Wealth Quarterback LLC Sells in Q2 2025

Wealth Quarterback LLC

  • $204 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10.4K
- 35.18%
$376.48 - $440.65 $3.91M - $4.58M
19.1K $8.43M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.3K
- 17.0%
$498.8 - $620.9 $5.14M - $6.4M
50.3K $31.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.8K
- 19.2%
$152.42 - $182.82 $2.41M - $2.89M
66.5K $12.2M
IEMG
Ishares Inc

ETFs
-10.8K
- 26.36%
N/A
30.1K $1.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.09K
- 45.36%
$51.16 - $62.02 $414K - $502K
9.75K $604K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-9.09K
- 10.12%
$20.83 - $25.75 $189K - $234K
80.8K $1.89M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.3K
- 57.06%
$83.54 - $100.04 $275K - $330K
2.48K $246K
WRB
Berkley W R Corp

Financial Services
-3.89K
- 38.65%
$64.28 - $75.17 $250K - $292K
6.17K $453K
LMT
Lockheed Martin Corp

Industrials
-528
- 14.43%
$430.82 - $486.45 $227K - $257K
3.13K $1.45M
JNJ
Johnson & Johnson

Healthcare
-334
- 4.42%
$146.36 - $159.82 $48.9K - $53.4K
7.23K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-157
- 4.21%
$285.55 - $321.23 $44.8K - $50.4K
3.58K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
-671
- 33.55%
$162.76 - $195.77 $109K - $131K
1.33K $259K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.91K
- 24.63%
$113.67 - $150.4 $217K - $287K
5.85K $879K
THW
Tekla World Healthcare Fund

Financial Services
-2.65K
- 4.84%
$10.05 - $11.31 $26.6K - $30K
52.1K $534K
XLV
Select Sector Spdr Fund Health

ETFs
-475
- 21.27%
$128.77 - $144.3 $61.2K - $68.5K
1.76K $236K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-868
- 31.3%
$90.56 - $109.49 $78.6K - $95K
1.91K $208K
FTNT
Fortinet, Inc.

Technology
-1.56K
- 16.41%
$84.71 - $108.69 $132K - $170K
7.97K $842K
CB
Chubb LTD

Financial Services
-4
- 0.07%
$274.32 - $302.46 $1.1K - $1.21K
5.44K $1.58M
TIP
Ishares Tr Tips Bd ETF

ETFs
-408
- 11.9%
$107.93 - $110.97 $44K - $45.3K
3.02K $332K
VTV
Vanguard Value ETF

ETFs
-318
- 12.63%
$153.67 - $176.74 $48.9K - $56.2K
2.2K $388K
COST
Costco Wholesale Corp

Consumer Defensive
-130
- 5.9%
$908.13 - $1056.85 $118K - $137K
2.08K $2.05M
AEP
American Electric Power CO Inc

Utilities
-162
- 6.71%
$98.59 - $109.11 $16K - $17.7K
2.25K $233K
SO
Southern CO

Utilities
-242
- 4.76%
$84.91 - $92.56 $20.5K - $22.4K
4.84K $444K
ITA
Ishares Tr

ETFs
-1.27K
- 20.53%
$135.31 - $188.64 $172K - $240K
4.92K $927K
IIM
Invesco Value Municipal Income Trust

Financial Services
-4
- 0.01%
$11.31 - $12.11 $45.2 - $48.4
55.2K $642K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-12.3K
- 17.48%
$35.12 - $48.24 $433K - $595K
58.2K $2.81M
GILD
Gilead Sciences, Inc.

Healthcare
-18
- 0.76%
$96.91 - $113.0 $1.74K - $2.03K
2.34K $259K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5
- 0.22%
$85.42 - $94.39 $427 - $472
2.24K $209K
OUNZ
Van Eck Merk Gold Trust

ETFs
-658
- 5.2%
$28.68 - $33.09 $18.9K - $21.8K
12K $382K
ADP
Automatic Data Processing Inc

Industrials
-28
- 0.75%
$276.76 - $326.81 $7.75K - $9.15K
3.72K $1.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-535
- 6.65%
$32.66 - $40.75 $17.5K - $21.8K
7.51K $304K
CSCO
Cisco Systems, Inc.

Technology
-154
- 4.43%
$53.19 - $69.38 $8.19K - $10.7K
3.32K $230K
PANW
Palo Alto Networks Inc

Technology
-880
- 15.05%
$152.44 - $204.64 $134K - $180K
4.97K $1.02M
BK
Bank Of New York Mellon Corp

Financial Services
-429
- 4.73%
$73.31 - $91.62 $31.4K - $39.3K
8.65K $787K
GLD
Spdr Gold Trust

ETFs
-157
- 3.28%
$273.71 - $316.29 $43K - $49.7K
4.63K $1.41M
PH
Parker Hannifin Corp

Industrials
-141
- 8.81%
$517.23 - $700.54 $72.9K - $98.8K
1.46K $1.02M
XLK
Technology Sector Spdr

ETFs
-55
- 4.1%
$179.73 - $253.23 $9.89K - $13.9K
1.29K $326K
SCHW
Schwab Charles Corp

Financial Services
-145
- 2.37%
$69.06 - $91.24 $10K - $13.2K
5.96K $544K
LHX
L3 Harris Technologies, Inc.

Industrials
-43
- 1.98%
$200.21 - $256.99 $8.61K - $11.1K
2.13K $533K
CAT
Caterpillar Inc

Industrials
-53
- 3.01%
$273.94 - $388.21 $14.5K - $20.6K
1.71K $661K
IBM
International Business Machines Corp

Technology
-194
- 5.53%
$221.03 - $294.78 $42.9K - $57.2K
3.31K $976K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-997
- 8.11%
$27.82 - $46.45 $27.7K - $46.3K
11.3K $524K
AVAV
Aero Vironment Inc

Industrials
-203
- 7.71%
$111.65 - $284.95 $22.7K - $57.8K
2.43K $692K
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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