Wealth Quarterback LLC Incresed Positions 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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.96K
+ 3.37%
$47.75 - $54.24 $93.7K - $106K
60.2K $3.23M
XLU
Utilities Sector Spdr

ETFs
2.24K
+ 6.47%
$81.14 - $87.32 $181K - $195K
36.8K $3.21M
INTC
Intel Corp

Technology
599
+ 1.96%
$19.31 - $35.5 $11.6K - $21.3K
31.2K $1.05M
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
IBM
International Business Machines Corp

Technology
1.17K
+ 35.19%
$234.77 - $292.47 $274K - $341K
4.48K $1.26M
OKE
Oneok Inc

Energy
4.23K
+ 124.57%
$71.36 - $83.47 $302K - $353K
7.62K $556K
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
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
ITA
Ishares Tr

ETFs
245
+ 4.98%
$184.73 - $209.26 $45.3K - $51.3K
5.16K $1.08M
CAT
Caterpillar Inc

Industrials
3
+ 0.18%
$390.92 - $477.15 $1.17K - $1.43K
1.71K $814K
FSMO
Fidelity Covington Tr

ETFs
5.71K
+ 4.27%
N/A
140K $3.67M
THW
Tekla World Healthcare Fund

Financial Services
2.08K
+ 4.0%
$10.16 - $12.6 $21.2K - $26.2K
54.2K $682K
KMB
Kimberly Clark Corp

Consumer Defensive
1.21K
+ 59.01%
$121.72 - $136.77 $147K - $165K
3.26K $404K
TFC
Truist Financial Corp

Financial Services
1.04K
+ 3.93%
$42.83 - $47.07 $44.6K - $49K
27.5K $1.26M
LMT
Lockheed Martin Corp

Industrials
12
+ 0.38%
$410.74 - $499.21 $4.93K - $5.99K
3.14K $1.57M
PEG
Public Service Enterprise Group Inc

Utilities
1.46K
+ 13.63%
$79.99 - $90.14 $117K - $132K
12.2K $1.02M
XOM
Exxon Mobil Corp

Energy
205
+ 1.15%
$105.83 - $117.22 $21.7K - $24K
18K $2.03M
ORCL
Oracle Corp

Technology
2
+ 0.13%
$218.96 - $328.33 $438 - $657
1.53K $431K
XLK
Technology Sector Spdr

ETFs
208
+ 16.15%
$250.97 - $282.66 $52.2K - $58.8K
1.5K $421K
O
Realty Income Corp

Real Estate
1.17K
+ 17.49%
$56.13 - $60.79 $65.4K - $70.9K
7.83K $476K
VZ
Verizon Communications Inc

Communication Services
1.75K
+ 7.47%
$40.84 - $45.06 $71.4K - $78.8K
25.2K $1.11M
MU
Micron Technology Inc

Technology
11
+ 0.55%
$104.88 - $168.89 $1.15K - $1.86K
2.02K $337K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 1.27%
$617.65 - $666.84 $11.1K - $12K
1.44K $955K
MCD
Mcdonalds Corp

Consumer Cyclical
124
+ 3.47%
$291.67 - $316.99 $36.2K - $39.3K
3.7K $1.12M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.08%
$175.16 - $255.24 $175 - $255
1.2K $291K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.17%
$144.19 - $167.33 $865 - $1K
3.48K $582K
CTRE
Care Trust Reit, Inc.

Real Estate
1.2K
+ 15.53%
$30.29 - $34.8 $36.5K - $41.9K
8.96K $310K
VICI
Vici Properties Inc.

Real Estate
2.22K
+ 17.17%
$31.43 - $33.93 $69.9K - $75.4K
15.2K $494K
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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