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 46.74% of Quaker Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MAGS (+$7.2M), GOOG, VTI, VYM, VCSH, SGOV, TLT, IEF, WMT, JSI.
- Started 88 new stock positions in AMCR, TMHC, RBRK, VPU, AMH, ENVX, PEGA, MAA, ALGM, ATR.
- Reduced shares in these 10 stocks: CIBR (-$5.6M), AMZN, BITW, STX, TGT, VGT, ADSK, , COIN, META.
- Sold out of its positions in PRNT, ARKF, AGYS, BUD, Barclays, AstraZeneca, BHP, BITW, BXP, BYD.
- Quaker Wealth Management was a net buyer of stock by $11M.
- Quaker Wealth Management has $320M in assets under management (AUM), dropping by 1.43%.
- Central Index Key (CIK): 0001733472
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Portfolio Holdings for Quaker Wealth Management
Quaker Wealth Management holds 972 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Quaker Wealth Management has 972 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Quaker Wealth Management March 31, 2026 positions
- Download the Quaker Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.9 | $54M | +4% | 168k | 320.81 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.5 | $34M | +2% | 424k | 79.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 8.2 | $26M | +4% | 178k | 148.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.6 | $18M | +3% | 188k | 95.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.5 | $18M | +3% | 204k | 86.69 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.7 | $15M | 182k | 82.75 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 4.5 | $14M | +2% | 280k | 51.55 |
|
| Spdr Series Trust State Street Spd (BIL) | 3.2 | $10M | +2% | 111k | 91.64 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.1 | $9.8M | 14k | 697.72 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 3.0 | $9.7M | +3% | 103k | 94.24 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.8 | $9.0M | +7% | 90k | 100.66 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $9.0M | +4% | 21k | 436.79 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 2.4 | $7.7M | 47k | 165.70 |
|
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 2.2 | $7.2M | NEW | 124k | 57.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $7.0M | +3% | 27k | 261.92 |
|
| Apple (AAPL) | 2.2 | $7.0M | 28k | 253.79 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 2.0 | $6.3M | +4% | 35k | 179.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $5.1M | +862% | 18k | 286.86 |
|
| Vanguard World Industrial Etf (VIS) | 1.6 | $5.0M | +2% | 16k | 312.22 |
|
| Vanguard World Financials Etf (VFH) | 1.3 | $4.3M | +4% | 36k | 120.81 |
|
| Teleflex Incorporated (TFX) | 1.3 | $4.2M | 35k | 119.61 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.7 | $2.3M | 30k | 75.65 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.7 | $2.1M | 41k | 50.62 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.6M | 3.8k | 430.29 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | +15% | 4.8k | 287.58 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | -4% | 5.6k | 215.05 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.2M | +20% | 3.2k | 370.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $761k | 1.2k | 650.36 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $753k | -2% | 3.1k | 244.46 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $704k | +7% | 3.7k | 192.90 |
|
| Tesla Motors (TSLA) | 0.2 | $606k | +40% | 1.6k | 371.75 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $550k | +3% | 3.2k | 169.66 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $542k | 590.00 | 919.39 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $512k | 2.9k | 174.40 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $497k | +621% | 4.0k | 124.28 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $475k | 2.4k | 194.11 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $470k | +46% | 1.6k | 294.07 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $465k | +344% | 12k | 38.42 |
|
| Cisco Systems (CSCO) | 0.1 | $457k | 5.9k | 77.60 |
|
|
| Waste Management (WM) | 0.1 | $443k | 1.9k | 229.75 |
|
|
| Essential Utils (WTRG) | 0.1 | $442k | -2% | 11k | 40.27 |
|
| Meta Platforms Cl A (META) | 0.1 | $434k | -18% | 758.00 | 572.03 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $430k | +3% | 5.0k | 85.23 |
|
| Chubb (CB) | 0.1 | $408k | 1.3k | 326.01 |
|
|
| Msc Income Fund (MSIF) | 0.1 | $364k | +39% | 30k | 12.18 |
