Quotient Wealth Partners
Latest statistics and disclosures from Quotient Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYG, FBND, BINC, IEFA, and represent 44.85% of Quotient Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp (+$65M), VUG (+$17M), FBND (+$10M), BINC (+$10M), IEFA (+$7.3M), IVV (+$6.4M), AGG (+$6.3M), SPYV (+$6.0M), MBB (+$5.4M), TLH.
- Started 53 new stock positions in SPCX, IWB, CRK, VNO, NUE, PCAR, NAT, IDXX, IRM, SAN.
- Reduced shares in these 10 stocks: , TLT, GS, BAI, SPYG, USMV, VTI, Honeywell International, ABFL, IGSB.
- Sold out of its positions in ANGI, BABA, OSG, ATMU, ADSK, BSX, DHR, FANG, XOM, Honeywell International. INFY, LQD, KREF, LDOS, PTEN, RWT, ROP, Sangamo Biosciences, SCHA, VHT, WU.
- Quotient Wealth Partners was a net buyer of stock by $90M.
- Quotient Wealth Partners has $4.2B in assets under management (AUM), dropping by 11.46%.
- Central Index Key (CIK): 0002004904
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Portfolio Holdings for Quotient Wealth Partners
Quotient Wealth Partners holds 409 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.2 | $600M | 802k | 748.89 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 10.3 | $436M | 3.7M | 118.99 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.2 | $306M | +3% | 6.7M | 45.49 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 7.1 | $301M | +3% | 5.7M | 52.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.0 | $256M | +2% | 2.7M | 96.58 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 5.7 | $240M | +2% | 3.9M | 60.79 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.5 | $192M | +3% | 1.9M | 98.98 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 3.8 | $161M | +2% | 3.4M | 46.92 |
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| Ishares Tr Mbs Etf (MBB) | 3.8 | $159M | +3% | 1.7M | 94.52 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $154M | 1.9M | 82.84 |
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| Tcw Transform Etf Trust Transform System (PWRD) | 2.7 | $116M | 944k | 122.96 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.3 | $96M | +3% | 1.3M | 75.79 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 2.0 | $84M | 1.7M | 48.29 |
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| Select Sector Spdr Tr Financial (XLF) | 1.7 | $73M | +2% | 1.4M | 53.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $72M | +2% | 932k | 77.11 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.7 | $72M | +6% | 713k | 100.35 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.6 | $66M | +2% | 649k | 102.16 |
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| Exxon Mobil Corp | 1.5 | $65M | NEW | 475k | 136.72 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.3 | $54M | +3% | 491k | 109.43 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.2 | $52M | -5% | 991k | 52.72 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $33M | 302k | 107.62 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $28M | +11% | 544k | 50.58 |
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| Apple (AAPL) | 0.6 | $26M | 91k | 289.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $24M | +3% | 35k | 686.80 |
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| NVIDIA Corporation (NVDA) | 0.5 | $21M | +2% | 105k | 200.09 |
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| Inter Mun Bd Act Pimco Etf Tr (MUNI) | 0.5 | $20M | +10% | 383k | 52.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $20M | +510% | 229k | 86.14 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.4 | $17M | -3% | 199k | 85.86 |
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| Microsoft Corporation (MSFT) | 0.3 | $13M | 35k | 373.02 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $13M | 59k | 217.93 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.3 | $11M | +11% | 227k | 50.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $11M | 32k | 357.37 |
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| Amazon (AMZN) | 0.2 | $10M | +3% | 43k | 238.34 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $9.7M | 178k | 54.63 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $8.7M | +45% | 344k | 25.22 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $8.4M | +15% | 166k | 51.00 |
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| Broadcom (AVGO) | 0.2 | $7.6M | +4% | 20k | 377.74 |
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| Costco Wholesale Corporation (COST) | 0.2 | $7.6M | -4% | 8.1k | 935.50 |
