Wealth Quarterback LLC Purchases in Q2 2025

Wealth Quarterback LLC

  • $204 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
7.6K
+ 42.62%
$44.12 - $59.6 $335K - $453K
25.4K $1.18M
QCOM
Qualcomm Inc

Technology
413
+ 9.94%
$124.66 - $159.48 $51.5K - $65.9K
4.57K $727K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.94%
$210.28 - $289.91 $3.15K - $4.35K
1.61K $466K
STWD
Starwood Property Trust, Inc.

Real Estate
3.37K
+ 19.61%
$17.28 - $20.41 $58.2K - $68.7K
20.5K $412K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.35%
$113.75 - $148.48 $1.37K - $1.78K
3.48K $507K
MO
Altria Group, Inc.

Consumer Defensive
1.06K
+ 9.53%
$55.56 - $60.91 $58.8K - $64.5K
12.2K $713K
C
Citigroup Inc

Financial Services
4
+ 0.14%
$58.13 - $85.12 $233 - $340
2.94K $250K
PEG
Public Service Enterprise Group Inc

Utilities
204
+ 1.94%
$77.13 - $84.18 $15.7K - $17.2K
10.7K $902K
SLV
I Shares Silver Trust

ETFs
238
+ 1.54%
$27.08 - $33.74 $6.45K - $8.03K
15.7K $515K
ENB
Enbridge Inc

Energy
405
+ 2.54%
$41.09 - $47.16 $16.6K - $19.1K
16.3K $740K
CVX
Chevron Corp

Energy
1.5K
+ 19.22%
$133.73 - $168.51 $201K - $253K
9.32K $1.34M
MIN
Mfs Intermediate Income Trust

Financial Services
10.3K
New
$2.63 - $2.72 $27.2K - $28.1K
10.3K $27K
GUT
Gabelli Utility Trust

Financial Services
431
+ 1.08%
$4.95 - $5.81 $2.13K - $2.5K
40.3K $233K
MFC
Manulife Financial Corp

Financial Services
64
+ 0.88%
$26.93 - $32.44 $1.72K - $2.08K
7.31K $233K
DUK
Duke Energy Corp

Utilities
137
+ 5.59%
$112.46 - $124.05 $15.4K - $17K
2.59K $305K
KO
Coca Cola CO

Consumer Defensive
288
+ 1.87%
$68.37 - $73.9 $19.7K - $21.3K
15.7K $1.11M
CTRA
Coterra Energy Inc.

Energy
4.65K
+ 14.63%
$22.6 - $29.07 $105K - $135K
36.4K $924K
V
Visa Inc.

Financial Services
1
+ 0.13%
$308.27 - $373.31 $308 - $373
755 $268K
EVC
Entravision Communications Corp

Communication Services
233
+ 2.03%
$1.82 - $2.43 $424 - $566
11.7K $27K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.2%
$335.24 - $380.78 $2.01K - $2.28K
2.99K $1.1M
INTC
Intel Corp

Technology
523
+ 1.74%
$18.13 - $22.69 $9.48K - $11.9K
30.6K $684K
Super Micro Computer Inc
342
+ 2.78%
N/A
12.7K $0
Blackrock ETF Trust
13.8K
New
N/A
13.8K $0
Fidelity Covington Trust
12.7K
+ 14.02%
N/A
103K $0
Fidelity Greenwood Street Tr
48.3K
New
N/A
48.3K $0
Fidelity Wise Origin Bitcoin
1.66K
+ 18.77%
N/A
10.5K $0
KMB
Kimberly Clark Corp

Consumer Defensive
188
+ 10.11%
$126.84 - $145.22 $23.8K - $27.3K
2.05K $263K
NOC
Northrop Grumman Corp

Industrials
39
+ 1.81%
$456.3 - $540.39 $17.8K - $21.1K
2.2K $1.1M
DVA
Davita Inc.

Healthcare
298
+ 5.96%
$133.5 - $155.51 $39.8K - $46.3K
5.3K $755K
PG
Procter & Gamble CO

Consumer Defensive
168
+ 4.28%
$157.66 - $172.39 $26.5K - $29K
4.1K $652K
ABBV
Abb Vie Inc.

Healthcare
29
+ 2.24%
$170.16 - $206.27 $4.93K - $5.98K
1.32K $245K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.16%
$73.47 - $87.12 $367 - $436
3.17K $250K
OKE
Oneok Inc

Energy
259
+ 8.26%
$78.71 - $100.37 $20.4K - $26K
3.39K $277K
AMGN
Amgen Inc

Healthcare
28
+ 1.3%
$262.28 - $309.85 $7.34K - $8.68K
2.18K $607K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
159
+ 3.92%
$483.48 - $539.8 $76.9K - $85.8K
4.22K $2.05M
XOM
Exxon Mobil Corp

Energy
143
+ 0.81%
$99.93 - $119.04 $14.3K - $17K
17.8K $1.91M
AAPL
Apple Inc.

Technology
499
+ 1.33%
$172.42 - $223.89 $86K - $112K
38.2K $7.83M
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
Track This Portfolio

Track Wealth Quarterback LLC Portfolio

Follow Wealth Quarterback 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 Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email