Wealth Quarterback LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.8M, Spdr Dow Jones Industrial Average ETF Trust with a value of $15.7M, Ishares Msci Usa Quality Facto with a value of $14M, Ishares Core S&P U.S Growth Et with a value of $9.58M, and Apple Inc. with a value of $9.35M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $192M to 212M.
Wealth Quarterback LLC is based out at Toms River, NJ
Below you can find more details about Wealth Quarterback LLC portfolio as well as his latest detailed transactions.
Portfolio value
$212 Million
ETFs: $137 Million
Technology: $22.5 Million
Financial Services: $10.5 Million
Industrials: $9.33 Million
Consumer Defensive: $7.6 Million
Healthcare: $7.26 Million
Consumer Cyclical: $6.72 Million
Energy: $4.4 Million
Other: $6.83 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
