Tranquility Partners, LLC Top Holdings and 13F Report (2026) About Tranquility Partners, LLCInvestment ActivityTranquility Partners, LLC has $265.09 million in total holdings as of March 31, 2026.Tranquility Partners, LLC owns shares of 226 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 2.67% of the portfolio was sold this quarter.This quarter, Tranquility Partners, LLC has purchased 227 new stocks and bought additional shares in 97 stocks.Tranquility Partners, LLC sold shares of 69 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $13,503,987Blackstone $10,662,794Apple $9,753,591HCA Healthcare $7,500,736NVIDIA $6,843,111 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $443,433 Holding369604301 - GE Aerospace $372,864 Holding863667101 - Stryker $310,846 Holding903731107 - UL SOLUTIONS INC $278,558 Holding958102105 - Western Digital $276,982 Holding Largest Purchases this Quarter Blackstone 11,551 shares (about $1.33M)Blue Owl Capital 60,266 shares (about $550.23K)GE VERNOVA INC 508 shares (about $443.43K)New Mountain Finance 48,679 shares (about $377.75K)GE Aerospace 1,314 shares (about $372.86K) Largest Sales this Quarter Amphenol 5,577 shares (about $704.65K)Costco Wholesale 237 shares (about $236.14K)Blue Owl Capital 18,931 shares (about $209.38K)Verisk Analytics 851 shares (about $161.88K)TJX Companies 561 shares (about $89.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTranquility Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$13,503,987$283,917 ▲2.1%36,4815.1%Computer and TechnologyBXBlackstone$10,662,794$1,334,524 ▲14.3%92,2924.0%FinanceAAPLApple$9,753,591$47,205 ▼-0.5%38,4323.7%Computer and TechnologyHCAHCA Healthcare$7,500,736$59,154 ▼-0.8%15,8502.8%MedicalNVDANVIDIA$6,843,111$48,658 ▼-0.7%39,2382.6%Computer and TechnologyCOSTCostco Wholesale$6,463,418$236,138 ▼-3.5%6,4872.4%Retail/WholesaleGOOGLAlphabet$6,087,773$8,627 ▲0.1%21,1702.3%Computer and TechnologyAMZNAmazon.com$5,924,448$23,118 ▼-0.4%28,4462.2%Retail/WholesaleJPMJPMorgan Chase & Co.$5,264,052$4,707 ▼-0.1%17,8952.0%FinanceMOATVanEck Morningstar Wide Moat ETF$4,932,151$7,008 ▲0.1%52,0791.9%ETFDGROiShares Core Dividend Growth ETF$4,686,780$61,363 ▲1.3%68,2051.8%ETFGBDCGolub Capital BDC$4,593,126$117,890 ▲2.6%362,8061.7%FinanceGOOGAlphabet$4,204,438$83,762 ▼-2.0%14,6571.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,616,805$82,805 ▲2.3%17,1221.4%ETFMAMastercard$3,542,408$42,469 ▼-1.2%7,0901.3%Business ServicesVOOVanguard S&P 500 ETF$3,442,601$4,183 ▲0.1%5,7611.3%ETFIVViShares Core S&P 500 ETF$3,377,953$13,718 ▼-0.4%5,1711.3%ETFBIPBrookfield Infrastructure Partners$2,995,266$15,170 ▼-0.5%82,9251.1%FinanceOWLBlue Owl Capital$2,986,408$550,229 ▲22.6%327,0981.1%FinanceAVUVAvantis U.S. Small Cap Value ETF$2,877,868$58,829 ▼-2.0%26,5631.1%ETFVVisa$2,711,093$33,246 ▼-1.2%8,9701.0%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$2,650,867$59,250 ▲2.3%18,6121.0%ETFMPCMarathon Petroleum$2,500,648$26,860 ▼-1.1%10,2410.9%EnergyQQQInvesco QQQ$2,491,571$110,043 ▲4.6%4,2340.9%FinanceNMFCNew Mountain Finance$2,457,996$377,749 ▲18.2%316,7520.9%FinanceIJRiShares Core S&P Small-Cap ETF$2,384,299$94,477 ▲4.1%19,1800.9%ETFBRK.BBerkshire Hathaway$2,341,8500.0%4,8870.9%FinanceIJHiShares Core S&P Mid-Cap ETF$2,270,663$63,477 ▲2.9%33,6250.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,232,803$14,072 ▲0.6%12,2180.8%ETFJNJJohnson & Johnson$2,189,449$68,688 ▲3.2%8,9570.8%MedicalIVEiShares S&P 500 Value ETF$2,140,134$56,098 ▲2.7%10,4530.8%ETFGSThe Goldman Sachs Group$2,136,971$44,837 ▼-2.1%2,5260.8%FinanceIWFiShares Russell 1000 Growth ETF$2,126,571$90,402 ▲4.4%4,9870.8%ETFQUALiShares MSCI USA Quality Factor ETF$2,059,854$31,580 ▼-1.5%10,9580.8%ETFNMRKNewmark Group$1,896,495$8,260 ▲0.4%126,5170.7%FinanceVBRVanguard Small-Cap Value ETF$1,889,963$92,988 ▲5.2%8,6990.7%ETFAVGOBroadcom$1,863,250$34,665 ▲1.9%6,0200.7%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,797,096$97,925 ▲5.8%5,9460.7%ETFOBDCBlue Owl Capital$1,731,616$209,376 ▼-10.8%156,5660.7%FinanceKOCocaCola$1,719,599$1,293 ▼-0.1%22,6110.