Quotient Wealth Partners, LLC Incresed Positions in Q3 2025

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
886
+ 0.15%
$620.67 - $670.08 $550K - $594K
581K $389B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
162K
+ 3.7%
$52.12 - $55.33 $8.46M - $8.98M
4.55M $252B
HEFA
Ishares Currency Hedged Msci E

ETFs
190K
+ 4.92%
$37.2 - $39.61 $7.06M - $7.52M
4.05M $160B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116K
+ 5.62%
$97.75 - $100.75 $11.3M - $11.7M
2.18M $218B
IEMG
Ishares Inc

ETFs
21.5K
+ 1.08%
N/A
2M $132B
IEFA
Ishares Tr

ETFs
53.8K
+ 2.58%
$81.7 - $87.53 $4.4M - $4.71M
2.14M $187B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
213K
+ 6.47%
$45.26 - $46.63 $9.62M - $9.91M
3.5M $162B
Blackrock ETF Trust Ii
178K
+ 5.46%
N/A
3.43M $183B
MBB
Ishares Tr

ETFs
80K
+ 5.36%
$92.46 - $95.73 $7.39M - $7.66M
1.57M $150B
TTAC
Fcf Us Quality ETF

ETFs
64.2K
+ 2.07%
$69.96 - $71.12 $4.49M - $4.57M
3.16M $228B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
52.6K
+ 5.16%
$92.18 - $95.14 $4.85M - $5.01M
1.07M $102B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
56K
+ 6.03%
$102.4 - $103.88 $5.73M - $5.81M
984K $102B
TLT
Ishares Barclays 20+ Year Trea

ETFs
60.6K
+ 8.95%
$85.01 - $90.35 $5.15M - $5.48M
738K $65.9B
AAPL
Apple Inc.

Technology
4.02K
+ 5.38%
$202.38 - $256.87 $813K - $1.03M
78.7K $20B
NVDA
Nvidia Corp

Technology
5.86K
+ 6.02%
$153.3 - $186.58 $898K - $1.09M
103K $19.3B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
62.6K
+ 4.19%
$52.39 - $53.11 $3.28M - $3.32M
1.56M $82.5B
MUB
Ishares National Muni Bond ETF

ETFs
29.9K
+ 13.61%
$103.24 - $106.68 $3.09M - $3.19M
250K $26.6B
XLF
Financial Sector Spdr

ETFs
28.2K
+ 2.5%
$51.37 - $54.25 $1.45M - $1.53M
1.16M $62.3B
TIP
Ishares Tr Tips Bd ETF

ETFs
19.3K
+ 4.71%
$109.11 - $111.88 $2.11M - $2.16M
429K $47.7B
TSLA
Tesla, Inc.

Consumer Cyclical
742
+ 5.51%
$293.94 - $444.72 $218K - $330K
14.2K $6.32B
GOOG
Alphabet Inc.

Communication Services
934
+ 5.6%
$175.16 - $255.24 $164K - $238K
17.6K $4.29B
CVX
Chevron Corp

Energy
5.07K
+ 12.3%
$145.57 - $161.83 $738K - $820K
46.3K $7.19B
AVGO
Broadcom Inc.

Technology
430
+ 2.34%
$264.74 - $369.57 $114K - $159K
18.8K $6.21B
MSFT
Microsoft Corp

Technology
793
+ 2.29%
$491.09 - $535.64 $389K - $425K
35.4K $18.3B
VTI
Vanguard Total Stock Market Et

ETFs
2.83K
+ 52.61%
$303.93 - $329.86 $861K - $934K
8.22K $2.7B
MEAR
Blackrock Short Maturity Munic

ETFs
16.1K
+ 9.07%
$50.17 - $50.56 $807K - $814K
193K $9.77B
GS
Goldman Sachs Group Inc

Financial Services
149
+ 2.61%
$696.56 - $806.32 $104K - $120K
5.85K $4.66B
PLTR
Palantir Technologies Inc.

Technology
329
+ 2.72%
$130.68 - $186.97 $43K - $61.5K
12.4K $2.26B
COST
Costco Wholesale Corp

Consumer Defensive
802
+ 32.46%
$915.95 - $994.57 $735K - $798K
3.27K $3.03B
JNJ
Johnson & Johnson

Healthcare
896
+ 7.18%
$155.17 - $185.42 $139K - $166K
13.4K $2.48B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.6K
+ 223.09%
$72.57 - $74.72 $552K - $568K
11K $819M
JPM
Jpmorgan Chase & CO

Financial Services
488
+ 3.43%
$282.78 - $316.06 $138K - $154K
14.7K $4.64B
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 5.83%
$211.65 - $238.24 $453K - $510K
38.9K $8.54B
AMD
Advanced Micro Devices Inc

Technology
1.79K
+ 24.13%
$134.8 - $184.42 $242K - $331K
9.23K $1.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
451
+ 17.38%
$617.65 - $666.84 $279K - $301K
3.05K $2.03B
OEF
Ishares S&P 100 ETF

ETFs
40
+ 0.28%
N/A
14.1K $4.69B
META
Meta Platforms, Inc.

Communication Services
513
+ 5.85%
$695.21 - $791.73 $357K - $406K
9.28K $6.81B
XEL
Xcel Energy Inc

Utilities
50
+ 0.2%
$67.56 - $80.65 $3.38K - $4.03K
25K $2.01B
APP
App Lovin Corp

Technology
56
+ 7.91%
$335.1 - $718.54 $18.8K - $40.2K
764 $549M
BP
Bp PLC

Energy
45
+ 0.07%
$30.25 - $35.69 $1.36K - $1.61K
61.9K $2.13B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.63K
+ 4.27%
$54.35 - $59.32 $88.6K - $96.8K
39.9K $2.36B
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.08%
$194.44 - $206.51 $3.69K - $3.92K
23K $4.76B
HYMU
Blackrock ETF Tr Ii High Yield
11.2K
+ 4.3%
N/A
271K $6.06B
BAC
Bank Of America Corp

Financial Services
1.29K
+ 3.14%
$44.92 - $52.42 $58K - $67.7K
42.5K $2.19B
GE
General Electric CO

Industrials
2
+ 0.04%
$244.75 - $305.63 $490 - $611
5.52K $1.66B
Lam Research Corp
260
+ 4.78%
N/A
5.7K $763M
QQQ
Invesco Qqq Trust, Series 1

ETFs
228
+ 12.57%
$546.99 - $602.2 $125K - $137K
2.04K $1.23B
ADSK
Autodesk, Inc.

Technology
672
+ 64.49%
N/A
1.71K $544M
WMT
Walmart Inc.

Consumer Defensive
817
+ 3.46%
$94.4 - $104.27 $77.1K - $85.2K
24.4K $2.52B
Activity Summary
Buys All Purchases 177 New Holdings 26 Increased Positions 151 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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