|
| Honeywell International (HON) | 0.1 | $349k | 1.5k | 226.01 |
|
|
| Amazon (AMZN) | 0.1 | $342k | -93% | 1.6k | 208.27 |
|
| Public Service Enterprise (PEG) | 0.1 | $316k | -3% | 3.9k | 80.95 |
|
| Norfolk Southern (NSC) | 0.1 | $290k | 1.0k | 286.88 |
|
|
| Merck & Co (MRK) | 0.1 | $284k | -2% | 2.4k | 120.27 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $281k | 5.0k | 56.18 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $279k | 1.5k | 184.26 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $279k | 1.9k | 146.28 |
|
|
| Prologis (PLD) | 0.1 | $278k | 2.1k | 132.16 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $266k | -8% | 14k | 19.28 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $264k | 1.8k | 145.93 |
|
|
| Caterpillar (CAT) | 0.1 | $256k | -2% | 361.00 | 708.46 |
|
| Boeing Company (BA) | 0.1 | $252k | +29% | 1.3k | 199.03 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $237k | -2% | 4.0k | 58.78 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $236k | 3.0k | 78.66 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $225k | NEW | 1.0k | 224.59 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $223k | 387.00 | 577.16 |
|
|
| Verizon Communications (VZ) | 0.1 | $219k | -14% | 4.4k | 50.20 |
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $210k | +1411% | 14k | 15.00 |
|
| Abbvie (ABBV) | 0.1 | $208k | -2% | 957.00 | 217.45 |
|
| Hershey Company (HSY) | 0.1 | $201k | 967.00 | 207.89 |
|
|
| Chevron Corporation (CVX) | 0.1 | $199k | -2% | 963.00 | 206.83 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $198k | NEW | 1.0k | 198.14 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $196k | 2.6k | 75.11 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $191k | +261% | 130.00 | 1472.42 |
|
| Teradyne (TER) | 0.1 | $190k | 641.00 | 296.31 |
|
|
| Qualcomm (QCOM) | 0.1 | $189k | +2% | 1.5k | 128.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $189k | 394.00 | 479.20 |
|
|
| Home Depot (HD) | 0.1 | $183k | -3% | 557.00 | 328.84 |
|
| Uber Technologies (UBER) | 0.1 | $179k | -8% | 2.5k | 71.93 |
|
| Corning Incorporated (GLW) | 0.1 | $179k | 1.3k | 135.97 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $178k | +28571% | 2.0k | 88.70 |
|
| NetApp (NTAP) | 0.1 | $165k | +376% | 1.6k | 102.38 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $164k | 970.00 | 168.86 |
|
|
| EOG Resources (EOG) | 0.0 | $151k | +41% | 1.0k | 144.56 |
|
| Lowe's Companies (LOW) | 0.0 | $151k | 637.00 | 236.31 |
|
|
| Netflix (NFLX) | 0.0 | $147k | +34% | 1.5k | 96.15 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $146k | -14% | 1.2k | 122.78 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $146k | +2332% | 681.00 | 213.66 |
|
| Coca-Cola Company (KO) | 0.0 | $145k | 1.9k | 76.06 |
|
|
| Public Storage (PSA) | 0.0 | $141k | +17200% | 519.00 | 270.88 |
|
| Emerson Electric (EMR) | 0.0 | $139k | 1.1k | 131.06 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $139k | 1.3k | 108.96 |
|
|
| Inventiva Sa Ads (IVA) | 0.0 | $139k | NEW | 25k | 5.55 |
|
| Gilead Sciences (GILD) | 0.0 | $138k | -8% | 989.00 | 139.33 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $137k | 1.4k | 97.72 |
|
|
| S&p Global (SPGI) | 0.0 | $135k | 317.00 | 425.34 |
|
|
| Altria (MO) | 0.0 | $132k | -5% | 2.0k | 65.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $130k | 282.00 | 460.99 |
|
|
| Paychex (PAYX) | 0.0 | $128k | -16% | 1.4k | 92.13 |
|
| Ge Aerospace Com New (GE) | 0.0 | $125k | 440.00 | 283.77 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $121k | 1.3k | 90.94 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $119k | 1.0k | 118.28 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $118k | 709.00 | 165.97 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $116k | 1.1k | 108.25 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $116k | -8% | 1.9k | 60.63 |
|
| Electronic Arts (EA) | 0.0 | $116k | 568.00 | 203.80 |
|
|
| Amkor Technology (AMKR) | 0.0 | $113k | 2.5k | 45.03 |
|
|
| UnitedHealth (UNH) | 0.0 | $113k | +22% | 418.00 | 270.42 |
|
| Pepsi (PEP) | 0.0 | $112k | +4% | 723.00 | 155.24 |
|
| Loews Corporation (L) | 0.0 | $108k | 1.0k | 106.74 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $104k | -48% | 104.00 | 996.71 |
|
| General Mills (GIS) | 0.0 | $102k | +5% | 2.7k | 37.22 |
|
| ConocoPhillips (COP) | 0.0 | $101k | -3% | 766.00 | 132.03 |
|
