Quadrant Private Wealth Management, LLC Incresed Positions in Q2 2025

Quadrant Private Wealth Management, LLC

  • $468 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SE
Sea LTD

Consumer Cyclical
22
+ 0.41%
$105.57 - $170.4 $2.32K - $3.75K
5.36K $857K
HD
Home Depot, Inc.

Consumer Cyclical
408
+ 5.47%
$335.24 - $380.78 $137K - $155K
7.87K $2.89M
EMB
Ishares Tr

ETFs
1.32K
+ 11.74%
$86.54 - $92.62 $114K - $122K
12.5K $1.16M
VV
Vanguard Large Cap ETF

ETFs
350
+ 28.57%
$228.25 - $285.3 $79.9K - $99.9K
1.58K $449K
CRM
Salesforce, Inc.

Technology
193
+ 1.04%
$236.26 - $291.15 $45.6K - $56.2K
18.8K $5.13M
ETN
Eaton Corp PLC

Industrials
163
+ 18.56%
$246.52 - $356.99 $40.2K - $58.2K
1.04K $371K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 0.97%
$908.13 - $1056.85 $21.8K - $25.4K
2.5K $2.47M
VBK
Vanguard Small Cap Growth ETF

ETFs
401
+ 48.61%
$219.76 - $276.94 $88.1K - $111K
1.23K $339K
VNQ
Vanguard Specialized Funds Van

ETFs
1.41K
+ 61.48%
$79.79 - $91.42 $113K - $129K
3.71K $330K
IWB
Ishares Tr Russell 1000 ETF

ETFs
200
+ 12.47%
$272.36 - $339.57 $54.5K - $67.9K
1.8K $612K
V
Visa Inc.

Financial Services
176
+ 2.49%
$308.27 - $373.31 $54.3K - $65.7K
7.24K $2.57M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
169
+ 1.19%
$45.98 - $56.15 $7.77K - $9.49K
14.3K $804K
WFC
Wells Fargo & Company

Financial Services
116
+ 1.22%
$60.98 - $80.12 $7.07K - $9.29K
9.61K $769K
IBM
International Business Machines Corp

Technology
15
+ 0.85%
$221.03 - $294.78 $3.32K - $4.42K
1.79K $527K
BX
Blackstone Inc.

Financial Services
180
+ 3.28%
$120.07 - $151.11 $21.6K - $27.2K
5.67K $847K
VLO
Valero Energy Corp

Energy
267
+ 1.42%
$104.69 - $141.77 $28K - $37.9K
19.1K $2.56M
KLAC
Kla Corp

Technology
9
+ 2.86%
$576.53 - $902.94 $5.19K - $8.13K
324 $290K
DELL
Dell Technologies Inc.

Technology
7
+ 0.3%
$71.63 - $125.98 $501 - $882
2.31K $283K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.24K
+ 3.81%
$23.55 - $27.67 $29.2K - $34.3K
33.7K $933K
LVS
Las Vegas Sands Corp

Consumer Cyclical
51
+ 0.38%
$30.7 - $44.12 $1.57K - $2.25K
13.6K $590K
RY
Royal Bank Of Canada

Financial Services
126
+ 5.39%
$108.36 - $131.55 $13.7K - $16.6K
2.46K $323K
GLD
Spdr Gold Trust

ETFs
78
+ 3.96%
$273.71 - $316.29 $21.3K - $24.7K
2.05K $624K
MAR
Marriott International Inc

Consumer Cyclical
22
+ 1.65%
$211.12 - $274.14 $4.64K - $6.03K
1.35K $369K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
13
+ 0.25%
$59.57 - $75.11 $774 - $976
5.17K $388K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.07%
$468.22 - $566.51 $468 - $567
1.39K $787K
MA
Mastercard Inc

Financial Services
59
+ 11.07%
$479.92 - $590.74 $28.3K - $34.9K
592 $332K
DE
Deere & CO

Industrials
18
+ 2.52%
$412.99 - $531.48 $7.43K - $9.57K
731 $371K
MCK
Mckesson Corp

Healthcare
2
+ 0.35%
$652.83 - $732.78 $1.31K - $1.47K
576 $422K
IEF
Ishares Barclays

ETFs
322
+ 4.3%
$93.15 - $96.56 $30K - $31.1K
7.82K $748K
IFRA
Ishares Tr

ETFs
62
+ 0.92%
$40.97 - $49.19 $2.54K - $3.05K
6.77K $333K
EFA
Ishares Tr Msci Eafe ETF

ETFs
73
+ 2.41%
$72.96 - $90.39 $5.33K - $6.6K
3.11K $277K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28
+ 0.27%
$19.1 - $23.83 $535 - $667
10.4K $247K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61
+ 1.59%
$114.78 - $133.31 $7K - $8.13K
3.91K $520K
CVS
Cvs Health Corp

Healthcare
250
+ 7.04%
$60.04 - $70.18 $15K - $17.5K
3.8K $262K
ICE
Intercontinental Exchange, Inc.

Financial Services
36
+ 2.67%
$151.62 - $183.47 $5.46K - $6.6K
1.38K $253K
LLY
Eli Lilly & CO

Healthcare
152
+ 7.18%
$713.71 - $898.95 $108K - $137K
2.27K $1.77M
KO
Coca Cola CO

Consumer Defensive
357
+ 4.1%
$68.37 - $73.9 $24.4K - $26.4K
9.06K $641K
ESSA
Essa Bancorp, Inc.

Financial Services
9
+ 0.07%
$17.12 - $19.56 $154 - $176
12.2K $236K
NEE
Nextera Energy Inc

Utilities
200
+ 4.1%
$64.11 - $75.0 $12.8K - $15K
5.08K $352K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
272
+ 2.37%
$48.13 - $49.85 $13.1K - $13.6K
11.7K $575K
SO
Southern CO

Utilities
60
+ 1.89%
$84.91 - $92.56 $5.09K - $5.55K
3.23K $296K
MTD
Mettler Toledo International Inc

Healthcare
5
+ 1.48%
$970.15 - $1216.57 $4.85K - $6.08K
343 $402K
XLP
Consumer Staples Sector Spdr

ETFs
15
+ 0.32%
N/A
4.66K $353K
FDX
Fedex Corp

Industrials
69
+ 7.73%
$198.07 - $245.17 $13.7K - $16.9K
962 $218K
HYGW
Ishares Tr High Yield Corporat
4.73K
+ 24.99%
N/A
23.6K $0
Ge Vernova Inc
20
+ 0.55%
N/A
3.68K $0
J P Morgan Exchange Traded F
900
+ 22.5%
N/A
4.9K $0
Comstock Inc
12.2K
+ 14.65%
N/A
95.2K $0
Blackrock ETF Trust
4.82K
+ 38.91%
N/A
17.2K $0
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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