Quotient Wealth Partners, LLC Purchases in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.11K
New
$114.57 - $118.14 $241K - $249K
2.11K $249M
HWM
Howmet Aerospace Inc.

Industrials
1.88K
New
$110.79 - $139.39 $208K - $262K
1.88K $244M
BRO
Brown & Brown, Inc.

Financial Services
1.94K
New
$100.54 - $124.4 $195K - $241K
1.94K $241M
PTEN
Patterson Uti Energy Inc

Energy
29K
New
$7.15 - $9.45 $208K - $274K
29K $239M
GLD
Spdr Gold Trust

ETFs
828
New
$243.19 - $288.14 $201K - $239K
828 $239M
FAST
Fastenal CO

Industrials
3.07K
New
$71.11 - $79.98 $218K - $246K
3.07K $238M
CL
Colgate Palmolive CO

Consumer Defensive
2.44K
+ 79.89%
$85.68 - $97.5 $209K - $238K
5.5K $515M
CTVA
Corteva, Inc.

Basic Materials
3.71K
New
$55.94 - $66.15 $208K - $245K
3.71K $234M
AON
Aon PLC

Financial Services
582
New
$348.44 - $409.32 $203K - $238K
582 $232M
HEZU
Ishares Currency Hedged Msci E

ETFs
2.83K
+ 7.43%
$35.85 - $40.72 $101K - $115K
40.8K $1.59B
AMGN
Amgen Inc

Healthcare
405
+ 22.36%
$258.59 - $327.36 $105K - $133K
2.22K $690M
GE
General Electric CO

Industrials
239
+ 5.03%
$168.59 - $212.13 $40.3K - $50.7K
4.99K $998M
PM
Philip Morris International Inc.

Consumer Defensive
295
+ 7.12%
$117.15 - $158.79 $34.6K - $46.8K
4.44K $705M
SHOP
Shopify Inc.

Technology
2.13K
New
$90.59 - $129.31 $193K - $275K
2.13K $203M
VLO
Valero Energy Corp

Energy
1.52K
New
$121.76 - $142.99 $186K - $218K
1.52K $201M
SLB
Schlumberger Limited

Energy
1.14K
+ 2.56%
$38.4 - $43.74 $43.7K - $49.7K
45.6K $1.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.53K
+ 9.99%
$44.72 - $46.25 $158K - $163K
38.8K $1.79B
VZ
Verizon Communications Inc

Communication Services
370
+ 1.13%
$37.81 - $46.49 $14K - $17.2K
33.2K $1.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
486
+ 51.0%
$468.34 - $539.52 $228K - $262K
1.44K $675M
SBUX
Starbucks Corp

Consumer Cyclical
1.13K
+ 12.49%
$91.75 - $115.81 $104K - $131K
10.2K $1B
NFLX
Netflix Inc

Communication Services
97
+ 5.31%
$828.4 - $1058.6 $80.4K - $103K
1.92K $1.79B
RSP
Invesco S&P 500 Equal Weight E

ETFs
967
+ 67.48%
$169.43 - $182.84 $164K - $177K
2.4K $416M
CSCO
Cisco Systems, Inc.

Technology
2.19K
+ 20.43%
$58.74 - $64.87 $128K - $142K
12.9K $795M
PLD
Prologis, Inc.

Real Estate
1.25K
+ 55.11%
$103.59 - $124.04 $129K - $154K
3.5K $392M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
149
+ 15.19%
$402.49 - $513.76 $60K - $76.6K
1.13K $548M
MELI
Mercadolibre Inc

Consumer Cyclical
34
+ 11.3%
$1739.0 - $2260.0 $59.1K - $76.8K
335 $653M
WBD
Warner Bros. Discovery, Inc.

Communication Services
12.7K
New
$9.47 - $11.46 $120K - $145K
12.7K $136M
F
Ford Motor CO

Consumer Cyclical
13.5K
New
$9.12 - $10.43 $124K - $141K
13.5K $136M
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 10.94%
$279.74 - $321.29 $72.2K - $82.9K
2.62K $817M
PGR
Progressive Corp

Financial Services
217
+ 13.7%
$235.61 - $291.22 $51.1K - $63.2K
1.8K $510M
SPY
Spdr S&P 500 ETF Trust

ETFs
300
+ 18.54%
$551.42 - $612.93 $165K - $184K
1.92K $1.07B
MDT
Medtronic PLC

Healthcare
466
+ 5.95%
$79.84 - $94.5 $37.2K - $44K
8.3K $746M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 4.18%
$1187.71 - $1432.58 $19K - $22.9K
399 $571M
CRWD
Crowd Strike Holdings, Inc.

Technology
305
+ 35.1%
$308.86 - $455.36 $94.2K - $139K
1.17K $414M
DE
Deere & CO

Industrials
121
+ 10.33%
$408.57 - $509.27 $49.4K - $61.6K
1.29K $606M
MU
Micron Technology Inc

Technology
1.18K
+ 43.8%
$86.89 - $109.38 $103K - $129K
3.87K $337M
IAU
Ishares Gold Trust

ETFs
885
+ 14.51%
$49.74 - $58.96 $44K - $52.2K
6.99K $412M
GD
General Dynamics Corp

Industrials
272
+ 7.98%
$241.94 - $272.58 $65.8K - $74.1K
3.68K $1B
KLAC
Kla Corp

Technology
91
+ 10.72%
$636.62 - $777.63 $57.9K - $70.8K
940 $639M
TMO
Thermo Fisher Scientific Inc.

Healthcare
253
+ 25.5%
$497.6 - $606.74 $126K - $154K
1.25K $619M
FISV
Fiserv Inc

Technology
243
+ 7.63%
N/A
3.43K $757M
ICE
Intercontinental Exchange, Inc.

Financial Services
304
+ 14.54%
$142.8 - $176.36 $43.4K - $53.6K
2.4K $413M
UL
Unilever PLC

Consumer Defensive
1.17K
+ 11.63%
$54.72 - $60.29 $64.2K - $70.7K
11.3K $670M
WELL
Welltower Inc.

Real Estate
269
+ 13.05%
$124.05 - $156.86 $33.4K - $42.2K
2.33K $357M
BSX
Boston Scientific Corp

Healthcare
376
+ 7.45%
$89.38 - $106.18 $33.6K - $39.9K
5.42K $547M
OTIS
Otis Worldwide Corp

Industrials
307
+ 5.26%
$90.77 - $104.01 $27.9K - $31.9K
6.15K $634M
MMM
3 M CO

Industrials
138
+ 3.69%
$129.7 - $155.12 $17.9K - $21.4K
3.88K $569M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 0.85%
$890.62 - $1076.86 $16.9K - $20.5K
2.26K $2.14B
CI
Cigna Corp

Healthcare
130
+ 17.62%
$274.49 - $329.0 $35.7K - $42.8K
868 $286M
Activity Summary
Buys All Purchases 186 New Holdings 31 Increased Positions 155 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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