| Pfizer (PFE) | 0.0 | $101k | 3.6k | 28.08 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $97k | NEW | 5.7k | 17.07 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $97k | 610.00 | 158.58 |
|
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $95k | +980% | 5.9k | 15.92 |
|
| Viking Therapeutics (VKTX) | 0.0 | $94k | 2.9k | 32.54 |
|
|
| Booking Holdings (BKNG) | 0.0 | $94k | 22.00 | 4250.27 |
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|
| Sea Sponsord Ads (SE) | 0.0 | $90k | NEW | 1.1k | 82.81 |
|
| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.0 | $90k | 2.9k | 30.75 |
|
|
| Pentair SHS (PNR) | 0.0 | $88k | 1.0k | 87.13 |
|
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| United Parcel Svcs CL B (UPS) | 0.0 | $85k | +327% | 868.00 | 98.32 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $85k | -12% | 130.00 | 653.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $81k | 838.00 | 97.09 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $81k | NEW | 408.00 | 197.22 |
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| Us Bancorp Com New (USB) | 0.0 | $79k | 1.5k | 52.01 |
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| Broadcom (AVGO) | 0.0 | $76k | -3% | 245.00 | 309.51 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $76k | 1.6k | 47.02 |
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| Applied Materials (AMAT) | 0.0 | $75k | 220.00 | 341.79 |
|
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $75k | 1.0k | 75.00 |
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| Daktronics (DAKT) | 0.0 | $74k | 3.8k | 19.55 |
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| Oneok (OKE) | 0.0 | $74k | +6169% | 815.00 | 90.39 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $72k | 62.00 | 1158.97 |
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| Certara Ord (CERT) | 0.0 | $71k | 13k | 5.70 |
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| CBOE Holdings (CBOE) | 0.0 | $71k | +8333% | 253.00 | 281.07 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $70k | 355.00 | 195.98 |
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| International Business Machines (IBM) | 0.0 | $69k | +235% | 285.00 | 242.39 |
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| Entergy Corporation (ETR) | 0.0 | $69k | +4991% | 611.00 | 112.36 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $68k | 900.00 | 75.09 |
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|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $67k | 686.00 | 97.23 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $66k | -44% | 110.00 | 598.92 |
|
| Canary Xrp Etf SHS (XRPC) | 0.0 | $65k | 4.5k | 14.30 |
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|
| Paypal Holdings (PYPL) | 0.0 | $65k | -39% | 1.4k | 45.23 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $65k | -53% | 1.3k | 49.59 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $64k | 150.00 | 426.40 |
|
|
| National Retail Properties (NNN) | 0.0 | $64k | 1.5k | 42.04 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $62k | -61% | 357.00 | 173.17 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $62k | 3.2k | 19.30 |
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|
| Comcast Corp Cl A (CMCSA) | 0.0 | $60k | 2.1k | 28.71 |
|
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $60k | 2.7k | 22.21 |
|
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| Corteva (CTVA) | 0.0 | $60k | 711.00 | 83.68 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $59k | -40% | 292.00 | 203.43 |
|
| Walt Disney Company (DIS) | 0.0 | $59k | 611.00 | 96.38 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $57k | 457.00 | 124.21 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $56k | 276.00 | 203.79 |
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| Phillips 66 (PSX) | 0.0 | $56k | -42% | 308.00 | 182.18 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $56k | +54% | 817.00 | 68.14 |
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| Palo Alto Networks (PANW) | 0.0 | $55k | -57% | 342.00 | 160.32 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $55k | 462.00 | 118.63 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $54k | -7% | 352.00 | 152.74 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $52k | +2222% | 209.00 | 250.58 |
|
| Genuine Parts Company (GPC) | 0.0 | $52k | +6% | 494.00 | 105.75 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $50k | 232.00 | 213.68 |
