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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 $2,578,547,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 486,881 $232,549,001 9.01%
2.
Spdr Series Trust
 2,832,398 $184,275,787 7.14%
3.
Ishares Tr
 2,554,628 $179,718,109 6.96%
4.
Ishares Trust
 IEF 1,764,387 $175,115,425 6.79%
5.
Ishares Tr
 1,472,932 $138,573,401 5.37%
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)