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Proquility Private Wealth Partners, Llc

Portfolio Manager
Proquility Private Wealth Partners, Llc
Performance
0% (N/A)
AUM (13F)
$324.49M
# of Holdings
82
Performance Rank
N/A
Allocation (Top 20)
N/A

Proquility Private Wealth Partners, Llc Holdings Map

Top 50 Proquility Private Wealth Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
ISHARES INC
6.9%414.8K$22.4M
+8.19%(+31.40K)
2024-Q1: 375.0K shares2024-Q2: 379.6K shares2024-Q3: 382.1K shares2024-Q4: 383.4K shares2025-Q1: 414.8K shares2025-03-31
IEFA
ISHARES TR
6.22%267.0K$20.2M
+10.70%(+25.80K)
2024-Q1: 230.7K shares2024-Q2: 229.8K shares2024-Q3: 231.5K shares2024-Q4: 241.2K shares2025-Q1: 267.0K shares2025-03-31
XLF
SELECT SECTOR SPDR TR
3.58%233.5K$11.6M
+29.49%(+53.16K)
2024-Q1: 182.5K shares2024-Q2: 183.4K shares2024-Q3: 176.0K shares2024-Q4: 180.3K shares2025-Q1: 233.5K shares2025-03-31
VGT
VANGUARD WORLD FD
3.52%21.1K$11.4M
-11.73%(-2.80K)
2024-Q1: 24.4K shares2024-Q2: 24.7K shares2024-Q3: 23.5K shares2024-Q4: 23.9K shares2025-Q1: 21.1K shares2025-03-31
XLV
SELECT SECTOR SPDR TR
3.46%77.0K$11.2M
+6.96%(+5.01K)
2024-Q1: 71.3K shares2024-Q2: 71.8K shares2024-Q3: 70.6K shares2024-Q4: 71.9K shares2025-Q1: 77.0K shares2025-03-31
VB
VANGUARD INDEX FDS
3.14%46.0K$10.2M
-0.97%(-452)
2024-Q1: 40.9K shares2024-Q2: 41.8K shares2024-Q3: 45.1K shares2024-Q4: 46.5K shares2025-Q1: 46.0K shares2025-03-31
XLY
SELECT SECTOR SPDR TR
2.75%45.2K$8.9M
+7.19%(+3.03K)
2024-Q1: 39.5K shares2024-Q2: 40.3K shares2024-Q3: 41.1K shares2024-Q4: 42.1K shares2025-Q1: 45.2K shares2025-03-31
EZU
ISHARES INC
2.68%163.0K$8.7M
+2.22%(+3.54K)
2024-Q1: 176.5K shares2024-Q2: 176.5K shares2024-Q3: 161.7K shares2024-Q4: 159.5K shares2025-Q1: 163.0K shares2025-03-31
XLC
SELECT SECTOR SPDR TR
2.59%87.1K$8.4M
-7.99%(-7.56K)
2024-Q1: 91.4K shares2024-Q2: 91.8K shares2024-Q3: 92.1K shares2024-Q4: 94.6K shares2025-Q1: 87.1K shares2025-03-31
BBAX
J P MORGAN EXCHANGE TRADED F
2.51%167.5K$8.2M
+21.43%(+29.57K)
2024-Q1: 128.3K shares2024-Q2: 127.6K shares2024-Q3: 158.4K shares2024-Q4: 138.0K shares2025-Q1: 167.5K shares2025-03-31

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