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| Edwards Lifesciences (EW) | 0.0 | $50k | 619.00 | 80.08 |
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| Carrier Global Corporation (CARR) | 0.0 | $49k | -13% | 877.00 | 56.34 |
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| Marriott Intl Cl A (MAR) | 0.0 | $49k | 151.00 | 327.07 |
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| First Bank (FRBA) | 0.0 | $49k | 3.1k | 16.00 |
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| Unilever Spon Adr New (UL) | 0.0 | $49k | -5% | 866.00 | 56.97 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $48k | -4% | 865.00 | 55.19 |
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| Synopsys (SNPS) | 0.0 | $47k | +2% | 119.00 | 396.49 |
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| Mercury Computer Systems (MRCY) | 0.0 | $47k | 644.00 | 72.91 |
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| Abbott Laboratories (ABT) | 0.0 | $47k | -6% | 454.00 | 102.64 |
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| Cadence Design Systems (CDNS) | 0.0 | $46k | -62% | 165.00 | 277.87 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $45k | 125.00 | 359.03 |
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| Fidelity National Information Services (FIS) | 0.0 | $44k | 946.00 | 46.92 |
|
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| Darden Restaurants (DRI) | 0.0 | $44k | 226.00 | 196.34 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $44k | 1.4k | 30.46 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $43k | 2.0k | 21.19 |
|
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| Oracle Corporation (ORCL) | 0.0 | $43k | -2% | 292.00 | 147.11 |
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| Amgen (AMGN) | 0.0 | $43k | 122.00 | 351.85 |
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| Cigna Corp (CI) | 0.0 | $43k | +100% | 160.00 | 267.23 |
|
| Wells Fargo & Company (WFC) | 0.0 | $43k | 534.00 | 79.61 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $42k | 314.00 | 132.90 |
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| Eastman Chemical Company (EMN) | 0.0 | $40k | NEW | 521.00 | 76.32 |
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| First Tr Exchange-traded SHS (FVD) | 0.0 | $40k | 842.00 | 47.05 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $40k | 426.00 | 92.76 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $39k | 511.00 | 77.06 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $39k | 573.00 | 68.25 |
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| United Sts Oil Put (Principal) (USO) | 0.0 | $39k | +4285% | 307.00 | 127.25 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $39k | 386.00 | 100.59 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $38k | 2.2k | 17.15 |
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| Nextera Energy (NEE) | 0.0 | $38k | +2% | 404.00 | 92.89 |
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| Monster Beverage Corp (MNST) | 0.0 | $37k | +3125% | 516.00 | 72.46 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $37k | +11% | 291.00 | 127.69 |
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| Snap-on Incorporated (SNA) | 0.0 | $37k | -56% | 102.00 | 363.23 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $37k | -59% | 1.2k | 29.57 |
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| SYSCO Corporation (SYY) | 0.0 | $37k | 514.00 | 71.33 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.0 | $36k | 727.00 | 49.89 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $36k | 1.0k | 35.48 |
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| PNC Financial Services (PNC) | 0.0 | $35k | +794% | 170.00 | 208.09 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $35k | -72% | 145.00 | 243.08 |
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| Visa Com Cl A (V) | 0.0 | $35k | -10% | 116.00 | 302.24 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $35k | 279.00 | 125.01 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $35k | 309.00 | 112.27 |
|
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| Qnity Electronics Common Stock (Q) | 0.0 | $34k | 296.00 | 115.38 |
|
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| Fs Kkr Capital Corp (FSK) | 0.0 | $34k | 3.3k | 10.18 |
|
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $34k | 917.00 | 36.74 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $33k | 2.3k | 14.37 |