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| Blackrock Etf Trust Ii Short Duration H (SHYM) | 0.2 | $7.3M | +7% | 324k | 22.45 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $7.0M | +4% | 140k | 50.50 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $7.0M | 28k | 252.23 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $6.9M | -3% | 19k | 365.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $6.8M | 19k | 353.34 |
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| Chevron Corporation (CVX) | 0.2 | $6.8M | +3% | 41k | 165.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $6.6M | -3% | 48k | 137.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $6.3M | -12% | 66k | 96.46 |
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| Advanced Micro Devices (AMD) | 0.1 | $6.1M | +2% | 11k | 580.92 |
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| Tesla Motors (TSLA) | 0.1 | $6.0M | 14k | 420.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $6.0M | 12k | 500.39 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $5.8M | -3% | 173k | 33.84 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | +5% | 19k | 298.06 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.2M | -3% | 23k | 227.06 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $5.2M | +5% | 16k | 327.33 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $5.0M | +63% | 9.8k | 509.45 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $4.8M | +8% | 78k | 62.11 |
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| Precision Drilling Corp Com New (PDS) | 0.1 | $4.8M | -7% | 62k | 76.66 |
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| Meta Platforms Cl A (META) | 0.1 | $4.8M | -5% | 8.4k | 563.30 |
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| Micron Technology (MU) | 0.1 | $4.6M | +13% | 4.0k | 1154.26 |
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| ConocoPhillips (COP) | 0.1 | $4.6M | +16% | 44k | 103.96 |
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| Eli Lilly & Co. (LLY) | 0.1 | $4.4M | +2% | 3.7k | 1199.30 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $4.3M | +298% | 35k | 124.17 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $4.0M | -2% | 38k | 106.31 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.8M | -4% | 30k | 124.42 |
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| Phillips 66 (PSX) | 0.1 | $3.6M | -10% | 21k | 169.05 |
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| Johnson & Johnson (JNJ) | 0.1 | $3.5M | -2% | 14k | 253.97 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $3.4M | 19k | 178.60 |
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| Caterpillar (CAT) | 0.1 | $3.2M | +8% | 3.0k | 1064.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.2M | -2% | 22k | 148.31 |
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| Visa Com Cl A (V) | 0.1 | $3.2M | +8% | 9.4k | 343.09 |
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| Palo Alto Networks (PANW) | 0.1 | $3.2M | +7% | 9.3k | 341.03 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $3.0M | +12% | 38k | 79.41 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $2.9M | 40k | 73.26 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $2.9M | +3% | 43k | 68.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.9M | 3.8k | 746.70 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.8M | -4% | 15k | 189.73 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.8M | +6% | 6.5k | 433.34 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.8M | 25k | 113.26 |
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| Abbvie (ABBV) | 0.1 | $2.7M | +2% | 11k | 251.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.6M | -3% | 25k | 103.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | -23% | 7.1k | 370.07 |
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| Applied Materials (AMAT) | 0.1 | $2.5M | 3.5k | 722.96 |
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| Intel Corporation (INTC) | 0.1 | $2.5M | +13% | 18k | 139.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.5M | 10k | 242.99 |
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| BP Sponsored Adr (BP) | 0.1 | $2.5M | 67k | 36.95 |
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| Bank of America Corporation (BAC) | 0.1 | $2.3M | 41k | 56.98 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.3M | 9.6k | 242.43 |
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| Xcel Energy (XEL) | 0.1 | $2.2M | 28k | 80.30 |
