Quotient Wealth Partners, LLC Portfolio Holdings
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
Quotient Wealth Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.04 Trillion distributed in 314 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 $344B, Spdr Portfolio with a value of $285B, Ishares Core U.S. Aggregate Bo with a value of $240B, Fcf Us Quality ETF with a value of $197B, and Blackrock ETF Trust Ii with a value of $182B.
Examining the 13F form we can see an increase of $186B in the current position value, from $2.86T to 3.04T.
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 314
- Current Value $3.04 Trillion
- Prior Value $2.86 Trillion
- Filing
- Period Q3 2024
- Filing Date October 09, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 24 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks