Quadrant Private Wealth Management, LLC Incresed Positions in Q4 2024

Quadrant Private Wealth Management, LLC

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
107
+ 11.8%
$389.45 - $466.0 $41.7K - $49.9K
1.01K $429K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
118
+ 0.84%
$55.73 - $66.16 $6.58K - $7.81K
14.1K $852K
IEMG
Ishares Inc

ETFs
762
+ 20.92%
N/A
4.41K $236K
LRGF
Ishares Tr

ETFs
333
+ 2.54%
$58.25 - $63.26 $19.4K - $21.1K
13.4K $810K
ACN
Accenture PLC

Technology
124
+ 10.58%
$343.9 - $376.86 $42.6K - $46.7K
1.3K $455K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.3K
+ 11.99%
$55.45 - $61.08 $238K - $262K
40.1K $2.23M
SCHV
Schwab Strategic Tr Us Large C

ETFs
23.2K
+ 220.89%
$25.79 - $80.4 $598K - $1.86M
33.7K $877K
GLD
Spdr Gold Trust

ETFs
138
+ 7.8%
$236.59 - $257.5 $32.6K - $35.5K
1.91K $461K
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 11.19%
$288.47 - $316.54 $52.5K - $57.6K
1.81K $524K
SCCO
Southern Copper Corp

Basic Materials
5.59K
+ 28.23%
$91.13 - $117.95 $510K - $660K
25.4K $2.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
390
+ 3.44%
$113.92 - $127.38 $44.4K - $49.7K
11.7K $1.35M
SLV
I Shares Silver Trust

ETFs
1.59K
+ 19.19%
$26.33 - $31.74 $41.8K - $50.4K
9.87K $259K
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 2.23%
$471.27 - $550.62 $5.18K - $6.06K
504 $263K
VV
Vanguard Large Cap ETF

ETFs
53
+ 6.06%
$260.27 - $280.65 $13.8K - $14.9K
928 $250K
PEP
Pepsico Inc

Consumer Defensive
451
+ 16.48%
$151.29 - $176.1 $68.2K - $79.4K
3.19K $484K
SSO
Proshares Ultra S&P 500

ETFs
100
+ 2.5%
$87.92 - $99.73 $8.79K - $9.97K
4.1K $379K
FTLS
First Tr Long/Short Equity ETF

ETFs
95
+ 2.05%
$63.1 - $67.29 $5.99K - $6.39K
4.73K $311K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.7K
+ 198.4%
$22.01 - $66.82 $566K - $1.72M
38.7K $877K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.31%
$323.08 - $349.08 $1.62K - $1.75K
1.63K $545K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3
+ 0.02%
$47.96 - $55.17 $144 - $166
13.4K $688K
EMB
Ishares Tr

ETFs
614
+ 6.79%
$88.94 - $93.46 $54.6K - $57.4K
9.66K $859K
PG
Procter & Gamble CO

Consumer Defensive
242
+ 4.91%
$161.05 - $179.7 $39K - $43.5K
5.17K $866K
IWB
Ishares Tr Russell 1000 ETF

ETFs
20
+ 3.05%
$311.11 - $335.64 $6.22K - $6.71K
675 $217K
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 3.46%
$189.5 - $206.17 $223K - $243K
35.2K $6.72M
UPS
United Parcel Service Inc

Industrials
202
+ 13.63%
$122.65 - $138.35 $24.8K - $27.9K
1.68K $212K
IAU
Ishares Gold Trust

ETFs
195
+ 2.32%
$48.37 - $52.65 $9.43K - $10.3K
8.6K $425K
CSX
Csx Corp

Industrials
695
+ 9.59%
$31.58 - $36.88 $21.9K - $25.6K
7.94K $256K
TXN
Texas Instruments Inc

Technology
20
+ 1.68%
N/A
1.21K $235K
ESSA
Essa Bancorp, Inc.

Financial Services
9
+ 0.07%
$18.15 - $20.98 $163 - $189
12.2K $237K
XLP
Consumer Staples Sector Spdr

ETFs
9
+ 0.2%
N/A
4.51K $343K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.07%
$563.99 - $620.12 $564 - $620
1.39K $791K
Gsk PLC
63
+ 0.9%
N/A
7.08K $0
Siriusxm Holdings Inc
1.23K
+ 8.66%
N/A
15.4K $0
XC
Wisdomtree Tr Emerging Mkts Ex
1.59K
+ 11.38%
N/A
15.6K $0
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21.6K
+ 13.46%
$12.1 - $13.76 $262K - $297K
182K $2.21M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
34
+ 0.54%
$56.06 - $61.35 $1.91K - $2.09K
6.33K $357K
XLE
Energy Sector Spdr

ETFs
113
+ 1.49%
$83.32 - $97.27 $9.42K - $11K
7.68K $657K
ICE
Intercontinental Exchange, Inc.

Financial Services
50
+ 3.73%
$148.29 - $166.93 $7.41K - $8.35K
1.39K $207K
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.17%
$106.33 - $110.69 $425 - $443
2.32K $246K
SO
Southern CO

Utilities
170
+ 5.26%
$81.5 - $94.15 $13.9K - $16K
3.4K $280K
PHYS
Sprott Physical Gold Trust

Financial Services
600
+ 0.64%
$19.66 - $21.66 $11.8K - $13K
94.7K $1.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.8K
+ 116.6%
$18.41 - $40.87 $308K - $685K
31.1K $575K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
275
+ 2.84%
$26.63 - $30.23 $7.32K - $8.31K
9.97K $265K
AN
Autonation, Inc.

Consumer Cyclical
4
+ 0.18%
$155.47 - $182.16 $622 - $729
2.26K $383K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
167
+ 2.82%
$62.71 - $68.47 $10.5K - $11.4K
6.09K $383K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
71
+ 1.57%
$209.89 - $233.24 $14.9K - $16.6K
4.59K $974K
VNQ
Vanguard Specialized Funds Van

ETFs
24
+ 0.47%
$87.85 - $98.6 $2.11K - $2.37K
5.18K $461K
GIS
General Mills Inc

Consumer Defensive
197
+ 3.66%
$62.78 - $74.62 $12.4K - $14.7K
5.58K $355K
DHR
Danaher Corp

Healthcare
10
+ 1.05%
$226.16 - $274.52 $2.26K - $2.75K
959 $220K
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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