Quotient Wealth Partners, LLC Top Holdings and 13F Report (2025) About Quotient Wealth Partners, LLCInvestment ActivityQuotient Wealth Partners, LLC has $3.13 billion in total holdings as of March 31, 2025.Quotient Wealth Partners, LLC owns shares of 331 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.45% of the portfolio was purchased this quarter.About 7.51% of the portfolio was sold this quarter.This quarter, Quotient Wealth Partners, LLC has purchased 325 new stocks and bought additional shares in 155 stocks.Quotient Wealth Partners, LLC sold shares of 138 stocks and completely divested from 25 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $320,498,284SPDR Portfolio S&P 500 Growth ETF $290,305,601SPDR Portfolio S&P 500 Value ETF $215,486,933iShares Core U.S. Aggregate Bond ETF $199,441,358FCF US Quality ETF $195,874,457 Largest New Holdings this Quarter 81369Y605 - Financial Select Sector SPDR Fund $54,509,922 Holding74022D407 - Precision Drilling $3,191,792 Holding22160N109 - CoStar Group $1,710,649 Holding00039J202 - AB Tax-Aware Short Duration Municipal ETF $1,527,803 Holding46641Q167 - JPMorgan Active Value ETF $1,316,676 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 2,131,128 shares (about $97.29M)Financial Select Sector SPDR Fund 1,094,357 shares (about $54.51M)SPDR Portfolio S&P 500 Value ETF 973,797 shares (about $49.73M)iShares 0-5 Year TIPS Bond ETF 470,472 shares (about $48.68M)SPDR Portfolio S&P 500 Growth ETF 138,358 shares (about $11.12M) Largest Sales this Quarter Energy Select Sector SPDR Fund 588,208 shares (about $54.97M)iShares MBS ETF 464,792 shares (about $43.59M)iShares Core U.S. Aggregate Bond ETF 430,995 shares (about $42.63M)iShares Currency Hedged MSCI EAFE ETF 661,715 shares (about $24.01M)iShares Core S&P 500 ETF 33,233 shares (about $18.67M) 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$320,498,284$18,673,627 ▼-5.5%570,38310.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$290,305,601$11,119,832 ▲4.0%3,612,1149.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$215,486,933$49,731,808 ▲30.0%4,219,4436.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$199,441,358$42,634,034 ▼-17.6%2,016,1886.4%FinanceTTACFCF US Quality ETF$195,874,457$2,452,355 ▲1.3%3,064,8486.3%ETFBINCiShares Flexible Income Active ETF$166,214,860$18,274,494 ▼-9.9%3,173,2505.3%ETFIEFAiShares Core MSCI EAFE ETF$156,454,000$6,015,838 ▼-3.7%2,068,1305.0%ETFFBNDFidelity Total Bond ETF$145,232,311$97,285,984 ▲202.9%3,181,4314.6%ETFMBBiShares MBS ETF$136,764,594$43,588,184 ▼-24.2%1,458,3564.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$136,279,357$24,013,636 ▼-15.0%3,755,2874.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$104,959,687$411,737 ▲0.4%1,944,7783.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$93,566,239$48,679,724 ▲108.5%904,2843.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$93,260,736$1,665,462 ▼-1.8%995,7373.