Quotient Wealth Partners, LLC Incresed Positions in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 10.94%
$279.74 - $321.29 $72.2K - $82.9K
2.62K $817M
PGR
Progressive Corp

Financial Services
217
+ 13.7%
$235.61 - $291.22 $51.1K - $63.2K
1.8K $510M
SPY
Spdr S&P 500 ETF Trust

ETFs
300
+ 18.54%
$551.42 - $612.93 $165K - $184K
1.92K $1.07B
MDT
Medtronic PLC

Healthcare
466
+ 5.95%
$79.84 - $94.5 $37.2K - $44K
8.3K $746M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 4.18%
$1187.71 - $1432.58 $19K - $22.9K
399 $571M
CRWD
Crowd Strike Holdings, Inc.

Technology
305
+ 35.1%
$308.86 - $455.36 $94.2K - $139K
1.17K $414M
DE
Deere & CO

Industrials
121
+ 10.33%
$408.57 - $509.27 $49.4K - $61.6K
1.29K $606M
MU
Micron Technology Inc

Technology
1.18K
+ 43.8%
$86.89 - $109.38 $103K - $129K
3.87K $337M
IAU
Ishares Gold Trust

ETFs
885
+ 14.51%
$49.74 - $58.96 $44K - $52.2K
6.99K $412M
GD
General Dynamics Corp

Industrials
272
+ 7.98%
$241.94 - $272.58 $65.8K - $74.1K
3.68K $1B
TMO
Thermo Fisher Scientific Inc.

Healthcare
253
+ 25.5%
$497.6 - $606.74 $126K - $154K
1.25K $619M
FISV
Fiserv Inc

Technology
243
+ 7.63%
N/A
3.43K $757M
ICE
Intercontinental Exchange, Inc.

Financial Services
304
+ 14.54%
$142.8 - $176.36 $43.4K - $53.6K
2.4K $413M
UL
Unilever PLC

Consumer Defensive
1.17K
+ 11.63%
$54.72 - $60.29 $64.2K - $70.7K
11.3K $670M
WELL
Welltower Inc.

Real Estate
269
+ 13.05%
$124.05 - $156.86 $33.4K - $42.2K
2.33K $357M
BSX
Boston Scientific Corp

Healthcare
376
+ 7.45%
$89.38 - $106.18 $33.6K - $39.9K
5.42K $547M
OTIS
Otis Worldwide Corp

Industrials
307
+ 5.26%
$90.77 - $104.01 $27.9K - $31.9K
6.15K $634M
MMM
3 M CO

Industrials
138
+ 3.69%
$129.7 - $155.12 $17.9K - $21.4K
3.88K $569M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 0.85%
$890.62 - $1076.86 $16.9K - $20.5K
2.26K $2.14B
CI
Cigna Corp

Healthcare
130
+ 17.62%
$274.49 - $329.0 $35.7K - $42.8K
868 $286M
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
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
AZO
Autozone Inc

Consumer Cyclical
4
+ 4.94%
$3193.96 - $3828.11 $12.8K - $15.3K
85 $323M
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
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
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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