Quotient Wealth Partners, LLC Portfolio Holdings
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 2024
Quotient Wealth Partners, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.06 Trillion distributed in 325 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $355B, Spdr Portfolio with a value of $305B, Ishares Core U.S. Aggregate Bo with a value of $237B, Fcf Us Quality ETF with a value of $201B, and Blackrock ETF Trust Ii with a value of $183B.
Examining the 13F form we can see an increase of $14.6B in the current position value, from $3.04T to 3.06T.
Quotient Wealth Partners, LLC is based out at Houston, TX
Below you can find more details about Quotient Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 325
- Current Value $3.06 Trillion
- Prior Value $3.04 Trillion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks