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 46.70% of Quaker Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$12M), VEU (+$9.9M), VUG (+$9.0M), TBLL (+$7.2M), PALL, Raytheon Technologies Corp, VCSH, VTI, VCIT, ZVRA.
- Started 72 new stock positions in SPCX, IBAT, CCL, POST, EXP, BIV, ONL, SLM, ASTI, MTZ.
- Reduced shares in these 10 stocks: SGOV (-$9.0M), PPA (-$8.2M), ICSH, RTX, JSI, , Honeywell International, TLT, LRCX, WMT.
- Sold out of its positions in ARKK, ASPN, BILL, BMNR, BAH, BFAM, BHF, BF.B, CCC, CTRA.
- Quaker Wealth Management was a net buyer of stock by $20M.
- Quaker Wealth Management has $344M in assets under management (AUM), dropping by 7.31%.
- Central Index Key (CIK): 0001733472
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Portfolio Holdings for Quaker Wealth Management
Quaker Wealth Management holds 967 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Quaker Wealth Management has 967 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Quaker Wealth Management June 30, 2026 positions
- Download the Quaker Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguardindexfds Totalstkmkt (VTI) | 18.2 | $63M | 169k | 370.04 |
|
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| Vanguardscottsdalefds Shrttrmcorpbd (VCSH) | 9.9 | $34M | 432k | 79.03 |
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| Vanguardwhitehallfds Highdivyld (VYM) | 8.2 | $28M | 179k | 158.03 |
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| Isharestr 7-10yrtrsybd (IEF) | 5.2 | $18M | 190k | 94.57 |
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| Isharestr 20yrtrbdetf (TLT) | 5.0 | $17M | 200k | 86.42 |
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| Vanguardscottsdalefds Int-termcorp (VCIT) | 4.5 | $15M | 186k | 82.65 |
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| Janusdetroitstrtr Hendsecuinetf (JSI) | 4.0 | $14M | -4% | 268k | 51.21 |
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| Vanguardworld Inftechetf (VGT) | 3.9 | $13M | +699% | 112k | 119.52 |
|
| Vanguardindexfds Growthetf (VUG) | 3.1 | $11M | +506% | 125k | 86.14 |
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| Spdrseriestrust Ststrblo1etf (BIL) | 3.0 | $10M | 112k | 91.64 |
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| Vanguardintlequityindexf Allwrldexus (VEU) | 2.9 | $10M | +4530% | 121k | 83.75 |
|
| Vanguardwhitehallfds Intlhighetf (VYMI) | 2.9 | $10M | 103k | 98.20 |
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|
| Vanguardindexfds Smallcpetf (VB) | 2.4 | $8.2M | 27k | 303.12 |
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| Listedfdstr Rounmaseveetf (MAGS) | 2.3 | $8.0M | 125k | 64.30 |
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|
| Apple (AAPL) | 2.3 | $7.8M | 27k | 289.36 |
|
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| Invescoexchtradedfdtrii Shorttermetf (TBLL) | 2.1 | $7.2M | +68266% | 68k | 105.57 |
|
| Vanguardworld Commsrvcetf (VOX) | 1.9 | $6.6M | +2% | 36k | 183.95 |
|
| Alphabet Capstkclc (GOOG) | 1.8 | $6.3M | 18k | 353.32 |
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| Vanguardworld Industrialetf (VIS) | 1.7 | $5.7M | 16k | 360.38 |
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| Vanguardworld Financialsetf (VFH) | 1.4 | $4.8M | +2% | 37k | 131.60 |
|
| Teleflex Incorporated (TFX) | 1.3 | $4.4M | 35k | 126.76 |
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| Vanguardinstlindex 03motrbietf (VBIL) | 0.7 | $2.3M | 30k | 75.68 |
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| Spdrgoldtr Goldshs (GLD) | 0.5 | $1.6M | +13% | 4.3k | 368.38 |
|
| Alphabet Capstkcla (GOOGL) | 0.4 | $1.5M | -10% | 4.2k | 357.35 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.4M | +18% | 3.8k | 373.00 |
|
| Abrdnpalladiumetftrust Physicalpalladm (PALL) | 0.4 | $1.4M | +31624% | 64k | 22.08 |
|
| Vanguardspecializedfunds Divappetf (VIG) | 0.3 | $1.2M | -10% | 5.0k | 236.61 |
