Quaker Wealth Management, LLC
Top Portfolio Positions
810 positions ·
$39,657,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,478 | $6,973,641 | 17.58% |
| TFX |
Teleflex Inc
Healthcare
|
34,898 | $4,174,149 | 10.53% |
| GLD |
Spdr Gold Trust
|
3,810 | $1,639,404 | 4.13% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,751 | $1,366,197 | 3.45% |
| MSFT |
Microsoft Corp
Technology
|
3,210 | $1,188,245 | 3.00% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,170 | $760,897 | 1.92% |
| JNJ |
Johnson & Johnson
Healthcare
|
3,079 | $752,630 | 1.90% |
| RTX |
RTX Corp
Industrials
|
3,650 | $704,085 | 1.78% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,630 | $605,952 | 1.53% |
| XOM |
Exxon Mobil Corp
Energy
|
3,241 | $549,868 | 1.39% |
Portfolio Trend
Holdings in SW
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677 | 17 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $386 | 10 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $510 | 12 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $517 | 12 | Shares | Sole | 2025-08-04 | |
| No quarters match your search. | ||||||