Wealth Quarterback LLC Purchases in Q1 2025

Wealth Quarterback LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FSMO
Fidelity Covington Tr

ETFs
139K
New
N/A
139K $3.67M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
70.5K
New
$39.97 - $48.7 $2.82M - $3.43M
70.5K $2.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
41K
New
$48.06 - $53.73 $1.97M - $2.2M
41K $2M
IAU
Ishares Gold Trust

ETFs
15.1K
+ 45.67%
$49.74 - $58.96 $752K - $891K
48.2K $2.84M
IYW
Ishares Dj Us Tech ETF

ETFs
8.55K
New
$140.44 - $166.79 $1.2M - $1.43M
8.55K $1.2M
DVY
Ishares Tr

ETFs
7.02K
+ 26.56%
$128.58 - $138.1 $903K - $969K
33.4K $4.49M
EFV
Msci Eafe Value ETF

ETFs
15.2K
New
$51.88 - $60.73 $790K - $924K
15.2K $897K
DVA
Davita Inc.

Healthcare
5K
New
$140.0 - $177.35 $700K - $887K
5K $765K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.55K
+ 51.82%
$211.47 - $267.17 $751K - $948K
10.4K $2.2M
GOOGL
Alphabet Inc.

Communication Services
4.21K
+ 107.99%
$154.33 - $206.19 $649K - $867K
8.1K $1.25M
ENB
Enbridge Inc

Energy
8.03K
+ 101.63%
$41.54 - $45.45 $334K - $365K
15.9K $705K
OKE
Oneok Inc

Energy
3.14K
New
$89.57 - $109.85 $281K - $344K
3.14K $311K
CPB
Campbell Soup CO

Consumer Defensive
7.96K
+ 48.8%
$37.29 - $42.04 $297K - $334K
24.3K $968K
AMD
Advanced Micro Devices Inc

Technology
3.96K
+ 52.41%
$96.63 - $129.55 $382K - $512K
11.5K $1.18M
ARCC
Ares Capital Corp

Financial Services
10.7K
New
$21.28 - $23.81 $228K - $255K
10.7K $237K
VICI
Vici Properties Inc.

Real Estate
7.06K
New
$28.21 - $32.68 $199K - $231K
7.06K $230K
AMGN
Amgen Inc

Healthcare
415
+ 23.95%
$258.59 - $327.36 $107K - $136K
2.15K $669K
ORCL
Oracle Corp

Technology
1.53K
New
$139.81 - $186.47 $214K - $285K
1.53K $213K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.24K
New
$87.68 - $94.52 $196K - $212K
2.24K $209K
IWM
Ishares Russell 2000 ETF

ETFs
1.01K
New
$198.1 - $229.79 $200K - $232K
1.01K $201K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
New
$169.43 - $182.84 $197K - $213K
1.17K $201K
XLE
Energy Sector Spdr

ETFs
2.14K
New
$85.7 - $93.96 $184K - $201K
2.14K $200K
INTC
Intel Corp

Technology
4.58K
+ 18.01%
$19.1 - $27.39 $87.6K - $126K
30K $682K
IBM
International Business Machines Corp

Technology
267
+ 8.24%
$217.4 - $264.74 $58K - $70.7K
3.51K $872K
META
Meta Platforms, Inc.

Communication Services
289
+ 9.91%
$576.36 - $736.67 $167K - $213K
3.21K $1.85M
VZ
Verizon Communications Inc

Communication Services
630
+ 3.44%
$37.81 - $46.49 $23.8K - $29.3K
19K $860K
MO
Altria Group, Inc.

Consumer Defensive
690
+ 6.62%
$50.81 - $60.02 $35.1K - $41.4K
11.1K $666K
QCOM
Qualcomm Inc

Technology
780
+ 23.12%
$151.94 - $175.86 $119K - $137K
4.15K $638K
LLY
Eli Lilly & CO

Healthcare
62
+ 5.58%
$725.72 - $929.72 $45K - $57.6K
1.17K $968K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 0.82%
$890.62 - $1076.86 $16K - $19.4K
2.21K $2.09M
SO
Southern CO

Utilities
277
+ 5.77%
$80.96 - $92.96 $22.4K - $25.7K
5.08K $467K
OUNZ
Van Eck Merk Gold Trust

ETFs
150
+ 1.2%
$25.41 - $30.14 $3.81K - $4.52K
12.7K $381K
O
Realty Income Corp

Real Estate
782
+ 19.67%
$51.67 - $58.49 $40.4K - $45.7K
4.76K $275K
STWD
Starwood Property Trust, Inc.

Real Estate
2.35K
+ 15.86%
$18.41 - $20.53 $43.3K - $48.2K
17.2K $339K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.65K
+ 4.64%
$168.16 - $186.21 $614K - $680K
82.4K $14.1M
NVO
Novo Nordisk A S

Healthcare
3.66K
+ 29.61%
$69.3 - $90.95 $254K - $333K
16K $1.11M
ASML
Asml Holding Nv

Technology
133
+ 9.99%
$662.63 - $776.99 $88.1K - $103K
1.46K $970K
AEP
American Electric Power CO Inc

Utilities
12
+ 0.5%
$90.32 - $109.27 $1.08K - $1.31K
2.42K $263K
DUK
Duke Energy Corp

Utilities
14
+ 0.57%
$105.87 - $121.97 $1.48K - $1.71K
2.45K $298K
SCHW
Schwab Charles Corp

Financial Services
35
+ 0.58%
$71.24 - $83.64 $2.49K - $2.93K
6.11K $478K
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 0.21%
$91.75 - $115.81 $734 - $926
3.9K $382K
V
Visa Inc.

Financial Services
1
+ 0.13%
$306.92 - $362.71 $307 - $363
754 $264K
AVAV
Aero Vironment Inc

Industrials
764
+ 40.9%
$119.19 - $186.12 $91.1K - $142K
2.63K $313K
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.65%
$124.46 - $147.4 $1.49K - $1.77K
1.86K $264K
D
Dominion Energy, Inc

Utilities
98
+ 1.67%
$52.85 - $57.43 $5.18K - $5.63K
5.96K $334K
TFC
Truist Financial Corp

Financial Services
1.29K
+ 8.41%
$39.48 - $48.15 $50.7K - $61.9K
16.6K $681K
LHX
L3 Harris Technologies, Inc.

Industrials
90
+ 4.33%
$194.65 - $222.86 $17.5K - $20.1K
2.17K $453K
IIM
Invesco Value Municipal Income Trust

Financial Services
847
+ 1.56%
$11.84 - $12.49 $10K - $10.6K
55.2K $660K
GUT
Gabelli Utility Trust

Financial Services
232
+ 0.59%
$5.11 - $5.55 $1.19K - $1.29K
39.9K $212K
Activity Summary
Buys All Purchases 65 New Holdings 16 Increased Positions 49 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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