Quotient-Wealth-Partners

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
Data Enrichment
85% identified
281 identified50 unidentified

Holdings

331 positions • $3.1B total value
Manager:
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Page 5 of 17
UNITEDHEALTH GROUP INC
Shares:3.2K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$3.1B)
AbbVie Inc.
Shares:7.9K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$3.1B)
09290C103
Shares:33.8K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
Palo Alto Networks Inc
Shares:9.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
Accenture plc
Shares:5.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
BANK OF AMERICA CORP /DE/
Shares:38.3K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
46434V639
Shares:40.8K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
00039J202
Shares:60.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.1B)
VERIZON COMMUNICATIONS INC
Shares:33.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.1B)
INTUIT INC.
Shares:2.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.1B)
ORACLE CORP
Shares:10.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.1B)
78464A284
Shares:56.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.1B)
Salesforce, Inc.
Shares:5.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.1B)
LOCKHEED MARTIN CORP
Shares:3.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.1B)
FAIR ISAAC CORP
Shares:716
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
46641Q167
Shares:20.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
AT&T INC.
Shares:45.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:4.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
STRYKER CORP
Shares:3.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
COCA COLA CO
Shares:16.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.1B)