Quotient Wealth Partners, LLC Purchases in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
17
+ 2.22%
$721.65 - $1040.18 $12.3K - $17.7K
782 $804M
AMAT
Applied Materials Inc

Technology
530
+ 20.66%
$126.95 - $183.52 $67.3K - $97.3K
3.1K $567M
MA
Mastercard Inc

Financial Services
205
+ 4.31%
$479.92 - $590.74 $98.4K - $121K
4.96K $2.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
392
+ 26.24%
$141.37 - $228.57 $55.4K - $89.6K
1.89K $427M
PWR
Quanta Services, Inc.

Industrials
72
+ 5.91%
$239.47 - $381.26 $17.2K - $27.5K
1.29K $488M
ZTS
Zoetis Inc.

Healthcare
1.22K
+ 38.65%
$144.41 - $170.3 $177K - $208K
4.39K $685M
ISRG
Intuitive Surgical Inc

Healthcare
148
+ 9.01%
$451.58 - $565.94 $66.8K - $83.8K
1.79K $973M
HWM
Howmet Aerospace Inc.

Industrials
268
+ 14.28%
$112.33 - $186.13 $30.1K - $49.9K
2.15K $399M
CEG
Constellation Energy Corp

Utilities
20
+ 1.77%
$170.96 - $322.76 $3.42K - $6.46K
1.15K $371M
Lam Research Corp
114
+ 2.14%
N/A
5.44K $529M
SNOW
Snowflake Inc.

Technology
13
+ 0.74%
$130.53 - $223.77 $1.7K - $2.91K
1.78K $398M
DE
Deere & CO

Industrials
172
+ 13.31%
$412.99 - $531.48 $71K - $91.4K
1.46K $744M
LLY
Eli Lilly & CO

Healthcare
374
+ 11.16%
$713.71 - $898.95 $267K - $336K
3.73K $2.9B
GD
General Dynamics Corp

Industrials
223
+ 6.06%
$247.68 - $291.66 $55.2K - $65K
3.9K $1.14B
Blackrock Inc
57
+ 8.46%
N/A
731 $767M
PH
Parker Hannifin Corp

Industrials
91
+ 15.32%
$517.23 - $700.54 $47.1K - $63.7K
685 $478M
EFV
Msci Eafe Value ETF

ETFs
945
+ 7.58%
$52.4 - $64.65 $49.5K - $61.1K
13.4K $851M
IVE
Ishares S&P 500 Value ETF

ETFs
26
+ 0.11%
$168.34 - $195.42 $4.38K - $5.08K
23K $4.5B
T
At&T Inc.

Communication Services
2.75K
+ 6.01%
$26.33 - $28.94 $72.5K - $79.7K
48.6K $1.41B
ADSK
Autodesk, Inc.

Technology
229
+ 28.17%
N/A
1.04K $323M
DASH
Door Dash, Inc.

Communication Services
72
+ 5.08%
$163.16 - $246.51 $11.7K - $17.7K
1.49K $367M
HCA
Hca Healthcare, Inc.

Healthcare
192
+ 22.2%
$317.61 - $387.52 $61K - $74.4K
1.06K $405M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
653
+ 16.08%
$114.78 - $133.31 $75K - $87.1K
4.72K $629M
NDAQ
Nasdaq, Inc.

Financial Services
425
+ 9.09%
$66.4 - $89.42 $28.2K - $38K
5.1K $456M
KKR
Kkr & Co. Inc.

Financial Services
469
+ 21.33%
$92.79 - $134.29 $43.5K - $63K
2.67K $355M
EMR
Emerson Electric CO

Industrials
343
+ 14.91%
$94.15 - $133.33 $32.3K - $45.7K
2.64K $353M
ASML
Asml Holding Nv

Technology
11
+ 1.71%
$595.37 - $815.24 $6.55K - $8.97K
653 $523M
BSX
Boston Scientific Corp

Healthcare
543
+ 10.02%
$89.7 - $107.41 $48.7K - $58.3K
5.96K $641M
V
Visa Inc.

Financial Services
123
+ 1.19%
$308.27 - $373.31 $37.9K - $45.9K
10.4K $3.7B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
731
+ 34.73%
$116.93 - $119.39 $85.5K - $87.3K
2.84K $338M
MMM
3 M CO

Industrials
411
+ 10.61%
$126.09 - $154.15 $51.8K - $63.4K
4.29K $652M
BK
Bank Of New York Mellon Corp

Financial Services
662
+ 20.88%
$73.31 - $91.62 $48.5K - $60.7K
3.83K $349M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.14%
$273.67 - $366.17 $547 - $732
1.4K $514M
MAR
Marriott International Inc

Consumer Cyclical
68
+ 3.92%
$211.12 - $274.14 $14.4K - $18.6K
1.8K $493M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
544
+ 4.41%
$51.16 - $62.02 $27.8K - $33.7K
12.9K $800M
CTAS
Cintas Corp

Industrials
202
+ 11.06%
$190.11 - $227.66 $38.4K - $46K
2.03K $452M
PYPL
Pay Pal Holdings, Inc.

Financial Services
552
+ 14.48%
$57.41 - $74.81 $31.7K - $41.3K
4.36K $324M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.49K
+ 3.83%
$45.12 - $46.23 $67K - $68.7K
40.3K $1.86B
ARES
Ares Management Corp

Financial Services
22
+ 0.83%
$118.04 - $175.83 $2.6K - $3.87K
2.68K $464M
MCK
Mckesson Corp

Healthcare
65
+ 16.13%
$652.83 - $732.78 $42.4K - $47.6K
468 $343M
KMI
Kinder Morgan, Inc.

Energy
2.05K
+ 19.83%
$25.21 - $29.4 $51.8K - $60.4K
12.4K $365M
MO
Altria Group, Inc.

Consumer Defensive
1.31K
+ 22.26%
$55.56 - $60.91 $73K - $80K
7.22K $423M
F
Ford Motor CO

Consumer Cyclical
5.22K
+ 38.54%
$8.69 - $10.85 $45.4K - $56.6K
18.8K $204M
MCO
Moodys Corp

Financial Services
89
+ 14.96%
$396.7 - $501.59 $35.3K - $44.6K
684 $343M
CTVA
Corteva, Inc.

Basic Materials
295
+ 7.95%
$55.52 - $74.53 $16.4K - $22K
4.01K $299M
FTNT
Fortinet, Inc.

Technology
357
+ 14.38%
$84.71 - $108.69 $30.2K - $38.8K
2.84K $300M
PFE
Pfizer Inc

Healthcare
3.02K
+ 24.8%
$21.59 - $24.84 $65.2K - $75K
15.2K $368M
AIG
American International Group, Inc.

Financial Services
758
+ 19.57%
$77.56 - $87.72 $58.8K - $66.5K
4.63K $396M
RSG
Republic Services, Inc.

Industrials
201
+ 13.88%
$227.2 - $258.07 $45.7K - $51.9K
1.65K $407M
Activity Summary
Buys All Purchases 217 New Holdings 25 Increased Positions 192 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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