Quotient Wealth Partners, LLC Reduced Holdings in Q3 2025

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-37.8K
- 53.16%
$24.11 - $24.94 $911K - $943K
33.3K $830M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.1K
- 7.25%
$50.81 - $51.07 $667K - $670K
168K $8.58B
ACN
Accenture PLC

Technology
-1.53K
- 31.46%
$232.56 - $304.78 $356K - $467K
3.34K $823M
TXN
Texas Instruments Inc

Technology
-338
- 1.65%
N/A
20.2K $3.71B
RTX
Raytheon Technologies Corp

Industrials
-5.69K
- 23.32%
$144.19 - $167.33 $820K - $951K
18.7K $3.13B
V
Visa Inc.

Financial Services
-817
- 7.84%
$332.09 - $358.86 $271K - $293K
9.6K $3.28B
ADBE
Adobe Inc.

Technology
-950
- 39.85%
$333.65 - $392.1 $317K - $372K
1.43K $506M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-17.2K
- 3.58%
$48.5 - $50.19 $832K - $861K
462K $23.1B
INTU
Intuit Inc

Technology
-157
- 6.8%
$646.03 - $807.39 $101K - $127K
2.15K $1.47B
ZTS
Zoetis Inc.

Healthcare
-1.44K
- 32.73%
$141.13 - $159.19 $203K - $229K
2.95K $432M
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 8.68%
$150.47 - $161.22 $171K - $183K
12K $1.84B
FICO
Fair Isaac Corp

Technology
-4
- 0.56%
$1311.26 - $1869.83 $5.25K - $7.48K
713 $1.07B
ISRG
Intuitive Surgical Inc

Healthcare
-157
- 8.77%
$433.66 - $544.47 $68.1K - $85.5K
1.63K $731M
SBUX
Starbucks Corp

Consumer Cyclical
-1.57K
- 15.37%
$81.9 - $96.86 $129K - $152K
8.65K $732M
CARR
Carrier Global Corp

Industrials
-50
- 0.34%
$58.75 - $80.73 $2.94K - $4.04K
14.6K $872M
ABT
Abbott Laboratories

Healthcare
-1.32K
- 13.94%
$120.51 - $136.62 $158K - $180K
8.12K $1.09B
FISV
Fiserv Inc

Technology
-353
- 11.15%
N/A
2.81K $363M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 43.96%
$181.56 - $190.33 $192K - $201K
1.35K $255M
CMCSA
Comcast Corp

Communication Services
-2.72K
- 13.3%
$31.41 - $36.33 $85.5K - $98.9K
17.7K $558M
NVO
Novo Nordisk A S

Healthcare
-666
- 6.95%
$45.38 - $71.7 $30.2K - $47.8K
8.91K $495M
AMT
American Tower Corp

Real Estate
-472
- 18.73%
$192.32 - $232.35 $90.8K - $110K
2.05K $394M
SYK
Stryker Corp

Healthcare
-200
- 6.3%
$368.57 - $403.53 $73.7K - $80.7K
2.98K $1.1B
DEO
Diageo PLC

Consumer Defensive
-1.35K
- 35.6%
$93.64 - $115.33 $126K - $155K
2.44K $233M
DIS
Walt Disney CO

Communication Services
-426
- 4.1%
$112.25 - $124.0 $47.8K - $52.8K
9.96K $1.14B
ADP
Automatic Data Processing Inc

Industrials
-306
- 8.67%
$288.69 - $310.94 $88.3K - $95.1K
3.22K $946M
PM
Philip Morris International Inc.

Consumer Defensive
-186
- 3.58%
$157.77 - $183.27 $29.3K - $34.1K
5.01K $812M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.7K
- 38.64%
$78.11 - $79.07 $133K - $135K
2.7K $213M
MELI
Mercadolibre Inc

Consumer Cyclical
-17
- 5.35%
$2292.04 - $2514.05 $39K - $42.7K
301 $703M
IBM
International Business Machines Corp

Technology
-189
- 3.33%
$234.77 - $292.47 $44.4K - $55.3K
5.49K $1.55B
SLB
Schlumberger Limited

Energy
-4.31K
- 9.78%
$32.37 - $37.31 $140K - $161K
39.8K $1.37B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-145
- 13.54%
$366.54 - $479.53 $53.1K - $69.5K
926 $363M
MA
Mastercard Inc

Financial Services
-242
- 4.88%
$550.18 - $598.96 $133K - $145K
4.72K $2.69B
NOW
Service Now, Inc.

Technology
-21
- 2.69%
$850.86 - $1044.69 $17.9K - $21.9K
761 $701M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-869
- 30.64%
$117.65 - $120.08 $102K - $104K
1.97K $235M
CL
Colgate Palmolive CO

Consumer Defensive
-483
- 8.78%
$79.36 - $93.33 $38.3K - $45.1K
5.02K $401M
FTNT
Fortinet, Inc.

Technology
-440
- 15.49%
$74.39 - $107.65 $32.7K - $47.4K
2.4K $202M
KO
Coca Cola CO

Consumer Defensive
-409
- 2.54%
$65.67 - $71.67 $26.9K - $29.3K
15.7K $1.04B
LLY
Eli Lilly & CO

Healthcare
-43
- 1.15%
$625.65 - $812.69 $26.9K - $34.9K
3.68K $2.81B
DE
Deere & CO

Industrials
-43
- 2.94%
$457.26 - $524.37 $19.7K - $22.5K
1.42K $650M
BMY
Bristol Myers Squibb CO

Healthcare
-1.77K
- 18.5%
$43.31 - $48.98 $76.5K - $86.5K
7.78K $351M
UL
Unilever PLC

Consumer Defensive
-1.18K
- 11.89%
$58.43 - $65.01 $68.7K - $76.5K
8.72K $517M
ROP
Roper Technologies Inc

Industrials
-81
- 11.54%
$495.03 - $573.0 $40.1K - $46.4K
621 $310M
RSG
Republic Services, Inc.

Industrials
-256
- 15.52%
$225.33 - $246.01 $57.7K - $63K
1.39K $320M
XLV
Select Sector Spdr Fund Health

ETFs
-704
- 23.96%
$129.01 - $139.72 $90.8K - $98.4K
2.23K $311M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.06K
- 4.89%
$98.52 - $103.93 $104K - $110K
20.6K $2.12B
AIG
American International Group, Inc.

Financial Services
-566
- 12.22%
$76.34 - $85.87 $43.2K - $48.6K
4.07K $319M
CPRT
Copart Inc

Consumer Cyclical
-1.04K
- 15.29%
$44.6 - $49.97 $46.5K - $52.1K
5.78K $260M
OKE
Oneok Inc

Energy
-524
- 12.8%
$71.36 - $83.47 $37.4K - $43.7K
3.57K $261M
TDG
Trans Digm Group Inc

Industrials
-22
- 10.78%
$1271.04 - $1620.83 $28K - $35.7K
182 $239M
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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