Quotient Wealth Partners, LLC Incresed Positions in Q2 2025

Quotient Wealth Partners, LLC

  • $3.4 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
2.82K
+ 7.36%
$34.39 - $47.46 $97.1K - $134K
41.2K $1.95B
AMD
Advanced Micro Devices Inc

Technology
511
+ 7.38%
$78.21 - $143.81 $40K - $73.5K
7.44K $1.05B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.3K
+ 25.24%
$24.14 - $25.43 $346K - $364K
71.1K $1.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
375
+ 26.06%
$416.06 - $551.64 $156K - $207K
1.81K $1B
COST
Costco Wholesale Corp

Consumer Defensive
211
+ 9.34%
$908.13 - $1056.85 $192K - $223K
2.47K $2.45B
CAT
Caterpillar Inc

Industrials
420
+ 17.43%
$273.94 - $388.21 $115K - $163K
2.83K $1.1B
AXP
American Express CO

Financial Services
572
+ 24.03%
$231.39 - $318.98 $132K - $182K
2.95K $942M
COF
Capital One Financial Corp

Financial Services
740
+ 19.87%
$150.57 - $212.76 $111K - $157K
4.47K $950M
BA
Boeing CO

Industrials
1.11K
+ 91.78%
$136.59 - $217.51 $151K - $240K
2.31K $484M
GLD
Spdr Gold Trust

ETFs
858
+ 103.62%
$273.71 - $316.29 $235K - $271K
1.69K $514M
ABT
Abbott Laboratories

Healthcare
1.74K
+ 22.66%
$123.95 - $138.08 $216K - $241K
9.43K $1.28B
SHEL
Shell PLC

Energy
3.77K
+ 107.89%
$59.75 - $73.05 $225K - $276K
7.27K $512M
MS
Morgan Stanley

Financial Services
1.11K
+ 27.95%
$99.83 - $140.86 $111K - $156K
5.08K $716M
WFC
Wells Fargo & Company

Financial Services
1.81K
+ 14.15%
$60.98 - $80.12 $110K - $145K
14.6K $1.17B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.27K
+ 2.0%
$91.23 - $97.27 $116K - $123K
64.7K $6.29B
ETN
Eaton Corp PLC

Industrials
363
+ 27.63%
$246.52 - $356.99 $89.5K - $130K
1.68K $599M
PM
Philip Morris International Inc.

Consumer Defensive
754
+ 16.98%
$149.23 - $184.95 $113K - $139K
5.2K $946M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 18.18%
$4164.15 - $5789.24 $83.3K - $116K
130 $750M
C
Citigroup Inc

Financial Services
1.81K
+ 30.91%
$58.13 - $85.12 $105K - $154K
7.67K $653M
EMGF
Ishares Msci Emerging Markets

ETFs
819
+ 2.3%
$41.37 - $52.07 $33.9K - $42.6K
36.4K $1.89B
CDNS
Cadence Design Systems Inc

Technology
485
+ 37.34%
$231.64 - $323.08 $112K - $157K
1.78K $550M
HD
Home Depot, Inc.

Consumer Cyclical
551
+ 8.47%
$335.24 - $380.78 $185K - $210K
7.05K $2.59B
SCHW
Schwab Charles Corp

Financial Services
1.53K
+ 33.36%
$69.06 - $91.24 $106K - $140K
6.13K $559M
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 11.13%
$53.19 - $69.38 $76.3K - $99.6K
14.3K $994M
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 0.39%
$177.93 - $313.14 $890 - $1.57K
1.29K $405M
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
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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