Quaker Wealth Management, LLC Purchases in Q2 2025

Quaker Wealth Management, LLC

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DRI
Darden Restaurants Inc

Consumer Cyclical
221
New
$186.58 - $225.78 $41.2K - $49.9K
221 $48K
DGX
Quest Diagnostics Inc

Healthcare
351
New
N/A
351 $48K
INTU
Intuit Inc

Technology
62
New
$544.07 - $787.63 $33.7K - $48.8K
62 $48K
EW
Edwards Lifesciences Corp

Healthcare
611
New
$67.07 - $78.22 $41K - $47.8K
611 $47K
FRBA
First Bank (Nj) Common Stock

Financial Services
3.05K
New
$12.86 - $15.49 $39.2K - $47.2K
3.05K $47K
WMT
Walmart Inc.

Consumer Defensive
486
New
$81.79 - $99.98 $39.7K - $48.6K
486 $47K
VCR
Vanguard Consumer Discretionar

ETFs
125
New
$290.42 - $364.35 $36.3K - $45.5K
125 $45K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.03K
New
$20.31 - $21.71 $41.3K - $44.1K
2.03K $44K
IWD
Ishares Russell 1000 Val ETF

ETFs
229
New
$166.82 - $194.23 $38.2K - $44.5K
229 $44K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
420
New
$102.02 - $103.5 $42.8K - $43.5K
420 $43K
NVS
Novartis Ag

Healthcare
352
New
$101.96 - $121.01 $35.9K - $42.6K
352 $42K
GPC
Genuine Parts CO

Consumer Cyclical
343
New
$105.54 - $129.09 $36.2K - $44.3K
343 $41K
HPQ
Hp Inc

Technology
1.69K
New
$21.88 - $29.32 $37K - $49.6K
1.69K $41K
NOW
Service Now, Inc.

Technology
40
New
$721.65 - $1040.18 $28.9K - $41.6K
40 $41K
CDNS
Cadence Design Systems Inc

Technology
135
New
$231.64 - $323.08 $31.3K - $43.6K
135 $41K
BK
Bank Of New York Mellon Corp

Financial Services
450
New
$73.31 - $91.62 $33K - $41.2K
450 $40K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
805
New
$50.36 - $50.68 $40.5K - $40.8K
805 $40K
V
Visa Inc.

Financial Services
114
New
$308.27 - $373.31 $35.1K - $42.6K
114 $40K
DD
Du Pont De Nemours, Inc.

Basic Materials
594
New
$55.13 - $75.25 $32.7K - $44.7K
594 $40K
SNOW
Snowflake Inc.

Technology
180
New
$130.53 - $223.77 $23.5K - $40.3K
180 $40K
MAR
Marriott International Inc

Consumer Cyclical
150
New
$211.12 - $274.14 $31.7K - $41.1K
150 $40K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
367
New
$86.93 - $109.64 $31.9K - $40.2K
367 $40K
AMAT
Applied Materials Inc

Technology
218
New
$126.95 - $183.52 $27.7K - $40K
218 $39K
IVT
Inven Trust Properties Corp.

Real Estate
1.45K
New
$25.97 - $29.73 $37.6K - $43K
1.45K $39K
AMD
Advanced Micro Devices Inc

Technology
276
New
$78.21 - $143.81 $21.6K - $39.7K
276 $39K
XLK
Technology Sector Spdr

ETFs
157
New
$179.73 - $253.23 $28.2K - $39.8K
157 $39K
SYY
Sysco Corp

Consumer Defensive
505
New
$68.0 - $75.91 $34.3K - $38.3K
505 $38K
FTNT
Fortinet, Inc.

Technology
363
New
$84.71 - $108.69 $30.7K - $39.5K
363 $38K
KR
Kroger CO

Consumer Defensive
525
New
$64.62 - $74.0 $33.9K - $38.9K
525 $37K
PLUS
Eplus Inc

Technology
525
New
$54.77 - $74.09 $28.8K - $38.9K
525 $37K
FVD
First Tr Value Line Divid Inde

ETFs
827
New
$40.62 - $45.12 $33.6K - $37.3K
827 $36K
WING
Wingstop Inc.

Consumer Cyclical
104
New
$210.24 - $381.46 $21.9K - $39.7K
104 $35K
CI
Cigna Corp

Healthcare
106
New
$301.89 - $340.04 $32K - $36K
106 $35K
RDVY
First Trust Rising Dividend Ac

ETFs
568
New
$51.6 - $62.74 $29.3K - $35.6K
568 $35K
KLAC
Kla Corp

Technology
40
New
$576.53 - $902.94 $23.1K - $36.1K
40 $35K
MRCY
Mercury Systems Inc

Industrials
644
New
$41.52 - $53.87 $26.7K - $34.7K
644 $34K
CRM
Salesforce, Inc.

Technology
126
New
$236.26 - $291.15 $29.8K - $36.7K
126 $34K
KWEB
Kraneshares Tr Csi China Inter

ETFs
1K
New
$28.28 - $35.22 $28.3K - $35.2K
1K $34K
IJK
Ishares S&P Midcap 400 Growth

ETFs
384
New
$73.7 - $90.98 $28.3K - $34.9K
384 $34K
PI
Impinj Inc

Technology
300
New
$62.54 - $125.05 $18.8K - $37.5K
300 $33K
AMGN
Amgen Inc

Healthcare
120
New
$262.28 - $309.85 $31.5K - $37.2K
120 $33K
NET
Cloudflare, Inc.

Technology
166
New
$97.08 - $195.83 $16.1K - $32.5K
166 $32K
NSSC
Napco Security Technologies, Inc

Industrials
1.05K
New
$19.82 - $29.82 $20.8K - $31.3K
1.05K $31K
TD
Toronto Dominion Bank

Financial Services
428
New
$55.71 - $73.45 $23.8K - $31.4K
428 $31K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
277
New
$91.51 - $113.03 $25.3K - $31.3K
277 $31K
CVX
Chevron Corp

Energy
217
New
$133.73 - $168.51 $29K - $36.6K
217 $31K
NU
Nu Holdings Ltd.

Financial Services
2.3K
New
$9.6 - $13.72 $22.1K - $31.6K
2.3K $31K
ZS
Zscaler, Inc.

Technology
97
New
$174.67 - $315.32 $16.9K - $30.6K
97 $30K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
914
New
$25.97 - $33.21 $23.7K - $30.4K
914 $30K
Activity Summary
Buys All Purchases 868 New Holdings 868 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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