Quadrant Private Wealth Management, LLC

CIK
1727454
City
Center Valley
State / Country
PA

Top Portfolio Positions

174 positions · $394,558,477 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
314,013 $54,763,867 13.88%
BPRE
Bluerock Private Real Estate Fund
Financial Services
1,914,429 $31,798,665 8.06%
META
Meta Platforms, Inc.
Communication Services
22,562 $12,908,397 3.27%
MSFT
Microsoft Corp
Technology
31,367 $11,611,122 2.94%
AVGO
Broadcom Inc.
Technology
34,366 $10,636,620 2.70%
XOM
Exxon Mobil Corp
Energy
57,793 $9,805,160 2.49%
SPY
Spdr S&P 500 Etf Trust
14,404 $9,367,497 2.37%
NFLX
Netflix Inc
Communication Services
96,388 $9,267,706 2.35%
SNOW
Snowflake Inc.
Technology
59,168 $8,923,717 2.26%
GOOGL
Alphabet Inc.
Communication Services
27,213 $7,825,370 1.98%

Portfolio Trend

24 quarters · across all stocks

Holdings in BPRE

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $31,798,665 1,914,429
2025-12-31 $16,465,815 1,097,721