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
VGIT
Vanguard Intermediate Term Tre

ETFs
240
New
$58.63 - $59.9 $14.1K - $14.4K
240 $14K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
36
New
$299.15 - $396.54 $10.8K - $14.3K
36 $14K
PG
Procter & Gamble CO

Consumer Defensive
85
New
$157.66 - $172.39 $13.4K - $14.7K
85 $13K
PEAK
Healthpeak Properties, Inc.

Real Estate
690
New
N/A
690 $13K
BLOK
Amplify ETF Tr Trnsformational

ETFs
245
New
$32.56 - $57.11 $7.98K - $14K
245 $13K
BROS
Dutch Bros Inc.

Consumer Cyclical
200
New
$51.37 - $73.72 $10.3K - $14.7K
200 $13K
QUAL
Ishares Msci Usa Quality Facto

ETFs
75
New
$152.42 - $182.82 $11.4K - $13.7K
75 $13K
WMB
Williams Companies, Inc.

Energy
211
New
$54.33 - $62.87 $11.5K - $13.3K
211 $13K
CSGP
Costar Group, Inc.

Real Estate
150
New
$72.62 - $83.22 $10.9K - $12.5K
150 $12K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
530
New
$22.4 - $23.8 $11.9K - $12.6K
530 $12K
NUE
Nucor Corp

Basic Materials
95
New
$103.22 - $131.43 $9.81K - $12.5K
95 $12K
VO
Vanguard Mid Cap ETF

ETFs
40
New
$228.54 - $279.83 $9.14K - $11.2K
40 $11K
PRU
Prudential Financial Inc

Financial Services
109
New
$95.12 - $112.71 $10.4K - $12.3K
109 $11K
PTF
Invesco Exchange Traded Fd Tr

ETFs
162
New
$51.29 - $68.29 $8.31K - $11.1K
162 $11K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
237
New
$43.28 - $50.37 $10.3K - $11.9K
237 $11K
KEYS
Keysight Technologies, Inc.

Technology
65
New
$127.02 - $165.4 $8.26K - $10.8K
65 $10K
MS
Morgan Stanley

Financial Services
72
New
$99.83 - $140.86 $7.19K - $10.1K
72 $10K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
130
New
$60.22 - $80.1 $7.83K - $10.4K
130 $10K
MMYT
Make My Trip LTD

Consumer Cyclical
120
New
N/A
120 $10K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
5K
New
$1.9 - $2.13 $9.5K - $10.7K
5K $10K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
191
New
$28.15 - $47.93 $5.38K - $9.15K
191 $9K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
183
New
$45.11 - $52.34 $8.26K - $9.58K
183 $9K
TALK
Talkspace, Inc.

Healthcare
3.5K
New
$2.58 - $3.35 $9.03K - $11.7K
3.5K $9K
LYV
Live Nation Entertainment, Inc.

Communication Services
60
New
$118.81 - $151.28 $7.13K - $9.08K
60 $9K
T
At&T Inc.

Communication Services
333
New
$26.33 - $28.94 $8.77K - $9.64K
333 $9K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
124
New
$62.11 - $78.98 $7.7K - $9.79K
124 $9K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
241
New
$32.66 - $40.75 $7.87K - $9.82K
241 $9K
TMUS
T Mobile Us, Inc.

Communication Services
34
New
$220.99 - $268.54 $7.51K - $9.13K
34 $8K
WPM
Wheaton Precious Metals Corp.

Basic Materials
100
New
$70.56 - $92.75 $7.06K - $9.28K
100 $8K
EFG
Msci Eafe Growth ETF

ETFs
77
New
$89.8 - $112.0 $6.91K - $8.62K
77 $8K
A
Agilent Technologies, Inc.

Healthcare
68
New
$99.29 - $120.52 $6.75K - $8.2K
68 $8K
CHTR
Charter Communications, Inc.

Communication Services
21
New
$321.68 - $427.25 $6.76K - $8.97K
21 $8K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
104
New
$60.61 - $87.72 $6.3K - $9.12K
104 $8K
CLX
Clorox CO

Consumer Defensive
68
New
$118.01 - $148.69 $8.02K - $10.1K
68 $8K
OXY
Occidental Petroleum Corp

Energy
180
New
$36.11 - $49.33 $6.5K - $8.88K
180 $7K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72
New
$96.84 - $99.46 $6.97K - $7.16K
72 $7K
MA
Mastercard Inc

Financial Services
13
New
$479.92 - $590.74 $6.24K - $7.68K
13 $7K
MUB
Ishares National Muni Bond ETF

ETFs
71
New
$102.31 - $105.8 $7.26K - $7.51K
71 $7K
USO
United States Oil Fund, LP

ETFs
106
New
$62.37 - $83.12 $6.61K - $8.81K
106 $7K
SR
Spire Inc

Utilities
102
New
$71.03 - $79.07 $7.25K - $8.07K
102 $7K
EIX
Edison International

Utilities
136
New
$48.32 - $59.92 $6.57K - $8.15K
136 $7K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
76
New
$72.61 - $88.75 $5.52K - $6.75K
76 $6K
OMC
Omnicom Group Inc.

Communication Services
84
New
$69.22 - $79.77 $5.81K - $6.7K
84 $6K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
120
New
$49.79 - $50.75 $5.97K - $6.09K
120 $6K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
144
New
$35.35 - $42.68 $5.09K - $6.15K
144 $6K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
123
New
$41.45 - $54.46 $5.1K - $6.7K
123 $6K
XLF
Financial Sector Spdr

ETFs
115
New
$43.92 - $52.37 $5.05K - $6.02K
115 $6K
GS
Goldman Sachs Group Inc

Financial Services
9
New
$462.22 - $707.75 $4.16K - $6.37K
9 $6K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
400
New
$17.1 - $63.66 $6.84K - $25.5K
400 $6K
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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