Quotient Wealth Partners, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0002004904
- Manager Name
- Quotient Wealth Partners, LLC
Data Enrichment
85% identified281 identified50 unidentified
Holdings
331 positions
Manager:
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Page 3 of 17
464287101
Shares:
15471(+339.8%)
Value:
$4.2B(+312.3%)
316092790
Shares:
42572(+247.9%)
Value:
$2.7B(+241.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 39.4K | All Managers (Combined) | $4.9M | ||
51.4K | All Managers (Combined) | $4.8M | |||
8.2K | All Managers (Combined) | $4.7M | |||
23.0K | All Managers (Combined) | $4.4M | |||
Conocophillips(COPcusip20825C104) | 41.3K | All Managers (Combined) | $4.3M | ||
(cusip464287101)✕ | 15.5K | All Managers (Combined) | $4.2M | ||
22.3K | QoQ -0.54% (-122)YoY +2.33% (+508) | All Managers (Combined) | $4.0M | ||
145.9K | YoY NEW(+145.9K) | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) | |
10.3K | All Managers (Combined) | $3.6M | |||
25.1K | All Managers (Combined) | $3.3M | |||
8.9K | QoQ -0.28% (-25)YoY -0.99% (-89) | All Managers (Combined) | $3.2M | ||
68.5K | QoQ NEW(+68.5K) YoY NEW(+68.5K) | All Managers (Combined) | $3.2M | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) | |
30.9K | All Managers (Combined) | $3.1M | |||
12.5K | All Managers (Combined) | $3.1M | |||
5.5K | All Managers (Combined) | $3.0M | |||
23.0K | All Managers (Combined) | $2.9M | |||
Broadcom Inc.(AVGOcusip11135F101) | 16.7K | All Managers (Combined) | $2.8M | ||
Tesla, Inc.(TSLAcusip88160R101) | 10.8K | All Managers (Combined) | $2.8M | ||
Eli Lilly & Co(LLYcusip532457108) | 3.4K | All Managers (Combined) | $2.8M | ||
(cusip316092790)✕ | 42.6K | YoY NEW(+42.6K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) |