Quaker Wealth Management
Latest statistics and disclosures from Quaker Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VCSH, VYM, IEF, TLT, and represent 49.05% of Quaker Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$9.5M), VCSH, TLT, JSI, GLD, IEF, VCIT, ETHW, MNST, JNJ.
- Started 45 new stock positions in HOLX, ELS, TIGR, SAIC, BMNR, ESML, ERIE, TWLO, MP, CPRT.
- Reduced shares in these 10 stocks: VTEB (-$8.6M), NVDA, GOOGL, SMH, VTI, PPA, VGT, RSPR, VUG, COPX.
- Sold out of its positions in SIVR, ALGN, UHAL.B, COLD, ANSS, ATR, ACHR, AZEK, BAX, BRBR.
- Quaker Wealth Management was a net seller of stock by $-8.8M.
- Quaker Wealth Management has $307M in assets under management (AUM), dropping by 2.96%.
- Central Index Key (CIK): 0001733472
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Portfolio Holdings for Quaker Wealth Management
Quaker Wealth Management holds 840 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Quaker Wealth Management has 840 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Quaker Wealth Management Sept. 30, 2025 positions
- Download the Quaker Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 19.5 | $60M | -2% | 183k | 328.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.7 | $33M | +11% | 410k | 79.93 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.6 | $24M | 167k | 140.95 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.6 | $17M | +4% | 179k | 96.46 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.6 | $17M | +10% | 193k | 89.37 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.9 | $15M | +2% | 177k | 84.11 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 4.6 | $14M | +10% | 268k | 52.27 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.4 | $11M | -8% | 14k | 746.64 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 3.2 | $9.8M | +2990% | 107k | 91.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $9.4M | -8% | 20k | 479.62 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.7 | $8.2M | 97k | 84.68 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 2.3 | $7.1M | -13% | 46k | 155.45 |
|
| Apple (AAPL) | 2.2 | $6.9M | 27k | 254.63 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 2.2 | $6.7M | -4% | 88k | 76.01 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $6.4M | 25k | 254.28 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 2.0 | $6.1M | +2% | 33k | 187.73 |
|
| Amazon (AMZN) | 1.8 | $5.5M | -4% | 25k | 219.57 |
|
| Vanguard World Industrial Etf (VIS) | 1.5 | $4.5M | 15k | 296.29 |
|
|
| Vanguard World Financials Etf (VFH) | 1.4 | $4.3M | -3% | 33k | 131.24 |
|
| Teleflex Incorporated (TFX) | 1.4 | $4.3M | 35k | 122.36 |
|
|
| Global X Fds Global X Copper (COPX) | 0.7 | $2.2M | -13% | 36k | 59.81 |
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $1.9M | -7% | 44k | 42.37 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.3M | 2.6k | 517.94 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.3M | +4984% | 3.6k | 355.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.3M | 5.9k | 215.78 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $983k | -79% | 4.0k | 243.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $788k | -12% | 1.2k | 666.18 |
|
| Tesla Motors (TSLA) | 0.3 | $776k | 1.7k | 444.72 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $772k | +33% | 4.2k | 185.40 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $667k | +24% | 10k | 65.00 |
|
| Meta Platforms Cl A (META) | 0.2 | $578k | +8% | 787.00 | 734.11 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $562k | 3.4k | 167.32 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $506k | -89% | 2.7k | 186.58 |
|
| Essential Utils (WTRG) | 0.2 | $470k | -4% | 12k | 39.90 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $456k | -3% | 2.5k | 182.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $451k | 1.9k | 243.59 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $448k | 2.4k | 183.71 |
|
|
| Waste Management (WM) | 0.1 | $425k | 1.9k | 220.80 |
|
|
| Cisco Systems (CSCO) | 0.1 | $402k | 5.9k | 68.42 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $388k | 4.9k | 79.94 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $370k | -5% | 485.00 | 762.72 |
|
| Honeywell International (HON) | 0.1 | $362k | -9% | 1.7k | 210.48 |
|
| Chubb (CB) | 0.1 | $352k | 1.2k | 282.22 |
|
|
| Oklo Com Cl A (OKLO) | 0.1 | $346k | 3.1k | 111.63 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $346k | +2% | 3.1k | 112.75 |
|
| Public Service Enterprise (PEG) | 0.1 | $337k | 4.0k | 83.47 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $333k | -11% | 1.1k | 315.35 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $329k | 5.0k | 65.85 |
|