|
| Statestrspdrs&p500etft Put (SPY) | 0.3 | $1.1M | +23% | 1.4k | 746.77 |
|
| Johnson & Johnson (JNJ) | 0.2 | $787k | 3.1k | 253.98 |
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| Berkshirehathawayincdel Cla (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $731k | 2.5k | 298.06 |
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| Tesla Motors (TSLA) | 0.2 | $731k | +6% | 1.7k | 420.60 |
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| Raytheon Technologies Corp | 0.2 | $693k | NEW | 3.7k | 189.71 |
|
| Cisco Systems (CSCO) | 0.2 | $676k | -2% | 5.8k | 117.47 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $604k | +2% | 3.0k | 200.09 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $559k | -21% | 466.00 | 1199.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $512k | -2% | 1.6k | 327.32 |
|
| Amazon (AMZN) | 0.1 | $444k | +13% | 1.9k | 238.34 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $440k | -4% | 4.8k | 91.68 |
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| Chubb (CB) | 0.1 | $427k | 1.3k | 340.85 |
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| Essential Utils (WTRG) | 0.1 | $420k | 11k | 38.31 |
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| Waste Management (WM) | 0.1 | $407k | -5% | 1.8k | 222.88 |
|
| Isharesbitcointrustetf Shsbenint (IBIT) | 0.1 | $386k | -4% | 12k | 33.29 |
|
| Caterpillar (CAT) | 0.1 | $386k | 362.00 | 1064.90 |
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| Boeing Company (BA) | 0.1 | $361k | +31% | 1.7k | 216.47 |
|
| Msc Income Fund (MSIF) | 0.1 | $345k | 30k | 11.57 |
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| Advanced Micro Devices (AMD) | 0.1 | $336k | +98% | 579.00 | 580.91 |
|
| Merck & Co (MRK) | 0.1 | $321k | +5% | 2.5k | 128.52 |
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| Norfolk Southern (NSC) | 0.1 | $317k | 1.0k | 314.46 |
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| Corning Incorporated (GLW) | 0.1 | $311k | -7% | 1.2k | 255.43 |
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| Teradyne (TER) | 0.1 | $310k | 641.00 | 483.75 |
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| Vanguardindexfds Mcapvlidxvip (VOE) | 0.1 | $299k | 1.5k | 197.57 |
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| Metaplatforms Cla (META) | 0.1 | $296k | -30% | 526.00 | 563.22 |
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| Prologis (PLD) | 0.1 | $286k | 2.1k | 135.44 |
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| Qualcomm (QCOM) | 0.1 | $284k | +4% | 1.5k | 184.78 |
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| Invescoqqqtr Unitser1 (QQQ) | 0.1 | $283k | 384.00 | 736.37 |
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| Zevratherapeutics Comnew (ZVRA) | 0.1 | $278k | +9583% | 19k | 14.34 |
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| Spdrseriestrust Ststrspdiv (SDY) | 0.1 | $276k | 1.8k | 152.17 |
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| Fsspecialtylending Comshbenint (FSSL) | 0.1 | $267k | 14k | 19.28 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $260k | 3.0k | 86.65 |
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| Freeportmcmoran CLB (FCX) | 0.1 | $254k | 4.0k | 62.89 |
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| NetApp (NTAP) | 0.1 | $252k | 1.6k | 154.78 |
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| Abbvie (ABBV) | 0.1 | $244k | 969.00 | 251.73 |
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| Palantirtechnologies Cla (PLTR) | 0.1 | $241k | +8% | 2.1k | 116.67 |
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| Public Service Enterprise (PEG) | 0.1 | $231k | -27% | 2.8k | 81.15 |
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| Roundhilletftrust Memoryetf | 0.1 | $220k | NEW | 3.0k | 73.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $217k | -51% | 1.9k | 113.26 |