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| Home Depot (HD) | 0.1 | $2.2M | +10% | 6.1k | 352.70 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | +10% | 18k | 117.46 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $2.1M | -6% | 26k | 81.36 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $2.1M | -3% | 41k | 50.15 |
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| General Electric Com New (GE) | 0.0 | $2.1M | -2% | 5.5k | 373.75 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $2.0M | -2% | 4.0k | 513.66 |
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| Coca-Cola Company (KO) | 0.0 | $1.9M | +40% | 23k | 81.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.9M | +128% | 26k | 73.41 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.9M | 19k | 100.67 |
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| Oracle Corporation (ORCL) | 0.0 | $1.9M | +60% | 13k | 146.55 |
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| Kla Corp Com New (KLAC) | 0.0 | $1.8M | +853% | 6.0k | 301.72 |
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| Ge Vernova (GEV) | 0.0 | $1.8M | 1.5k | 1174.60 |
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| Verizon Communications (VZ) | 0.0 | $1.7M | +23% | 41k | 42.34 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $1.6M | +7% | 35k | 46.15 |
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| Coherent Corp (COHR) | 0.0 | $1.6M | NEW | 4.1k | 394.45 |
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| International Business Machines (IBM) | 0.0 | $1.6M | +3% | 5.6k | 281.23 |
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| Schlumberger Com Stk (SLB) | 0.0 | $1.6M | -4% | 34k | 46.49 |
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| UnitedHealth (UNH) | 0.0 | $1.5M | +28% | 3.7k | 415.58 |
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| Goldman Sachs (GS) | 0.0 | $1.5M | -73% | 1.5k | 1011.29 |
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| Procter & Gamble Company (PG) | 0.0 | $1.5M | +2% | 10k | 146.65 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $1.5M | -74% | 17k | 86.42 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $1.5M | 13k | 116.67 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.5M | +55% | 58k | 25.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.4M | 1.9k | 736.56 |
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| Neos Etf Trust Mlp & Energy Inf (MLPI) | 0.0 | $1.4M | +115% | 25k | 55.02 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.4M | +5% | 5.3k | 255.66 |
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| Netflix (NFLX) | 0.0 | $1.3M | -10% | 19k | 71.40 |
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| Merck & Co (MRK) | 0.0 | $1.3M | +5% | 10k | 128.51 |
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| Gilead Sciences (GILD) | 0.0 | $1.3M | 10k | 126.34 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.3M | 3.6k | 365.66 |
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| TJX Companies (TJX) | 0.0 | $1.3M | +5% | 8.5k | 151.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.3M | -12% | 18k | 71.25 |
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| Quanta Services (PWR) | 0.0 | $1.2M | 1.7k | 719.91 |
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| Citigroup Com New (C) | 0.0 | $1.2M | 8.7k | 139.96 |
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| Venture Global Com Cl A (VG) | 0.0 | $1.2M | 109k | 11.13 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.2M | +7% | 2.5k | 477.61 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.2M | +3% | 14k | 82.64 |
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| General Dynamics Corporation (GD) | 0.0 | $1.2M | +17% | 3.3k | 354.26 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.2M | +5% | 5.6k | 209.04 |
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| Amphenol Corp Cl A (APH) | 0.0 | $1.1M | -6% | 6.5k | 176.32 |
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| American Express Company (AXP) | 0.0 | $1.1M | +8% | 3.3k | 338.28 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.1M | +2% | 15k | 73.35 |
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| Sandisk Corp (SNDK) | 0.0 | $1.1M | -5% | 474.00 | 2275.12 |
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| Analog Devices (ADI) | 0.0 | $1.0M | 2.6k | 397.15 |
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| Linde SHS (LIN) | 0.0 | $1.0M | -2% | 2.0k | 519.01 |
