Tranquility Partners, LLC Incresed Positions in Q1 2025

Tranquility Partners, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
195
+ 1.19%
$296.7 - $345.55 $57.9K - $67.4K
16.6K $5.75M
OKE
Oneok Inc

Energy
5.92K
+ 50.72%
$89.57 - $109.85 $530K - $650K
17.6K $1.74M
NMFC
New Mountain Finance Corp

Financial Services
29.6K
+ 32.57%
$10.89 - $12.02 $322K - $356K
120K $1.33M
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 1.22%
$890.62 - $1076.86 $76.6K - $92.6K
7.14K $6.75M
UNH
Unitedhealth Group Inc

Healthcare
177
+ 2.01%
$461.52 - $548.18 $81.7K - $97K
8.96K $4.69M
AJG
Arthur J. Gallagher & Co.

Financial Services
476
+ 39.8%
$275.89 - $345.24 $131K - $164K
1.67K $577K
JPM
Jpmorgan Chase & CO

Financial Services
269
+ 1.43%
$225.19 - $279.95 $60.6K - $75.3K
19.1K $4.68M
MPC
Marathon Petroleum Corp

Energy
700
+ 7.38%
$134.72 - $159.03 $94.3K - $111K
10.2K $1.48M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.19K
+ 2.3%
$31.3 - $34.5 $131K - $144K
186K $6.02M
TDG
Trans Digm Group Inc

Industrials
74
+ 22.98%
$1251.32 - $1394.11 $92.6K - $103K
396 $547K
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 0.97%
$211.3 - $272.83 $5.28K - $6.82K
2.61K $695K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
591
+ 4.37%
$87.68 - $94.52 $51.8K - $55.9K
14.1K $1.32M
XOM
Exxon Mobil Corp

Energy
741
+ 27.44%
$105.44 - $118.93 $78.1K - $88.1K
3.44K $409K
IDEV
Ishares Core Msci Intl Develop

ETFs
925
+ 8.38%
$63.77 - $71.36 $59K - $66K
12K $824K
DGRO
Ishares Core Dividend Growth E

ETFs
1.34K
+ 1.94%
$60.46 - $64.42 $81.3K - $86.6K
70.8K $4.37M
WCN
Waste Connections, Inc.

Industrials
58
+ 1.35%
$169.89 - $195.19 $9.85K - $11.3K
4.35K $849K
IEFA
Ishares Tr

ETFs
763
+ 7.92%
$69.57 - $78.65 $53.1K - $60K
10.4K $786K
LLY
Eli Lilly & CO

Healthcare
46
+ 4.98%
$725.72 - $929.72 $33.4K - $42.8K
970 $801K
IVE
Ishares S&P 500 Value ETF

ETFs
460
+ 4.72%
$185.78 - $198.58 $85.5K - $91.3K
10.2K $1.95M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
665
+ 4.25%
$76.77 - $82.22 $51.1K - $54.7K
16.3K $1.29M
ALC
Alcon Inc

Healthcare
107
+ 1.71%
$82.73 - $96.8 $8.85K - $10.4K
6.37K $604K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 0.16%
$268.63 - $301.33 $1.34K - $1.51K
3.2K $951K
CDNS
Cadence Design Systems Inc

Technology
637
+ 32.52%
$233.96 - $324.52 $149K - $207K
2.6K $660K
IWD
Ishares Russell 1000 Val ETF

ETFs
271
+ 4.3%
$182.82 - $196.21 $49.5K - $53.2K
6.57K $1.24M
EPD
Enterprise Products Partners L.P.

Energy
72
+ 0.31%
$31.75 - $34.14 $2.29K - $2.46K
23.6K $805K
DFAI
Dimensional ETF Tr

ETFs
313
+ 1.21%
$28.88 - $32.4 $9.04K - $10.1K
26.2K $818K
CTAS
Cintas Corp

Industrials
29
+ 1.26%
$182.09 - $208.14 $5.28K - $6.04K
2.34K $480K
RDVY
First Trust Rising Dividend Ac

ETFs
1.13K
+ 7.36%
$57.22 - $63.39 $64.8K - $71.8K
16.5K $966K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 7.59%
$56.17 - $59.71 $58.1K - $61.7K
14.7K $837K
IWR
Ishares Russell Mid Cap ETF

ETFs
829
+ 13.3%
$82.81 - $92.93 $68.6K - $77K
7.06K $600K
VIG
Vanguard Dividend Appreciation

ETFs
269
+ 1.79%
N/A
15.3K $2.78M
SHEL
Shell PLC

Energy
50
+ 1.22%
$62.84 - $73.29 $3.14K - $3.66K
4.14K $303K
VPU
Vanguard Utilities ETF

ETFs
23
+ 0.41%
$161.24 - $173.33 $3.71K - $3.99K
5.63K $961K
NFLX
Netflix Inc

Communication Services
6
+ 0.67%
$828.4 - $1058.6 $4.97K - $6.35K
897 $836K
AVLV
American Centy ETF Tr Avantis
903
+ 6.79%
$63.51 - $70.42 $57.3K - $63.6K
14.2K $925K
UNP
Union Pacific Corp

Industrials
8
+ 0.19%
$225.21 - $254.42 $1.8K - $2.04K
4.24K $1M
GD
General Dynamics Corp

Industrials
77
+ 7.83%
$241.94 - $272.58 $18.6K - $21K
1.06K $289K
SPGI
S&P Global Inc.

Financial Services
9
+ 0.38%
$478.26 - $543.77 $4.3K - $4.89K
2.36K $1.2M
FE
Firstenergy Corp

Utilities
297
+ 1.66%
$37.95 - $43.5 $11.3K - $12.9K
18.2K $733K
CSCO
Cisco Systems, Inc.

Technology
37
+ 0.45%
$58.74 - $64.87 $2.17K - $2.4K
8.24K $508K
IWB
Ishares Tr Russell 1000 ETF

ETFs
173
+ 8.43%
$302.31 - $337.54 $52.3K - $58.4K
2.22K $682K
XLU
Utilities Sector Spdr

ETFs
7
+ 0.12%
$74.7 - $80.27 $523 - $562
5.94K $468K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
226
+ 0.39%
N/A
57.9K $4.97M
DFAE
Dimensional ETF Tr

ETFs
242
+ 1.09%
$24.64 - $26.86 $5.96K - $6.5K
22.4K $578K
ORCC
Owl Rock Capital Corp

Financial Services
1.21K
+ 0.8%
N/A
153K $2.05M
PG
Procter & Gamble CO

Consumer Defensive
50
+ 2.09%
$158.56 - $176.26 $7.93K - $8.81K
2.44K $415K
SCI
Service Corp International

Consumer Cyclical
134
+ 1.69%
$75.99 - $84.16 $10.2K - $11.3K
8.06K $646K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.06%
$137.61 - $149.68 $138 - $150
1.54K $225K
VTV
Vanguard Value ETF

ETFs
20
+ 1.17%
$167.73 - $179.21 $3.35K - $3.58K
1.73K $298K
Activity Summary
Buys All Purchases 105 New Holdings 9 Increased Positions 96 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tranquility Partners, LLC Portfolio

Follow Tranquility Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tranquility Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tranquility Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email