Quotient Wealth Partners, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
331
Total Value
3130676966
Accession Number
0002004904-25-000004
Form Type
13F-HR
Manager Name
Quotient Wealth Partners, LLC
Data Enrichment
85% identified
281 identified50 unidentified

Holdings

331 positions
Manager:
Search and click to pin securities to the top
Page 2 of 17
922907746
Shares:
461894(+14.0%)
Value:
$22.9B(+12.9%)
464288414
Shares:
191747(-4.3%)
Value:
$20.2B(-5.3%)
922908363
Shares:
34180(-9.9%)
Value:
$17.6B(-14.1%)
Apple Inc.
Shares:
75776(+0.1%)
Value:
$16.8B(-11.2%)
72201R866
Shares:
288466(-21.8%)
Value:
$14.9B(-22.1%)
922908736
Shares:
39597(-0.8%)
Value:
$14.7B(-10.3%)
MICROSOFT CORP
Shares:
31978(-3.6%)
Value:
$12.0B(-14.2%)
922908744
Shares:
62065(-1.1%)
Value:
$10.7B(+0.9%)
NVIDIA CORP
Shares:
94727(+10.3%)
Value:
$10.3B(-10.9%)
46641Q654
Shares:
173353(+8.1%)
Value:
$8.8B(+8.3%)
233051200
Shares:
193815(-0.9%)
Value:
$8.4B(+3.6%)
46431W838
Shares:
155386(+11.8%)
Value:
$7.8B(+12.4%)
CHEVRON CORP
Shares:
42848(+2.2%)
Value:
$7.2B(+18.0%)
AMAZON COM INC
Shares:
36619(-1.2%)
Value:
$7.0B(-14.3%)
72201R874
Shares:
130906(+267.4%)
Value:
$6.5B(+268.7%)
BERKSHIRE HATHAWAY INC
Shares:
11777(+8.6%)
Value:
$6.3B(+27.6%)
78468R622
Shares:
63425(-1.4%)
Value:
$6.0B(-1.6%)
092528108
Shares:
258705(+3.8%)
Value:
$5.9B(+3.9%)
464288653
Shares:
48722(-2.5%)
Value:
$5.1B(+1.7%)
Alphabet Inc.
Shares:
32628(-5.8%)
Value:
$5.0B(-23.0%)