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| Philip Morris International (PM) | 0.0 | $1.0M | +10% | 5.6k | 180.90 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $1.0M | 6.2k | 163.58 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $987k | -33% | 19k | 52.41 |
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| Marvell Technology (MRVL) | 0.0 | $966k | +4% | 3.2k | 297.88 |
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| Eaton Corp SHS (ETN) | 0.0 | $959k | +11% | 2.3k | 426.14 |
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| Nextera Energy (NEE) | 0.0 | $948k | -2% | 11k | 87.77 |
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| Walt Disney Company (DIS) | 0.0 | $933k | +4% | 9.7k | 96.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $915k | -3% | 1.2k | 763.20 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $893k | -2% | 15k | 61.60 |
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| At&t (T) | 0.0 | $883k | -7% | 43k | 20.70 |
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| Union Pacific Corporation (UNP) | 0.0 | $867k | 3.2k | 271.98 |
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| Amgen (AMGN) | 0.0 | $841k | 2.3k | 362.10 |
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| Fair Isaac Corporation (FICO) | 0.0 | $841k | 704.00 | 1194.78 |
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| Starbucks Corporation (SBUX) | 0.0 | $840k | -5% | 8.2k | 102.19 |
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| Capital One Financial (COF) | 0.0 | $837k | 4.2k | 200.63 |
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| CVS Caremark Corporation (CVS) | 0.0 | $816k | +11% | 7.9k | 103.45 |
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| Sempra Energy (SRE) | 0.0 | $809k | 8.7k | 92.71 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $790k | -3% | 10k | 76.55 |
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| McDonald's Corporation (MCD) | 0.0 | $790k | -7% | 2.9k | 270.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $787k | -11% | 396.00 | 1987.73 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $778k | +8% | 806.00 | 965.24 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.0 | $775k | 13k | 59.05 |
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| Deere & Company (DE) | 0.0 | $772k | -4% | 1.2k | 634.51 |
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| Sentinelone Cl A (S) | 0.0 | $771k | -2% | 45k | 16.97 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $765k | 8.5k | 90.47 |
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| Marriott Intl Cl A (MAR) | 0.0 | $757k | +2% | 2.0k | 370.60 |
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| Arista Networks Com Shs (ANET) | 0.0 | $746k | +2% | 4.4k | 169.89 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.0 | $730k | +47% | 13k | 56.79 |
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| Trane Technologies SHS (TT) | 0.0 | $723k | +5% | 1.5k | 491.30 |
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| Pepsi (PEP) | 0.0 | $713k | -23% | 5.3k | 135.40 |
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| Dell Technologies CL C (DELL) | 0.0 | $713k | +5% | 1.7k | 431.54 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $703k | +34% | 14k | 50.49 |
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| Williams Companies (WMB) | 0.0 | $690k | -2% | 9.3k | 74.34 |
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| Blackrock (BLK) | 0.0 | $688k | 715.00 | 962.06 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $678k | +5% | 1.7k | 397.68 |
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| Stryker Corporation (SYK) | 0.0 | $676k | 2.1k | 314.85 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $673k | +7% | 4.3k | 156.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $666k | +4% | 4.2k | 158.04 |
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| PNC Financial Services (PNC) | 0.0 | $664k | +3% | 2.7k | 246.24 |
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| Qualcomm (QCOM) | 0.0 | $664k | +12% | 3.6k | 184.81 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $661k | -5% | 676.00 | 978.22 |
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| Uber Technologies (UBER) | 0.0 | $660k | -8% | 9.1k | 72.16 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $660k | +12% | 29k | 22.78 |
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| salesforce (CRM) | 0.0 | $656k | -10% | 4.2k | 156.66 |
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| 3M Company (MMM) | 0.0 | $656k | 4.1k | 161.90 |
