Quotient Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$3.04B
Signature - Title
Timothy Harder - Co-Founder, CCO, CIO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Quotient Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Quotient Wealth Partners, LLC reported 314 stock holdings with total value $3.04B as of Q3 2024. Top holdings included IVV, SPYG, AGG, TTAC, and BINC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 314 $3.04B +$83.7M -$28.1M +$55.7M IVV, SPYG, AGG, TTAC, BINC 13F-HR 10/9/2024, 10:14 AM
Q2 2024 303 $2.86B +$361M -$333M +$27.7M IVV, SPYG, AGG, TTAC, BINC 13F-HR 7/24/2024, 04:30 PM
Q1 2024 293 $2.8B +$334M -$250M +$83.6M IVV, SPYG, IEFA, AGG, TTAC 13F-HR 5/14/2024, 02:08 PM
Q4 2023 279 $2.58B $0 $0 IVV, SPYG, IEFA, AGG, MBB 13F-HR 2/7/2024, 08:00 PM