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| Amkor Technology (AMKR) | 0.1 | $217k | 2.5k | 86.23 |
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| Goldman Sachs (GS) | 0.1 | $214k | +1666% | 212.00 | 1011.37 |
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| Aristanetworks Comshs (ANET) | 0.1 | $202k | 1.2k | 169.88 |
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| Berkshirehathawayincdel Clbnew (BRK.B) | 0.1 | $199k | 397.00 | 500.39 |
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| Home Depot (HD) | 0.1 | $197k | 557.00 | 352.72 |
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| Isharestr Isharesbiotech (IBB) | 0.1 | $185k | 970.00 | 190.22 |
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| UnitedHealth (UNH) | 0.1 | $177k | 425.00 | 415.98 |
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| Nventelec SHS (NVT) | 0.0 | $171k | 1.0k | 169.61 |
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| Uber Technologies (UBER) | 0.0 | $170k | -4% | 2.4k | 72.16 |
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| Hershey Company (HSY) | 0.0 | $170k | 967.00 | 175.45 |
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| Verizon Communications (VZ) | 0.0 | $168k | -8% | 4.0k | 42.34 |
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| Public Storage (PSA) | 0.0 | $166k | 522.00 | 318.31 |
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| Geaerospace Comnew (GE) | 0.0 | $166k | 444.00 | 373.73 |
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| Vanguardintlequityindexf Ftsepacificetf (VPL) | 0.0 | $163k | 1.4k | 115.68 |
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| Honeywell International (HON) | 0.0 | $162k | NEW | 722.00 | 224.03 |
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| Applied Materials (AMAT) | 0.0 | $159k | 220.00 | 723.00 |
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| Honeywell Aerospace (HONA) | 0.0 | $159k | NEW | 718.00 | 221.08 |
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| Nusharesetftr Nuveenesglrgcp (NULG) | 0.0 | $156k | 1.3k | 117.06 |
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| Isharestr Mscichinaetf (MCHI) | 0.0 | $153k | -40% | 3.0k | 51.02 |
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| Emerson Electric (EMR) | 0.0 | $152k | 1.1k | 143.20 |
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| Coca-Cola Company (KO) | 0.0 | $150k | -3% | 1.8k | 81.27 |
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| Altria (MO) | 0.0 | $148k | +2% | 2.1k | 71.97 |
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| Selectsectorspdrtr Ststrdiscretf (XLY) | 0.0 | $144k | -3% | 1.2k | 117.26 |
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| Lowe's Companies (LOW) | 0.0 | $140k | 635.00 | 220.40 |
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| Chrobinsonworldwidein Comnew (CHRW) | 0.0 | $134k | 709.00 | 188.23 |
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| Zetaglobalholdingscorp Cla (ZETA) | 0.0 | $133k | +13% | 6.8k | 19.68 |
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| Chevron Corporation (CVX) | 0.0 | $132k | -17% | 794.00 | 165.86 |
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| Gilead Sciences (GILD) | 0.0 | $131k | +4% | 1.0k | 126.38 |
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| Sea Sponsordads (SE) | 0.0 | $124k | +19% | 1.3k | 95.83 |
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| Bristol Myers Squibb (BMY) | 0.0 | $123k | +11% | 2.1k | 57.62 |
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| Electronic Arts (EA) | 0.0 | $117k | 568.00 | 205.11 |
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| Loews Corporation (L) | 0.0 | $114k | 1.0k | 113.21 |
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| Viking Therapeutics (VKTX) | 0.0 | $112k | 2.9k | 39.01 |
