Wealth Quarterback LLC Purchases in Q3 2025

Wealth Quarterback LLC

  • $241 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
130K
+ 183.68%
$61.62 - $72.77 $8.01M - $9.46M
201K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.45K
+ 22.57%
$546.99 - $602.2 $2.98M - $3.28M
29.6K $17.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.52K
+ 3.02%
$620.67 - $670.08 $942K - $1.02M
51.8K $34.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.14K
+ 3.21%
$182.33 - $194.5 $389K - $415K
68.7K $13.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
248
+ 1.24%
$275.84 - $326.36 $68.4K - $80.9K
20.3K $6.63M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.96K
+ 5.59%
$54.35 - $59.32 $270K - $294K
93.7K $5.55M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
570
+ 2.98%
$435.72 - $463.74 $248K - $264K
19.7K $9.14M
NVDA
Nvidia Corp

Technology
280
+ 1.36%
$153.3 - $186.58 $42.9K - $52.2K
20.8K $3.88M
DVY
Ishares Tr

ETFs
2.05K
+ 5.86%
$133.88 - $142.57 $274K - $292K
37K $5.26M
IYW
Ishares Dj Us Tech ETF

ETFs
843
+ 4.48%
$171.38 - $197.01 $144K - $166K
19.6K $3.85M
QBTS
D Wave Quantum Inc.

Technology
20.9K
New
$14.81 - $27.72 $310K - $580K
20.9K $517K
DELL
Dell Technologies Inc.

Technology
3.42K
New
$120.96 - $141.77 $413K - $485K
3.42K $484K
BDX
Becton Dickinson & CO

Healthcare
2.51K
New
$172.41 - $199.66 $432K - $500K
2.51K $469K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.96K
+ 3.37%
$47.75 - $54.24 $93.7K - $106K
60.2K $3.23M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.4K
New
$19.49 - $19.61 $397K - $399K
20.4K $398K
XLU
Utilities Sector Spdr

ETFs
2.24K
+ 6.47%
$81.14 - $87.32 $181K - $195K
36.8K $3.21M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.3K
New
$20.41 - $20.67 $373K - $378K
18.3K $376K
CUBE
Cube Smart

Real Estate
9.17K
New
$38.71 - $43.34 $355K - $397K
9.17K $372K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.9K
New
$19.61 - $19.79 $371K - $374K
18.9K $372K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17.5K
New
$20.66 - $20.74 $361K - $362K
17.5K $361K
INTC
Intel Corp

Technology
599
+ 1.96%
$19.31 - $35.5 $11.6K - $21.3K
31.2K $1.05M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.6K
New
$94.1 - $119.16 $338K - $428K
3.6K $338K
XLY
Select Sector Spdr Consumer Di

ETFs
320
+ 2.8%
$216.09 - $242.18 $69.1K - $77.5K
11.7K $2.81M
EFV
Msci Eafe Value ETF

ETFs
2.35K
+ 5.99%
$62.79 - $68.42 $148K - $161K
41.6K $2.82M
BSCU
Invesco Exc Self Ind Tr

ETFs
17.9K
New
$16.67 - $17.03 $298K - $304K
17.9K $302K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16K
New
$18.61 - $18.94 $299K - $304K
16K $301K
IBM
International Business Machines Corp

Technology
1.17K
+ 35.19%
$234.77 - $292.47 $274K - $341K
4.48K $1.26M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.81K
New
$97.53 - $115.95 $274K - $325K
2.81K $280K
OKE
Oneok Inc

Energy
4.23K
+ 124.57%
$71.36 - $83.47 $302K - $353K
7.62K $556K
KHC
Kraft Heinz CO

Consumer Defensive
10.2K
New
$25.63 - $28.94 $261K - $294K
10.2K $264K
ASML
Asml Holding Nv

Technology
12
+ 0.79%
$689.63 - $968.09 $8.28K - $11.6K
1.53K $1.48M
GLD
Spdr Gold Trust

ETFs
77
+ 1.66%
$300.96 - $355.47 $23.2K - $27.4K
4.71K $1.67M
MSFT
Microsoft Corp

Technology
125
+ 1.31%
$491.09 - $535.64 $61.4K - $67K
9.64K $4.99M
ENB
Enbridge Inc

Energy
3.49K
+ 21.38%
$43.79 - $50.46 $153K - $176K
19.8K $1M
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.95K
+ 6.13%
$23.27 - $25.46 $115K - $126K
85.7K $2.12M
LLY
Eli Lilly & CO

Healthcare
325
+ 22.82%
$625.65 - $812.69 $203K - $264K
1.75K $1.33M
EFG
Msci Eafe Growth ETF

ETFs
1.56K
+ 7.44%
$106.99 - $114.46 $166K - $178K
22.5K $2.56M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.87K
New
$30.06 - $36.69 $176K - $215K
5.87K $215K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.82K
New
$107.66 - $112.36 $196K - $204K
1.82K $202K
MA
Mastercard Inc

Financial Services
355
New
$550.18 - $598.96 $195K - $213K
355 $201K
IVE
Ishares S&P 500 Value ETF

ETFs
969
New
$194.44 - $206.51 $188K - $200K
969 $200K
OUNZ
Van Eck Merk Gold Trust

ETFs
3.58K
+ 29.8%
$31.49 - $37.19 $113K - $133K
15.6K $579K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
296
+ 4.4%
$236.25 - $257.69 $69.9K - $76.3K
7.02K $1.8M
BMY
Bristol Myers Squibb CO

Healthcare
4.3K
+ 16.9%
$43.31 - $48.98 $186K - $211K
29.7K $1.34M
SLV
I Shares Silver Trust

ETFs
311
+ 1.98%
$32.73 - $42.5 $10.2K - $13.2K
16K $678K
RIO
Rio Tinto PLC

Basic Materials
1.9K
+ 42.09%
$57.66 - $66.01 $110K - $125K
6.41K $423K
CAT
Caterpillar Inc

Industrials
3
+ 0.18%
$390.92 - $477.15 $1.17K - $1.43K
1.71K $814K
ITA
Ishares Tr

ETFs
245
+ 4.98%
$184.73 - $209.26 $45.3K - $51.3K
5.16K $1.08M
FSMO
Fidelity Covington Tr

ETFs
5.71K
+ 4.27%
N/A
140K $3.67M
Activity Summary
Buys All Purchases 103 New Holdings 19 Increased Positions 84 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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