Quotient Wealth Partners, LLC Reduced Holdings in Q1 2025

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
-32
- 2.55%
$235.63 - $278.34 $7.54K - $8.91K
1.22K $297M
LDOS
Leidos Holdings, Inc.

Technology
-33
- 2.07%
$126.82 - $161.11 $4.19K - $5.32K
1.56K $211M
MCO
Moodys Corp

Financial Services
-23
- 3.72%
$437.8 - $527.48 $10.1K - $12.1K
595 $277M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-176
- 1.68%
$21.75 - $24.28 $3.83K - $4.27K
10.3K $227M
DTE
Dte Energy CO

Utilities
-388
- 17.68%
$117.6 - $138.27 $45.6K - $53.6K
1.81K $250M
MTB
M&T Bank Corp

Financial Services
-2
- 0.15%
$170.47 - $201.98 $341 - $404
1.29K $231M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-434
- 1.84%
$22.25 - $23.0 $9.66K - $9.98K
23.1K $531M
NEE
Nextera Energy Inc

Utilities
-12
- 0.12%
$66.96 - $76.16 $804 - $914
9.59K $680M
TMUS
T Mobile Us, Inc.

Communication Services
-715
- 17.76%
$211.3 - $272.83 $151K - $195K
3.31K $883M
EOG
Eog Resources Inc

Energy
-137
- 6.17%
$120.54 - $138.05 $16.5K - $18.9K
2.09K $267M
TSCO
Tractor Supply CO

Consumer Cyclical
-205
- 4.5%
$51.66 - $57.94 $10.6K - $11.9K
4.35K $240M
WM
Waste Management Inc

Industrials
-488
- 12.78%
$200.54 - $233.78 $97.9K - $114K
3.33K $771M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-344
- 5.59%
$51.39 - $57.43 $17.7K - $19.8K
5.81K $322M
VRSK
Verisk Analytics, Inc.

Industrials
-49
- 6.25%
$268.63 - $301.33 $13.2K - $14.8K
735 $219M
NOC
Northrop Grumman Corp

Industrials
-79
- 7.57%
$433.45 - $513.82 $34.2K - $40.6K
965 $494M
ADP
Automatic Data Processing Inc

Industrials
-142
- 3.69%
$286.85 - $318.64 $40.7K - $45.2K
3.7K $1.13B
BR
Broadridge Financial Solutions, Inc.

Technology
-61
- 3.98%
$221.46 - $244.83 $13.5K - $14.9K
1.47K $356M
IWD
Ishares Russell 1000 Val ETF

ETFs
-56
- 0.58%
$182.82 - $196.21 $10.2K - $11K
9.56K $1.8B
SYK
Stryker Corp

Healthcare
-54
- 1.67%
$355.18 - $399.9 $19.2K - $21.6K
3.18K $1.18B
OGE
Oge Energy Corp.

Utilities
-5
- 0.1%
$39.76 - $46.32 $199 - $232
4.89K $225M
ROP
Roper Technologies Inc

Industrials
-48
- 6.44%
$502.71 - $593.81 $24.1K - $28.5K
697 $411M
RSG
Republic Services, Inc.

Industrials
-106
- 6.82%
$200.09 - $242.16 $21.2K - $25.7K
1.45K $351M
CME
Cme Group Inc.

Financial Services
-40
- 2.27%
$225.82 - $266.54 $9.03K - $10.7K
1.72K $457M
AMT
American Tower Corp

Real Estate
-193
- 7.21%
$173.46 - $217.6 $33.5K - $42K
2.48K $540M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.21K
- 4.9%
$74.85 - $84.89 $90.3K - $102K
23.4K $1.91B
GILD
Gilead Sciences, Inc.

Healthcare
-859
- 10.31%
$89.14 - $117.41 $76.6K - $101K
7.47K $837M
XEL
Xcel Energy Inc

Utilities
-106
- 0.42%
$63.37 - $72.1 $6.72K - $7.64K
25.3K $1.79B
AJG
Arthur J. Gallagher & Co.

Financial Services
-57
- 3.56%
$275.89 - $345.24 $15.7K - $19.7K
1.54K $533M
ED
Consolidated Edison Inc

Utilities
-27
- 0.7%
$88.0 - $110.59 $2.38K - $2.99K
3.81K $421M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.22K
- 2.45%
$97.25 - $104.79 $119K - $128K
48.7K $5.05B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-132
- 3.51%
$208.48 - $244.03 $27.5K - $32.2K
3.63K $885M
VTV
Vanguard Value ETF

ETFs
-717
- 1.14%
$167.73 - $179.21 $120K - $128K
62.1K $10.7B
Linde PLC
-38
- 1.6%
N/A
2.33K $1.09B
KO
Coca Cola CO

Consumer Defensive
-865
- 5.13%
$60.81 - $72.32 $52.6K - $62.6K
16K $1.15B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.86K
- 0.95%
$41.61 - $44.72 $77.3K - $83.1K
194K $8.39B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-17.8K
- 1.75%
$87.68 - $94.52 $1.56M - $1.68M
996K $93.3B
IEFA
Ishares Tr

ETFs
-79.5K
- 3.7%
$69.57 - $78.65 $5.53M - $6.25M
2.07M $156B
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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