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| Paychex (PAYX) | 0.0 | $112k | -17% | 1.1k | 98.30 |
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| Pepsi (PEP) | 0.0 | $108k | +10% | 796.00 | 135.48 |
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| Intuitivesurgical Comnew (ISRG) | 0.0 | $107k | -4% | 270.00 | 397.68 |
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| Wisdomtreetr Japnhedgeeqt (DXJ) | 0.0 | $106k | 610.00 | 173.52 |
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| McDonald's Corporation (MCD) | 0.0 | $105k | +1947% | 389.00 | 270.31 |
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| Netflix (NFLX) | 0.0 | $102k | -6% | 1.4k | 71.40 |
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| Newmont Mining Corporation (NEM) | 0.0 | $100k | 1.1k | 93.40 |
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| Broadcom (AVGO) | 0.0 | $98k | +5% | 259.00 | 377.75 |
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| Costco Wholesale Corporation (COST) | 0.0 | $97k | 104.00 | 935.74 |
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| Grabholdings Classaord (GRAB) | 0.0 | $96k | +1178% | 26k | 3.77 |
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| Klacorp Comnew (KLAC) | 0.0 | $96k | +144% | 318.00 | 301.71 |
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| Nusharesetftr Esgdividendetf (NUDV) | 0.0 | $95k | 2.9k | 32.55 |
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| Amplifyetftr Amplifycybersec (HACK) | 0.0 | $94k | 900.00 | 104.93 |
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| Isharestr Cores&p500etf (IVV) | 0.0 | $94k | -3% | 126.00 | 748.90 |
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| Inventivasa Ads (IVA) | 0.0 | $94k | 25k | 3.78 |
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| Usbancorp Comnew (USB) | 0.0 | $92k | 1.5k | 60.40 |
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| Isharestr Esgawaremsci (ESML) | 0.0 | $92k | +2% | 1.6k | 55.93 |
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| S&p Global (SPGI) | 0.0 | $90k | -30% | 221.00 | 407.26 |
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| Pfizer (PFE) | 0.0 | $87k | 3.6k | 24.08 |
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| Intel Corporation (INTC) | 0.0 | $87k | +492% | 622.00 | 139.63 |
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| Isharestr Mscieafeetf (EFA) | 0.0 | $84k | -2% | 813.00 | 103.82 |
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| Certara Ord (CERT) | 0.0 | $82k | 13k | 6.55 |
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| Amgen (AMGN) | 0.0 | $81k | +83% | 224.00 | 362.12 |
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| International Business Machines (IBM) | 0.0 | $81k | 287.00 | 281.21 |
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| ConocoPhillips (COP) | 0.0 | $80k | 768.00 | 103.92 |
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| Mercury Computer Systems (MRCY) | 0.0 | $79k | 644.00 | 122.33 |
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| Oklo Call (OKLO) | 0.0 | $79k | +15% | 1.5k | 52.33 |
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| Booking Holdings (BKNG) | 0.0 | $78k | +1895% | 439.00 | 178.23 |
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| Comcastcorp Cla (CMCSA) | 0.0 | $78k | +50% | 3.2k | 24.55 |
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| Unitedparcelsvcs CLB (UPS) | 0.0 | $78k | -16% | 721.00 | 107.50 |
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| Palo Alto Networks (PANW) | 0.0 | $77k | -33% | 227.00 | 341.02 |
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| Walt Disney Company (DIS) | 0.0 | $77k | +31% | 804.00 | 96.25 |
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| Astrazeneca Ord (AZN) | 0.0 | $77k | 408.00 | 189.62 |
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| Pentair SHS (PNR) | 0.0 | $77k | 1.0k | 76.68 |
