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Quotient Wealth Partners, LLC

5430 LBJ FREEWAY SUITE 1150, DALLAS, TX 75240 • (469) 912-2522

Q2 2025 · Filed 2025-07-29
Market Value
$3.4B
+8.6%
Holdings
353
+1
New Purchases
24
Added To
192
Closed
13
Reduced
116
Top 10 Concentration
63.1%
Turnover
10.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 10.17% 9.27% +0.90% $346M
IVV 10.61% 10.24% +0.37% $360M
IYW 1.95% 1.70% +0.25% $66M
ABFL 6.45% 6.26% +0.20% $219M
IEMG 3.50% 3.35% +0.15% $119M
IEFA 5.13% 5.00% +0.13% $174M
NVDA 0.45% 0.33% +0.12% $15M
MSFT 0.51% 0.38% +0.12% $17M
TAFI 0.13% 0.05% +0.08% $4M
AVGO 0.15% 0.09% +0.06% $5M
LMT 0.09% 0.04% +0.04% $3M
META 0.19% 0.15% +0.04% $6M
TSLA 0.13% 0.09% +0.04% $4M
PDS 0.13% 0.10% +0.03% $5M
VUG 0.50% 0.47% +0.03% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 2.00% 2.36% -0.37% $68M
AGG 6.02% 6.37% -0.35% $205M
BINC 5.06% 5.31% -0.25% $172M
MBB 4.12% 4.37% -0.24% $140M
FBND 4.42% 4.64% -0.21% $150M
STIP 2.81% 2.99% -0.18% $96M
USMV 2.82% 2.98% -0.16% $96M
IGSB 2.32% 2.46% -0.14% $79M
SPYV 6.75% 6.88% -0.13% $229M
TIP 1.33% 1.42% -0.10% $45M
TLH 0.06% 0.16% -0.10% $2M
AAPL 0.45% 0.54% -0.09% $15M
XLV 0.01% 0.08% -0.07% $396K
CVX 0.17% 0.23% -0.06% $6M
HEFA 4.31% 4.35% -0.05% $146M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.9%
Energy 3.1%
Technology 2.4%
Communication Services 0.7%
Industrials 0.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $640M 18.8%
Large Cap 255 $2.3B 67.8%
Mid Cap 20 $197M 5.8%
Small Cap 13 $258M 7.6%
Micro Cap 2 $336K 0.0%

Portfolio Analytics

Avg Market Cap
$216.6B
Median Market Cap
$77.5B
Avg P/E
33.4
Median P/E
26.4
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
256
# ETFs / Funds
97

Top Holdings (353 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 10.61% 580,421 $360M $620.90 $40M +10,038 +1.8%
2 SPYG 10.17% 3,626,169 $346M $95.32 $55M +14,055 +0.4%
3 SPYV 6.75% 4,384,101 $229M $52.34 $14M +164,658 +3.9%
4 ABFL 6.45% 3,099,347 $219M $70.76 $23M +34,499 +1.1%
5 AGG 6.02% 2,063,134 $205M $99.20 $5M +46,946 +2.3%
6 IEFA 5.13% 2,087,616 $174M $83.48 $18M +19,486 +0.9%
7 BINC 5.06% 3,254,573 $172M $52.84 $6M +81,323 +2.6%
8 FBND 4.42% 3,286,565 $150M $45.75 $5M +105,134 +3.3%
9 HEFA 4.31% 3,855,668 $146M $37.96 $10M +100,381 +2.7%
10 MBB 4.12% 1,492,641 $140M $93.89 $3M +34,285 +2.4%
11 IEMG 3.50% 1,981,509 $119M $60.03 $14M +36,731 +1.9%
12 USMV 2.82% 1,019,605 $96M $93.87 $2M +23,868 +2.4%
13 STIP 2.81% 928,140 $96M $102.91 $2M +23,856 +2.6%
14 IGSB 2.32% 1,493,865 $79M $52.76 $2M +23,918 +1.6%
15 XOM 2.00% 630,138 $68M $107.80 -$6M +7,857 +1.3%
16 IYW 1.95% 382,977 $66M $173.27 $13M +3,163 +0.8%
17 IJR 1.76% 548,113 $60M $109.29 $4M +16,512 +3.1%
18 TLT 1.76% 676,939 $60M $88.25 $3M +58,552 +9.5%
19 XLF 1.74% 1,127,534 $59M $52.37 $5M +33,177 +3.0%
20 TIP 1.33% 409,268 $45M $110.04 $481K +8,202 +2.0%
21 VTEB 0.69% 478,904 $23M $49.03 $561K +17,010 +3.7%
22 MUB 0.68% 219,648 $23M $104.48 $3M +27,901 +14.6%
23 VOO 0.55% 32,961 $19M $568.03 $1M -1,219 -3.6%
24 MSFT 0.51% 34,584 $17M $497.42 $5M +2,606 +8.2%
25 VUG 0.50% 38,802 $17M $438.40 $2M -795 -2.0%
26 MUNI 0.46% 302,947 $16M $51.36 $689K +14,481 +5.0%
27 NVDA 0.45% 97,387 $15M $157.99 $5M +2,660 +2.8%
28 AAPL 0.45% 74,685 $15M $205.17 -$2M -1,091 -1.4%
29 VTV 0.32% 60,701 $11M $176.74 $7K -1,364 -2.2%
30 JMST 0.27% 181,152 $9M $50.92 $409K +7,799 +4.5%
31 MEAR 0.26% 177,362 $9M $50.27 $1M +21,976 +14.1%
32 DBEF 0.24% 190,198 $8M $43.75 -$71K -3,617 -1.9%
33 AMZN 0.24% 36,739 $8M $219.39 $1M +120 +0.3%
34 SMMU 0.22% 145,958 $7M $50.17 $775K +15,052 +11.5%
35 META 0.19% 8,762 $6M $738.06 $2M +546 +6.7%
36 JNK 0.19% 64,692 $6M $97.27 $248K +1,267 +2.0%
37 CVX 0.17% 41,202 $6M $143.19 -$1M -1,646 -3.8%
38 SHYM 0.17% 259,886 $6M $22.31 -$67K +1,181 +0.5%
39 BRK-B 0.17% 11,873 $6M $485.75 -$505K +96 +0.8%
40 GOOGL 0.17% 32,261 $6M $176.23 $640K -367 -1.1%
41 IVW 0.17% 50,981 $6M $110.10 $837K -466 -0.9%
42 AVGO 0.15% 18,391 $5M $275.64 $2M +1,647 +9.8%
43 PSX 0.14% 39,642 $5M $119.30 -$137K +232 +0.6%
44 PDS 0.13% 96,557 $5M $47.24 $1M +28,093 +41.0%
45 IVE 0.13% 23,029 $5M $195.42 $116K +26 +0.1%
46 TAFI 0.13% 178,649 $4M $25.11 $3M +117,756 +193.4%
47 TSLA 0.13% 13,469 $4M $317.67 $1M +2,684 +24.9%
48 OEF 0.13% 14,038 $4M $304.35 $82K -1,433 -9.3%
49 TXN 0.13% 20,540 $4M $207.62 $256K -1,766 -7.9%
50 JPM 0.12% 14,216 $4M $289.92 $1M +1,711 +13.7%
51 GS 0.12% 5,704 $4M $707.73 $1M +217 +4.0%
52 SCHG 0.11% 130,447 $4M $29.21 $158K -15,425 -10.6%
53 IWF 0.11% 8,825 $4M $424.56 $543K -46 -0.5%