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| Welltower Inc Com reit (WELL) | 0.0 | $655k | +7% | 2.9k | 226.96 |
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| Automatic Data Processing (ADP) | 0.0 | $653k | +19% | 2.9k | 223.95 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $645k | +6% | 1.9k | 334.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $639k | -7% | 5.8k | 110.32 |
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| Us Bancorp Del Com New (USB) | 0.0 | $639k | +41% | 11k | 60.40 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $627k | +400% | 7.1k | 87.91 |
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| Boeing Company (BA) | 0.0 | $625k | 2.9k | 216.48 |
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| Corning Incorporated (GLW) | 0.0 | $621k | +15% | 2.4k | 255.42 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $618k | NEW | 1.5k | 409.50 |
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| Howmet Aerospace (HWM) | 0.0 | $612k | +7% | 2.3k | 268.82 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $609k | +12% | 4.2k | 144.61 |
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| FedEx Corporation (FDX) | 0.0 | $606k | +31% | 1.9k | 313.07 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $601k | 4.4k | 136.69 |
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| Bristol Myers Squibb (BMY) | 0.0 | $593k | 10k | 57.62 |
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| O'reilly Automotive (ORLY) | 0.0 | $592k | +5% | 6.4k | 92.09 |
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| Altria (MO) | 0.0 | $563k | +9% | 7.8k | 71.95 |
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| Abbott Laboratories (ABT) | 0.0 | $559k | -20% | 6.2k | 90.74 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $558k | +20% | 7.8k | 71.60 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $553k | +12% | 4.4k | 126.59 |
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| Newmont Mining Corporation (NEM) | 0.0 | $539k | 5.8k | 93.39 |
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| Chubb (CB) | 0.0 | $536k | +11% | 1.6k | 340.79 |
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| Western Digital (WDC) | 0.0 | $533k | NEW | 835.00 | 638.50 |
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| CoStar (CSGP) | 0.0 | $533k | +3% | 19k | 28.32 |
|
| Prologis (PLD) | 0.0 | $533k | +11% | 3.9k | 135.46 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $527k | +14% | 1.0k | 515.45 |
|
| Booking Holdings (BKNG) | 0.0 | $526k | +2536% | 3.0k | 178.22 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $524k | 1.3k | 393.96 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $523k | +20% | 8.7k | 60.12 |
|
| Travelers Companies (TRV) | 0.0 | $523k | +6% | 1.6k | 330.19 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $520k | NEW | 6.1k | 85.49 |
|
| Cadence Design Systems (CDNS) | 0.0 | $519k | -4% | 1.4k | 375.24 |
|
| Lowe's Companies (LOW) | 0.0 | $513k | -22% | 2.3k | 220.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $509k | -12% | 1.4k | 368.37 |
|
| Pfizer (PFE) | 0.0 | $504k | -6% | 21k | 24.08 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $500k | -13% | 5.4k | 92.27 |
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 0.0 | $496k | -4% | 9.5k | 52.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $495k | +35% | 8.3k | 59.69 |
|
| Emerson Electric (EMR) | 0.0 | $488k | +15% | 3.4k | 143.17 |
|
| Fortinet (FTNT) | 0.0 | $487k | +11% | 3.2k | 153.62 |
|
| Medtronic SHS (MDT) | 0.0 | $483k | -9% | 6.2k | 78.23 |
|
| S&p Global (SPGI) | 0.0 | $479k | -2% | 1.2k | 407.18 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $477k | 5.2k | 91.69 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $475k | -3% | 956.00 | 496.56 |
|
| Consolidated Edison (ED) | 0.0 | $474k | +7% | 4.3k | 110.63 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $470k | -25% | 938.00 | 501.35 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $460k | +21% | 3.9k | 117.66 |
|
| American Electric Power Company (AEP) | 0.0 | $458k | +12% | 3.3k | 136.82 |
|
| Metropcs Communications (TMUS) | 0.0 | $456k | -6% | 2.7k | 167.73 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $453k | +461% | 5.5k | 82.62 |
|
| Valero Energy Corporation (VLO) | 0.0 | $453k | 1.7k | 260.37 |
|
|
| United Rentals (URI) | 0.0 | $452k | +2% | 399.00 | 1132.86 |
|
| Kinder Morgan (KMI) | 0.0 | $451k | +12% | 14k | 31.97 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $446k | -16% | 3.7k | 121.42 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $446k | 2.7k | 166.66 |