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $310k | +1806% | 10k | 29.82 |
|
| Norfolk Southern (NSC) | 0.1 | $303k | 1.0k | 300.28 |
|
|
| Electronic Arts (EA) | 0.1 | $300k | -2% | 1.5k | 201.70 |
|
| Verizon Communications (VZ) | 0.1 | $274k | +16% | 6.2k | 43.95 |
|
| Uber Technologies (UBER) | 0.1 | $263k | 2.7k | 97.97 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $262k | 1.5k | 174.56 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $254k | 1.8k | 140.04 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $250k | +24666% | 3.7k | 67.31 |
|
| Qualcomm (QCOM) | 0.1 | $241k | 1.4k | 166.40 |
|
|
| Prologis (PLD) | 0.1 | $238k | 2.1k | 114.50 |
|
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| Abbvie (ABBV) | 0.1 | $232k | 1.0k | 231.45 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $229k | -12% | 381.00 | 599.75 |
|
| Home Depot (HD) | 0.1 | $228k | -2% | 562.00 | 405.04 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $226k | 505.00 | 447.23 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $224k | 3.0k | 74.49 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $217k | -42% | 1.5k | 145.71 |
|
| Paychex (PAYX) | 0.1 | $209k | +5% | 1.7k | 126.76 |
|
| Boeing Company (BA) | 0.1 | $205k | 951.00 | 215.83 |
|
|
| NetApp (NTAP) | 0.1 | $199k | 1.7k | 118.45 |
|
|
| Merck & Co (MRK) | 0.1 | $198k | +7% | 2.4k | 83.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $189k | +18% | 536.00 | 352.75 |
|
| Workday Cl A (WDAY) | 0.1 | $184k | +10% | 766.00 | 240.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $184k | 2.6k | 71.36 |
|
|
| Hershey Company (HSY) | 0.1 | $181k | 967.00 | 187.05 |
|
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| Caterpillar (CAT) | 0.1 | $169k | 354.00 | 477.15 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $163k | +3% | 2.6k | 62.22 |
|
| Msc Income Fund (MSIF) | 0.1 | $159k | NEW | 12k | 13.13 |
|
| Cadence Design Systems (CDNS) | 0.1 | $159k | +235% | 453.00 | 351.26 |
|
| Lowe's Companies (LOW) | 0.1 | $158k | 629.00 | 251.41 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $158k | 4.0k | 39.22 |
|
|
| Certara Ord (CERT) | 0.0 | $153k | 13k | 12.22 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $150k | 628.00 | 239.56 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $149k | +4% | 2.2k | 67.06 |
|
| Chevron Corporation (CVX) | 0.0 | $148k | +339% | 953.00 | 155.24 |
|
| Palo Alto Networks (PANW) | 0.0 | $143k | -41% | 701.00 | 203.62 |
|
| Altria (MO) | 0.0 | $143k | 2.2k | 66.05 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $140k | 969.00 | 144.37 |
|
|
| Emerson Electric (EMR) | 0.0 | $139k | 1.1k | 131.22 |
|
|
| Netflix (NFLX) | 0.0 | $133k | 111.00 | 1198.93 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $132k | 1.3k | 99.44 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $132k | 437.00 | 300.82 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $126k | +25% | 922.00 | 136.83 |
|
| Coca-Cola Company (KO) | 0.0 | $124k | 1.9k | 66.32 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $124k | +177% | 766.00 | 161.79 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $123k | 1.4k | 87.83 |
|
|
| Booking Holdings (BKNG) | 0.0 | $120k | 22.00 | 5436.50 |
|
|
| Gilead Sciences (GILD) | 0.0 | $119k | 1.1k | 110.99 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $119k | 177.00 | 669.31 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $114k | 909.00 | 125.89 |
|
|
| UnitedHealth (UNH) | 0.0 | $113k | -56% | 328.00 | 345.52 |
|
| Pentair SHS (PNR) | 0.0 | $112k | 1.0k | 110.78 |
|
|
| Corning Incorporated (GLW) | 0.0 | $107k | 1.3k | 82.03 |
|
|
| Agilysys (AGYS) | 0.0 | $104k | 985.00 | 105.25 |
|
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| Oddity Tech Shs Cl A (ODD) | 0.0 | $104k | +530% | 1.7k | 62.30 |
|
| Wal-Mart Stores (WMT) | 0.0 | $102k | +102% | 986.00 | 103.06 |
|
| Loews Corporation (L) | 0.0 | $101k | 1.0k | 100.39 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $99k | 1.0k | 98.64 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $97k | +10% | 779.00 | 124.38 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $94k | 709.00 | 132.32 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $93k | -35% | 185.00 | 502.74 |
|
| Pfizer (PFE) | 0.0 | $90k | -10% | 3.5k | 25.48 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $90k | 97.00 | 925.91 |
|
|
| Teradyne (TER) | 0.0 | $88k | 640.00 | 137.64 |
|
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| Ouster Com New (OUST) | 0.0 | $88k | 3.3k | 27.05 |
|
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| Goldman Sachs (GS) | 0.0 | $87k | +1111% | 109.00 | 796.36 |
|
| Quanta Services (PWR) | 0.0 | $85k | +4000% | 205.00 | 414.42 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $85k | 1.9k | 45.11 |
