Proquility Private Wealth Partners, LLC Top Holdings and 13F Report (2025) About Proquility Private Wealth Partners, LLCInvestment ActivityProquility Private Wealth Partners, LLC has $324.49 million in total holdings as of March 31, 2025.Proquility Private Wealth Partners, LLC owns shares of 82 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 18.79% of the portfolio was purchased this quarter.About 14.60% of the portfolio was sold this quarter.This quarter, Proquility Private Wealth Partners, LLC has purchased 88 new stocks and bought additional shares in 49 stocks.Proquility Private Wealth Partners, LLC sold shares of 23 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core MSCI Emerging Markets ETF $22,384,840iShares Core MSCI EAFE ETF $20,197,113Financial Select Sector SPDR Fund $11,629,191Vanguard Information Technology ETF $11,433,370Health Care Select Sector SPDR Fund $11,235,470 Largest New Holdings this Quarter 375558103 - Gilead Sciences $1,682,879 Holding209115104 - Consolidated Edison $1,656,749 Holding35473P561 - Franklin FTSE Latin America ETF $1,569,082 Holding46138E784 - Invesco Emerging Markets Sovereign Debt ETF $1,457,948 Holding75513E101 - RTX $1,060,740 Holding Largest Purchases this Quarter Invesco National AMT-Free Municipal Bond ETF 206,809 shares (about $4.76M)VanEck Intermediate Muni ETF 87,662 shares (about $3.99M)Financial Select Sector SPDR Fund 53,165 shares (about $2.65M)Vanguard Total International Bond ETF 52,165 shares (about $2.55M)Medtronic 28,127 shares (about $2.53M) Largest Sales this Quarter First Trust Cloud Computing ETF 23,096 shares (about $2.36M)Vanguard Consumer Staples ETF 9,383 shares (about $2.05M)Vanguard Industrials ETF 6,947 shares (about $1.72M)Vanguard Information Technology ETF 2,800 shares (about $1.52M)BLACKROCK INC 1,489 shares (about $1.41M) 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$22,384,840$1,694,440 ▲8.2%414,7656.9%ETFIEFAiShares Core MSCI EAFE ETF$20,197,113$1,951,619 ▲10.7%266,9816.2%ETFXLFFinancial Select Sector SPDR Fund$11,629,191$2,648,149 ▲29.5%233,4713.6%ETFVGTVanguard Information Technology ETF$11,433,370$1,518,664 ▼-11.7%21,0803.5%ETFXLVHealth Care Select Sector SPDR Fund$11,235,470$731,072 ▲7.0%76,9503.5%ETFVBVanguard Small-Cap ETF$10,200,722$100,231 ▼-1.0%46,0013.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$8,916,701$597,909 ▲7.2%45,1572.7%FinanceEZUiShares MSCI Eurozone ETF$8,680,123$188,292 ▲2.2%163,0072.7%ETFXLCCommunication Services Select Sector SPDR Fund$8,399,348$729,066 ▼-8.0%87,0852.6%ETFBBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF$8,151,210$1,438,580 ▲21.4%167,5482.5%ETFFLGBFranklin FTSE United Kingdom ETF$7,763,429$577,611 ▼-6.9%270,8682.