Wealth Quarterback LLC Incresed Positions 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
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
XLU
Utilities Sector Spdr

ETFs
10.4K
+ 43.03%
$73.09 - $82.77 $760K - $861K
34.6K $2.82M
AMZN
Amazon Com Inc

Consumer Cyclical
682
+ 4.84%
$167.32 - $223.3 $114K - $152K
14.8K $3.24M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.47%
$484.66 - $738.09 $7.27K - $11.1K
3.22K $2.38M
TFC
Truist Financial Corp

Financial Services
9.92K
+ 59.86%
$34.79 - $42.99 $345K - $426K
26.5K $1.14M
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 17.41%
$144.7 - $178.6 $204K - $252K
9.51K $1.68M
TSLA
Tesla, Inc.

Consumer Cyclical
417
+ 13.84%
$221.86 - $362.89 $92.5K - $151K
3.43K $1.09M
T
At&T Inc.

Communication Services
8.76K
+ 43.17%
$26.33 - $28.94 $231K - $254K
29.1K $840K
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
ASML
Asml Holding Nv

Technology
51
+ 3.48%
$595.37 - $815.24 $30.4K - $41.6K
1.52K $1.21M
AVGO
Broadcom Inc.

Technology
104
+ 5.67%
$146.29 - $275.65 $15.2K - $28.7K
1.94K $534K
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
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
SLV
I Shares Silver Trust

ETFs
238
+ 1.54%
$27.08 - $33.74 $6.45K - $8.03K
15.7K $515K
PEG
Public Service Enterprise Group Inc

Utilities
204
+ 1.94%
$77.13 - $84.18 $15.7K - $17.2K
10.7K $902K
ENB
Enbridge Inc

Energy
405
+ 2.54%
$41.09 - $47.16 $16.6K - $19.1K
16.3K $740K
MCK
Mckesson Corp

Healthcare
1
+ 0.21%
$652.83 - $732.78 $653 - $733
473 $346K
CVX
Chevron Corp

Energy
1.5K
+ 19.22%
$133.73 - $168.51 $201K - $253K
9.32K $1.34M
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
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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