Wealth-Quarterback

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
124
Total Value
177717194
Accession Number
0001803386-25-000003
Form Type
13F-HR
Manager Name
Wealth-Quarterback
Data Enrichment
84% identified
104 identified20 unidentified

Holdings

124 positions
Manager:
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Palo Alto Networks Inc
Shares:5.8K
Value:$997.9K
464287671
Shares:7.8K
Value:$985.5K
Parker-Hannifin Corp
Shares:1.6K
Value:$972.7K
ASML HOLDING NV
Shares:1.5K
Value:$970.2K
ELI LILLY & Co
Shares:1.2K
Value:$969.1K
CAMPBELL'S Co
Shares:24.3K
Value:$968.3K
464288760
Shares:6.2K
Value:$947.3K
Coterra Energy Inc.
Shares:31.8K
Value:$918.6K
Fortinet, Inc.
Shares:9.5K
Value:$917.3K
464288877
Shares:15.2K
Value:$897.0K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.5K
Value:$871.9K
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:10.5K
Value:$866.0K
VERIZON COMMUNICATIONS INC
Shares:19.0K
Value:$860.4K
Tesla, Inc.
Shares:3.0K
Value:$781.1K
SPDR S&P 500 ETF TRUST
Shares:1.4K
Value:$775.2K
DAVITA INC.
Shares:5.0K
Value:$765.3K
Bank of New York Mellon Corp
Shares:9.1K
Value:$761.1K
INVESCO QQQ TRUST, SERIES 1
Shares:1.6K
Value:$741.4K
Philip Morris International Inc.
Shares:4.6K
Value:$723.7K
BERKLEY W R CORP
Shares:10.1K
Value:$715.8K