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$76,981,120$2,567,230 ▲3.4%1,469,9472.5%ManufacturingXOMExxon Mobil$74,007,925$5,335,084 ▲7.8%622,2812.4%EnergyTLTiShares 20+ Year Treasury Bond ETF$56,291,728$3,724,308 ▲7.1%618,3871.8%ETFIJRiShares Core S&P Small-Cap ETF$55,589,535$3,811,264 ▲7.4%531,6011.8%ETFXLFFinancial Select Sector SPDR Fund$54,509,922$54,509,922 ▲New Holding1,094,3571.7%ETFIYWiShares U.S. Technology ETF$53,341,128$2,170,081 ▲4.2%379,8141.7%ManufacturingTIPiShares TIPS Bond ETF$44,554,412$721,640 ▲1.6%401,0661.4%ETFVTEBVanguard Tax-Exempt Bond ETF$22,919,168$2,820,052 ▲14.0%461,8940.7%ETFMUBiShares National Muni Bond ETF$20,217,805$903,515 ▼-4.3%191,7470.6%ETFVOOVanguard S&P 500 ETF$17,565,294$1,936,396 ▼-9.9%34,1800.6%ETFAAPLApple$16,832,031$23,768 ▲0.1%75,7760.5%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$14,870,435$4,144,108 ▼-21.8%288,4660.5%ETFVUGVanguard Growth ETF$14,683,317$112,729 ▼-0.8%39,5970.5%ETFMSFTMicrosoft$12,004,228$449,717 ▼-3.6%31,9780.4%Computer and TechnologyVTVVanguard Value ETF$10,721,047$123,854 ▼-1.1%62,0650.3%ETFNVDANVIDIA$10,266,490$963,279 ▲10.4%94,7270.3%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$8,815,000$657,338 ▲8.1%173,3530.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$8,392,169$80,451 ▼-0.9%193,8150.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$7,806,594$823,132 ▲11.8%155,3860.2%ETFCVXChevron$7,168,117$153,908 ▲2.2%42,8480.2%EnergyAMZNAmazon.com$6,967,142$83,144 ▼-1.2%36,6190.2%Retail/WholesaleSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$6,547,918$4,765,555 ▲267.4%130,9060.2%ETFBRK.BBerkshire Hathaway$6,272,016$497,416 ▲8.6%11,7770.2%FinanceJNKSPDR Bloomberg High Yield Bond ETF$6,044,431$87,200 ▼-1.4%63,4250.2%FinanceHYMUiShares High Yield Muni Income Active ETF$5,864,838$216,476 ▲3.8%258,7050.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$5,054,908$126,990 ▼-2.5%48,7220.2%ETFGOOGLAlphabet$5,045,652$308,665 ▼-5.8%32,6280.2%Computer and TechnologyPSXPhillips 66$4,866,300$461,317 ▲10.5%39,4100.2%EnergyIVWiShares S&P 500 Growth ETF$4,775,836$28,963 ▼-0.6%51,4470.2%ETFMETAMeta Platforms$4,735,422$130,835 ▲2.8%8,2160.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$4,383,955$24,394 ▼-0.6%23,0030.1%ETFCOPConocoPhillips$4,336,947$11,237 ▲0.3%41,2960.1%EnergyOEFiShares S&P 100 ETF$4,190,062$3,237,270 ▲339.8%15,4710.1%ETFTXNTexas Instruments$4,008,304$21,923 ▼-0.5%22,3060.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,652,635$2,307,611 ▲171.6%145,8720.1%ETFVVisa$3,609,066$27,336 ▲0.8%10,2980.1%Business ServicesRTXRTX$3,327,095$886,678 ▼-21.0%25,1180.1%AerospaceIWFiShares Russell 1000 Growth ETF$3,203,229$9,027 ▼-0.3%8,8710.1%ETFPDSPrecision Drilling$3,191,792$3,191,792 ▲New Holding68,4640.1%EnergyEFGiShares MSCI EAFE Growth ETF$3,095,014$398,902 ▼-11.4%30,9500.1%ETFJPMJPMorgan Chase & Co.$3,067,501$110,141 ▼-3.5%12,5050.1%FinanceGSThe Goldman Sachs Group$2,997,251$91,769 ▼-3.0%5,4870.1%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$2,864,191$498,488 ▲21.1%23,0060.1%ETFAVGOBroadcom$2,803,455$61,614 ▼-2.2%16,7440.1%Computer and TechnologyTSLATesla$2,794,986$59,346 ▼-2.1%10,7850.1%Auto/Tires/TrucksLLYEli Lilly and Company$2,768,269$163,519 ▲6.3%3,3520.1%MedicalFQALFidelity Quality Factor ETF$2,731,420$1,946,294 ▲247.9%42,5720.1%ETFGOOGAlphabet$2,692,833$44,995 ▼-1.6%17,2360.