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Home > Institutional Investor > Quadrant Private Wealth Management, Llc > Profile

Instuitional Investor - Quadrant Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Quadrant Private Wealth Management, Llc
Portfolio Value $609,892,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 304,851 $56,854,697 9.32%
2.
Bluerock Pvt Real Estate Fd
 1,097,721 $16,465,819 2.7%
3.
Alphabet Inc.
 GOOGL 50,058 $15,708,329 2.58%
4.
Ishares Trust
 IEF 73,007 $15,482,606 2.54%
5.
Spdr Series Trust
 188,544 $15,124,969 2.48%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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