Quotient Wealth Partners, LLC Top Holdings and 13F Report (2025) About Quotient Wealth Partners, LLCInvestment ActivityQuotient Wealth Partners, LLC has $3.06 billion in total holdings as of December 31, 2024.Quotient Wealth Partners, LLC owns shares of 325 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.73% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Quotient Wealth Partners, LLC has purchased 314 new stocks and bought additional shares in 156 stocks.Quotient Wealth Partners, LLC sold shares of 138 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $355,336,792SPDR Portfolio S&P 500 Growth ETF $305,343,150iShares Core U.S. Aggregate Bond ETF $237,132,007FCF US Quality ETF $201,158,987iShares Flexible Income Active ETF $183,221,374 Largest New Holdings this Quarter BLACKROCK INC $757,126 HoldingARISTA NETWORKS INC $438,223 HoldingASML $392,323 HoldingLAM RESEARCH CORP $309,653 HoldingiShares Core S&P Total U.S. Stock Market ETF $303,493 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 80,616 shares (about $7.81M)iShares Currency Hedged MSCI EAFE ETF 198,606 shares (about $6.90M)iShares Flexible Income Active ETF 115,339 shares (about $6.00M)iShares MBS ETF 64,491 shares (about $5.91M)iShares Core MSCI EAFE ETF 75,484 shares (about $5.31M) Largest Sales this Quarter Health Care Select Sector SPDR Fund 7,428 shares (about $1.02M)RTX 6,835 shares (about $790.94K)iShares MSCI USA Quality Factor ETF 4,219 shares (about $751.32K)Exxon Mobil 5,936 shares (about $638.54K)iShares S&P 500 Growth ETF 6,160 shares (about $625.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofQuotient Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$355,336,792$3,987,131 ▲1.1%603,61611.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$305,343,150$2,839,434 ▲0.9%3,473,75610.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$237,132,007$7,811,690 ▲3.4%2,447,1837.8%FinanceTTACFCF US Quality ETF$201,158,987$209,303 ▲0.1%3,026,4766.6%ETFBINCiShares Flexible Income Active ETF$183,221,374$5,999,935 ▲3.4%3,522,1336.0%ETFMBBiShares MBS ETF$176,314,208$5,912,535 ▲3.5%1,923,1485.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$165,982,340$2,066,209 ▲1.3%3,245,6465.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$153,490,807$6,901,558 ▲4.7%4,417,0025.0%ETFIEFAiShares Core MSCI EAFE ETF$150,936,980$5,305,015 ▲3.6%2,147,6524.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$101,157,904$2,863,588 ▲2.9%1,937,1493.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$89,990,354$1,120,707 ▲1.3%1,013,5192.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$73,461,864$1,581,710 ▲2.2%1,420,9262.4%ManufacturingXOMExxon Mobil$62,113,296$638,536 ▼-1.0%577,4222.0%Oils/EnergyIYWiShares U.S. Technology ETF$58,123,063$761,389 ▲1.3%364,3621.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$57,051,610$203,478 ▲0.4%495,1541.9%ETFXLEEnergy Select Sector SPDR Fund$50,988,948$2,637,814 ▲5.5%595,2481.7%ETFTLTiShares 20+ Year Treasury Bond ETF$50,430,818$1,414,484 ▲2.9%577,4741.6%ETFFBNDFidelity Total Bond ETF$47,127,106$1,113,270 ▲2.4%1,050,3031.