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,610,798$291,727 ▼-10.1%17,8810.1%ETFMAMastercard$2,608,272$138,114 ▼-5.0%4,7590.1%Business ServicesHDHome Depot$2,383,075$231,270 ▼-8.8%6,5020.1%Retail/WholesaleCOSTCostco Wholesale$2,137,465$17,970 ▲0.8%2,2600.1%Retail/WholesaleVBRVanguard Small-Cap Value ETF$2,130,564$118,106 ▼-5.3%11,4370.1%ETFWMTWalmart$2,126,356$43,280 ▼-2.0%24,2210.1%Retail/WholesaleJNJJohnson & Johnson$2,124,546$118,408 ▲5.9%12,8110.1%MedicalPGProcter & Gamble$2,103,941$338,614 ▼-13.9%12,3460.1%Consumer StaplesBPBP$2,021,074$885,329 ▲78.0%59,8130.1%EnergyEFAiShares MSCI EAFE ETF$1,914,859$98,648 ▼-4.9%23,4290.1%FinanceVONVVanguard Russell 1000 Value ETF$1,914,185$1,230,094 ▲179.8%23,1910.1%ETFSLBSchlumberger$1,904,933$47,526 ▲2.6%45,5730.1%EnergyIWDiShares Russell 1000 Value ETF$1,799,374$10,537 ▼-0.6%9,5630.1%ETFNFLXNetflix$1,793,772$90,434 ▲5.3%1,9240.1%Consumer DiscretionaryIUSBiShares Core Total USD Bond Market ETF$1,788,652$162,525 ▲10.0%38,8160.1%ManufacturingXELXcel Energy$1,788,324$7,504 ▼-0.4%25,2620.1%UtilitiesFBCGFidelity Blue Chip Growth ETF$1,732,859$184,302 ▲11.9%43,3540.1%ETFCSGPCoStar Group$1,710,649$1,710,649 ▲New Holding21,5910.1%Computer and TechnologyEMGFiShares Emerging Markets Equity Factor ETF$1,664,011$560,284 ▲50.8%35,5710.1%ETFUNHUnitedHealth Group$1,657,021$214,721 ▼-11.5%3,1640.1%MedicalABBVAbbVie$1,651,820$147,080 ▲9.8%7,8840.1%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$1,649,209$88,109 ▲5.6%33,8230.1%ETFPANWPalo Alto Networks$1,640,430$23,549 ▲1.5%9,6130.1%Computer and TechnologyACNAccenture$1,608,009$218,125 ▼-11.9%5,1530.1%Computer and TechnologyBACBank of America$1,599,756$9,807 ▼-0.6%38,3360.1%FinanceHEZUiShares Currency Hedged MSCI Eurozone ETF$1,591,496$110,090 ▲7.4%40,8390.1%ETFTAFIAB Tax-Aware Short Duration Municipal ETF$1,527,803$1,527,803 ▲New Holding60,8930.0%ETFVZVerizon Communications$1,506,977$16,783 ▲1.1%33,2230.0%Computer and TechnologyINTUIntuit$1,459,693$39,302 ▼-2.6%2,3770.0%Computer and TechnologyORCLOracle$1,437,947$76,197 ▼-5.0%10,2850.0%Computer and TechnologyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,431,982$28,751 ▲2.0%56,7800.0%ETFCRMSalesforce$1,378,565$83,728 ▲6.5%5,1370.0%Computer and TechnologyLMTLockheed Martin$1,356,324$173,785 ▼-11.4%3,0360.0%AerospaceFICOFair Isaac$1,320,419$7,377 ▲0.6%7160.0%Computer and TechnologyJAVAJPMorgan Active Value ETF$1,316,676$1,316,676 ▲New Holding20,7220.0%ETFTAT&T$1,295,920$39,224 ▲3.1%45,8250.0%Computer and TechnologyIBMInternational Business Machines$1,210,483$190,723 ▲18.7%4,8680.0%Computer and TechnologySYKStryker$1,184,679$20,105 ▼-1.7%3,1820.0%MedicalKOCoca-Cola$1,145,659$61,953 ▼-5.1%15,9960.0%Consumer StaplesShowing 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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