Wealth Quarterback LLC Purchases in Q2 2025

Wealth Quarterback LLC

  • $204 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
22.6K
+ 1426.82%
$416.06 - $551.64 $9.39M - $12.4M
24.1K $13.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.67K
+ 92.96%
$179.95 - $278.88 $1.74M - $2.7M
20.1K $5.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
47.8K
+ 116.55%
$43.53 - $54.46 $2.08M - $2.6M
88.8K $4.83M
EFG
Msci Eafe Growth ETF

ETFs
20.9K
New
$89.8 - $112.0 $1.88M - $2.34M
20.9K $2.34M
XLY
Select Sector Spdr Consumer Di

ETFs
9.32K
+ 445.39%
$176.34 - $218.59 $1.64M - $2.04M
11.4K $2.48M
IYW
Ishares Dj Us Tech ETF

ETFs
10.3K
+ 119.98%
$122.57 - $173.27 $1.26M - $1.78M
18.8K $3.26M
EFV
Msci Eafe Value ETF

ETFs
24K
+ 157.84%
$52.4 - $64.65 $1.26M - $1.55M
39.2K $2.49M
IAU
Ishares Gold Trust

ETFs
22.5K
+ 46.7%
$56.1 - $64.74 $1.26M - $1.46M
70.7K $4.41M
MSFT
Microsoft Corp

Technology
117
+ 1.24%
$354.56 - $497.45 $41.5K - $58.2K
9.52K $4.73M
NVDA
Nvidia Corp

Technology
1.18K
+ 6.12%
$94.31 - $157.99 $112K - $187K
20.5K $3.24M
KKR
Kkr & Co. Inc.

Financial Services
4.44K
New
$92.79 - $134.29 $412K - $596K
4.44K $590K
AMD
Advanced Micro Devices Inc

Technology
791
+ 6.88%
$78.21 - $143.81 $61.9K - $114K
12.3K $1.74M
AMZN
Amazon Com Inc

Consumer Cyclical
682
+ 4.84%
$167.32 - $223.3 $114K - $152K
14.8K $3.24M
APO
Apollo Global Management, Inc.

Financial Services
3.84K
New
$108.68 - $145.07 $417K - $557K
3.84K $544K
META
Meta Platforms, Inc.

Communication Services
15
+ 0.47%
$484.66 - $738.09 $7.27K - $11.1K
3.22K $2.38M
BA
Boeing CO

Industrials
2.33K
New
$136.59 - $217.51 $318K - $506K
2.33K $487K
TFC
Truist Financial Corp

Financial Services
9.92K
+ 59.86%
$34.79 - $42.99 $345K - $426K
26.5K $1.14M
DAL
Delta Air Lines, Inc.

Industrials
9.24K
New
$35.88 - $52.99 $331K - $490K
9.24K $454K
UNH
Unitedhealth Group Inc

Healthcare
1.38K
New
$274.35 - $599.47 $380K - $830K
1.38K $431K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.79K
New
$183.31 - $241.46 $328K - $431K
1.79K $431K
NJR
New Jersey Resources Corp

Utilities
9.59K
New
$44.23 - $49.97 $424K - $479K
9.59K $429K
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 17.41%
$144.7 - $178.6 $204K - $252K
9.51K $1.68M
AXP
American Express CO

Financial Services
1.2K
New
$231.39 - $318.98 $278K - $383K
1.2K $383K
FANG
Diamondback Energy, Inc.

Energy
2.35K
New
$119.25 - $161.49 $280K - $379K
2.35K $322K
TSLA
Tesla, Inc.

Consumer Cyclical
417
+ 13.84%
$221.86 - $362.89 $92.5K - $151K
3.43K $1.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.37K
New
$44.68 - $45.96 $285K - $293K
6.37K $291K
T
At&T Inc.

Communication Services
8.76K
+ 43.17%
$26.33 - $28.94 $231K - $254K
29.1K $840K
RIO
Rio Tinto PLC

Basic Materials
4.51K
New
$52.32 - $62.75 $236K - $283K
4.51K $263K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18
+ 0.27%
$180.84 - $240.32 $3.26K - $4.33K
6.72K $1.62M
NVO
Novo Nordisk A S

Healthcare
3.8K
+ 23.69%
$58.08 - $81.05 $220K - $308K
19.8K $1.37M
MU
Micron Technology Inc

Technology
2.01K
New
$64.72 - $127.91 $130K - $257K
2.01K $247K
ASML
Asml Holding Nv

Technology
51
+ 3.48%
$595.37 - $815.24 $30.4K - $41.6K
1.52K $1.21M
MAR
Marriott International Inc

Consumer Cyclical
894
New
$211.12 - $274.14 $189K - $245K
894 $244K
ADC
Agree Realty Corp

Real Estate
3.3K
New
$70.68 - $79.12 $233K - $261K
3.3K $240K
CTRE
Care Trust Reit, Inc.

Real Estate
7.75K
New
$26.65 - $30.69 $207K - $238K
7.75K $237K
AVGO
Broadcom Inc.

Technology
104
+ 5.67%
$146.29 - $275.65 $15.2K - $28.7K
1.94K $534K
GOOG
Alphabet Inc.

Communication Services
1.2K
New
$146.58 - $180.01 $175K - $215K
1.2K $212K
WMT
Walmart Inc.

Consumer Defensive
91
+ 0.46%
$81.79 - $99.98 $7.44K - $9.1K
19.9K $1.95M
VICI
Vici Properties Inc.

Real Estate
5.89K
+ 83.49%
$29.41 - $32.97 $173K - $194K
12.9K $422K
VZ
Verizon Communications Inc

Communication Services
4.43K
+ 23.37%
$41.67 - $45.62 $185K - $202K
23.4K $1.01M
DVY
Ishares Tr

ETFs
1.49K
+ 4.46%
$118.37 - $134.86 $177K - $201K
34.9K $4.64M
LLY
Eli Lilly & CO

Healthcare
251
+ 21.4%
$713.71 - $898.95 $179K - $226K
1.42K $1.11M
TT
Trane Technologies PLC

Industrials
3
+ 0.24%
$315.21 - $437.41 $946 - $1.31K
1.25K $547K
ORCL
Oracle Corp

Technology
2
+ 0.13%
$122.82 - $218.63 $246 - $437
1.53K $334K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.26%
$149.23 - $184.95 $1.79K - $2.22K
4.57K $832K
O
Realty Income Corp

Real Estate
1.91K
+ 40.11%
$52.27 - $58.52 $99.7K - $112K
6.67K $383K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 2.24%
$496.48 - $617.85 $15.4K - $19.2K
1.42K $875K
D
Dominion Energy, Inc

Utilities
1.63K
+ 27.29%
$49.66 - $58.0 $80.7K - $94.3K
7.59K $428K
ARCC
Ares Capital Corp

Financial Services
4.37K
+ 40.77%
$18.91 - $22.43 $82.5K - $97.9K
15.1K $330K
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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