Quotient Wealth Partners, LLC Purchases in Q4 2024

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
32.3K
+ 0.94%
$81.74 - $91.38 $2.64M - $2.95M
3.47M $305B
IVV
Ishares Core S&P 500 ETF

ETFs
6.77K
+ 1.13%
$570.51 - $610.59 $3.86M - $4.14M
604K $355B
TTAC
Fcf Us Quality ETF

ETFs
3.15K
+ 0.1%
$64.72 - $70.85 $204K - $223K
3.03M $201B
HEFA
Ishares Currency Hedged Msci E

ETFs
199K
+ 4.71%
$34.42 - $35.88 $6.84M - $7.13M
4.42M $153B
IYW
Ishares Dj Us Tech ETF

ETFs
4.77K
+ 1.33%
$148.14 - $166.23 $707K - $793K
364K $58.1B
AMZN
Amazon Com Inc

Consumer Cyclical
5.05K
+ 15.78%
$180.88 - $232.93 $913K - $1.18M
37.1K $8.13B
NVDA
Nvidia Corp

Technology
7.88K
+ 10.1%
$117.0 - $148.88 $921K - $1.17M
85.8K $11.5B
AAPL
Apple Inc.

Technology
2.52K
+ 3.45%
$221.69 - $259.02 $559K - $653K
75.7K $18.9B
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 10.11%
$213.65 - $479.86 $216K - $485K
11K $4.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.49K
+ 7.03%
$521.84 - $558.82 $1.3M - $1.39M
37.9K $20.4B
GOOGL
Alphabet Inc.

Communication Services
2.42K
+ 7.5%
$161.86 - $196.66 $391K - $475K
34.6K $6.55B
AVGO
Broadcom Inc.

Technology
787
+ 4.82%
$159.67 - $250.0 $126K - $197K
17.1K $3.97B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.3K
+ 8.1%
$49.79 - $51.14 $1.51M - $1.55M
405K $20.3B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.4K
+ 2.95%
$100.24 - $101.35 $1.25M - $1.26M
434K $43.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.9K
+ 94.9%
$42.05 - $48.31 $793K - $911K
38.7K $1.79B
GOOG
Alphabet Inc.

Communication Services
3.07K
+ 21.21%
$163.08 - $198.16 $500K - $608K
17.5K $3.34B
Blackrock ETF Trust Ii
115K
+ 3.39%
N/A
3.52M $183B
Blackrock Inc
739
New
N/A
739 $757M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.8K
+ 56.11%
$49.74 - $50.43 $637K - $646K
35.6K $1.78B
GS
Goldman Sachs Group Inc

Financial Services
279
+ 5.19%
$486.1 - $608.57 $136K - $170K
5.66K $3.24B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.7K
+ 7.85%
$50.67 - $50.9 $591K - $594K
160K $8.14B
MPC
Marathon Petroleum Corp

Energy
4.01K
+ 162.28%
$131.65 - $174.84 $527K - $700K
6.47K $903M
PLTR
Palantir Technologies Inc.

Technology
804
+ 7.04%
$36.46 - $82.38 $29.3K - $66.2K
12.2K $924M
FVAL
Fidelity Covington Tr Value Fa

ETFs
7.21K
+ 76.75%
$60.19 - $64.39 $434K - $464K
16.6K $1.02B
Arista Networks Inc
3.97K
New
N/A
3.97K $438M
NFLX
Netflix Inc

Communication Services
103
+ 5.97%
$687.65 - $936.56 $70.8K - $96.5K
1.83K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
112
+ 0.87%
$205.18 - $250.29 $23K - $28K
13K $3.11B
ASML
Asml Holding Nv

Technology
566
New
$658.43 - $872.27 $373K - $494K
566 $392M
SHEL
Shell PLC

Energy
6.15K
+ 164.05%
$60.63 - $70.23 $373K - $432K
9.9K $620M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.73K
+ 18.3%
$99.04 - $109.59 $765K - $847K
49.9K $4.97B
CRM
Salesforce, Inc.

Technology
217
+ 4.71%
$270.87 - $367.87 $58.8K - $79.8K
4.83K $1.61B
EMGF
Ishares Msci Emerging Markets

ETFs
8.98K
+ 61.44%
$45.23 - $51.49 $406K - $462K
23.6K $1.07B
META
Meta Platforms, Inc.

Communication Services
410
+ 5.41%
$554.08 - $632.68 $227K - $259K
7.99K $4.68B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
4.62K
+ 54.92%
$72.28 - $78.42 $334K - $363K
13K $946M
Lam Research Corp
4.29K
New
N/A
4.29K $310M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.87K
+ 87.43%
$80.87 - $87.69 $313K - $339K
8.29K $673M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.36K
New
$124.26 - $134.12 $293K - $317K
2.36K $303M
MRVL
Marvell Technology, Inc.

Technology
2.56K
New
$70.31 - $124.78 $180K - $319K
2.56K $282M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.22K
New
$173.13 - $258.09 $212K - $315K
1.22K $282M
VZ
Verizon Communications Inc

Communication Services
9.83K
+ 42.72%
$39.6 - $45.21 $389K - $445K
32.9K $1.31B
BMY
Bristol Myers Squibb CO

Healthcare
4.29K
+ 98.42%
$51.92 - $59.94 $223K - $257K
8.65K $489M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.5K
New
$74.68 - $81.45 $261K - $285K
3.5K $262M
KMI
Kinder Morgan, Inc.

Energy
9.26K
New
$22.59 - $28.54 $209K - $264K
9.26K $254M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
662
New
$260.53 - $404.79 $172K - $268K
662 $253M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
30.6K
+ 2.2%
$51.54 - $52.55 $1.58M - $1.61M
1.42M $73.5B
SNOW
Snowflake Inc.

Technology
1.58K
New
$109.65 - $186.51 $173K - $294K
1.58K $244M
AMP
Ameriprise Financial Inc

Financial Services
447
New
$473.15 - $574.01 $211K - $257K
447 $238M
MA
Mastercard Inc

Financial Services
148
+ 3.04%
$491.3 - $536.15 $72.7K - $79.4K
5.01K $2.64B
GNMA
Ishares Gnma Bond ETF

ETFs
5.48K
New
$42.8 - $44.74 $235K - $245K
5.48K $235M
Activity Summary
Buys All Purchases 183 New Holdings 27 Increased Positions 156 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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