|
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| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.0 | $85k | 2.9k | 29.11 |
|
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| TransDigm Group Incorporated (TDG) | 0.0 | $83k | 63.00 | 1318.03 |
|
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| EOG Resources (EOG) | 0.0 | $83k | +6% | 738.00 | 112.17 |
|
| Oracle Corporation (ORCL) | 0.0 | $82k | -77% | 290.00 | 281.24 |
|
| Snap-on Incorporated (SNA) | 0.0 | $81k | -6% | 234.00 | 346.53 |
|
| Daktronics (DAKT) | 0.0 | $80k | 3.8k | 20.92 |
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|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $80k | 1.0k | 79.45 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $78k | 900.00 | 86.80 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $78k | 610.00 | 128.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $77k | 823.00 | 93.34 |
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| Viking Therapeutics (VKTX) | 0.0 | $76k | 2.9k | 26.28 |
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| Broadcom (AVGO) | 0.0 | $75k | 226.00 | 329.91 |
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| Pepsi (PEP) | 0.0 | $75k | +11% | 531.00 | 140.33 |
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| Us Bancorp Del Com New (USB) | 0.0 | $73k | 1.5k | 48.33 |
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| ConocoPhillips (COP) | 0.0 | $73k | -35% | 771.00 | 94.60 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $72k | NEW | 1.6k | 45.08 |
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| Phillips 66 (PSX) | 0.0 | $72k | 531.00 | 136.02 |
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| Amkor Technology (AMKR) | 0.0 | $71k | 2.5k | 28.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $70k | 150.00 | 468.41 |
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|
| Walt Disney Company (DIS) | 0.0 | $70k | 609.00 | 114.44 |
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| General Mills (GIS) | 0.0 | $68k | +12127% | 1.3k | 50.42 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $67k | 353.00 | 190.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $66k | 686.00 | 96.55 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $65k | 2.1k | 31.43 |
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| Strategy Cl A New (MSTR) | 0.0 | $65k | 202.00 | 322.21 |
|
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| National Retail Properties (NNN) | 0.0 | $65k | 1.5k | 42.58 |
|
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| Genuine Parts Company (GPC) | 0.0 | $65k | +36% | 467.00 | 138.60 |
|
| Eastman Chemical Company (EMN) | 0.0 | $64k | +50400% | 1.0k | 63.05 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $63k | 817.00 | 76.76 |
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| Abbott Laboratories (ABT) | 0.0 | $62k | -51% | 464.00 | 133.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $62k | +2% | 252.00 | 246.49 |
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| Fidelity National Information Services (FIS) | 0.0 | $61k | 930.00 | 65.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $61k | +117% | 100.00 | 612.38 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $61k | 2.7k | 22.46 |
|
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| Carrier Global Corporation (CARR) | 0.0 | $60k | 1.0k | 59.68 |
|
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| Twilio Cl A (TWLO) | 0.0 | $60k | NEW | 600.00 | 100.09 |
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| Unilever Spon Adr New (UL) | 0.0 | $58k | 975.00 | 59.28 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $58k | NEW | 1.0k | 57.49 |
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| Synopsys (SNPS) | 0.0 | $57k | 116.00 | 493.40 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $55k | 276.00 | 199.47 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.0 | $54k | +39% | 513.00 | 105.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $54k | 454.00 | 118.78 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $54k | 3.1k | 17.16 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $53k | 3.6k | 14.93 |
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| Progressive Corporation (PGR) | 0.0 | $52k | -48% | 211.00 | 246.95 |
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| Match Group (MTCH) | 0.0 | $52k | NEW | 1.5k | 35.32 |
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| Mercury Computer Systems (MRCY) | 0.0 | $50k | 644.00 | 77.40 |
|
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| First Bank (FRBA) | 0.0 | $50k | 3.1k | 16.29 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $50k | 125.00 | 396.15 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $49k | 452.00 | 109.00 |
