Proquility Private Wealth Partners, LLC Top Holdings and 13F Report (2025) About Proquility Private Wealth Partners, LLCInvestment ActivityProquility Private Wealth Partners, LLC has $310.49 million in total holdings as of December 31, 2024.Proquility Private Wealth Partners, LLC owns shares of 88 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 8.86% of the portfolio was purchased this quarter.About 7.56% of the portfolio was sold this quarter.This quarter, Proquility Private Wealth Partners, LLC has purchased 87 new stocks and bought additional shares in 33 stocks.Proquility Private Wealth Partners, LLC sold shares of 48 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core MSCI Emerging Markets ETF $20,019,555iShares Core MSCI EAFE ETF $16,950,341Vanguard Information Technology ETF $14,848,584Vanguard Small-Cap ETF $11,161,727Health Care Select Sector SPDR Fund $9,897,199 Largest New Holdings this Quarter BLACKROCK INC $4,971,784 HoldingVanguard Total International Stock ETF $2,478,589 HoldingVanguard Total World Stock ETF $2,240,778 HoldingiShares National Muni Bond ETF $1,594,414 HoldingiShares Core U.S. Aggregate Bond ETF $1,272,670 Holding Largest Purchases this Quarter ProShares S&P 500 Aristocrats ETF 71,993 shares (about $7.17M)BLACKROCK INC 4,850 shares (about $4.97M)Vanguard Tax-Exempt Bond ETF 67,308 shares (about $3.37M)Vanguard Total International Stock ETF 42,059 shares (about $2.48M)Vanguard Total World Stock ETF 19,073 shares (about $2.24M) Largest Sales this Quarter Invesco National AMT-Free Municipal Bond ETF 119,865 shares (about $2.83M)VanEck Intermediate Muni ETF 42,478 shares (about $1.96M)Medtronic 22,872 shares (about $1.83M)Interpublic Group of Companies 40,522 shares (about $1.14M)Comcast 29,658 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofProquility Private Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEMGiShares Core MSCI Emerging Markets ETF$20,019,555$64,910 ▲0.3%383,3696.4%ETFIEFAiShares Core MSCI EAFE ETF$16,950,341$682,208 ▲4.2%241,1835.5%ETFVGTVanguard Information Technology ETF$14,848,584$243,746 ▲1.7%23,8804.8%ETFVBVanguard Small-Cap ETF$11,161,727$328,222 ▲3.0%46,4533.6%ETFXLVHealth Care Select Sector SPDR Fund$9,897,199$179,666 ▲1.8%71,9433.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$9,451,641$236,241 ▲2.6%42,1293.0%FinanceXLCCommunication Services Select Sector SPDR Fund$9,162,486$247,156 ▲2.8%94,6443.0%ETFVISVanguard Industrials ETF$8,784,104$207,583 ▲2.4%34,5302.8%ETFXLFFinancial Select Sector SPDR Fund$8,714,189$206,127 ▲2.4%180,3062.8%ETFNOBLProShares S&P 500 Aristocrats ETF$7,719,024$7,166,919 ▲1,298.1%77,5392.5%ETFFLGBFranklin FTSE United Kingdom ETF$7,621,840$103,634 ▲1.4%291,0212.5%ETFEZUiShares MSCI Eurozone ETF$7,527,031$102,896 ▼-1.3%159,4712.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$7,414,087$251,274 ▼-3.3%163,5222.4%ETFBBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF$6,726,428$995,865 ▼-12.9%137,9782.2%ETFVDCVanguard Consumer Staples ETF$6,451,318$110,552 ▲1.7%30,5202.1%ETFXLEEnergy Select Sector SPDR Fund$5,981,124$441,577 ▼-6.9%69,8241.9%ETFAVGOBroadcom$5,052,025$68,161 ▼-1.3%21,7911.6%Computer and TechnologyBLACKROCK INC$4,971,784$4,971,784 ▲New Holding4,8501.6%COMGOVTiShares U.S. Treasury Bond ETF$4,850,710$764,659 ▼-13.6%211,0841.6%ETFFLJPFranklin FTSE Japan ETF$4,828,395$262,039 ▼-5.1%168,7661.6%ETFCCitigroup$4,750,058$21,821 ▲0.5%67,4821.5%FinanceJPMJPMorgan Chase & Co.$4,717,493$3,356 ▲0.1%19,6801.5%FinanceWMBWilliams Companies$4,481,569$27,980 ▼-0.6%82,8081.4%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$4,332,864$3,374,172 ▲352.0%86,4321.4%ETFTFCTruist Financial$4,325,333$42,859 ▼-1.0%99,7081.4%FinanceXOMExxon Mobil$4,268,378$395,105 ▼-8.5%39,6801.4%Oils/EnergyFITBFifth Third Bancorp$4,251,000$36,530 ▲0.9%100,5441.4%FinanceSKYYFirst Trust Cloud Computing ETF$4,208,986$26,564 ▲0.6%35,3341.4%ManufacturingDLRDigital Realty Trust$4,172,220$31,210 ▲0.8%23,5281.3%FinanceKMIKinder Morgan$4,113,069$34,880 ▼-0.8%150,1121.3%Oils/EnergyFLCAFranklin FTSE Canada ETF$4,000,600$12,444 ▼-0.3%109,3061.3%ETFEMREmerson Electric$3,791,762$34,081 ▲0.9%30,5961.2%Industrial ProductsHONHoneywell International$3,302,738$48,115 ▲1.5%14,6211.1%Multi-Sector