Quadrant Private Wealth Management, LLC Purchases in Q4 2024

Quadrant Private Wealth Management, LLC

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
877
+ 0.35%
$117.0 - $148.88 $103K - $131K
254K $34.1M
AVGO
Broadcom Inc.

Technology
5.05K
+ 19.36%
$159.67 - $250.0 $806K - $1.26M
31.1K $7.22M
MRK
Merck & Co., Inc.

Healthcare
25.7K
+ 331.47%
$96.31 - $114.76 $2.48M - $2.95M
33.5K $3.33M
NFLX
Netflix Inc

Communication Services
24
+ 0.28%
$687.65 - $936.56 $16.5K - $22.5K
8.71K $7.77M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.64K
New
$201.32 - $217.44 $1.34M - $1.44M
6.64K $1.37M
GOOG
Alphabet Inc.

Communication Services
932
+ 1.95%
$163.08 - $198.16 $152K - $185K
48.7K $9.28M
CRM
Salesforce, Inc.

Technology
202
+ 1.15%
$270.87 - $367.87 $54.7K - $74.3K
17.7K $5.93M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
+ 19.37%
$570.51 - $610.59 $971K - $1.04M
10.5K $6.17M
TSLA
Tesla, Inc.

Consumer Cyclical
618
+ 10.26%
$213.65 - $479.86 $132K - $297K
6.64K $2.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.4K
+ 7.94%
$66.77 - $71.52 $825K - $884K
168K $11.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.26K
+ 6.51%
$94.43 - $105.47 $403K - $450K
69.7K $7.08M
IYW
Ishares Dj Us Tech ETF

ETFs
3.43K
+ 19.49%
$148.14 - $166.23 $509K - $571K
21K $3.36M
EFG
Msci Eafe Growth ETF

ETFs
10.3K
+ 33.76%
$96.83 - $106.88 $997K - $1.1M
40.8K $3.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
787
+ 5.77%
$567.81 - $607.81 $447K - $478K
14.4K $8.45M
GOOGL
Alphabet Inc.

Communication Services
1.1K
+ 6.46%
$161.86 - $196.66 $178K - $216K
18.1K $3.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.49K
+ 10.6%
$176.42 - $186.91 $616K - $653K
36.4K $6.49M
META
Meta Platforms, Inc.

Communication Services
350
+ 1.81%
$554.08 - $632.68 $194K - $221K
19.7K $11.6M
HYDB
Ishares Tr Edge High Yield Def

ETFs
11.2K
New
$46.68 - $47.95 $525K - $539K
11.2K $528K
PLTR
Palantir Technologies Inc.

Technology
3.59K
+ 55.41%
$36.46 - $82.38 $131K - $295K
10.1K $760K
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.0%
$47.46 - $65.77 $94.9 - $132
52.7K $3.19M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.59K
+ 5.81%
$49.03 - $53.35 $274K - $298K
102K $5.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.22K
New
$71.75 - $75.11 $447K - $467K
6.22K $447K
VTI
Vanguard Total Stock Market Et

ETFs
1.41K
+ 41.79%
$280.04 - $302.45 $393K - $425K
4.77K $1.38M
OEF
Ishares S&P 100 ETF

ETFs
1.33K
+ 19.9%
N/A
8.03K $2.14M
CSCO
Cisco Systems, Inc.

Technology
924
+ 1.86%
$52.45 - $60.02 $48.5K - $55.5K
50.6K $3M
WMT
Walmart Inc.

Consumer Defensive
365
+ 1.11%
$79.1 - $95.7 $28.9K - $34.9K
33.3K $3.01M
BLND
Blend Labs, Inc.

Technology
75.9K
New
$3.31 - $5.35 $251K - $406K
75.9K $319K
V
Visa Inc.

Financial Services
78
+ 1.11%
$273.87 - $320.91 $21.4K - $25K
7.1K $2.24M
CMF
Ishares California Muni Bond E

ETFs
5.45K
New
$56.66 - $58.1 $309K - $317K
5.45K $312K
LODE
Comstock Inc.

Real Estate
225K
+ 45.0%
$0.3 - $0.88 $67.5K - $198K
725K $522K
MSFT
Microsoft Corp

Technology
906
+ 6.16%
$406.35 - $454.46 $368K - $412K
15.6K $6.58M
AMP
Ameriprise Financial Inc

Financial Services
426
New
$473.15 - $574.01 $202K - $245K
426 $226K
KMI
Kinder Morgan, Inc.

Energy
8.26K
New
$22.59 - $28.54 $187K - $236K
8.26K $226K
CAPL
Cross America Partners LP

Energy
775
+ 0.47%
$19.57 - $22.21 $15.2K - $17.2K
165K $3.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.79K
New
$80.13 - $83.77 $223K - $234K
2.79K $223K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.95K
New
$75.1 - $82.99 $222K - $245K
2.95K $223K
SPMD
Spdr Portfolio

ETFs
4.07K
New
$54.13 - $59.56 $220K - $242K
4.07K $222K
GS
Goldman Sachs Group Inc

Financial Services
32
+ 1.27%
$486.1 - $608.57 $15.6K - $19.5K
2.54K $1.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.71K
New
$26.93 - $84.95 $208K - $655K
7.71K $210K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.54K
+ 53.67%
$134.53 - $150.65 $207K - $232K
4.4K $595K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
316
+ 15.0%
$521.84 - $558.82 $165K - $177K
2.42K $1.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.78K
+ 97.0%
$44.04 - $49.49 $211K - $237K
9.71K $427K
CME
Cme Group Inc.

Financial Services
17
+ 0.12%
$221.17 - $246.02 $3.76K - $4.18K
14.3K $3.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
28K
+ 347.31%
$25.93 - $105.3 $725K - $2.94M
36K $1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.87K
+ 52.16%
$83.09 - $89.28 $155K - $167K
5.45K $463K
WFC
Wells Fargo & Company

Financial Services
460
+ 4.88%
$54.98 - $77.35 $25.3K - $35.6K
9.88K $693K
PYPL
Pay Pal Holdings, Inc.

Financial Services
58
+ 0.27%
$77.25 - $91.3 $4.48K - $5.3K
21.3K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.05K
+ 24.33%
$49.79 - $51.14 $152K - $156K
15.6K $781K
VB
Vanguard Small Cap ETF

ETFs
529
+ 26.36%
$233.76 - $261.58 $124K - $138K
2.54K $609K
Activity Summary
Buys All Purchases 132 New Holdings 18 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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