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| Vanguardindexfds S&p500etfshs (VOO) | 0.0 | $76k | 110.00 | 688.92 |
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| Isharestr Rusmidcapetf (IWR) | 0.0 | $76k | 686.00 | 110.32 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $75k | 353.00 | 211.95 |
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| Isharestr Rus1000grwetf (IWF) | 0.0 | $75k | +300% | 600.00 | 124.17 |
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| Daktronics (DAKT) | 0.0 | $74k | 3.8k | 19.56 |
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| Sabinertytr Unitbenint (SBR) | 0.0 | $73k | 1.0k | 73.20 |
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| National Retail Properties (NNN) | 0.0 | $71k | 1.5k | 46.54 |
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| Vertivholdingsco Comcla (VRT) | 0.0 | $70k | 210.00 | 334.82 |
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| Isharestr Cores&pscpetf (IJR) | 0.0 | $68k | 458.00 | 148.32 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $67k | 464.00 | 144.50 |
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| Carrier Global Corporation (CARR) | 0.0 | $65k | 882.00 | 73.39 |
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| Energytransfer Comutltdptn (ET) | 0.0 | $62k | 3.2k | 19.12 |
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| Cadence Design Systems (CDNS) | 0.0 | $62k | 164.00 | 375.32 |
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| CBOE Holdings (CBOE) | 0.0 | $61k | 253.00 | 242.67 |
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| Vanguardadmiralfds 500validxfd (VOOV) | 0.0 | $61k | 276.00 | 219.21 |
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| Corteva (CTVA) | 0.0 | $60k | 711.00 | 84.69 |
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| Bank of America Corporation (BAC) | 0.0 | $60k | +100% | 1.1k | 57.00 |
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| Nusharesetftr Nuveenesgus (NUBD) | 0.0 | $60k | 2.7k | 22.14 |
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| Selectsectorspdrtr Ststrtechnetf (XLK) | 0.0 | $60k | 314.00 | 190.52 |
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| Fortinet | 0.0 | $57k | NEW | 369.00 | 153.62 |
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| Isharestr Rus1000valetf (IWD) | 0.0 | $56k | 233.00 | 242.16 |
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| Edwards Lifesciences (EW) | 0.0 | $56k | 619.00 | 90.46 |
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| Marriottintl Cla (MAR) | 0.0 | $56k | 151.00 | 370.60 |
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| GSK Sponsoredadr (GSK) | 0.0 | $56k | +23% | 1.1k | 52.42 |
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| Novartis Sponsoredadr (NVS) | 0.0 | $55k | 352.00 | 156.72 |
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| First Bank (FRBA) | 0.0 | $55k | 3.1k | 17.73 |
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| Micron Technology (MU) | 0.0 | $54k | +9% | 47.00 | 1154.30 |
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| Phillips 66 (PSX) | 0.0 | $52k | 308.00 | 169.05 |
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| Inventrustpptyscorp Comnew (IVT) | 0.0 | $51k | 1.4k | 35.40 |
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| Isharessilvertr Ishares (SLV) | 0.0 | $51k | +16% | 948.00 | 53.47 |
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| Canaryxrpetf SHS (XRPC) | 0.0 | $50k | 4.5k | 11.08 |
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| Hut 8 Corp (HUT) | 0.0 | $50k | +2971% | 430.00 | 115.45 |
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| Vanguardworld Consumdisetf (VCR) | 0.0 | $50k | 125.00 | 396.62 |
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| M&T Bank Corporation (MTB) | 0.0 | $49k | +3316% | 205.00 | 238.01 |