|
|
| Dominion Resources (D) | 0.0 | $445k | +3% | 6.5k | 68.29 |
|
| Ross Stores (ROST) | 0.0 | $443k | +3% | 2.1k | 212.89 |
|
| Waste Management (WM) | 0.0 | $435k | -5% | 2.0k | 222.86 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $435k | 1.4k | 317.51 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $434k | -22% | 2.0k | 219.38 |
|
| Simon Property (SPG) | 0.0 | $431k | +2% | 1.9k | 223.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $431k | +12% | 9.0k | 47.94 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $430k | -2% | 5.9k | 72.66 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $427k | +105% | 4.6k | 92.21 |
|
| Southern Company (SO) | 0.0 | $426k | +11% | 4.5k | 95.70 |
|
| Honeywell Aerospace (HONA) | 0.0 | $424k | NEW | 1.9k | 221.08 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $418k | +10% | 1.8k | 229.58 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $416k | -22% | 4.4k | 95.44 |
|
| General Motors Company (GM) | 0.0 | $412k | +2% | 5.3k | 77.08 |
|
| Honeywell International (HON) | 0.0 | $412k | NEW | 1.8k | 223.90 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 0.0 | $402k | +12% | 8.0k | 50.33 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $402k | +6% | 4.0k | 100.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $396k | -16% | 16k | 24.55 |
|
| CSX Corporation (CSX) | 0.0 | $396k | +6% | 8.3k | 47.53 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $395k | -16% | 6.3k | 62.89 |
|
| Progressive Corporation (PGR) | 0.0 | $392k | -9% | 1.8k | 218.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $390k | +697% | 3.3k | 119.52 |
|
| Hca Holdings (HCA) | 0.0 | $388k | -4% | 995.00 | 389.97 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $385k | +19% | 1.6k | 245.34 |
|
| Public Storage (PSA) | 0.0 | $384k | +8% | 1.2k | 318.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $380k | +3% | 5.0k | 75.51 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $379k | +4% | 913.00 | 415.38 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $376k | +4% | 7.1k | 53.17 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $375k | -12% | 14k | 26.66 |
|
| Shell Spon Ads (SHEL) | 0.0 | $370k | -7% | 4.8k | 77.53 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $365k | +2% | 7.3k | 49.82 |
|
| Cme (CME) | 0.0 | $363k | -2% | 1.6k | 220.77 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $360k | -2% | 2.5k | 146.11 |
|
| Apollo Global Mgmt (APO) | 0.0 | $359k | +9% | 3.0k | 118.33 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $359k | NEW | 3.5k | 102.31 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $358k | +7% | 1.1k | 330.41 |
|
| Air Products & Chemicals (APD) | 0.0 | $358k | +5% | 1.2k | 293.18 |
|
| Cummins (CMI) | 0.0 | $358k | 501.00 | 713.78 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $354k | 3.7k | 96.37 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $353k | 1.5k | 238.02 |
|
|
| MetLife (MET) | 0.0 | $353k | +5% | 4.2k | 84.61 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $351k | -13% | 1.9k | 188.38 |
|
| McKesson Corporation (MCK) | 0.0 | $350k | -4% | 463.00 | 755.14 |
|
| Corteva (CTVA) | 0.0 | $347k | -2% | 4.1k | 84.69 |
|
| American Tower Reit (AMT) | 0.0 | $341k | +11% | 2.1k | 163.55 |
|
| Hldgs (UAL) | 0.0 | $341k | +3% | 2.5k | 135.97 |
|
| AFLAC Incorporated (AFL) | 0.0 | $341k | +3% | 2.9k | 117.24 |
|
| Oneok (OKE) | 0.0 | $340k | 3.9k | 86.94 |
|
|
| Kroger (KR) | 0.0 | $337k | -3% | 6.1k | 55.53 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $336k | NEW | 4.2k | 81.00 |
|
| Servicenow (NOW) | 0.0 | $336k | -6% | 3.4k | 99.28 |
|
| Moody's Corporation (MCO) | 0.0 | $335k | +6% | 740.00 | 453.14 |
|
| Keysight Technologies (KEYS) | 0.0 | $332k | +4% | 948.00 | 350.05 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.0 | $329k | +60% | 7.4k | 44.23 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $329k | 1.5k | 212.77 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $325k | NEW | 5.8k | 56.01 |
|
| Allstate Corporation (ALL) | 0.0 | $325k | +7% | 1.4k | 237.98 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $324k | 5.4k | 60.29 |
|
|
| L3harris Technologies (LHX) | 0.0 | $323k | -16% | 1.1k | 290.64 |
|
| Equinix (EQIX) | 0.0 | $323k | +11% | 310.00 | 1042.39 |
|
| Illinois Tool Works (ITW) | 0.0 | $322k | 1.2k | 270.41 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $322k | -7% | 3.3k | 96.43 |
|
