Wealth Quarterback LLC Sells in Q1 2025

Wealth Quarterback LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-20.5K
- 25.29%
$554.06 - $615.85 $11.4M - $12.6M
60.6K $34.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-61K
- 88.72%
$126.86 - $146.45 $7.74M - $8.94M
7.76K $985K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-66K
- 91.95%
$96.3 - $112.23 $6.35M - $7.4M
5.78K $563K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.47K
- 82.54%
$468.34 - $539.52 $3.5M - $4.03M
1.58K $741K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-7.32K
- 19.87%
$408.78 - $448.82 $2.99M - $3.29M
29.5K $12.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-41.8K
- 70.11%
$57.21 - $65.8 $2.39M - $2.75M
17.8K $1.04M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-77.6K
- 46.33%
$23.24 - $26.16 $1.8M - $2.03M
89.9K $2.3M
XLU
Utilities Sector Spdr

ETFs
-19.6K
- 44.74%
$74.7 - $80.27 $1.46M - $1.57M
24.2K $1.91M
JNJ
Johnson & Johnson

Healthcare
-9.77K
- 56.37%
$142.06 - $167.7 $1.39M - $1.64M
7.57K $1.25M
ITA
Ishares Tr

ETFs
-7.99K
- 56.35%
$144.84 - $159.5 $1.16M - $1.27M
6.19K $947K
CAT
Caterpillar Inc

Industrials
-1.22K
- 40.97%
$326.75 - $407.63 $399K - $497K
1.76K $579K
AMZN
Amazon Com Inc

Consumer Cyclical
-220
- 1.54%
$190.26 - $242.06 $41.9K - $53.3K
14.1K $2.68M
PANW
Palo Alto Networks Inc

Technology
-1.86K
- 24.08%
$167.82 - $208.28 $311K - $386K
5.85K $997K
SPY
Spdr S&P 500 ETF Trust

ETFs
-488
- 26.04%
$551.42 - $612.93 $269K - $299K
1.39K $775K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.2K
- 37.44%
$183.02 - $207.75 $219K - $249K
2K $372K
PH
Parker Hannifin Corp

Industrials
-273
- 14.58%
$591.65 - $707.05 $162K - $193K
1.6K $972K
FTNT
Fortinet, Inc.

Technology
-1.61K
- 14.43%
$92.49 - $114.57 $149K - $184K
9.53K $917K
BK
Bank Of New York Mellon Corp

Financial Services
-2.52K
- 21.75%
$75.42 - $88.95 $190K - $224K
9.08K $761K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-397
- 5.59%
$196.12 - $229.48 $77.9K - $91.1K
6.7K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-721
- 20.64%
$102.49 - $119.96 $73.9K - $86.5K
2.77K $289K
NOC
Northrop Grumman Corp

Industrials
-361
- 14.34%
$433.45 - $513.82 $156K - $185K
2.16K $1.1M
VUG
Vanguard Growth ETF

ETFs
-59
- 7.05%
$369.1 - $427.61 $21.8K - $25.2K
778 $288K
TIP
Ishares Tr Tips Bd ETF

ETFs
-574
- 14.34%
$106.22 - $111.09 $61K - $63.8K
3.43K $380K
XLK
Technology Sector Spdr

ETFs
-32
- 2.33%
$206.38 - $242.18 $6.6K - $7.75K
1.34K $277K
XLV
Select Sector Spdr Fund Health

ETFs
-448
- 16.71%
$137.61 - $149.68 $61.6K - $67.1K
2.23K $326K
MRK
Merck & Co., Inc.

Healthcare
-105
- 3.21%
$83.01 - $101.02 $8.72K - $10.6K
3.16K $284K
CSCO
Cisco Systems, Inc.

Technology
-687
- 16.51%
$58.74 - $64.87 $40.4K - $44.6K
3.48K $214K
PG
Procter & Gamble CO

Consumer Defensive
-205
- 4.96%
$158.56 - $176.26 $32.5K - $36.1K
3.93K $669K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.41K
- 16.37%
$24.39 - $35.22 $58.7K - $84.8K
12.3K $365K
C
Citigroup Inc

Financial Services
-286
- 8.88%
$67.23 - $84.63 $19.2K - $24.2K
2.93K $208K
VTV
Vanguard Value ETF

ETFs
-79
- 3.04%
$167.73 - $179.21 $13.3K - $14.2K
2.52K $434K
ABBV
Abb Vie Inc.

Healthcare
-229
- 15.05%
$169.2 - $216.66 $38.7K - $49.6K
1.29K $270K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-528
- 6.16%
$33.84 - $37.77 $17.9K - $19.9K
8.04K $292K
Super Micro Computer Inc
-1.94K
- 13.63%
N/A
12.3K $0
KO
Coca Cola CO

Consumer Defensive
-2.31K
- 13.05%
$60.81 - $72.32 $140K - $167K
15.4K $1.1M
JPM
Jpmorgan Chase & CO

Financial Services
-31
- 1.91%
$225.19 - $279.95 $6.98K - $8.68K
1.59K $391K
CVX
Chevron Corp

Energy
-1.1K
- 12.36%
$146.71 - $167.97 $162K - $185K
7.82K $1.31M
BMY
Bristol Myers Squibb CO

Healthcare
-1.09K
- 5.74%
$53.9 - $63.11 $58.6K - $68.6K
17.8K $1.09M
THW
Tekla World Healthcare Fund

Financial Services
-776
- 1.4%
$11.09 - $12.2 $8.61K - $9.47K
54.8K $631K
MCK
Mckesson Corp

Healthcare
-32
- 6.35%
$566.21 - $672.99 $18.1K - $21.5K
472 $317K
GILD
Gilead Sciences, Inc.

Healthcare
-15
- 0.63%
$89.14 - $117.41 $1.34K - $1.76K
2.36K $264K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.13%
$286.85 - $318.64 $1.43K - $1.59K
3.75K $1.14M
RTX
Raytheon Technologies Corp

Industrials
-29
- 0.83%
$114.1 - $135.66 $3.31K - $3.93K
3.46K $458K
MCD
Mcdonalds Corp

Consumer Cyclical
-89
- 2.33%
$279.74 - $321.29 $24.9K - $28.6K
3.73K $1.17M
SLV
I Shares Silver Trust

ETFs
-466
- 2.93%
$26.93 - $31.32 $12.5K - $14.6K
15.5K $479K
CB
Chubb LTD

Financial Services
-282
- 4.92%
$257.71 - $301.99 $72.7K - $85.2K
5.45K $1.65M
CTRA
Coterra Energy Inc.

Energy
-695
- 2.14%
$25.51 - $29.83 $17.7K - $20.7K
31.8K $918K
T
At&T Inc.

Communication Services
-660
- 3.15%
$21.56 - $28.28 $14.2K - $18.7K
20.3K $573K
WRB
Berkley W R Corp

Financial Services
-209
- 2.04%
$56.7 - $71.27 $11.9K - $14.9K
10.1K $715K
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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