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| Qnityelectronics Commonstock (Q) | 0.0 | $49k | 298.00 | 163.31 |
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| Firsttrexchangetraded Risngdivdachiv (RDVY) | 0.0 | $47k | 574.00 | 81.03 |
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| Spdrseriestrust Ststrspbiot (XBI) | 0.0 | $46k | 291.00 | 158.33 |
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| Coreweave Comcla (CRWV) | 0.0 | $46k | +351% | 461.00 | 99.54 |
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| Isharestr S&pmc400gretf (IJK) | 0.0 | $45k | 386.00 | 117.60 |
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| Abbott Laboratories (ABT) | 0.0 | $45k | +9% | 499.00 | 90.71 |
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| Wells Fargo & Company (WFC) | 0.0 | $45k | +2% | 546.00 | 82.64 |
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| Nusharesetftr Esghitldcrp (NUHY) | 0.0 | $44k | 2.0k | 21.43 |
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| SYSCO Corporation (SYY) | 0.0 | $43k | 513.00 | 83.58 |
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| Globalxfds Nasdaq100cover (QYLD) | 0.0 | $41k | 2.2k | 18.43 |
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| Snap-on Incorporated (SNA) | 0.0 | $41k | 102.00 | 402.40 |
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| Vanguardworld Esgusstketf (ESGV) | 0.0 | $41k | 309.00 | 132.24 |
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| Firsttrexchange-traded SHS (FVD) | 0.0 | $41k | 847.00 | 48.20 |
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| Vanguardadmiralfds Midcp400grth (IVOG) | 0.0 | $41k | 279.00 | 146.28 |
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| Starbucks Corporation (SBUX) | 0.0 | $41k | +60% | 399.00 | 102.10 |
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| American Express Company (AXP) | 0.0 | $41k | +700% | 120.00 | 338.25 |
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| Firsttrexchange-traded Capstrengthetf | 0.0 | $40k | NEW | 427.00 | 93.88 |
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| Isharestr S&PSML600GWT (IJT) | 0.0 | $39k | 220.00 | 178.85 |
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| Nusharesetftr Nuveenesgemrgn (NUEM) | 0.0 | $39k | 917.00 | 42.44 |
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| Invescoexchangetradedfdt Bloomvpmuletf (BMVP) | 0.0 | $38k | 730.00 | 51.30 |
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| Eastman Chemical Company (EMN) | 0.0 | $37k | +6% | 554.00 | 66.98 |
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| Cigna Corp (CI) | 0.0 | $37k | -16% | 133.00 | 276.69 |
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| Astera Labs (ALAB) | 0.0 | $37k | +2% | 76.00 | 483.03 |
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| Fidelity National Information Services (FIS) | 0.0 | $36k | 937.00 | 38.90 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $36k | -2% | 499.00 | 71.65 |
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| Nextera Energy (NEE) | 0.0 | $36k | 404.00 | 87.84 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $35k | 3.3k | 10.50 |
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| Solsticeadvancedmatls Comshs (SOLS) | 0.0 | $34k | 382.00 | 88.60 |
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| Wisdomtreetr Usmidcapfund (EZM) | 0.0 | $33k | -2% | 440.00 | 75.78 |
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| Isharestr MRGSTRMDCPGRW (IMCG) | 0.0 | $33k | 338.00 | 98.32 |
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| Isharestr S&pmc400vletf (IJJ) | 0.0 | $33k | 220.00 | 148.03 |
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| Garmin SHS (GRMN) | 0.0 | $32k | 134.00 | 237.54 |
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| Isharestr Russell2000etf (IWM) | 0.0 | $32k | -17% | 105.00 | 300.46 |
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| Jd.com Sponadscla (JD) | 0.0 | $31k | 1.2k | 25.48 |