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$43,641,448$1,252,167 ▲3.0%433,8121.4%ETFTIPiShares TIPS Bond ETF$42,041,389$1,284,459 ▲3.2%394,5701.4%ETFMUBiShares National Muni Bond ETF$21,343,660$268,826 ▼-1.2%200,3160.7%ETFVOOVanguard S&P 500 ETF$20,446,756$1,343,792 ▲7.0%37,9480.7%ETFVTEBVanguard Tax-Exempt Bond ETF$20,305,696$1,520,793 ▲8.1%405,0610.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$19,080,895$195,539 ▼-1.0%368,8560.6%ETFAAPLApple$18,949,135$631,563 ▲3.4%75,6690.6%Computer and TechnologyVUGVanguard Growth ETF$16,376,829$160,891 ▼-1.0%39,9010.5%ETFMSFTMicrosoft$13,983,636$124,342 ▼-0.9%33,1760.5%Computer and TechnologyNVDANVIDIA$11,527,351$1,057,537 ▲10.1%85,8390.4%Computer and TechnologyVTVVanguard Value ETF$10,629,077$33,522 ▼-0.3%62,7820.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,135,202$591,887 ▲7.8%160,4260.3%ETFAMZNAmazon.com$8,129,614$1,107,906 ▲15.8%37,0560.3%Retail/WholesaleDBEFXtrackers MSCI EAFE Hedged Equity ETF$8,100,857$85,822 ▼-1.0%195,6730.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$6,943,151$12,937 ▲0.2%139,0020.2%ETFGOOGLAlphabet$6,554,416$457,166 ▲7.5%34,6240.2%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$6,142,568$35,324 ▲0.6%64,3400.2%FinanceCVXChevron$6,072,813$196,836 ▼-3.1%41,9280.2%Oils/EnergyHYMUiShares High Yield Muni Income Active ETF$5,645,864$161,158 ▲2.9%249,1560.2%ETFIVWiShares S&P 500 Growth ETF$5,255,095$625,425 ▼-10.6%51,7590.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$4,971,625$769,245 ▲18.3%49,9460.2%ETFBRK.BBerkshire Hathaway$4,914,758$40,794 ▼-0.8%10,8430.2%FinanceMETAMeta Platforms$4,677,693$240,062 ▲5.4%7,9890.2%Computer and TechnologyTSLATesla$4,447,731$408,267 ▲10.1%11,0140.1%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$4,415,278$283,268 ▼-6.0%23,1310.1%ETFTXNTexas Instruments$4,205,386$43,126 ▼-1.0%22,4280.1%Computer and TechnologyCOPConocoPhillips$4,084,742$38,577 ▼-0.9%41,1890.1%Oils/EnergyPSXPhillips 66$4,064,395$192,544 ▼-4.5%35,6740.1%Oils/EnergyAVGOBroadcom$3,967,171$182,455 ▲4.8%17,1120.1%Computer and TechnologyRTXRTX$3,681,250$790,939 ▼-17.7%31,8120.1%AerospaceIWFiShares Russell 1000 Growth ETF$3,572,456$28,914 ▼-0.8%8,8960.1%ETFEFGiShares MSCI EAFE Growth ETF$3,383,157$247,789 ▲7.9%34,9390.1%ETFGOOGAlphabet$3,337,221$584,071 ▲21.2%17,5240.1%Computer and TechnologyGSThe Goldman Sachs Group$3,238,251$159,765 ▲5.2%5,6550.1%FinanceVVisa$3,229,936$91,652 ▼-2.8%10,2200.1%Business ServicesJPMJPMorgan Chase & Co.