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
MTB
M&T Bank Corp

Financial Services
-15
- 1.09%
$183.74 - $204.05 $2.76K - $3.06K
1.36K $268M
DFRA
Trimtabs ETF Tr Donoghue Forli
-9
- 0.09%
N/A
10.3K $297M
HWM
Howmet Aerospace Inc.

Industrials
-96
- 4.48%
$171.0 - $196.23 $16.4K - $18.8K
2.05K $402M
SNOW
Snowflake Inc.

Technology
-1
- 0.06%
$191.73 - $241.0 $192 - $241
1.78K $401M
BDX
Becton Dickinson & CO

Healthcare
-126
- 6.93%
$172.41 - $199.66 $21.7K - $25.2K
1.69K $317M
AMGN
Amgen Inc

Healthcare
-6
- 0.28%
$271.18 - $309.22 $1.63K - $1.86K
2.12K $598M
ENB
Enbridge Inc

Energy
-618
- 8.74%
$43.79 - $50.46 $27.1K - $31.2K
6.45K $325M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-216
- 4.58%
$132.9 - $142.03 $28.7K - $30.7K
4.5K $634M
AME
Ametek Inc

Industrials
-10
- 0.88%
$176.44 - $192.03 $1.76K - $1.92K
1.13K $212M
ACWI
Ishares Msci Acwi ETF

ETFs
-245
- 5.67%
$128.32 - $138.41 $31.4K - $33.9K
4.08K $564M
Linde PLC
-7
- 0.32%
N/A
2.18K $1.04B
DTE
Dte Energy CO

Utilities
-38
- 2.27%
$130.26 - $141.49 $4.95K - $5.38K
1.64K $232M
TSCO
Tractor Supply CO

Consumer Cyclical
-107
- 2.55%
$54.08 - $62.65 $5.79K - $6.7K
4.08K $232M
QCOM
Qualcomm Inc

Technology
-106
- 2.55%
$145.84 - $173.55 $15.5K - $18.4K
4.05K $674M
USB
Us Bancorp \De\

Financial Services
-165
- 2.54%
$43.94 - $50.41 $7.25K - $8.32K
6.33K $306M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-60
- 5.75%
$393.18 - $439.39 $23.6K - $26.4K
984 $428M
GD
General Dynamics Corp

Industrials
-497
- 12.73%
$293.92 - $341.0 $146K - $169K
3.41K $1.16B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-80
- 2.9%
$185.88 - $207.44 $14.9K - $16.6K
2.68K $538M
HEZU
Ishares Currency Hedged Msci E

ETFs
-512
- 1.26%
$39.55 - $42.16 $20.2K - $21.6K
40.1K $1.69B
SRE
Sempra Energy

Utilities
-475
- 9.69%
$74.14 - $89.98 $35.2K - $42.7K
4.43K $398M
EFV
Msci Eafe Value ETF

ETFs
-424
- 3.16%
$62.79 - $68.42 $26.6K - $29K
13K $881M
CDNS
Cadence Design Systems Inc

Technology
-133
- 7.46%
$309.46 - $373.37 $41.2K - $49.7K
1.65K $580M
VMC
Vulcan Materials CO

Basic Materials
-66
- 6.12%
$260.62 - $307.62 $17.2K - $20.3K
1.01K $312M
PH
Parker Hannifin Corp

Industrials
-12
- 1.75%
$697.13 - $769.67 $8.37K - $9.24K
673 $510M
PWR
Quanta Services, Inc.

Industrials
-28
- 2.17%
$372.29 - $421.68 $10.4K - $11.8K
1.26K $523M
ROST
Ross Stores, Inc.

Consumer Cyclical
-73
- 3.73%
$127.59 - $152.81 $9.31K - $11.2K
1.88K $287M
CVS
Cvs Health Corp

Healthcare
-150
- 1.92%
$58.75 - $76.5 $8.81K - $11.5K
7.67K $578M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-43
- 0.33%
$62.09 - $66.51 $2.67K - $2.86K
12.8K $839M
WELL
Welltower Inc.

Real Estate
-121
- 4.67%
$150.71 - $178.14 $18.2K - $21.6K
2.47K $440M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-88
- 1.75%
$182.33 - $194.5 $16K - $17.1K
4.94K $962M
HCA
Hca Healthcare, Inc.

Healthcare
-4
- 0.38%
$334.32 - $426.2 $1.34K - $1.7K
1.05K $449M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-64
- 1.38%
$98.99 - $112.2 $6.34K - $7.18K
4.59K $507M
VONV
Vanguard Russell 1000 Value Et

ETFs
-753
- 2.74%
$84.55 - $89.54 $63.7K - $67.4K
26.7K $2.39B
KLAC
Kla Corp

Technology
-101
- 11.83%
$843.9 - $1078.6 $85.2K - $109K
753 $812M
BK
Bank Of New York Mellon Corp

Financial Services
-189
- 4.93%
$90.65 - $109.75 $17.1K - $20.7K
3.64K $397M
EFG
Msci Eafe Growth ETF

ETFs
-40
- 0.14%
$106.99 - $114.46 $4.28K - $4.58K
28.1K $3.2B
MO
Altria Group, Inc.

Consumer Defensive
-16
- 0.22%
$57.75 - $67.68 $924 - $1.08K
7.2K $476M
LHX
L3 Harris Technologies, Inc.

Industrials
-57
- 3.86%
$252.18 - $305.41 $14.4K - $17.4K
1.42K $433M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-252
- 1.04%
$64.75 - $69.05 $16.3K - $17.4K
24K $1.65B
AMAT
Applied Materials Inc

Technology
-3
- 0.1%
$156.25 - $204.95 $469 - $615
3.09K $633M
NOC
Northrop Grumman Corp

Industrials
-50
- 5.54%
$498.9 - $609.32 $24.9K - $30.5K
853 $520M
APH
Amphenol Corp

Technology
-1.27K
- 14.0%
$97.39 - $125.4 $123K - $159K
7.78K $963M
HD
Home Depot, Inc.

Consumer Cyclical
-494
- 7.0%
$357.4 - $423.42 $177K - $209K
6.56K $2.66B
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.08%
$276.51 - $305.12 $830 - $915
3.57K $1.06B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-397
- 2.54%
N/A
15.2K $1.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-89
- 0.34%
$87.29 - $93.61 $7.77K - $8.33K
26.1K $2.44B
IGM
Ishares Expanded Tech Sector E

ETFs
-168
- 1.89%
$110.96 - $127.67 $18.6K - $21.4K
8.71K $1.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-146
- 1.34%
$195.41 - $212.37 $28.5K - $31K
10.7K $2.24B
EMGF
Ishares Msci Emerging Markets

ETFs
-538
- 1.48%
$51.93 - $56.75 $27.9K - $30.5K
35.9K $2.03B
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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