Quaker Wealth Management, LLC Portfolio Holdings
Quaker Wealth Management, LLC
- $268 Million
- Q1 2025
Quaker Wealth Management, LLC has filed its 13F form on May 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 Million distributed in 916 stocks.
Among their holdings, we can observe that their the top five positions include companies like: .
Examining the 13F form we can see an decrease of $3.64M in the current position value, from $272M to 268M.
Below you can find more details about Quaker Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $225 Million
Technology: $14.6 Million
Healthcare: $7.16 Million
Consumer Cyclical: $6.4 Million
Communication Services: $5.05 Million
Industrials: $3.21 Million
Financial Services: $2.61 Million
Consumer Defensive: $1.45 Million
Other: $2.58 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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