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Home > Institutional Investor > Quotient Wealth Partners, Llc > Profile

Instuitional Investor - Quotient Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Quotient Wealth Partners, Llc
Portfolio Value $3,057,282,581
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 603,616 $355,336,792 11.62%
2.
Spdr Series Trust
 3,473,756 $305,343,150 9.98%
3.
Ishares Trust
 IEF 2,447,183 $237,132,007 7.75%
4.
Trimtabs Etf Tr
 3,026,476 $201,158,987 6.57%
5.
Blackrock Etf Trust Ii
 3,522,133 $183,221,374 5.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)