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
PFE
Pfizer Inc

Healthcare
3.61K
+ 42.22%
$25.01 - $27.13 $90.3K - $98K
12.2K $308M
Lam Research Corp
1.04K
+ 24.17%
N/A
5.32K $387M
SHW
Sherwin Williams CO

Basic Materials
189
+ 17.32%
$330.16 - $365.55 $62.4K - $69.1K
1.28K $447M
QCOM
Qualcomm Inc

Technology
495
+ 14.22%
$151.94 - $175.86 $75.2K - $87.1K
3.98K $611M
Prairie Oper CO
13.7K
New
N/A
13.7K $73.3M
HCA
Hca Healthcare, Inc.

Healthcare
110
+ 14.57%
$296.7 - $345.55 $32.6K - $38K
865 $299M
DUK
Duke Energy Corp

Utilities
221
+ 7.14%
$105.87 - $121.97 $23.4K - $27K
3.32K $405M
WFC
Wells Fargo & Company

Financial Services
709
+ 5.88%
$66.78 - $81.42 $47.3K - $57.7K
12.8K $917M
AEP
American Electric Power CO Inc

Utilities
185
+ 6.39%
$90.32 - $109.27 $16.7K - $20.2K
3.08K $337M
ECL
Ecolab Inc.

Basic Materials
197
+ 20.96%
$229.72 - $269.82 $45.3K - $53.2K
1.14K $288M
MO
Altria Group, Inc.

Consumer Defensive
373
+ 6.75%
$50.81 - $60.02 $19K - $22.4K
5.9K $354M
MCK
Mckesson Corp

Healthcare
35
+ 9.51%
$566.21 - $672.99 $19.8K - $23.6K
403 $271M
DASH
Door Dash, Inc.

Communication Services
222
+ 18.58%
$168.37 - $213.38 $37.4K - $47.4K
1.42K $259M
META
Meta Platforms, Inc.

Communication Services
227
+ 2.84%
$576.36 - $736.67 $131K - $167K
8.22K $4.74B
SCHW
Schwab Charles Corp

Financial Services
479
+ 11.64%
$71.24 - $83.64 $34.1K - $40.1K
4.59K $360M
TJX
Tjx Companies Inc

Consumer Cyclical
379
+ 5.52%
$112.81 - $126.16 $42.8K - $47.8K
7.25K $882M
CB
Chubb LTD

Financial Services
58
+ 4.26%
$257.71 - $301.99 $14.9K - $17.5K
1.42K $429M
Lithium Argentina Ag
23.1K
New
N/A
23.1K $49.4M
KR
Kroger CO

Consumer Defensive
8
+ 0.11%
$58.36 - $67.72 $467 - $542
7.39K $500M
SO
Southern CO

Utilities
140
+ 3.96%
$80.96 - $92.96 $11.3K - $13K
3.68K $338M
SPGI
S&P Global Inc.

Financial Services
63
+ 4.41%
$478.26 - $543.77 $30.1K - $34.3K
1.49K $759M
AFL
Aflac Inc

Financial Services
215
+ 8.22%
$100.99 - $111.19 $21.7K - $23.9K
2.83K $315M
CTAS
Cintas Corp

Industrials
11
+ 0.61%
$182.09 - $208.14 $2K - $2.29K
1.83K $375M
QUAL
Ishares Msci Usa Quality Facto

ETFs
440
+ 9.47%
$168.16 - $186.21 $74K - $81.9K
5.09K $869M
KMI
Kinder Morgan, Inc.

Energy
1.09K
+ 11.81%
$26.1 - $31.22 $28.6K - $34.2K
10.4K $295M
VEA
Vanguard Ftse Developed Market

ETFs
246
+ 2.87%
$47.4 - $52.99 $11.7K - $13K
8.81K $448M
CPRT
Copart Inc

Consumer Cyclical
744
+ 14.85%
$52.3 - $59.83 $38.9K - $44.5K
5.75K $326M
MDLZ
Mondelez International, Inc.

Consumer Defensive
101
+ 2.65%
$56.12 - $68.15 $5.67K - $6.88K
3.92K $266M
AMD
Advanced Micro Devices Inc

Technology
1.34K
+ 24.09%
$96.63 - $129.55 $130K - $174K
6.92K $711M
FTNT
Fortinet, Inc.

Technology
345
+ 16.14%
$92.49 - $114.57 $31.9K - $39.5K
2.48K $239M
BK
Bank Of New York Mellon Corp

Financial Services
141
+ 4.65%
$75.42 - $88.95 $10.6K - $12.5K
3.17K $266M
ASML
Asml Holding Nv

Technology
76
+ 13.43%
$662.63 - $776.99 $50.4K - $59.1K
642 $425M
CTSH
Cognizant Technology Solutions Corp

Technology
390
+ 10.53%
$75.32 - $90.7 $29.4K - $35.4K
4.09K $313M
ITW
Illinois Tool Works Inc

Industrials
136
+ 11.91%
$244.9 - $274.48 $33.3K - $37.3K
1.28K $317M
C
Citigroup Inc

Financial Services
339
+ 6.14%
$67.23 - $84.63 $22.8K - $28.7K
5.86K $416M
ADI
Analog Devices Inc

Technology
250
+ 11.29%
$201.56 - $243.82 $50.4K - $61K
2.47K $497M
ABNB
Airbnb, Inc.

Consumer Cyclical
349
+ 22.44%
$119.38 - $161.42 $41.7K - $56.3K
1.9K $227M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
852
+ 6.53%
$73.16 - $83.16 $62.3K - $70.9K
13.9K $969M
ALL
Allstate Corp

Financial Services
29
+ 2.52%
$180.99 - $210.18 $5.25K - $6.1K
1.18K $244M
D
Dominion Energy, Inc

Utilities
39
+ 0.52%
$52.85 - $57.43 $2.06K - $2.24K
7.61K $427M
ZTS
Zoetis Inc.

Healthcare
72
+ 2.33%
$156.48 - $175.67 $11.3K - $12.6K
3.17K $521M
SNOW
Snowflake Inc.

Technology
187
+ 11.84%
$146.16 - $192.78 $27.3K - $36K
1.77K $258M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.14K
+ 2.05%
$25.12 - $26.05 $28.6K - $29.7K
56.8K $1.43B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.81K
+ 5.64%
$48.06 - $53.73 $86.8K - $97.1K
33.8K $1.65B
ADBE
Adobe Inc.

Technology
356
+ 16.86%
$377.84 - $464.11 $135K - $165K
2.47K $947M
SPG
Simon Property Group Inc

Real Estate
111
+ 6.15%
$159.48 - $187.78 $17.7K - $20.8K
1.92K $318M
WDAY
Workday, Inc.

Technology
133
+ 13.53%
$233.53 - $277.82 $31.1K - $37K
1.12K $261M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
67
+ 1.72%
$96.18 - $109.82 $6.44K - $7.36K
3.97K $406M
OKE
Oneok Inc

Energy
52
+ 1.24%
$89.57 - $109.85 $4.66K - $5.71K
4.23K $420M
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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