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| W.W. Grainger (GWW) | 0.0 | $31k | 23.00 | 1360.43 |
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| Alpsetftr Alerianmlp (AMLP) | 0.0 | $31k | 600.00 | 51.85 |
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| Isharestr Nationalmunetf (MUB) | 0.0 | $31k | +71% | 289.00 | 107.62 |
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| Nuhldgs Ordshscla (NU) | 0.0 | $31k | 2.3k | 13.36 |
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| Wisdomtreetr Usaienhanced (AIVL) | 0.0 | $30k | 226.00 | 131.13 |
|
|
| Clorox Company (CLX) | 0.0 | $29k | -2% | 305.00 | 95.44 |
|
| Kilroy Realty Corporation (KRC) | 0.0 | $28k | 755.00 | 37.46 |
|
|
| MetLife (MET) | 0.0 | $28k | 333.00 | 84.61 |
|
|
| Vanguardstarfds Vgtlintlstkf (VXUS) | 0.0 | $28k | NEW | 326.00 | 85.49 |
|
| Dupontdenemours Commonstock (DD) | 0.0 | $27k | NEW | 198.00 | 135.64 |
|
| Crowdstrikehldgs Cla (CRWD) | 0.0 | $27k | +2% | 35.00 | 763.14 |
|
| Workday Cla (WDAY) | 0.0 | $27k | 217.00 | 122.42 |
|
|
| Firsttrexchangetraded Dorseywrt5etf (FV) | 0.0 | $27k | 350.00 | 75.88 |
|
|
| Spdrseriestrust STSTRP500GRW (SPYG) | 0.0 | $27k | -11% | 223.00 | 119.02 |
|
| Jpmorganexchangetradedf Ultrashrtetf (JPST) | 0.0 | $26k | -12% | 520.00 | 50.54 |
|
| Wabtec Corporation (WAB) | 0.0 | $26k | +1840% | 97.00 | 269.61 |
|
| MercadoLibre (MELI) | 0.0 | $26k | +66% | 15.00 | 1697.40 |
|
| Sofi Technologies (SOFI) | 0.0 | $25k | 1.4k | 17.93 |
|
|
| Nusharesetftr Nuveenshrtterm (NURE) | 0.0 | $25k | 776.00 | 32.33 |
|
|
| Selectsectorspdrtr Ststrindletf (XLI) | 0.0 | $25k | 134.00 | 185.59 |
|
|
| Consolidated Edison (ED) | 0.0 | $25k | 222.00 | 110.63 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $24k | -70% | 18.00 | 1332.06 |
|
| Keysight Technologies (KEYS) | 0.0 | $23k | 66.00 | 350.08 |
|
|
| Isharestr Coremscieafe (IEFA) | 0.0 | $23k | 238.00 | 96.58 |
|
|
| Nucor Corporation (NUE) | 0.0 | $23k | 101.00 | 223.24 |
|
|
| Bitwisebitcoinetftr Shsbenint (BITB) | 0.0 | $22k | 704.00 | 31.86 |
|
|
| Vanecketftrust Goldminersetf (GDX) | 0.0 | $22k | 293.00 | 75.53 |
|
|
| Torontodominionbkont Comnew (TD) | 0.0 | $22k | 182.00 | 121.43 |
|
|
| Invescoexchangetradedfdt Dorseywrgttech (PTF) | 0.0 | $22k | 162.00 | 136.31 |
|
|
| Globalxfds Globalxcopper (COPX) | 0.0 | $22k | 280.00 | 76.97 |
|
|
| Bitwise10cryptoindexetf Unitbeneficial (BITW) | 0.0 | $21k | NEW | 565.00 | 37.58 |
|
| Isharestr Cores&pttlstk (ITOT) | 0.0 | $21k | 129.00 | 164.27 |
|
|
| Vanguardwhitehallfds Emmkgovbdetf (VWOB) | 0.0 | $20k | 300.00 | 67.28 |
|
|
| Novo-nordiskas Adr (NVO) | 0.0 | $20k | +93% | 415.00 | 47.94 |
|
| Bitwiseethereumetf SHS (ETHW) | 0.0 | $19k | -88% | 1.7k | 11.28 |
|
| Accentureplcireland Shsclassa (ACN) | 0.0 | $19k | 150.00 | 124.35 |
|
|
| Vanguardindexfds Largecapetf (VV) | 0.0 | $19k | 54.00 | 343.93 |
|
|
| Southern Company (SO) | 0.0 | $19k | -18% | 194.00 | 95.71 |
|
| Visa Comcla (V) | 0.0 | $19k | -53% | 54.00 | 343.09 |
|
| Invescoexchangetradedfdt S&pmidcap400 (GRPM) | 0.0 | $18k | 140.00 | 130.17 |
|
|
| Sempra Energy (SRE) | 0.0 | $18k | 194.00 | 92.71 |
|
|
| Vanguardadmiralfds 500grthidxf (VOOG) | 0.0 | $18k | +500% | 216.00 | 82.62 |
|
| Isharestr Ultrashortdur (ICSH) | 0.0 | $18k | -99% | 352.00 | 50.58 |
|
| Williams Companies (WMB) | 0.0 | $17k | +3% | 222.00 | 74.34 |
|
| Abrdnplatinumetftrust Physclplatmshs (PPLT) | 0.0 | $16k | +900% | 1.2k | 14.13 |
|
| ConAgra Foods (CAG) | 0.0 | $16k | 1.2k | 13.46 |
|
|
| Linde SHS (LIN) | 0.0 | $16k | +3% | 31.00 | 518.97 |
|
| Intuit (INTU) | 0.0 | $16k | -6% | 61.00 | 261.00 |
|
Past Filings by Quaker Wealth Management
SEC 13F filings are viewable for Quaker Wealth Management going back to 2019
- Quaker Wealth Management 2026 Q2 filed July 24, 2026
- 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