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 6 of 17
29287L205
Shares:
13892(+6.5%)
Value:
$968.9M(+2.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.1K | All Managers (Combined) | $1.1M | |||
3.7K | All Managers (Combined) | $1.1M | |||
Walt Disney Co(DIScusip254687106) | 11.4K | All Managers (Combined) | $1.1M | ||
2.3K | QoQ -1.60% (-38) | All Managers (Combined) | $1.1M | ||
1.9K | All Managers (Combined) | $1.1M | |||
7.7K | All Managers (Combined) | $1.0M | |||
3.7K | All Managers (Combined) | $1.0M | |||
Starbucks Corp(SBUXcusip855244109) | 10.2K | All Managers (Combined) | $1.0M | ||
5.0K | All Managers (Combined) | $998.4K | |||
(cusip29287L205)✕ | 13.9K | All Managers (Combined) | $968.9K | ||
3.8K | All Managers (Combined) | $965.6K | |||
4.1K | All Managers (Combined) | $964.2K | |||
15.1K | QoQ +2.73% (-402)YoY +5.34% (+767) | All Managers (Combined) | $957.6K | ||
Adobe Inc.(ADBEcusip00724F101) | 2.5K | All Managers (Combined) | $946.6K | ||
12.8K | QoQ +5.87% (+709)YoY +2.63% (+328) | All Managers (Combined) | $917.2K | ||
3.6K | All Managers (Combined) | $884.8K | |||
3.3K | All Managers (Combined) | $882.8K | |||
7.2K | All Managers (Combined) | $882.4K | |||
10.4K | YoY NEW(+10.4K) | All Managers (Combined) | $881.6K | YoY NEW(+$881.6K) | |
5.1K | All Managers (Combined) | $869.4K |