Quadrant Private Wealth Management, LLC Purchases in Q1 2025

Quadrant Private Wealth Management, LLC

  • $391 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCCO
Southern Copper Corp

Basic Materials
403
+ 1.59%
$85.92 - $101.48 $34.6K - $40.9K
25.8K $2.41M
DGRO
Ishares Core Dividend Growth E

ETFs
1.32K
+ 8.42%
$60.46 - $64.42 $79.6K - $84.8K
17K $1.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.3K
+ 5.53%
$64.88 - $72.1 $603K - $670K
177K $11.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
526
+ 15.84%
$126.11 - $135.06 $66.3K - $71K
3.85K $496K
XLV
Select Sector Spdr Fund Health

ETFs
147
+ 2.61%
$137.61 - $149.68 $20.2K - $22K
5.78K $844K
LQD
Ishares Iboxx $ Investment Gra

ETFs
428
+ 3.78%
$105.1 - $109.61 $45K - $46.9K
11.8K $1.28M
XLE
Energy Sector Spdr

ETFs
57
+ 0.74%
$85.7 - $93.96 $4.88K - $5.36K
7.73K $722K
VV
Vanguard Large Cap ETF

ETFs
297
+ 32.0%
$253.32 - $282.66 $75.2K - $84K
1.23K $314K
IGRO
Ishares Tr International Divid

ETFs
388
+ 6.47%
$66.91 - $73.87 $26K - $28.7K
6.39K $462K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.04K
+ 10.1%
$92.45 - $106.69 $651K - $751K
76.8K $7.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
253
+ 7.32%
$87.68 - $94.52 $22.2K - $23.9K
3.71K $347K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
+ 6.65%
$120.29 - $134.6 $184K - $206K
24.5K $2.99M
LRGF
Ishares Tr

ETFs
1.12K
+ 8.35%
$56.95 - $63.95 $63.9K - $71.8K
14.6K $842K
EFA
Ishares Tr Msci Eafe ETF

ETFs
83
+ 2.81%
$74.85 - $84.89 $6.21K - $7.05K
3.04K $248K
QCOM
Qualcomm Inc

Technology
82
+ 0.43%
$151.94 - $175.86 $12.5K - $14.4K
18.9K $2.91M
FISV
Fiserv Inc

Technology
88
+ 8.32%
N/A
1.15K $143K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
158
+ 2.05%
$27.01 - $28.54 $4.27K - $4.51K
7.87K $220K
XLP
Consumer Staples Sector Spdr

ETFs
128
+ 2.84%
N/A
4.64K $352K
Siriusxm Holdings Inc
1.85K
+ 11.99%
N/A
17.3K $0
HYGW
Ishares Tr High Yield Corporat
2.77K
+ 17.13%
N/A
18.9K $0
Atlas Lithium Corp
18K
New
N/A
18K $0
Blackrock ETF Trust
1.32K
+ 11.95%
N/A
12.4K $0
Blackrock ETF Trust
1.72K
+ 12.64%
N/A
15.3K $0
Blackrock ETF Trust
109K
New
N/A
109K $0
Lam Research Corp
2.89K
New
N/A
2.89K $0
Comstock Inc
83K
New
N/A
83K $0
ESSA
Essa Bancorp, Inc.

Financial Services
9
+ 0.07%
$18.63 - $22.03 $168 - $198
12.2K $229K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.24%
$313.1 - $349.83 $1.25K - $1.4K
1.64K $519K
GS
Goldman Sachs Group Inc

Financial Services
68
+ 2.67%
$524.81 - $672.19 $35.7K - $45.7K
2.61K $1.43M
IYW
Ishares Dj Us Tech ETF

ETFs
2.61K
+ 12.4%
$140.44 - $166.79 $367K - $435K
23.7K $3.32M
BLND
Blend Labs, Inc.

Technology
5.89K
+ 7.76%
$2.96 - $4.05 $17.4K - $23.9K
81.8K $274K
WYNN
Wynn Resorts LTD

Consumer Cyclical
12
+ 0.07%
$77.0 - $93.47 $924 - $1.12K
17.9K $1.5M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.3%
$237.01 - $304.45 $948 - $1.22K
1.33K $317K
META
Meta Platforms, Inc.

Communication Services
358
+ 1.81%
$576.36 - $736.67 $206K - $264K
20.1K $11.6M
XLK
Technology Sector Spdr

ETFs
52
+ 1.13%
$206.38 - $242.18 $10.7K - $12.6K
4.66K $963K
PFE
Pfizer Inc

Healthcare
913
+ 0.77%
$25.01 - $27.13 $22.8K - $24.8K
119K $3.02M
ORCL
Oracle Corp

Technology
31
+ 0.68%
$139.81 - $186.47 $4.33K - $5.78K
4.6K $642K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11
+ 0.08%
$47.79 - $59.89 $526 - $659
14.2K $710K
LVS
Las Vegas Sands Corp

Consumer Cyclical
122
+ 0.91%
$38.18 - $50.93 $4.66K - $6.21K
13.5K $522K
PAVE
Global X Fds Us Infrastructure

ETFs
934
+ 0.59%
$37.31 - $43.82 $34.8K - $40.9K
160K $6.05M
FSLR
First Solar, Inc.

Technology
2.24K
+ 14.99%
$126.34 - $197.73 $284K - $444K
17.2K $2.18M
GOOGL
Alphabet Inc.

Communication Services
352
+ 1.94%
$154.33 - $206.19 $54.3K - $72.6K
18.5K $2.86M
DAL
Delta Air Lines, Inc.

Industrials
884
+ 1.68%
$43.6 - $69.06 $38.5K - $61K
53.6K $2.34M
CRM
Salesforce, Inc.

Technology
882
+ 4.98%
$268.36 - $359.95 $237K - $317K
18.6K $4.99M
GOOG
Alphabet Inc.

Communication Services
1.03K
+ 2.12%
$156.06 - $207.71 $161K - $215K
49.8K $7.77M
AVGO
Broadcom Inc.

Technology
266
+ 0.85%
$167.43 - $244.7 $44.5K - $65.1K
31.4K $5.26M
NVDA
Nvidia Corp

Technology
8.55K
+ 3.37%
$106.98 - $149.43 $914K - $1.28M
262K $28.4M
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Quadrant Private Wealth Management, LLC Portfolio

Follow Quadrant Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quadrant Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadrant Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email