$3,105,316$26,848 ▲0.9%12,9540.1%FinanceHDHome Depot$2,774,697$108,918 ▼-3.8%7,1330.1%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,734,778$1,021,879 ▼-27.2%19,8790.1%ETFMAMastercard$2,638,536$77,929 ▲3.0%5,0110.1%Business ServicesIJTiShares S&P Small-Cap 600 Growth ETF$2,572,243$27,750 ▲1.1%19,0020.1%ETFLLYEli Lilly and Company$2,434,575$111,926 ▲4.8%3,1540.1%MedicalPGProcter & Gamble$2,402,946$163,292 ▼-6.4%14,3330.1%Consumer StaplesVBRVanguard Small-Cap Value ETF$2,392,280$63,815 ▲2.7%12,0710.1%ETFWMTWalmart$2,232,954$22,136 ▼-1.0%24,7140.1%Retail/WholesaleACNAccenture$2,058,658$81,615 ▼-3.8%5,8520.1%Computer and TechnologyCOSTCostco Wholesale$2,053,327$153,015 ▲8.1%2,2410.1%Retail/WholesaleEFAiShares MSCI EAFE ETF$1,862,734$9,376 ▼-0.5%24,6360.1%FinanceUNHUnitedHealth Group$1,807,863$118,366 ▼-6.1%3,5740.1%MedicalORCLOracle$1,804,700$278,120 ▼-13.4%10,8300.1%Computer and TechnologyFBCGFidelity Blue Chip Growth ETF$1,792,251$872,695 ▲94.9%38,7430.1%ETFIWDiShares Russell 1000 Value ETF$1,780,7650.0%9,6190.1%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,775,949$638,351 ▲56.1%35,6330.1%ETFJNJJohnson & Johnson$1,749,459$180,774 ▼-9.4%12,0970.1%MedicalPANWPalo Alto Networks$1,724,082$871,412 ▲102.2%9,4750.1%Computer and TechnologyXELXcel Energy$1,712,873$66,913 ▲4.1%25,3680.1%UtilitiesSLBSchlumberger$1,703,660$283,100 ▲19.9%44,4360.1%Oils/EnergyBACBank of America$1,695,203$67,595 ▲4.2%38,5710.1%FinanceLMTLockheed Martin$1,664,496$203,627 ▲13.9%3,4250.1%AerospaceDYNFiShares U.S. Equity Factor Rotation Active ETF$1,640,820$109,624 ▲7.2%32,0160.1%ETFNFLXNetflix$1,628,442$91,806 ▲6.0%1,8270.1%Consumer DiscretionaryCRMSalesforce$1,613,293$72,556 ▲4.7%4,8250.1%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,595,073$82,988 ▲5.5%35,2890.1%ManufacturingINTUIntuit$1,534,181$55,308 ▼-3.5%2,4410.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,497,037$1,124,777 ▲302.1%53,7150.0%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,423,282$11,895 ▲0.8%55,6400.0%ETFFICOFair Isaac$1,417,542$1,991 ▼-0.1%7120.0%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,368,728$135,908 ▼-9.0%24,6840.0%ManufacturingHEZUiShares Currency Hedged MSCI EMU ETF$1,362,422$34,550 ▼-2.5%38,0140.0%ETFVZVerizon Communications$1,313,786$393,260 ▲42.7%32,8530.0%Computer and TechnologyABBVAbbVie$1,276,185$160,278 ▲14.4%7,1820.0%MedicalDISWalt Disney$1,250,589$56,233 ▼-4.3%11,2310.0%Consumer DiscretionarySSentinelOne$1,227,460$166,500 ▼-11.9%55,2910.0%Computer and TechnologySYKStryker$1,165,295$82,464 ▼-6.6%3,2360.0%MedicalVTIVanguard Total Stock Market ETF$1,139,393$75,921 ▲7.1%3,9320.0%ETFADPAutomatic Data Processing$1,125,684$9,076 ▲0.8%3,8450.0%Business ServicesVBKVanguard Small-Cap Growth ETF$1,085,886$32,210 ▼-2.9%3,8770.0%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,067,086$406,093 ▲61.4%23,5940.0%ETFKOCoca-Cola$1,049,752$102,665 ▼-8.9%16,8610.0%Consumer StaplesFVALFidelity Value Factor ETF$1,021,222$443,459 ▲76.8%16,5990.0%ETFOEFiShares S&P 100 ETF$1,016,229$29,464 ▼-2.8%3,5180.0%ETFTAT&T$1,011,847$29,350 ▲3.0%44,4380.0%Computer and TechnologyCARRCarrier Global$1,003,548$17,270 ▲1.8%14,7020.0%Computer and TechnologyShowing 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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