Quartz Partners, LLC Reduced Holdings in Q3 2025

Quartz Partners, LLC

  • $276 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
-60.8K
- 81.01%
$41.28 - $41.65 $2.51M - $2.53M
14.3K $593M
XLC
Select Sector Spdr Tr Communic

ETFs
-13.6K
- 86.48%
$105.99 - $119.41 $1.45M - $1.63M
2.13K $252M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.23K
- 42.82%
$100.16 - $100.7 $925K - $930K
12.3K $1.24B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.3K
- 51.08%
$225.11 - $247.9 $967K - $1.06M
4.11K $1.02B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.17K
- 47.3%
$132.9 - $142.03 $819K - $876K
6.87K $968M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-13.2K
- 32.02%
$46.51 - $50.07 $613K - $660K
28K $1.31B
IDU
Ishares Tr U S Utils ETF

ETFs
-3.72K
- 62.8%
$103.7 - $111.17 $386K - $414K
2.2K $244M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.84K
- 48.76%
N/A
2.98K $296M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-2.96K
- 45.55%
$73.76 - $76.98 $218K - $228K
3.53K $269M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.96K
- 20.28%
$97.75 - $100.75 $192K - $198K
7.72K $773M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.5K
- 2.25%
$91.44 - $91.77 $137K - $138K
65.3K $5.99B
VIS
Vanguard Industrial ETF

ETFs
-488
- 22.38%
$281.0 - $296.29 $137K - $145K
1.69K $502M
Pimco ETF Tr
-2.54K
- 18.26%
N/A
11.4K $305M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.04K
- 7.92%
$620.67 - $670.08 $646K - $698K
12.1K $8.1B
SPYI
Shp ETF Tr Neos S&P 500 High I
-1.23K
- 20.96%
N/A
4.64K $243M
BSCU
Invesco Exc Self Ind Tr

ETFs
-3.21K
- 9.3%
$16.67 - $17.03 $53.6K - $54.7K
31.3K $530M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-114
- 10.14%
$459.11 - $506.91 $52.3K - $57.8K
1.01K $508M
SYK
Stryker Corp

Healthcare
-54
- 9.0%
$368.57 - $403.53 $19.9K - $21.8K
546 $202M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.34K
- 12.25%
$17.81 - $18.39 $41.6K - $43K
16.7K $305M
BSCV
Invesco ETF Self Indexed Fd Tr
-1.57K
- 4.83%
$16.39 - $16.83 $25.7K - $26.4K
31K $517M
HYLS
First Tr Tactical High Yield L

ETFs
-528
- 7.38%
$41.62 - $42.32 $22K - $22.3K
6.62K $278M
WMT
Walmart Inc.

Consumer Defensive
-442
- 9.22%
$94.4 - $104.27 $41.7K - $46.1K
4.35K $449M
Invesco Exch Trd Slf Idx Fd
-1.21K
- 5.02%
N/A
22.8K $490M
VHT
Vanguard Health Care ETF

ETFs
-126
- 10.56%
$239.12 - $259.95 $30.1K - $32.8K
1.07K $277M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-1.24K
- 4.8%
N/A
24.7K $515M
USFR
Wisdomtree Floating Rate Treas

ETFs
-297
- 1.18%
$50.23 - $50.48 $14.9K - $15K
24.8K $1.25B
PCEF
Invesco Cef Income Composite E

ETFs
-1.07K
- 7.72%
$19.5 - $20.24 $20.8K - $21.6K
12.8K $255M
LMT
Lockheed Martin Corp

Industrials
-59
- 8.15%
$410.74 - $499.21 $24.2K - $29.5K
665 $332M
SND
Smart Sand, Inc.

Energy
-178
- 0.6%
$1.84 - $2.17 $328 - $386
29.3K $62.7M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-69
- 0.74%
$50.16 - $52.45 $3.46K - $3.62K
9.27K $485M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-56
- 2.83%
$108.46 - $120.63 $6.07K - $6.76K
1.93K $229M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-34
- 0.93%
$85.93 - $92.12 $2.92K - $3.13K
3.63K $331M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-190
- 1.74%
$24.46 - $26.5 $4.65K - $5.04K
10.7K $283M
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 1.68%
$291.67 - $316.99 $12.5K - $13.6K
2.51K $764M
SSL
Sasol LTD

Basic Materials
-567
- 3.91%
$4.6 - $7.15 $2.61K - $4.05K
13.9K $86.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-5
- 0.09%
$54.08 - $62.65 $270 - $313
5.65K $321M
NGL
Ngl Energy Partners LP

Energy
-597
- 3.55%
$4.0 - $6.96 $2.39K - $4.16K
16.2K $97.2M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-131
- 1.26%
$64.14 - $69.37 $8.4K - $9.09K
10.3K $710M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-718
- 2.41%
$25.8 - $29.15 $18.5K - $20.9K
29K $822M
VUG
Vanguard Growth ETF

ETFs
-12
- 0.85%
$433.97 - $484.08 $5.21K - $5.81K
1.41K $675M
GLDM
World Gold Trust

ETFs
-2.56K
- 10.94%
$64.73 - $76.45 $166K - $196K
20.8K $1.59B
VEA
Vanguard Ftse Developed Market

ETFs
-1.19K
- 1.93%
$56.02 - $60.3 $66.4K - $71.5K
60.2K $3.61B
TSLA
Tesla, Inc.

Consumer Cyclical
-124
- 8.94%
$293.94 - $444.72 $36.4K - $55.1K
1.26K $562M
MCHI
Ishares Msci China ETF

ETFs
-280
- 2.16%
$54.58 - $65.85 $15.3K - $18.4K
12.7K $837M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-403
- 4.35%
$567.77 - $614.76 $229K - $248K
8.86K $5.43B
PLTR
Palantir Technologies Inc.

Technology
-623
- 8.38%
$130.68 - $186.97 $81.4K - $116K
6.82K $1.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-144
- 1.55%
$546.99 - $602.2 $78.8K - $86.7K
9.17K $5.51B
GOOG
Alphabet Inc.

Communication Services
-16
- 0.24%
$175.16 - $255.24 $2.8K - $4.08K
6.63K $1.61B
Activity Summary
Buys All Purchases 118 New Holdings 23 Increased Positions 95 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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