| Target Corporation (TGT) | 0.0 | $319k | +9% | 2.4k | 130.63 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $318k | -4% | 1.3k | 242.42 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $316k | -14% | 1.6k | 201.55 |
|
| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 0.0 | $315k | NEW | 5.9k | 53.52 |
|
| Norfolk Southern (NSC) | 0.0 | $315k | +7% | 1.0k | 314.54 |
|
| United Parcel Service CL B (UPS) | 0.0 | $315k | +17% | 2.9k | 107.50 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $312k | -5% | 2.4k | 127.81 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $312k | 613.00 | 509.47 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $312k | +3% | 4.1k | 76.70 |
|
| eBay (EBAY) | 0.0 | $312k | +5% | 2.8k | 111.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $311k | 11k | 27.70 |
|
|
| D.R. Horton (DHI) | 0.0 | $311k | +9% | 1.9k | 162.91 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $309k | 1.4k | 216.60 |
|
|
| Fastenal Company (FAST) | 0.0 | $306k | +2% | 6.4k | 48.03 |
|
| Ecolab (ECL) | 0.0 | $305k | -4% | 1.1k | 278.71 |
|
| Comstock Resources (CRK) | 0.0 | $303k | NEW | 20k | 14.92 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $303k | 10k | 29.43 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $301k | -10% | 874.00 | 344.25 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $298k | +20% | 1.9k | 156.72 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $294k | NEW | 1.7k | 170.85 |
|
| Monster Beverage Corp (MNST) | 0.0 | $291k | NEW | 3.0k | 96.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $289k | 1.2k | 236.62 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $289k | 978.00 | 294.97 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $286k | -5% | 1.7k | 170.07 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $286k | +22% | 9.0k | 31.71 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $284k | -12% | 3.6k | 78.81 |
|
| Albemarle Corporation (ALB) | 0.0 | $282k | -3% | 2.1k | 135.02 |
|
| MercadoLibre (MELI) | 0.0 | $282k | -24% | 166.00 | 1696.47 |
|
| AutoZone (AZO) | 0.0 | $281k | -4% | 88.00 | 3197.76 |
|
| Ford Motor Company (F) | 0.0 | $281k | -3% | 20k | 13.90 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.0 | $280k | +11% | 9.3k | 30.09 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $278k | NEW | 3.0k | 93.66 |
|
| Nike CL B (NKE) | 0.0 | $277k | +4% | 6.8k | 41.05 |
|
| Hometrust Bancshares (HTB) | 0.0 | $277k | NEW | 5.5k | 49.89 |
|
| Five Star Bancorp (FSBC) | 0.0 | $276k | NEW | 5.7k | 48.69 |
|
| Verisk Analytics (VRSK) | 0.0 | $275k | NEW | 1.5k | 179.51 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $275k | +2% | 3.3k | 82.49 |
|
| Entergy Corporation (ETR) | 0.0 | $274k | +3% | 2.4k | 114.86 |
|
| Snowflake Cl A (SNOW) | 0.0 | $273k | -37% | 1.1k | 254.59 |
|
| News Corp Cl A (NWSA) | 0.0 | $273k | NEW | 11k | 24.83 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $272k | NEW | 1.0k | 260.42 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $269k | NEW | 959.00 | 280.93 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $269k | -28% | 1.7k | 158.69 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $268k | -8% | 5.6k | 47.97 |
|
| Constellation Energy (CEG) | 0.0 | $266k | -5% | 1.1k | 248.33 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $265k | NEW | 2.8k | 95.07 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $265k | -17% | 1.6k | 164.30 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $263k | NEW | 3.2k | 83.30 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $261k | +6% | 1.8k | 143.08 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $261k | +2% | 189.00 | 1381.99 |
|
| Strategy Cl A New (MSTR) | 0.0 | $260k | +4% | 3.0k | 86.92 |
|
| Doordash Cl A (DASH) | 0.0 | $260k | +2% | 1.4k | 184.53 |
|
| Fifth Third Ban (FITB) | 0.0 | $260k | 4.6k | 56.37 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $258k | -9% | 1.7k | 151.36 |
|
| Unum (UNM) | 0.0 | $254k | 2.8k | 89.40 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $253k | -2% | 8.4k | 30.17 |
|
| EOG Resources (EOG) | 0.0 | $252k | +13% | 1.9k | 129.70 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $249k | NEW | 858.00 | 290.62 |
|
| Prudential Financial (PRU) | 0.0 | $249k | +11% | 2.3k | 107.93 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $245k | -2% | 4.4k | 55.50 |
|
| Republic Services (RSG) | 0.0 | $245k | -5% | 1.1k | 213.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $245k | -28% | 2.0k | 124.44 |
|
| State Street Corporation (STT) | 0.0 | $243k | NEW | 1.4k | 169.60 |