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| Corteva (CTVA) | 0.0 | $48k | -10% | 707.00 | 67.65 |
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| Edwards Lifesciences (EW) | 0.0 | $48k | 611.00 | 77.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $47k | 230.00 | 203.60 |
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| Dupont De Nemours (DD) | 0.0 | $46k | 594.00 | 77.90 |
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| Hp (HPQ) | 0.0 | $46k | 1.7k | 27.23 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $46k | 498.00 | 91.47 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $45k | 352.00 | 128.24 |
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| Applied Materials (AMAT) | 0.0 | $45k | 218.00 | 204.74 |
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| Wells Fargo & Company (WFC) | 0.0 | $45k | 532.00 | 83.82 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $44k | 2.0k | 21.77 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $44k | 157.00 | 281.87 |
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| Kla Corp Com New (KLAC) | 0.0 | $43k | 40.00 | 1078.60 |
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| Intuit (INTU) | 0.0 | $43k | 63.00 | 682.92 |
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| Darden Restaurants (DRI) | 0.0 | $42k | 223.00 | 190.20 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $42k | 1.0k | 42.01 |
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| SYSCO Corporation (SYY) | 0.0 | $42k | 505.00 | 82.34 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $41k | 1.4k | 28.62 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $40k | -48% | 424.00 | 93.70 |
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| Marriott Intl Cl A (MAR) | 0.0 | $39k | 150.00 | 260.44 |
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| Visa Com Cl A (V) | 0.0 | $39k | 114.00 | 341.39 |
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| First Tr Exchange-traded SHS (FVD) | 0.0 | $39k | 832.00 | 46.24 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $38k | 570.00 | 67.21 |
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| Snowflake Com Shs (SNOW) | 0.0 | $37k | -7% | 166.00 | 225.55 |
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| GSK Sponsored Adr (GSK) | 0.0 | $37k | 865.00 | 43.16 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $37k | 385.00 | 95.81 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $37k | 2.3k | 16.01 |
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| Servicenow (NOW) | 0.0 | $37k | 40.00 | 920.30 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $37k | -15% | 309.00 | 118.44 |
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| Best Buy (BBY) | 0.0 | $36k | -59% | 481.00 | 75.61 |
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| Kroger (KR) | 0.0 | $35k | 525.00 | 67.41 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $35k | -5% | 1.5k | 23.28 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.0 | $35k | 720.00 | 49.04 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $34k | 428.00 | 79.91 |
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| Amgen (AMGN) | 0.0 | $34k | 119.00 | 282.20 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $33k | 277.00 | 119.57 |
|
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $33k | 914.00 | 35.70 |
|
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| Garmin SHS (GRMN) | 0.0 | $33k | 132.00 | 246.23 |
|
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| Kilroy Realty Corporation (KRC) | 0.0 | $32k | 755.00 | 42.24 |
|
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| Cloudflare Cl A Com (NET) | 0.0 | $32k | -11% | 147.00 | 214.59 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $32k | 301.00 | 104.68 |
|
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $31k | 219.00 | 141.50 |
|
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| Fortinet (FTNT) | 0.0 | $31k | 364.00 | 84.08 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $30k | 457.00 | 65.91 |
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| salesforce (CRM) | 0.0 | $29k | 124.00 | 237.00 |
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| Nextera Energy (NEE) | 0.0 | $29k | 389.00 | 75.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $29k | 120.00 | 241.97 |
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| Travelers Companies (TRV) | 0.0 | $29k | 103.00 | 279.22 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $29k | -29% | 567.00 | 50.70 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $28k | 218.00 | 129.47 |