|
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| Hp (HPQ) | 0.0 | $33k | 1.7k | 19.21 |
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| Clorox Company (CLX) | 0.0 | $32k | -50% | 313.00 | 103.63 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $32k | 220.00 | 144.70 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $32k | +2% | 128.00 | 248.00 |
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| Best Buy (BBY) | 0.0 | $32k | 493.00 | 64.27 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $32k | NEW | 600.00 | 52.64 |
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| Garmin SHS (GRMN) | 0.0 | $31k | 133.00 | 232.01 |
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| Cloudflare Cl A Com (NET) | 0.0 | $31k | 148.00 | 206.34 |
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| Travelers Companies (TRV) | 0.0 | $30k | 104.00 | 291.68 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $30k | 450.00 | 67.22 |
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| Fortinet (FTNT) | 0.0 | $30k | 369.00 | 81.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $30k | 152.00 | 198.14 |
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|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $30k | 591.00 | 50.61 |
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|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $29k | 220.00 | 132.30 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $29k | 382.00 | 76.16 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $28k | 1.0k | 28.43 |
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| Intuit (INTU) | 0.0 | $28k | -9% | 65.00 | 432.38 |
|
| Workday Cl A (WDAY) | 0.0 | $28k | -71% | 215.00 | 129.92 |
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| Dupont De Nemours (DD) | 0.0 | $27k | 596.00 | 45.80 |
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|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.0 | $27k | -15% | 201.00 | 134.71 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $27k | +42% | 293.00 | 91.87 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $27k | 338.00 | 78.70 |
|
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $26k | 226.00 | 115.71 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $26k | 270.00 | 96.40 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $26k | 208.00 | 124.80 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $26k | -73% | 704.00 | 36.81 |
|
| Bank of America Corporation (BAC) | 0.0 | $26k | -17% | 526.00 | 48.75 |
|
| Consolidated Edison (ED) | 0.0 | $25k | 222.00 | 113.18 |
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|
| W.W. Grainger (GWW) | 0.0 | $25k | 23.00 | 1090.83 |
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| Union Pacific Corporation (UNP) | 0.0 | $25k | -6% | 102.00 | 242.63 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $25k | -16% | 252.00 | 97.87 |
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| Dow (DOW) | 0.0 | $24k | 570.00 | 41.65 |
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| MetLife (MET) | 0.0 | $23k | 329.00 | 70.72 |
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| Southern Company (SO) | 0.0 | $23k | -67% | 239.00 | 96.52 |
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| Sofi Technologies (SOFI) | 0.0 | $23k | +18% | 1.4k | 15.88 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $22k | +4% | 50.00 | 446.54 |
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| Starbucks Corporation (SBUX) | 0.0 | $22k | -5% | 248.00 | 89.75 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $22k | 134.00 | 161.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $22k | -14% | 238.00 | 90.53 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $21k | -32% | 280.00 | 76.35 |
|
| Kilroy Realty Corporation (KRC) | 0.0 | $21k | 755.00 | 28.20 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $21k | NEW | 350.00 | 60.44 |
|
| Nushares Etf Tr Nuveen Shrt Term (NURE) | 0.0 | $21k | 775.00 | 27.18 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $21k | +49% | 115.00 | 178.23 |
|
Past Filings by Quaker Wealth Management
SEC 13F filings are viewable for Quaker Wealth Management going back to 2019
- Quaker Wealth Management 2026 Q1 filed April 10, 2026
- Quaker Wealth Management 2025 Q4 filed Jan. 28, 2026
- 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