Tranquility Partners, LLC Reduced Holdings in Q2 2025

Tranquility Partners, LLC

  • $273 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-349
- 3.89%
$274.35 - $599.47 $95.7K - $209K
8.62K $2.69M
IQV
Iqvia Holdings Inc.

Healthcare
-2.26K
- 17.58%
$137.0 - $174.37 $310K - $395K
10.6K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
-1.33K
- 33.77%
$462.22 - $707.75 $612K - $938K
2.6K $1.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.08%
$483.48 - $539.8 $1.93K - $2.16K
5K $2.43M
ABBV
Abb Vie Inc.

Healthcare
-208
- 3.16%
$170.16 - $206.27 $35.4K - $42.9K
6.37K $1.18M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-123
- 0.03%
$13.03 - $15.28 $1.6K - $1.88K
352K $5.15M
NMRK
Newmark Group, Inc.

Real Estate
-10.4K
- 7.5%
$10.09 - $12.35 $105K - $129K
129K $1.56M
JNJ
Johnson & Johnson

Healthcare
-57
- 0.62%
$146.36 - $159.82 $8.34K - $9.11K
9.08K $1.39M
CVX
Chevron Corp

Energy
-333
- 10.27%
$133.73 - $168.51 $44.5K - $56.1K
2.91K $416K
PEP
Pepsico Inc

Consumer Defensive
-141
- 2.47%
$128.02 - $151.37 $18.1K - $21.3K
5.56K $734K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.09K
- 1.88%
N/A
56.8K $4.87M
MA
Mastercard Inc

Financial Services
-350
- 3.94%
$479.92 - $590.74 $168K - $207K
8.54K $4.8M
MRK
Merck & Co., Inc.

Healthcare
-16
- 0.31%
$73.47 - $87.12 $1.18K - $1.39K
5.19K $410K
LLY
Eli Lilly & CO

Healthcare
-8
- 0.82%
$713.71 - $898.95 $5.71K - $7.19K
962 $749K
BGB
Blackstone Strategic Credit Fund

Financial Services
-4.26K
- 3.68%
$10.85 - $12.12 $46.2K - $51.6K
111K $1.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-59
- 0.29%
$68.13 - $74.77 $4.02K - $4.41K
20K $1.46M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 0.12%
$310.86 - $348.77 $622 - $698
1.67K $534K
TJX
Tjx Companies Inc

Consumer Cyclical
-524
- 3.85%
$119.13 - $135.03 $62.4K - $70.8K
13.1K $1.62M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-3.2K
- 3.57%
$13.7 - $14.3 $43.9K - $45.8K
86.5K $1.24M
AMT
American Tower Corp

Real Estate
-220
- 3.65%
$203.96 - $228.19 $44.9K - $50.2K
5.81K $1.28M
ROP
Roper Technologies Inc

Industrials
-1
- 0.09%
$519.19 - $590.78 $519 - $591
1.16K $659K
KO
Coca Cola CO

Consumer Defensive
-99
- 0.42%
$68.37 - $73.9 $6.77K - $7.32K
23.5K $1.66M
IT
Gartner Inc

Technology
-6
- 0.55%
$377.5 - $449.52 $2.27K - $2.7K
1.08K $438K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 1.56%
$335.24 - $380.78 $12.1K - $13.7K
2.28K $835K
ADBE
Adobe Inc.

Technology
-40
- 3.69%
$340.0 - $420.68 $13.6K - $16.8K
1.04K $403K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-251
- 2.78%
$47.46 - $55.3 $11.9K - $13.9K
8.78K $483K
PSX
Phillips 66

Energy
-25
- 1.32%
$92.87 - $125.73 $2.32K - $3.14K
1.87K $222K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-38
- 0.92%
$90.85 - $102.31 $3.45K - $3.89K
4.08K $410K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-290
- 6.16%
$71.28 - $83.74 $20.7K - $24.3K
4.42K $369K
VLO
Valero Energy Corp

Energy
-72
- 2.52%
$104.69 - $141.77 $7.54K - $10.2K
2.78K $373K
D
Dominion Energy, Inc

Utilities
-90
- 2.22%
$49.66 - $58.0 $4.47K - $5.22K
3.96K $223K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-249
- 5.7%
$45.88 - $54.4 $11.4K - $13.5K
4.12K $224K
Blackrock Inc
-6
- 0.61%
N/A
979 $0
Cooper Cos Inc
-8
- 0.1%
N/A
8.16K $0
VTV
Vanguard Value ETF

ETFs
-30
- 1.74%
$153.67 - $176.74 $4.61K - $5.3K
1.7K $299K
CTAS
Cintas Corp

Industrials
-162
- 6.93%
$190.11 - $227.66 $30.8K - $36.9K
2.18K $484K
XLU
Utilities Sector Spdr

ETFs
-121
- 2.04%
$73.09 - $82.77 $8.84K - $10K
5.82K $475K
SPMD
Spdr Portfolio

ETFs
-75
- 1.6%
$44.89 - $54.38 $3.37K - $4.08K
4.6K $250K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.1%
$276.76 - $326.81 $1.11K - $1.31K
4.05K $1.25M
VLUE
Ishares Msci Usa Value Factor

ETFs
-129
- 2.68%
$93.5 - $113.21 $12.1K - $14.6K
4.68K $530K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-100
- 1.66%
$32.66 - $40.75 $3.27K - $4.08K
5.94K $240K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-429
- 3.05%
$19.1 - $23.83 $8.19K - $10.2K
13.6K $324K
BSX
Boston Scientific Corp

Healthcare
-61
- 1.33%
$89.7 - $107.41 $5.47K - $6.55K
4.52K $485K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-342
- 1.99%
$20.42 - $25.3 $6.98K - $8.65K
16.8K $426K
V
Visa Inc.

Financial Services
-32
- 0.42%
$308.27 - $373.31 $9.86K - $11.9K
7.65K $2.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
-67
- 1.02%
$166.82 - $194.23 $11.2K - $13K
6.5K $1.26M
ECL
Ecolab Inc.

Basic Materials
-2
- 0.1%
$225.65 - $270.95 $451 - $542
1.95K $524K
VPU
Vanguard Utilities ETF

ETFs
-3
- 0.05%
$158.36 - $178.82 $475 - $536
5.63K $993K
IWS
Ishares Russell Midcap Value E

ETFs
-35
- 0.49%
$110.58 - $132.14 $3.87K - $4.62K
7.07K $934K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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