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$7,433,033$139,671 ▼-1.8%160,5062.3%ETFXLEEnergy Select Sector SPDR Fund$7,285,455$760,403 ▲11.7%77,9612.2%ETFFLJPFranklin FTSE Japan ETF$7,139,672$2,177,952 ▲43.9%242,8462.2%ETFPZAInvesco National AMT-Free Municipal Bond ETF$6,921,170$4,764,879 ▲221.0%300,3982.1%ETFXOMExxon Mobil$6,829,012$2,109,834 ▲44.7%57,4202.1%EnergyVISVanguard Industrials ETF$6,828,172$1,719,730 ▼-20.1%27,5832.1%ETFGOVTiShares U.S. Treasury Bond ETF$5,626,406$774,640 ▲16.0%244,7861.7%ETFITMVanEck Intermediate Muni ETF$5,146,953$3,989,497 ▲344.7%113,0951.6%ETFVDCVanguard Consumer Staples ETF$4,625,198$2,053,188 ▼-30.7%21,1371.4%ETFFLCAFranklin FTSE Canada ETF$4,398,521$330,796 ▲8.1%118,1951.4%ETFMDTMedtronic$4,329,545$2,527,492 ▲140.3%48,1811.3%MedicalCCitigroup$4,277,360$513,187 ▼-10.7%60,2531.3%FinanceTFCTruist Financial$4,266,679$163,695 ▲4.0%103,6861.3%FinanceFITBFifth Third Bancorp$4,244,772$303,447 ▲7.7%108,2851.3%FinanceJPMJPMorgan Chase & Co.$4,207,876$619,628 ▼-12.8%17,1541.3%FinanceWMBWilliams Companies$3,911,591$1,037,015 ▼-21.0%65,4551.2%EnergyKMIKinder Morgan$3,770,610$512,085 ▼-12.0%132,1631.2%EnergyDLRDigital Realty Trust$3,538,260$166,933 ▲5.0%24,6931.1%FinanceXLREReal Estate Select Sector SPDR Fund$3,520,255$1,772,641 ▲101.4%84,1161.1%ETFTAT&T$3,387,774$627,788 ▲22.7%119,7941.0%Computer and TechnologyUNHUnitedHealth Group$3,293,864$1,236,050 ▲60.1%6,2891.0%MedicalHONHoneywell International$3,199,331$103,334 ▲3.3%15,1091.0%Multi-Sector ConglomeratesWMTWalmart$3,195,995$2,014,078 ▲170.4%36,4051.0%Retail/WholesaleIBMInternational Business Machines$3,186,329$430,679 ▼-11.9%12,8141.0%Computer and TechnologyBLACKROCK INC$3,181,119$1,409,309 ▼-30.7%3,3611.0%COMEMREmerson Electric$3,125,946$228,599 ▼-6.8%28,5111.0%IndustrialsMSFTMicrosoft$3,081,201$224,108 ▲7.8%8,2080.9%Computer and TechnologyETNEaton$2,962,403$673,051 ▲29.4%10,8980.9%IndustrialsBNDXVanguard Total International Bond ETF$2,942,088$2,546,695 ▲644.1%60,2640.9%ETFXELXcel Energy$2,841,581$15,078 ▲0.5%40,1410.9%UtilitiesAVGOBroadcom$2,775,989$872,478 ▼-23.9%16,5800.9%Computer and TechnologyAMTAmerican Tower$2,727,398$350,336 ▲14.7%12,5340.8%FinanceLLYEli Lilly and Company$2,656,127$2,303,463 ▲653.2%3,2160.8%MedicalFUTYFidelity MSCI Utilities Index ETF$2,482,131$643,142 ▲35.0%48,7170.8%ETFCVXChevron$2,307,264$269,504 ▲13.2%13,7920.7%EnergyWELLWelltower$2,234,721$306,267 ▼-12.1%14,5860.7%FinanceMCDMcDonald's$2,216,265$1,121,408 ▲102.4%7,0950.7%Retail/WholesaleVICIVICI Properties$2,182,865$564,685 ▼-20.6%66,9180.7%FinancePFGPrincipal Financial Group$2,139,286$1,637,200 ▲326.1%25,3560.