Quadrant Private Wealth Management, LLC Incresed Positions in Q3 2025

Quadrant Private Wealth Management, LLC

  • $519 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3K
+ 1.03%
$153.3 - $186.58 $459K - $559K
293K $54.7M
GOOG
Alphabet Inc.

Communication Services
734
+ 1.49%
$175.16 - $255.24 $129K - $187K
50.1K $12.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
44.8K
+ 32.27%
$54.35 - $59.32 $2.44M - $2.66M
184K $10.9M
IBM
International Business Machines Corp

Technology
10.8K
+ 604.42%
$234.77 - $292.47 $2.54M - $3.16M
12.6K $3.56M
OEF
Ishares S&P 100 ETF

ETFs
9.63K
+ 50.69%
N/A
28.6K $7.62M
IEMG
Ishares Inc

ETFs
47.4K
+ 97.41%
N/A
96.1K $5.16M
AVGO
Broadcom Inc.

Technology
573
+ 1.78%
$264.74 - $369.57 $152K - $212K
32.8K $10.8M
GOOGL
Alphabet Inc.

Communication Services
2.34K
+ 11.93%
$174.36 - $254.72 $407K - $595K
21.9K $5.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.87K
+ 4.66%
$108.97 - $121.65 $421K - $470K
86.9K $10.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.11K
+ 2.49%
$72.65 - $78.68 $298K - $323K
169K $13.2M
SBUX
Starbucks Corp

Consumer Cyclical
14.7K
+ 58.58%
$81.9 - $96.86 $1.21M - $1.43M
39.9K $3.38M
MSFT
Microsoft Corp

Technology
1.25K
+ 6.16%
$491.09 - $535.64 $614K - $670K
21.6K $11.2M
ABBV
Abb Vie Inc.

Healthcare
744
+ 3.86%
$184.85 - $231.54 $138K - $172K
20K $4.64M
FSLR
First Solar, Inc.

Technology
93
+ 0.55%
$160.84 - $223.53 $15K - $20.8K
17K $3.75M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.33K
+ 7.1%
$85.01 - $90.35 $708K - $753K
126K $11.2M
VLO
Valero Energy Corp

Energy
1.06K
+ 5.58%
$131.77 - $175.63 $140K - $187K
20.1K $3.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
313
+ 2.88%
$103.83 - $179.9 $32.5K - $56.3K
11.2K $2M
TSLA
Tesla, Inc.

Consumer Cyclical
160
+ 2.94%
$293.94 - $444.72 $47K - $71.2K
5.6K $2.49M
SCCO
Southern Copper Corp

Basic Materials
1.69K
+ 6.24%
$90.54 - $121.36 $153K - $205K
28.8K $3.5M
JNJ
Johnson & Johnson

Healthcare
65
+ 0.29%
$155.17 - $185.42 $10.1K - $12.1K
22.1K $4.1M
XOM
Exxon Mobil Corp

Energy
4.23K
+ 8.23%
$105.83 - $117.22 $447K - $496K
55.6K $6.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.05%
$617.65 - $666.84 $4.94K - $5.33K
14.6K $9.72M
EFV
Msci Eafe Value ETF

ETFs
3.41K
+ 3.2%
$62.79 - $68.42 $214K - $234K
110K $7.46M
CVX
Chevron Corp

Energy
2.1K
+ 8.25%
$145.57 - $161.83 $305K - $339K
27.5K $4.27M
IVV
Ishares Core S&P 500 ETF

ETFs
335
+ 4.07%
$620.67 - $670.08 $208K - $224K
8.56K $5.73M
PNC
Pnc Financial Services Group, Inc.

Financial Services
130
+ 0.34%
$185.88 - $207.44 $24.2K - $27K
38.4K $7.71M
GE
General Electric CO

Industrials
45
+ 0.37%
$244.75 - $305.63 $11K - $13.8K
12.3K $3.7M
PHYS
Sprott Physical Gold Trust

Financial Services
3.47K
+ 3.42%
$25.02 - $29.62 $86.8K - $103K
105K $3.11M
PLTR
Palantir Technologies Inc.

Technology
243
+ 2.42%
$130.68 - $186.97 $31.8K - $45.4K
10.3K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
353
+ 2.47%
$282.78 - $316.06 $99.8K - $112K
14.7K $4.63M
LMT
Lockheed Martin Corp

Industrials
720
+ 23.87%
$410.74 - $499.21 $296K - $359K
3.74K $1.87M
VEA
Vanguard Ftse Developed Market

ETFs
6.62K
+ 44.52%
$56.02 - $60.3 $371K - $399K
21.5K $1.29M
DAL
Delta Air Lines, Inc.

Industrials
104
+ 0.19%
$49.0 - $61.97 $5.1K - $6.44K
54.1K $3.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.02K
+ 11.84%
$236.25 - $257.69 $240K - $262K
9.6K $2.46M
HD
Home Depot, Inc.

Consumer Cyclical
206
+ 2.62%
$357.4 - $423.42 $73.6K - $87.2K
8.08K $3.27M
GS
Goldman Sachs Group Inc

Financial Services
137
+ 4.63%
$696.56 - $806.32 $95.4K - $110K
3.1K $2.47M
PPL
Ppl Corp

Utilities
2.59K
+ 3.28%
$33.54 - $37.24 $86.7K - $96.3K
81.3K $3.02M
CRM
Salesforce, Inc.

Technology
4.31K
+ 22.91%
$231.66 - $273.65 $998K - $1.18M
23.1K $5.48M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.41K
+ 11.17%
$47.11 - $48.77 $302K - $313K
63.8K $3.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
459
+ 11.3%
$224.68 - $282.71 $103K - $130K
4.52K $1.26M
WMT
Walmart Inc.

Consumer Defensive
711
+ 1.39%
$94.4 - $104.27 $67.1K - $74.1K
51.8K $5.34M
OXY
Occidental Petroleum Corp

Energy
1.82K
+ 3.82%
$42.54 - $48.1 $77.2K - $87.3K
49.4K $2.33M
META
Meta Platforms, Inc.

Communication Services
481
+ 2.32%
$695.21 - $791.73 $334K - $381K
21.2K $15.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 1.73%
$567.77 - $614.76 $41.4K - $44.9K
4.3K $2.64M
COST
Costco Wholesale Corp

Consumer Defensive
397
+ 15.91%
$915.95 - $994.57 $364K - $395K
2.89K $2.68M
FNDF
Schwab Fundamental Intl Large

ETFs
2.76K
+ 11.14%
$39.84 - $43.15 $110K - $119K
27.6K $1.18M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.39K
+ 11.13%
$82.96 - $95.7 $115K - $133K
13.8K $1.24M
VB
Vanguard Small Cap ETF

ETFs
434
+ 10.85%
$237.58 - $259.17 $103K - $112K
4.44K $1.13M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 12.12%
$64.12 - $68.08 $106K - $112K
15.3K $1.04M
Activity Summary
Buys All Purchases 150 New Holdings 17 Increased Positions 133 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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