0 $145K - $181K
35.2K $3.95M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.24K
New
$55.54 - $69.09 $458K - $569K
8.24K $569K
PLTR
Palantir Technologies Inc.

Technology
152
+ 1.54%
$74.01 - $144.25 $11.2K - $21.9K
10.1K $1.37M
BRP
Brp Group, Inc.

Financial Services
12.9K
New
N/A
12.9K $515K
OEF
Ishares S&P 100 ETF

ETFs
1.92K
+ 11.21%
N/A
19K $5.05M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
859
+ 11.12%
$180.84 - $240.32 $155K - $206K
8.59K $2.06M
FCX
Freeport Mcmoran Inc

Basic Materials
3.73K
+ 6.27%
$29.15 - $44.46 $109K - $166K
63.3K $2.74M
CVX
Chevron Corp

Energy
6.57K
+ 34.87%
$133.73 - $168.51 $878K - $1.11M
25.4K $3.64M
VUG
Vanguard Growth ETF

ETFs
227
+ 4.01%
$329.49 - $438.4 $74.8K - $99.5K
5.88K $2.58M
VB
Vanguard Small Cap ETF

ETFs
1.73K
+ 75.87%
$193.73 - $237.37 $334K - $410K
4K $948K
CSCO
Cisco Systems, Inc.

Technology
432
+ 0.84%
$53.19 - $69.38 $23K - $30K
52.1K $3.62M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.6K
+ 6.19%
$41.45 - $54.46 $108K - $142K
44.6K $2.32M
VTV
Vanguard Value ETF

ETFs
2.19K
New
$153.67 - $176.74 $336K - $387K
2.19K $386K
IWV
Ishares Russell 3000 ETF

ETFs
904
+ 55.22%
$281.67 - $351.0 $255K - $317K
2.54K $891K
ORCL
Oracle Corp

Technology
26
+ 0.57%
$122.82 - $218.63 $3.19K - $5.68K
4.62K $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.86K
+ 104.15%
$85.42 - $94.39 $330K - $365K
7.57K $710K
XLU
Utilities Sector Spdr

ETFs
4.31K
New
$73.09 - $82.77 $315K - $357K
4.31K $351K
SCCO
Southern Copper Corp

Basic Materials
1.32K
+ 5.1%
$75.63 - $104.64 $99.6K - $138K
27.1K $2.74M
DAL
Delta Air Lines, Inc.

Industrials
336
+ 0.63%
$35.88 - $52.99 $12.1K - $17.8K
54K $2.65M
IEFA
Ishares Tr

ETFs
779
+ 2.53%
$67.83 - $84.09 $52.8K - $65.5K
31.6K $2.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.12K
New
$39.89 - $49.46 $244K - $302K
6.12K $302K
Activity Summary
Buys All Purchases 157 New Holdings 36 Increased Positions 121 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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