Quotient Wealth Partners, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
281 identified50 unidentified

Holdings

331 positions
Manager:
SEC
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Page 5 of 17
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
3164(-11.5%)
Value:
$1.7B(-8.3%)
AbbVie Inc.
ABBV|00287Y109
Shares:
7884(+9.8%)
Value:
$1.7B(+29.4%)
09290C103
09290C103
Shares:
33823(+5.6%)
Value:
$1.6B(+0.5%)
Palo Alto Networks Inc
PANW|697435105
Shares:
9613(+1.4%)
Value:
$1.6B(-4.8%)
Accenture plc
ACN|G1151C101
Shares:
5153(-11.9%)
Value:
$1.6B(-21.9%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
38336(-0.6%)
Value:
$1.6B(-5.6%)
46434V639
46434V639
Shares:
40839(+7.4%)
Value:
$1.6B(+16.8%)
00039J202
00039J202
Shares:
60893
Value:
$1.5B
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
33223(+1.1%)
Value:
$1.5B(+14.7%)
INTUIT INC.
INTU|461202103
Shares:
2377(-2.6%)
Value:
$1.5B(-4.8%)
ORACLE CORP
ORCL|68389X105
Shares:
10285(-5.0%)
Value:
$1.4B(-20.3%)
78464A284
78464A284
Shares:
56780(+2.0%)
Value:
$1.4B(+0.6%)
Salesforce, Inc.
CRM|79466L302
Shares:
5137(+6.5%)
Value:
$1.4B(-14.5%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
3036(-11.3%)
Value:
$1.4B(-18.5%)
FAIR ISAAC CORP
FICO|303250104
Shares:
716(+0.6%)
Value:
$1.3B(-6.8%)
46641Q167
46641Q167
Shares:
20722
Value:
$1.3B
AT&T INC.
T|00206R102
Shares:
45825(+3.1%)
Value:
$1.3B(+28.1%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
4868(+18.7%)
Value:
$1.2B(+34.3%)
STRYKER CORP
SYK|863667101
Shares:
3182(-1.7%)
Value:
$1.2B(+1.7%)
COCA COLA CO
KO|191216100
Shares:
15996(-5.1%)
Value:
$1.1B(+9.1%)