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,680,918$19,413 ▲1.2%2,5110.6%FinanceETNEaton$1,628,472$8,942 ▲0.6%4,5530.6%IndustrialsOKEONEOK$1,592,315$6,960 ▲0.4%17,6160.6%EnergyVBVanguard Small-Cap ETF$1,584,136$88,531 ▲5.9%6,0480.6%ETFIWOiShares Russell 2000 Growth ETF$1,516,478$89,115 ▲6.2%4,9690.6%ETFTJXTJX Companies$1,444,327$89,592 ▼-5.8%9,0440.5%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$1,441,241$70,913 ▲5.2%15,8730.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,432,342$89,778 ▲6.7%16,0340.5%FinanceXLFFinancial Select Sector SPDR Fund$1,407,900$9,874 ▼-0.7%28,5170.5%ETFIWDiShares Russell 1000 Value ETF$1,379,934$94,873 ▲7.4%6,4580.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,369,361$95,350 ▲7.5%19,6320.5%ETFABBVAbbVie$1,363,662$33,711 ▼-2.4%6,2700.5%MedicalUNHUnitedHealth Group$1,319,778$44,922 ▼-3.3%4,8770.5%MedicalBGBBlackstone Strategic Credit 2027 Term Fund$1,149,336$48,793 ▼-4.1%103,0790.4%Financial ServicesIEFAiShares Core MSCI EAFE ETF$1,147,796$100,847 ▲9.6%12,6790.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,130,001$60,904 ▲5.7%16,5500.4%ManufacturingIWMiShares Russell 2000 ETF$1,115,945$90,764 ▲8.9%4,5000.4%FinanceIDEViShares Core MSCI International Developed Markets ETF$1,101,945$92,428 ▲9.2%13,1860.4%ETFDFACDimensional U.S. Core Equity 2 ETF$1,096,5900.0%30,4390.4%ETFVVVanguard Large-Cap ETF$1,092,201$1,793 ▼-0.2%3,6550.4%ETFVPUVanguard Utilities ETF$1,077,021$4,061 ▲0.4%5,5700.4%ETFDFAIDimensional International Core Equity Market ETF$1,076,447$23,084 ▲2.2%27,5130.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,054,832$967 ▲0.1%13,0860.4%ETFNEENextEra Energy$1,053,659$53,129 ▼-4.8%11,3440.4%UtilitiesJMSTJPMorgan Ultra-Short Municipal ETF$1,022,0980.0%20,0490.4%ETFSCHWCharles Schwab$1,021,710$2,443 ▲0.2%10,8720.4%FinanceNFLXNetflix$1,013,517$1,442 ▲0.1%10,5410.4%Consumer DiscretionaryLLYEli Lilly and Company$997,950$10,117 ▲1.0%1,0850.4%MedicalIQVIQVIA$994,930$62,588 ▼-5.9%5,8340.4%MedicalVOVanguard Mid-Cap ETF$974,115$3,446 ▼-0.4%3,3920.4%ETFBSLBlackstone Senior Floating Rate 2027 Term Fund$950,754$9,997 ▼-1.0%73,4170.4%Financial ServicesAPHAmphenol$947,120$704,654 ▼-42.7%7,4960.4%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$942,7920.0%6,9670.4%ETFUNPUnion Pacific$942,093$12,616 ▲1.4%3,8830.4%TransportationVDEVanguard Energy ETF$941,3380.0%5,4400.4%ETFXLKTechnology Select Sector SPDR Fund$924,585$4,386 ▼-0.5%6,9570.3%ETFEPDEnterprise Products Partners$919,660$13,168 ▲1.5%24,3040.3%EnergyIWBiShares Russell 1000 ETF$896,560$49,928 ▲5.9%2,5140.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$876,983$6,648 ▼-0.8%12,1360.3%ETFJEPIJPMorgan Equity Premium Income ETF$867,391$57,475 ▲7.1%15,3030.3%ETFTMOThermo Fisher Scientific$838,059$28,017 ▼-3.2%1,7050.3%MedicalSGRYSurgery Partners$811,2990.0%68,0620.3%MedicalBACBank of America$811,005$23,205 ▲2.9%16,6360.3%FinanceIWRiShares Russell Mid-Cap ETF$803,692$100,437 ▲14.3%8,2660.3%ETFLRGFiShares U.S. Equity Factor ETF$785,664$1,056 ▼-0.1%11,9040.3%ETFDFAEDimensional Emerging Core Equity Market ETF$781,610$25,169 ▲3.3%22,9490.3%ETFUBSIUnited Bankshares$779,3590.0%18,8160.3%FinanceHONHoneywell International$769,180$14,466 ▼-1.8%3,4030.3%Multi-Sector ConglomeratesPANWPalo Alto Networks$750,779$39,439 ▼-5.0%4,6830.3%Computer and TechnologyVTVVanguard Value ETF$747,5220.0%4,5270.3%ETFRTXRTX$744,4010.0%3,8590.3%AerospaceFEFirstEnergy$738,757$52,128 ▼-6.6%14,5830.3%UtilitiesCSCOCisco Systems$726,590$34,374 ▲5.0%9,3640.3%Computer and TechnologyRJFRaymond James Financial$701,7970.0%4,8470.3%FinanceBLACKROCK INC$693,221$44,228 ▼-6.0%7210.3%COMXLUUtilities Select Sector SPDR Fund$689,675$22,664 ▼-3.2%15,4890.3%ETFTSLATesla$672,8680.0%1,8100.3%Auto/Tires/TrucksDFIVDimensional International Value ETF$669,354$18,280 ▲2.8%12,5960.3%ETFVLUEiShares MSCI USA Value Factor ETF$629,625$284 ▲0.0%4,4280.2%ETFHDHome Depot$620,615$24,009 ▲4.0%1,8870.2%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. 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