Wealth Quarterback LLC Incresed Positions in Q1 2025

Wealth Quarterback LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
15.1K
+ 45.67%
$49.74 - $58.96 $752K - $891K
48.2K $2.84M
DVY
Ishares Tr

ETFs
7.02K
+ 26.56%
$128.58 - $138.1 $903K - $969K
33.4K $4.49M
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
LMT
Lockheed Martin Corp

Industrials
1.14K
+ 45.31%
$423.19 - $506.29 $483K - $578K
3.66K $1.63M
ENB
Enbridge Inc

Energy
8.03K
+ 101.63%
$41.54 - $45.45 $334K - $365K
15.9K $705K
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
AMGN
Amgen Inc

Healthcare
415
+ 23.95%
$258.59 - $327.36 $107K - $136K
2.15K $669K
INTC
Intel Corp

Technology
4.58K
+ 18.01%
$19.1 - $27.39 $87.6K - $126K
30K $682K
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
MFC
Manulife Financial Corp

Financial Services
61
+ 0.85%
$28.41 - $31.82 $1.73K - $1.94K
7.25K $225K
Fidelity Wise Origin Bitcoin
1.94K
+ 28.13%
N/A
8.85K $0
EVC
Entravision Communications Corp

Communication Services
253
+ 2.26%
$1.73 - $2.67 $438 - $676
11.5K $24K
PEG
Public Service Enterprise Group Inc

Utilities
55
+ 0.53%
$78.2 - $90.39 $4.3K - $4.97K
10.5K $866K
TT
Trane Technologies PLC

Industrials
4
+ 0.32%
$332.0 - $400.86 $1.33K - $1.6K
1.25K $420K
WMT
Walmart Inc.

Consumer Defensive
82
+ 0.42%
$84.5 - $105.05 $6.93K - $8.61K
19.8K $1.74M
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 0.24%
$192.6 - $233.2 $963 - $1.17K
2.09K $413K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.54%
$347.25 - $424.87 $5.56K - $6.8K
2.99K $1.1M
AVGO
Broadcom Inc.

Technology
6
+ 0.33%
$167.43 - $244.7 $1K - $1.47K
1.83K $307K
TSLA
Tesla, Inc.

Consumer Cyclical
630
+ 26.43%
$222.15 - $428.22 $140K - $270K
3.01K $781K
MSFT
Microsoft Corp

Technology
478
+ 5.36%
$375.39 - $447.2 $179K - $214K
9.4K $3.53M
NVDA
Nvidia Corp

Technology
1.57K
+ 8.85%
$106.98 - $149.43 $168K - $235K
19.3K $2.1M
AAPL
Apple Inc.

Technology
318
+ 0.85%
$209.68 - $247.1 $66.7K - $78.6K
37.7K $8.37M
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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