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,864,046$102,364 ▼-5.2%22,7990.6%ETFVAWVanguard Materials ETF$1,842,030$80,433 ▲4.6%9,7560.6%ETFGILDGilead Sciences$1,682,879$1,682,879 ▲New Holding15,0190.5%MedicalVZVerizon Communications$1,669,339$922,486 ▲123.5%36,8020.5%Computer and TechnologySHMSPDR Nuveen Bloomberg Short Term Municipal Bond ETF$1,667,809$1,242,217 ▲291.9%35,0380.5%FinanceEDConsolidated Edison$1,656,749$1,656,749 ▲New Holding14,9810.5%UtilitiesPEPPepsiCo$1,653,838$1,147,941 ▲226.9%11,0300.5%Consumer StaplesGDGeneral Dynamics$1,651,304$300,386 ▲22.2%6,0580.5%AerospaceHCAHCA Healthcare$1,647,237$1,231,886 ▲296.6%4,7670.5%MedicalAAPLApple$1,635,321$55,532 ▲3.5%7,3620.5%Computer and TechnologyHDHome Depot$1,625,750$136,334 ▲9.2%4,4360.5%Retail/WholesaleFLLAFranklin FTSE Latin America ETF$1,569,082$1,569,082 ▲New Holding80,7490.5%ETFFDNFirst Trust Dow Jones Internet Index Fund$1,533,946$56,648 ▼-3.6%6,9050.5%ETFEWLiShares MSCI Switzerland ETF$1,524,439$249,472 ▲19.6%29,4350.5%ETFBACBank of America$1,516,009$36,973 ▼-2.4%36,3290.5%FinancePCYInvesco Emerging Markets Sovereign Debt ETF$1,457,948$1,457,948 ▲New Holding72,2830.4%ETFFIWFirst Trust Water ETF$1,409,638$751,196 ▲114.1%13,9970.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,392,277$117,163 ▲9.2%51,0740.4%ETFIFRAiShares U.S. Infrastructure ETF$1,387,390$541,020 ▲63.9%30,7830.4%ETFSKYYFirst Trust Cloud Computing ETF$1,251,091$2,361,105 ▼-65.4%12,2380.4%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,205,155$63,584 ▼-5.0%11,0880.4%FinanceCMCSAComcast$1,119,657$518,002 ▲86.1%30,3430.3%Consumer DiscretionaryPGProcter & Gamble$1,111,991$95,265 ▲9.4%6,5250.3%Consumer StaplesRTXRTX$1,060,740$1,060,740 ▲New Holding8,0080.3%AerospaceFCXFreeport-McMoRan$1,042,286$1,042,286 ▲New Holding27,5300.3%Basic MaterialsHYDVanEck High Yield Muni ETF$1,034,501$440,660 ▲74.2%20,2130.3%ETFTIPiShares TIPS Bond ETF$633,546$633,546 ▲New Holding5,7030.2%ETFPGXInvesco Preferred ETF$594,626$594,626 ▲New Holding52,9970.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$544,788$544,788 ▲New Holding14,8000.2%ETFEWDiShares MSCI Sweden ETF$495,871$51,590 ▲11.6%11,7840.2%FinanceJNJJohnson & Johnson$300,170$227,532 ▼-43.1%1,8100.1%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$294,7170.0%3,6670.1%ETFNOBLProShares S&P 500 Aristocrats ETF$0$7,719,024 ▼-100.0%00.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$4,332,864 ▼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$2,964,941 ▼-100.0%00.0%FinanceVXUSVanguard Total International Stock ETF$0$2,478,589 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$2,240,778 ▼-100.0%00.0%ETFCSXCSX$0$2,102,584 ▼-100.0%00.0%TransportationVIGVanguard Dividend Appreciation ETF$0$2,094,989 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$1,594,414 ▼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury ETF$0$1,507,420 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$1,272,670 ▼-100.0%00.0%FinanceSRVRPacer Data & Infrastructure Real Estate ETF$0$857,788 ▼-100.0%00.0%ETFAMGNAmgen$0$753,250 ▼-100.0%00.0%MedicalIPGInterpublic Group of Companies$0$492,452 ▼-100.0%00.0%Business ServicesVOOVanguard S&P 500 ETF$0$481,650 ▼-100.0%00.0%ETFTGTTarget$0$300,235 ▼-100.0%00.0%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.