|
| Ametek (AME) | 0.0 | $241k | 995.00 | 241.87 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $237k | -20% | 1.9k | 123.12 |
|
| Astrazeneca Ord (AZN) | 0.0 | $236k | -25% | 1.2k | 189.65 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $235k | NEW | 6.0k | 39.30 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $233k | +3% | 4.4k | 53.48 |
|
| American Intl Group Com New (AIG) | 0.0 | $231k | -5% | 3.1k | 74.52 |
|
| Iron Mountain (IRM) | 0.0 | $231k | NEW | 1.8k | 126.31 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $228k | -8% | 1.5k | 150.13 |
|
| Garmin SHS (GRMN) | 0.0 | $227k | -5% | 955.00 | 237.53 |
|
| Kkr & Co (KKR) | 0.0 | $227k | +9% | 2.5k | 91.77 |
|
| Biogen Idec (BIIB) | 0.0 | $226k | -4% | 1.0k | 216.10 |
|
| Shore Bancshares (SHBI) | 0.0 | $224k | -20% | 9.8k | 22.95 |
|
| Block Cl A (XYZ) | 0.0 | $224k | NEW | 2.9k | 76.01 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $223k | 1.0k | 219.21 |
|
|
| Intuit (INTU) | 0.0 | $221k | -40% | 847.00 | 261.15 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $221k | NEW | 166.00 | 1331.72 |
|
| Digital Realty Trust (DLR) | 0.0 | $221k | +8% | 1.2k | 179.54 |
|
| Vanguard Wellington Us Quality (VFQY) | 0.0 | $221k | -3% | 1.3k | 170.29 |
|
| Targa Res Corp (TRGP) | 0.0 | $220k | NEW | 820.00 | 268.14 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $220k | -15% | 1.1k | 205.09 |
|
| Wabtec Corporation (WAB) | 0.0 | $218k | NEW | 810.00 | 269.49 |
|
| Anthem (ELV) | 0.0 | $218k | NEW | 564.00 | 386.74 |
|
| Realty Income (O) | 0.0 | $218k | -7% | 3.5k | 61.95 |
|
| Paccar (PCAR) | 0.0 | $216k | NEW | 1.8k | 120.10 |
|
| Nucor Corporation (NUE) | 0.0 | $216k | NEW | 968.00 | 222.75 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $215k | NEW | 4.0k | 54.03 |
|
| Ameriprise Financial (AMP) | 0.0 | $213k | 465.00 | 458.76 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $212k | NEW | 404.00 | 525.83 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $211k | NEW | 1.6k | 134.69 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $211k | NEW | 857.00 | 246.23 |
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $209k | +3% | 25k | 8.27 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $208k | +64% | 5.4k | 38.73 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $203k | NEW | 1.7k | 117.45 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $202k | -8% | 1.8k | 111.33 |
|
| Markel Corporation (MKL) | 0.0 | $201k | NEW | 103.00 | 1953.01 |
|
| Synopsys (SNPS) | 0.0 | $201k | NEW | 450.00 | 445.72 |
|
| AmerisourceBergen (COR) | 0.0 | $200k | NEW | 707.00 | 282.94 |
|
| Haleon Spon Ads (HLN) | 0.0 | $186k | +21% | 20k | 9.33 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $172k | NEW | 16k | 10.68 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $150k | NEW | 11k | 13.80 |
|
| Navient Corporation equity (NAVI) | 0.0 | $109k | NEW | 13k | 8.51 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $89k | NEW | 16k | 5.45 |
|
| Armada Hoffler Pptys (AHRT) | 0.0 | $89k | +12% | 13k | 7.08 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $88k | NEW | 11k | 8.14 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $83k | +26% | 22k | 3.85 |
|
| Liberty Latin America Com Cl A (LILA) | 0.0 | $81k | NEW | 10k | 7.84 |
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $80k | NEW | 10k | 7.79 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $79k | NEW | 13k | 6.25 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | NEW | 12k | 5.83 |
|
| Niocorp Devs Com New (NB) | 0.0 | $67k | +2% | 14k | 4.82 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $60k | NEW | 11k | 5.54 |
|
| American Battery Technology Com New (ABAT) | 0.0 | $50k | NEW | 18k | 2.83 |
|
| Prairie Oper (PROP) | 0.0 | $9.9k | 14k | 0.72 |
|
Past Filings by Quotient Wealth Partners
SEC 13F filings are viewable for Quotient Wealth Partners going back to 2023
- Quotient Wealth Partners 2026 Q2 filed Aug. 3, 2026
- Quotient Wealth Partners 2026 Q1 filed April 16, 2026
- Quotient Wealth Partners 2025 Q4 filed Jan. 22, 2026
- Quotient Wealth Partners 2025 Q3 filed Oct. 10, 2025
- Quotient Wealth Partners 2025 Q2 filed July 29, 2025
- Quotient Wealth Partners 2025 Q1 filed April 30, 2025
- Quotient Wealth Partners 2024 Q4 filed Jan. 28, 2025
- Quotient Wealth Partners 2024 Q3 filed Oct. 9, 2024
- Quotient Wealth Partners 2024 Q2 filed July 24, 2024
- Quotient Wealth Partners 2024 Q1 filed May 14, 2024
- Quotient Wealth Partners 2023 Q4 filed Feb. 8, 2024