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
ICE
Intercontinental Exchange, Inc.

Financial Services
161
+ 6.72%
$151.62 - $183.47 $24.4K - $29.5K
2.56K $469M
GILD
Gilead Sciences, Inc.

Healthcare
577
+ 7.72%
$96.91 - $113.0 $55.9K - $65.2K
8.05K $892M
HON
Honeywell International Inc

Industrials
23
+ 1.02%
$182.86 - $232.88 $4.21K - $5.36K
2.28K $531M
QCOM
Qualcomm Inc

Technology
183
+ 4.6%
$124.66 - $159.48 $22.8K - $29.2K
4.16K $662M
TJX
Tjx Companies Inc

Consumer Cyclical
316
+ 4.36%
$119.13 - $135.03 $37.6K - $42.7K
7.56K $934M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
37
+ 2.86%
$224.16 - $285.86 $8.29K - $10.6K
1.33K $380M
TDG
Trans Digm Group Inc

Industrials
14
+ 7.37%
$1231.75 - $1520.64 $17.2K - $21.3K
204 $310M
LDOS
Leidos Holdings, Inc.

Technology
67
+ 4.29%
$132.9 - $160.3 $8.9K - $10.7K
1.63K $257M
PSA
Public Storage

Real Estate
168
+ 18.96%
$266.31 - $309.77 $44.7K - $52K
1.05K $309M
EQIX
Equinix Inc

Real Estate
62
+ 23.57%
$740.07 - $914.43 $45.9K - $56.7K
325 $259M
NEE
Nextera Energy Inc

Utilities
776
+ 8.09%
$64.11 - $75.0 $49.7K - $58.2K
10.4K $720M
MDLZ
Mondelez International, Inc.

Consumer Defensive
613
+ 15.64%
$63.54 - $68.5 $39K - $42K
4.53K $306M
AMP
Ameriprise Financial Inc

Financial Services
30
+ 6.61%
$422.19 - $533.73 $12.7K - $16K
484 $258M
ITOT
Ishares Core S&P Total U.S. St

ETFs
87
+ 4.3%
$108.12 - $135.04 $9.41K - $11.7K
2.11K $285M
FAST
Fastenal CO

Industrials
3.51K
+ 114.13%
$40.65 - $83.16 $143K - $292K
6.58K $276M
DFRA
Trimtabs ETF Tr Donoghue Forli
1.23K
+ 13.56%
N/A
10.3K $295M
MTB
M&T Bank Corp

Financial Services
80
+ 6.2%
$156.58 - $193.99 $12.5K - $15.5K
1.37K $266M
CMCSA
Comcast Corp

Communication Services
1.56K
+ 8.26%
$32.84 - $36.72 $51.3K - $57.4K
20.5K $731M
APO
Apollo Global Management, Inc.

Financial Services
132
+ 5.03%
$108.68 - $145.07 $14.3K - $19.1K
2.76K $391M
CME
Cme Group Inc.

Financial Services
48
+ 2.79%
$252.37 - $290.71 $12.1K - $14K
1.77K $488M
SO
Southern CO

Utilities
282
+ 7.67%
$84.91 - $92.56 $23.9K - $26.1K
3.96K $364M
AZO
Autozone Inc

Consumer Cyclical
9
+ 10.59%
$3478.38 - $3880.15 $31.3K - $34.9K
94 $349M
CI
Cigna Corp

Healthcare
63
+ 7.26%
$301.89 - $340.04 $19K - $21.4K
931 $308M
FDX
Fedex Corp

Industrials
174
+ 15.86%
$198.07 - $245.17 $34.5K - $42.7K
1.27K $289M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
239
+ 5.74%
$77.74 - $78.78 $18.6K - $18.8K
4.41K $347M
AMT
American Tower Corp

Real Estate
38
+ 1.53%
$203.96 - $228.19 $7.75K - $8.67K
2.52K $557M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
162
+ 3.85%
$75.05 - $77.34 $12.2K - $12.5K
4.37K $338M
PAYX
Paychex Inc

Industrials
201
+ 12.4%
$137.01 - $159.78 $27.5K - $32.1K
1.82K $265M
D
Dominion Energy, Inc

Utilities
184
+ 2.42%
$49.66 - $58.0 $9.14K - $10.7K
7.8K $441M
VRSK
Verisk Analytics, Inc.

Industrials
11
+ 1.5%
$277.03 - $321.33 $3.05K - $3.53K
746 $232M
CVS
Cvs Health Corp

Healthcare
59
+ 0.76%
$60.04 - $70.18 $3.54K - $4.14K
7.82K $540M
S
Sentinel One, Inc.

Technology
400
+ 0.89%
$16.17 - $20.34 $6.47K - $8.14K
45.4K $830M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
81
+ 0.94%
$51.1 - $53.29 $4.14K - $4.32K
8.67K $462M
ALL
Allstate Corp

Financial Services
86
+ 7.3%
$180.53 - $212.64 $15.5K - $18.3K
1.26K $255M
AJG
Arthur J. Gallagher & Co.

Financial Services
151
+ 9.79%
$310.86 - $348.77 $46.9K - $52.7K
1.69K $542M
CPRT
Copart Inc

Consumer Cyclical
1.07K
+ 18.55%
$47.72 - $63.84 $50.9K - $68.1K
6.82K $335M
DUK
Duke Energy Corp

Utilities
178
+ 5.37%
$112.46 - $124.05 $20K - $22.1K
3.5K $412M
NVO
Novo Nordisk A S

Healthcare
165
+ 1.75%
$58.08 - $81.05 $9.58K - $13.4K
9.58K $661M
PGR
Progressive Corp

Financial Services
134
+ 7.44%
$255.27 - $288.74 $34.2K - $38.7K
1.94K $516M
EOG
Eog Resources Inc

Energy
202
+ 9.69%
$104.61 - $129.97 $21.1K - $26.3K
2.29K $274M
ROST
Ross Stores, Inc.

Consumer Cyclical
51
+ 2.68%
$126.62 - $154.26 $6.46K - $7.87K
1.96K $250M
CB
Chubb LTD

Financial Services
73
+ 5.14%
$274.32 - $302.46 $20K - $22.1K
1.49K $433M
MDT
Medtronic PLC

Healthcare
236
+ 2.84%
$80.68 - $88.86 $19K - $21K
8.53K $744M
VZ
Verizon Communications Inc

Communication Services
1.51K
+ 4.56%
$41.67 - $45.62 $63.1K - $69.1K
34.7K $1.5B
PRU
Prudential Financial Inc

Financial Services
44
+ 1.89%
$95.12 - $112.71 $4.19K - $4.96K
2.37K $255M
AEP
American Electric Power CO Inc

Utilities
111
+ 3.6%
$98.59 - $109.11 $10.9K - $12.1K
3.19K $331M
BRO
Brown & Brown, Inc.

Financial Services
175
+ 9.02%
$104.48 - $124.43 $18.3K - $21.8K
2.12K $234M
KO
Coca Cola CO

Consumer Defensive
90
+ 0.56%
$68.37 - $73.9 $6.15K - $6.65K
16.1K $1.14B
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.97%
$394.72 - $440.39 $2.76K - $3.08K
732 $308M
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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