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
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
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
FICO
Fair Isaac Corp

Technology
1
+ 0.14%
$1503.62 - $2206.01 $1.5K - $2.21K
717 $1.31B
ROP
Roper Technologies Inc

Industrials
5
+ 0.72%
$519.19 - $590.78 $2.6K - $2.95K
702 $398M
AFL
Aflac Inc

Financial Services
17
+ 0.6%
$99.77 - $112.45 $1.7K - $1.91K
2.85K $300M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.77K
+ 1445.11%
$87.84 - $1441.89 $506K - $8.31M
6.17K $556M
PG
Procter & Gamble CO

Consumer Defensive
753
+ 6.1%
$157.66 - $172.39 $119K - $130K
13.1K $2.09B
HP
Helmerich & Payne, Inc.

Energy
6.2K
+ 57.66%
$15.16 - $26.78 $94.1K - $166K
17K $257M
ED
Consolidated Edison Inc

Utilities
132
+ 3.46%
$98.05 - $113.3 $12.9K - $15K
3.94K $396M
MRK
Merck & Co., Inc.

Healthcare
634
+ 7.86%
$73.47 - $87.12 $46.6K - $55.2K
8.7K $689M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.57%
$285.55 - $321.23 $4.28K - $4.82K
2.63K $769M
SBUX
Starbucks Corp

Consumer Cyclical
9
+ 0.09%
$79.69 - $99.41 $717 - $895
10.2K $937M
HYMU
Blackrock ETF Tr Ii High Yield
1.18K
+ 0.46%
N/A
260K $5.8B
ABBV
Abb Vie Inc.

Healthcare
337
+ 4.27%
$170.16 - $206.27 $57.3K - $69.5K
8.22K $1.53B
PSX
Phillips 66

Energy
232
+ 0.59%
$92.87 - $125.73 $21.5K - $29.2K
39.6K $4.73B
BP
Bp PLC

Energy
2.09K
+ 3.49%
$26.11 - $33.81 $54.5K - $70.6K
61.9K $1.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
96
+ 0.82%
$483.48 - $539.8 $46.4K - $51.8K
11.9K $5.77B
COP
Conocophillips

Energy
403
+ 0.98%
$82.66 - $106.1 $33.3K - $42.8K
41.7K $3.74B
XOM
Exxon Mobil Corp

Energy
7.86K
+ 1.26%
$99.93 - $119.04 $785K - $935K
630K $67.9B
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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