Quotient Wealth Partners, LLC
Top Portfolio Positions
265 positions ·
$379,566,707 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
499,355 | $84,720,569 | 22.32% | |
| AAPL |
Apple Inc.
Technology
|
90,509 | $22,970,279 | 6.05% | |
| NVDA |
Nvidia Corp
Technology
|
102,611 | $17,895,358 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
34,134 | $12,635,382 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,092 | $9,228,375 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
41,082 | $8,556,148 | 2.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,465 | $8,434,779 | 2.22% | |
| CVX |
Chevron Corp
Energy
|
39,891 | $8,253,447 | 2.17% | |
| PDS |
PRECISION DRILLING Corp
Energy
|
67,254 | $6,617,793 | 1.74% | |
| AVGO |
Broadcom Inc.
Technology
|
19,358 | $5,991,494 | 1.58% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LAR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,658 | 24,350 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $131,130 | 23,500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $78,490 | 23,500 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $48,048 | 23,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $49,434 | 23,100 | Shares | Sole | 2025-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||