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|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $28k | 336.00 | 82.81 |
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|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $27k | 410.00 | 66.93 |
|
|
| MetLife (MET) | 0.0 | $27k | 333.00 | 82.37 |
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| Bank of America Corporation (BAC) | 0.0 | $27k | 523.00 | 51.61 |
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|
| Cigna Corp (CI) | 0.0 | $27k | -13% | 92.00 | 287.86 |
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| Wingstop (WING) | 0.0 | $26k | 104.00 | 251.68 |
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|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $26k | 226.00 | 114.28 |
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| Zscaler Incorporated (ZS) | 0.0 | $26k | -11% | 86.00 | 299.66 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $25k | -59% | 250.00 | 100.24 |
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| Union Pacific Corporation (UNP) | 0.0 | $24k | +4% | 101.00 | 236.38 |
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| International Business Machines (IBM) | 0.0 | $23k | 83.00 | 282.17 |
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| W.W. Grainger (GWW) | 0.0 | $23k | 24.00 | 953.00 |
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| ConAgra Foods (CAG) | 0.0 | $23k | 1.2k | 18.31 |
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| Southern Company (SO) | 0.0 | $22k | 235.00 | 94.77 |
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| Nushares Etf Tr Nuveen Shrt Term (NURE) | 0.0 | $22k | +15% | 773.00 | 28.80 |
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| Consolidated Edison (ED) | 0.0 | $22k | +3% | 221.00 | 100.52 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $22k | 400.00 | 54.71 |
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| Hackett (HCKT) | 0.0 | $22k | 1.1k | 19.01 |
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| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.0 | $21k | 389.00 | 54.40 |
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| Universal Display Corporation (OLED) | 0.0 | $20k | 142.00 | 143.63 |
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| Starbucks Corporation (SBUX) | 0.0 | $20k | 238.00 | 84.58 |
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| Progress Software Corporation (PRGS) | 0.0 | $20k | 450.00 | 43.93 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.0 | $20k | -98% | 555.00 | 35.46 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $19k | 124.00 | 154.47 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $18k | -2% | 47.00 | 391.66 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $18k | +58% | 302.00 | 60.43 |
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| Volatility Shs Tr Solana Etf | 0.0 | $18k | NEW | 810.00 | 22.12 |
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| Sempra Energy (SRE) | 0.0 | $18k | 194.00 | 89.98 |
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| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.0 | $17k | 140.00 | 120.62 |
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| Duolingo Cl A Com (DUOL) | 0.0 | $17k | -11% | 52.00 | 321.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $17k | 54.00 | 307.87 |
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| United Parcel Service CL B (UPS) | 0.0 | $17k | +3% | 198.00 | 83.72 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $16k | 245.00 | 66.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $16k | 186.00 | 87.31 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $16k | -17% | 33.00 | 490.39 |
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Past Filings by Quaker Wealth Management
SEC 13F filings are viewable for Quaker Wealth Management going back to 2019
- Quaker Wealth Management 2025 Q3 filed Nov. 5, 2025
- Quaker Wealth Management 2025 Q2 filed Aug. 4, 2025
- Quaker Wealth Management 2025 Q1 filed May 29, 2025
- Quaker Wealth Management 2024 Q3 filed Nov. 12, 2024
- Quaker Wealth Management 2024 Q1 filed May 1, 2024
- Quaker Wealth Management 2023 Q4 filed Feb. 12, 2024
- Quaker Wealth Management 2023 Q3 filed Oct. 19, 2023
- Quaker Wealth Management 2023 Q2 filed Aug. 3, 2023
- Quaker Wealth Management 2023 Q1 filed April 25, 2023
- Quaker Wealth Management 2022 Q4 filed Feb. 2, 2023
- Quaker Wealth Management 2022 Q3 filed Oct. 26, 2022
- Quaker Wealth Management 2022 Q2 filed Aug. 8, 2022
- Quaker Wealth Management 2022 Q1 filed May 10, 2022
- Quaker Wealth Management 2021 Q4 filed Feb. 14, 2022
- Quaker Wealth Management 2021 Q3 filed Nov. 12, 2021
- Quaker Wealth Management 2021 Q1 filed May 14, 2021