ConglomeratesMSFTMicrosoft$3,208,037$55,217 ▲1.8%7,6111.0%Computer and TechnologyIBMInternational Business Machines$3,197,647$130,799 ▲4.3%14,5461.0%Computer and TechnologyIBBiShares Biotechnology ETF$2,964,941$19,964 ▼-0.7%22,4261.0%FinanceETNEaton$2,795,009$53,763 ▲2.0%8,4220.9%Industrial ProductsXELXcel Energy$2,695,939$184,127 ▲7.3%39,9280.9%UtilitiesVXUSVanguard Total International Stock ETF$2,478,589$2,478,589 ▲New Holding42,0590.8%ETFVICIVICI Properties$2,460,329$158,406 ▼-6.0%84,2290.8%FinanceVTVanguard Total World Stock ETF$2,240,778$2,240,778 ▲New Holding19,0730.7%ETFTAT&T$2,222,238$11,840 ▼-0.5%97,5950.7%Computer and TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$2,209,636$2,830,012 ▼-56.2%93,5890.7%ETFCSXCSX$2,102,584$277,780 ▼-11.7%65,1560.7%TransportationVIGVanguard Dividend Appreciation ETF$2,094,989$518,166 ▲32.9%10,6980.7%ETFWELLWelltower$2,090,208$19,913 ▼-0.9%16,5850.7%FinanceAMTAmerican Tower$2,003,571$27,695 ▼-1.4%10,9240.6%FinanceUNHUnitedHealth Group$1,987,524$629,290 ▼-24.0%3,9290.6%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$1,930,574$390,674 ▼-16.8%24,0510.6%ETFAAPLApple$1,780,987$17,279 ▼-1.0%7,1120.6%Computer and TechnologyCVXChevron$1,764,296$228,558 ▼-11.5%12,1810.6%Oils/EnergyFUTYFidelity MSCI Utilities Index ETF$1,760,304$68,034 ▼-3.7%36,0940.6%ETFVAWVanguard Materials ETF$1,752,547$49,026 ▲2.9%9,3300.6%ETFFDNFirst Trust Dow Jones Internet Index Fund$1,741,097$41,825 ▲2.5%7,1600.6%ETFXLREReal Estate Select Sector SPDR Fund$1,698,339$42,134 ▼-2.4%41,7590.5%ETFBACBank of America$1,635,599$3,164 ▲0.2%37,2150.5%FinanceMDTMedtronic$1,601,914$1,827,016 ▼-53.3%20,0540.5%MedicalMUBiShares National Muni Bond ETF$1,594,414$1,594,414 ▲New Holding14,9640.5%ETFHDHome Depot$1,580,855$35,009 ▲2.3%4,0640.5%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$1,507,420$75,342 ▼-4.8%25,9900.5%ETFGDGeneral Dynamics$1,305,871$4,216 ▲0.3%4,9560.4%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$1,272,670$1,272,670 ▲New Holding13,1330.4%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,247,143$370,521 ▼-22.9%11,6730.4%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$1,225,063$28,390 ▼-2.3%46,7760.4%ETFWMTWalmart$1,216,382$18,160 ▼-1.5%13,4630.4%Retail/WholesaleITMVanEck Intermediate Muni ETF$1,172,461$1,958,235 ▼-62.5%25,4330.4%ETFEWLiShares MSCI Switzerland ETF$1,131,443$82,406 ▼-6.8%24,6180.4%ETFMCDMcDonald's$1,016,064$9,566 ▲1.0%3,5050.3%Retail/WholesalePGProcter & Gamble$1,000,200$11,065 ▲1.1%5,9660.3%Consumer StaplesIFRAiShares U.S. Infrastructure ETF$869,280$6,110 ▲0.7%18,7790.3%ETFSRVRPacer Data & Infrastructure Real Estate ETF$857,788$35,316 ▼-4.0%28,6120.3%ETFAMGNAmgen$753,250$118,852 ▼-13.6%2,8900.2%MedicalFIWFirst Trust Water ETF$667,203$189,711 ▼-22.1%6,5380.2%ETFVZVerizon Communications$658,435$660,554 ▼-50.1%16,4650.2%Computer and TechnologyCMCSAComcast$611,927$1,113,065 ▼-64.5%16,3050.2%Consumer DiscretionaryHYDVanEck High Yield Muni ETF$602,312$295,368 ▼-32.9%11,6030.2%ETFPEPPepsiCo$513,050$628,920 ▼-55.1%3,3740.2%Consumer StaplesIPGInterpublic Group of Companies$492,452$1,135,428 ▼-69.7%17,5750.2%Business ServicesVOOVanguard S&P 500 ETF$481,650$481,650 ▲New Holding8930.2%ETFPFGPrincipal Financial Group$460,667$489,696 ▼-51.5%5,9510.1%FinanceJNJJohnson & Johnson$460,181$613,767 ▼-57.2%3,1820.1%MedicalSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$423,714$786,390 ▼-65.0%8,9410.1%FinanceBNDXVanguard Total International Bond ETF$397,256$112,226 ▼-22.0%8,0990.1%ETFEWDiShares MSCI Sweden ETF$394,130$66,559 ▼-14.4%10,5580.1%FinanceHCAHCA Healthcare$360,780$449,324 ▼-55.5%1,2020.1%MedicalLLYEli Lilly and Company$329,644$955,736 ▼-74.4%4270.1%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$322,3290.0%3,6670.1%ETFTGTTarget$300,235$917,062 ▼-75.3%2,2210.1%Retail/WholesaleKHCKraft Heinz$0$887,932 ▼-100.0%00.0%Consumer StaplesFLLAFranklin FTSE Latin America ETF$0$657,410 ▼-100.0%00.0%ETFIXUSiShares Core MSCI Total International Stock ETF$0$373,463 ▼-100.0%00.0%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$0$251,032 ▼-100.0%00.0%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$0$248,648 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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