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
SPGI
S&P Global Inc.

Financial Services
-20
- 1.35%
$484.94 - $564.15 $9.7K - $11.3K
1.47K $713M
CI
Cigna Corp

Healthcare
-106
- 11.39%
$262.23 - $334.39 $27.8K - $35.4K
825 $238M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.51K
- 1.72%
$50.09 - $50.73 $126K - $127K
143K $7.25B
ARES
Ares Management Corp

Financial Services
-206
- 7.69%
$159.89 - $192.76 $32.9K - $39.7K
2.47K $396M
OTIS
Otis Worldwide Corp

Industrials
-228
- 3.77%
$84.93 - $101.07 $19.4K - $23K
5.81K $532M
TAFI
Ab Active Etfs Inc Tax Aware S
-4.2K
- 2.35%
N/A
174K $4.42B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.76K
- 4.38%
$45.6 - $46.92 $80.4K - $82.8K
38.5K $1.8B
WM
Waste Management Inc

Industrials
-151
- 4.74%
$213.88 - $237.1 $32.3K - $35.8K
3.04K $671M
KMI
Kinder Morgan, Inc.

Energy
-1.44K
- 11.62%
$26.23 - $28.5 $37.8K - $41.1K
11K $310M
ICE
Intercontinental Exchange, Inc.

Financial Services
-82
- 3.21%
$167.28 - $188.45 $13.7K - $15.5K
2.47K $417M
BR
Broadridge Financial Solutions, Inc.

Technology
-180
- 12.37%
$233.75 - $266.89 $42.1K - $48K
1.28K $304M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-267
- 6.12%
$65.64 - $78.22 $17.5K - $20.9K
4.1K $275M
CTSH
Cognizant Technology Solutions Corp

Technology
-93
- 2.42%
$66.67 - $80.98 $6.2K - $7.53K
3.75K $252M
CSGP
Costar Group, Inc.

Real Estate
-1.55K
- 7.45%
$81.42 - $96.83 $127K - $150K
19.3K $1.63B
CTAS
Cintas Corp

Industrials
-53
- 2.61%
$199.29 - $226.27 $10.6K - $12K
1.98K $406M
TMUS
T Mobile Us, Inc.

Communication Services
-197
- 6.55%
$226.02 - $259.01 $44.5K - $51K
2.81K $672M
APO
Apollo Global Management, Inc.

Financial Services
-150
- 5.44%
$131.55 - $156.05 $19.7K - $23.4K
2.61K $347M
PGR
Progressive Corp

Financial Services
-17
- 0.88%
$238.61 - $264.3 $4.06K - $4.49K
1.92K $474M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.75K
- 15.62%
$26.38 - $27.95 $46.1K - $48.8K
9.44K $258M
CB
Chubb LTD

Financial Services
-97
- 6.49%
$265.99 - $289.59 $25.8K - $28.1K
1.4K $394M
PSA
Public Storage

Real Estate
-114
- 10.82%
$271.94 - $298.09 $31K - $34K
940 $272M
MCD
Mcdonalds Corp

Consumer Cyclical
-221
- 8.4%
$291.67 - $316.99 $64.5K - $70.1K
2.41K $732M
WMB
Williams Companies, Inc.

Energy
-649
- 7.01%
$56.52 - $64.01 $36.7K - $41.5K
8.61K $546M
ASML
Asml Holding Nv

Technology
-149
- 22.82%
$689.63 - $968.09 $103K - $144K
504 $488M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-483
- 11.06%
$76.16 - $78.59 $36.8K - $38K
3.88K $303M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-186
- 4.1%
$60.9 - $70.75 $11.3K - $13.2K
4.35K $271M
EQIX
Equinix Inc

Real Estate
-38
- 11.69%
$756.7 - $811.13 $28.8K - $30.8K
287 $225M
D
Dominion Energy, Inc

Utilities
-1.12K
- 14.42%
$56.32 - $62.1 $63.3K - $69.8K
6.67K $408M
S
Sentinel One, Inc.

Technology
-3
- 0.01%
$15.81 - $19.78 $47.4 - $59.3
45.4K $800M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.45K
- 6.51%
$22.64 - $23.22 $32.7K - $33.6K
20.8K $480M
MDT
Medtronic PLC

Healthcare
-1.04K
- 12.19%
$87.67 - $95.74 $91.2K - $99.6K
7.49K $714M
PRU
Prudential Financial Inc

Financial Services
-205
- 8.64%
$100.68 - $109.89 $20.6K - $22.5K
2.17K $225M
TRV
Travelers Companies, Inc.

Financial Services
-182
- 9.91%
$250.62 - $279.43 $45.6K - $50.9K
1.65K $462M
MMM
3 M CO

Industrials
-265
- 6.18%
$144.41 - $160.2 $38.3K - $42.5K
4.02K $624M
AMP
Ameriprise Financial Inc

Financial Services
-15
- 3.1%
$486.13 - $544.55 $7.29K - $8.17K
469 $230M
EFX
Equifax Inc

Industrials
-91
- 7.65%
$234.03 - $265.73 $21.3K - $24.2K
1.1K $282M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-320
- 15.17%
$135.0 - $146.02 $43.2K - $46.7K
1.79K $261M
VNQ
Vanguard Specialized Funds Van

ETFs
-324
- 7.99%
$88.47 - $93.24 $28.7K - $30.2K
3.73K $341M
AVB
Avalonbay Communities Inc

Real Estate
-30
- 2.18%
$182.72 - $204.51 $5.48K - $6.14K
1.35K $260M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.19K
- 30.46%
$96.73 - $137.09 $115K - $164K
2.72K $361M
VZ
Verizon Communications Inc

Communication Services
-863
- 2.48%
$40.84 - $45.06 $35.2K - $38.9K
33.9K $1.49B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-359
- 4.25%
$47.76 - $48.46 $17.1K - $17.4K
8.08K $390M
AZN
Astrazeneca PLC

Healthcare
-485
- 13.41%
$68.72 - $82.11 $33.3K - $39.8K
3.13K $240M
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 0.66%
$265.78 - $299.3 $1.59K - $1.8K
903 $246M
O
Realty Income Corp

Real Estate
-372
- 8.87%
$56.13 - $60.79 $20.9K - $22.6K
3.82K $232M
MET
Metlife Inc

Financial Services
-155
- 2.95%
$73.82 - $82.37 $11.4K - $12.8K
5.09K $420M
IDXX
Idexx Laboratories Inc

Healthcare
-66
- 16.71%
$514.61 - $682.78 $34K - $45.1K
329 $210M
ED
Consolidated Edison Inc

Utilities
-1
- 0.03%
$95.57 - $105.36 $95.6 - $105
3.94K $396M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-115
- 1.33%
$52.55 - $54.37 $6.04K - $6.25K
8.56K $463M
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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