Quaker Wealth Management, LLC
Top Portfolio Positions
727 positions ·
$44,417,231 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
27,012 | $7,343,482 | 16.53% |
| AMZN |
Amazon Com Inc
|
25,266 | $5,831,898 | 13.13% |
| TFX |
Teleflex Inc
Healthcare
|
34,811 | $4,248,334 | 9.56% |
| GLD |
Spdr Gold Trust
|
3,791 | $1,502,411 | 3.38% |
| MSFT |
Microsoft Corp
Technology
|
2,654 | $1,283,527 | 2.89% |
| GOOGL |
Alphabet Inc.
|
4,097 | $1,282,361 | 2.89% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,189 | $810,802 | 1.83% |
| JNJ |
Johnson & Johnson
|
3,164 | $654,789 | 1.47% |
| LLY |
ELI LILLY & Co
|
595 | $639,434 | 1.44% |
| RTX |
RTX Corp
Industrials
|
3,395 | $622,643 | 1.40% |
Portfolio Trend
Holdings in DHY
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,000 | 5,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,300 | 5,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,650 | 5,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,600 | 5,000 | Put | Sole | 2025-05-29 | |
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