Quotient Wealth Partners, LLC Portfolio Holdings
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
Quotient Wealth Partners, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.8 Trillion distributed in 293 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 $270B, Spdr Portfolio with a value of $253B, Ishares Tr with a value of $209B, Ishares Core U.S. Aggregate Bo with a value of $202B, and Fcf Us Quality ETF with a value of $171B.
Examining the 13F form we can see an increase of $222B in the current position value, from $2.58T to 2.8T.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $2.8 Trillion
- Prior Value $2.58 Trillion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 40 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks