Wealth Quarterback LLC Incresed Positions in Q3 2025

Wealth Quarterback LLC

  • $241 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
D
Dominion Energy, Inc

Utilities
499
+ 6.58%
$56.32 - $62.1 $28.1K - $31K
8.08K $494K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.53%
$184.85 - $231.54 $1.29K - $1.62K
1.33K $307K
STWD
Starwood Property Trust, Inc.

Real Estate
3.97K
+ 19.33%
$19.37 - $20.97 $76.9K - $83.3K
24.5K $474K
IJS
Ishares S&P Smallcap 600 Value

ETFs
222
+ 8.95%
$98.99 - $112.2 $22K - $24.9K
2.7K $298K
META
Meta Platforms, Inc.

Communication Services
78
+ 2.42%
$695.21 - $791.73 $54.2K - $61.8K
3.3K $2.42M
IEMG
Ishares Inc

ETFs
817
+ 2.72%
N/A
30.9K $1.66M
BA
Boeing CO

Industrials
114
+ 4.9%
$209.79 - $237.38 $23.9K - $27.1K
2.44K $527K
QCOM
Qualcomm Inc

Technology
27
+ 0.59%
$145.84 - $173.55 $3.94K - $4.69K
4.59K $764K
NJR
New Jersey Resources Corp

Utilities
97
+ 1.01%
$45.05 - $48.15 $4.37K - $4.67K
9.68K $466K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
441
+ 6.92%
$45.26 - $46.63 $20K - $20.6K
6.81K $315K
AXP
American Express CO

Financial Services
16
+ 1.33%
$294.27 - $342.31 $4.71K - $5.48K
1.22K $404K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6
+ 0.31%
$108.46 - $120.63 $651 - $724
1.91K $227K
MRK
Merck & Co., Inc.

Healthcare
41
+ 1.29%
$77.6 - $87.37 $3.18K - $3.58K
3.21K $269K
AMGN
Amgen Inc

Healthcare
34
+ 1.56%
$271.18 - $309.22 $9.22K - $10.5K
2.21K $623K
DUK
Duke Energy Corp

Utilities
14
+ 0.54%
$116.31 - $125.93 $1.63K - $1.76K
2.6K $321K
GUT
Gabelli Utility Trust

Financial Services
12
+ 0.03%
$5.8 - $6.18 $69.6 - $74.2
40.3K $244K
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 0.64%
$108.22 - $120.47 $1.62K - $1.81K
2.35K $261K
MIN
Mfs Intermediate Income Trust

Financial Services
227
+ 2.2%
$2.64 - $2.72 $599 - $617
10.6K $28K
Fidelity Wise Origin Bitcoin
1K
+ 9.52%
N/A
11.5K $0
Blackrock ETF Trust
3.75K
+ 27.12%
N/A
17.6K $0
Fidelity Greenwood Street Tr
22.7K
+ 46.91%
N/A
71K $0
Fidelity Covington Trust
6.2K
+ 6.01%
N/A
109K $0
EVC
Entravision Communications Corp

Communication Services
236
+ 2.02%
$2.21 - $2.64 $522 - $623
11.9K $27K
Super Micro Computer Inc
1.52K
+ 12.03%
N/A
14.2K $0
MFC
Manulife Financial Corp

Financial Services
63
+ 0.86%
$29.9 - $32.34 $1.88K - $2.04K
7.38K $229K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.34%
$255.35 - $282.87 $766 - $849
897 $233K
T
At&T Inc.

Communication Services
91
+ 0.31%
$26.94 - $29.62 $2.45K - $2.7K
29.1K $823K
TT
Trane Technologies PLC

Industrials
2
+ 0.16%
$398.96 - $472.54 $798 - $945
1.25K $528K
APO
Apollo Global Management, Inc.

Financial Services
19
+ 0.5%
$131.55 - $156.05 $2.5K - $2.96K
3.86K $513K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.05%
$288.69 - $310.94 $577 - $622
3.72K $1.09M
KO
Coca Cola CO

Consumer Defensive
205
+ 1.31%
$65.67 - $71.67 $13.5K - $14.7K
15.9K $1.05M
PM
Philip Morris International Inc.

Consumer Defensive
207
+ 4.53%
$157.77 - $183.27 $32.7K - $37.9K
4.78K $774K
NVO
Novo Nordisk A S

Healthcare
598
+ 3.02%
$45.38 - $71.7 $27.1K - $42.9K
20.4K $1.13M
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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