StockDriftsStockDriftsTop 50 Proquility Private Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | 6.9% | 414.8K | $22.4M | +8.19%(+31.40K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 6.22% | 267.0K | $20.2M | +10.70%(+25.80K) | — | 2025-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 3.58% | 233.5K | $11.6M | +29.49%(+53.16K) | — | 2025-03-31 | |
| VGT | VANGUARD WORLD FD | 3.52% | 21.1K | $11.4M | -11.73%(-2.80K) | — | 2025-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 3.46% | 77.0K | $11.2M | +6.96%(+5.01K) | — | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 3.14% | 46.0K | $10.2M | -0.97%(-452) | — | 2025-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.75% | 45.2K | $8.9M | +7.19%(+3.03K) | — | 2025-03-31 | |
| EZU | ISHARES INC | 2.68% | 163.0K | $8.7M | +2.22%(+3.54K) | — | 2025-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.59% | 87.1K | $8.4M | -7.99%(-7.56K) | — | 2025-03-31 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 2.51% | 167.5K | $8.2M | +21.43%(+29.57K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Proquility Private Wealth Partners, Llc reports $324.49M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are IEMG (6.9%), IEFA (6.2%) and XLF (3.6%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Proquility Private Wealth Partners, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Proquility Private Wealth Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844911). View Proquility Private Wealth Partners, Llc’s 13F filings on SEC