54 COP 0.11% 41,699 $4M $89.74 -$595K +403 +1.0%
55 V 0.11% 10,421 $4M $355.05 $91K +123 +1.2%
56 RTX 0.10% 24,380 $4M $146.02 $233K -738 -2.9%
57 EFG 0.09% 28,177 $3M $112.00 $61K -2,773 -9.0%
58 GOOG 0.09% 16,685 $3M $177.39 $267K -551 -3.2%
59 IJT 0.09% 22,027 $3M $133.04 $66K -979 -4.3%
60 LMT 0.09% 6,325 $3M $463.18 $2M +3,289 +108.3%
61 LLY 0.09% 3,726 $3M $779.63 $137K +374 +11.2%
62 NFLX 0.08% 2,138 $3M $1,339.11 $1M +214 +11.1%
63 MA 0.08% 4,964 $3M $561.90 $181K +205 +4.3%
64 FQAL 0.08% 39,131 $3M $69.63 -$7K -3,441 -8.1%
65 HD 0.08% 7,053 $3M $366.62 $203K +551 +8.5%
66 COST 0.07% 2,471 $2M $989.99 $309K +211 +9.3%
67 FBCG 0.07% 48,937 $2M $48.24 $628K +5,583 +12.9%
68 EFA 0.07% 26,187 $2M $89.39 $426K +2,758 +11.8%
69 VONV 0.07% 27,447 $2M $85.21 $425K +4,256 +18.4%
70 WMT 0.07% 23,618 $2M $97.78 $183K -603 -2.5%
71 ORCL 0.07% 10,112 $2M $218.63 $773K -173 -1.7%
72 TLH 0.06% 21,692 $2M $101.60 -$3M -27,030 -55.5%
73 VBR 0.06% 10,862 $2M $195.02 -$12K -575 -5.0%
74 PG 0.06% 13,099 $2M $159.32 -$17K +753 +6.1%
75 DYNF 0.06% 38,221 $2M $54.46 $432K +4,398 +13.0%
76 BAC 0.06% 41,159 $2M $47.32 $348K +2,823 +7.4%
77 JNJ 0.06% 12,476 $2M $152.75 -$219K -335 -2.6%
78 EMGF 0.06% 36,390 $2M $52.07 $231K +819 +2.3%
79 IUSB 0.05% 40,302 $2M $46.23 $75K +1,486 +3.8%
80 BP 0.05% 61,901 $2M $29.93 -$168K +2,088 +3.5%
81 IWD 0.05% 9,522 $2M $194.23 $50K -41 -0.4%
82 INTU 0.05% 2,310 $2M $787.49 $359K -67 -2.8%
83 PANW 0.05% 8,883 $2M $204.65 $177K -730 -7.6%
84 HYMB 0.05% 71,109 $2M $24.78 $330K +14,329 +25.2%
85 XEL 0.05% 24,900 $2M $68.10 -$93K -362 -1.4%
86 CSGP 0.05% 20,847 $2M $80.40 -$35K -744 -3.5%
87 IBM 0.05% 5,678 $2M $294.78 $463K +810 +16.6%
88 HEZU 0.05% 40,598 $2M $41.03 $74K -241 -0.6%
89 PLTR 0.05% 12,074 $2M $136.32 $764K +1,628 +15.6%
90 VTI 0.05% 5,383 $2M $303.94 $503K +1,259 +30.5%
91 SPY 0.05% 2,595 $2M $617.77 $530K +677 +35.3%
92 JAVA 0.05% 24,223 $2M $65.50 $270K +3,501 +16.9%
93 ABBV 0.04% 8,221 $2M $185.61 -$126K +337 +4.3%
94 VZ 0.04% 34,737 $2M $43.27 -$4K +1,514 +4.6%
95 SLB 0.04% 44,076 $1M $33.80 -$415K -1,497 -3.3%
96 ACN 0.04% 4,869 $1M $298.90 -$153K -284 -5.5%
97 GE 0.04% 5,515 $1M $257.38 $421K +527 +10.6%
98 PWRD 0.04% 15,601 $1M $90.17 $438K +1,709 +12.3%
99 T 0.04% 48,579 $1M $28.94 $110K +2,754 +6.0%
100 CRM 0.04% 5,072 $1M $272.71 $5K -65 -1.3%

New Positions

SymbolValue% Port
LHX $370K 0.01%
HOOD $305K 0.01%
MSTR $298K 0.01%
SCHD $296K 0.01%
NEM $289K 0.01%
URI $282K 0.01%
COIN $281K 0.01%
SNPS $268K 0.01%
VONG $267K 0.01%
SCHA $261K 0.01%
NET $258K 0.01%
FIS $251K 0.01%
HLT $250K 0.01%
APP $248K 0.01%
O $242K 0.01%

Sold Out Positions

SymbolValue% Port
PLD —%
AON —%
VLO —%
EMXC —%
LULU —%
VCLT —%
DHR —%
SHOP —%
UNG —%
SCHZ —%
EDV —%
XLE —%
GNMA —%
View SEC EDGAR Filings for Quotient Wealth Partners, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms