Wealth Quarterback LLC
Q4 2024 13F Holdings
- Locationtoms river, NJ
- Num holdings
119
- Value ($000)
$212,983
- Date Filed01/31/2025
- Form type13F-HR
- CIK0001803386
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $47.76M | 22 % | 81,131 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $15.67M | 7 % | 36,836 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $14.01M | 7 % | 78,699 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $9.58M | 5 % | 68,770 | ||
AAPL APPLE INC | COM | 037833100 | $9.35M | 4 % | 37,341 | ||
IJS ISHARES TR | SP SMCP600VL ETF | 464287879 | $7.79M | 4 % | 71,746 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $5.84M | 3 % | 76,741 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.63M | 2 % | 9,053 | ||
FENY FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | 316092402 | $3.99M | 2 % | 167,464 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.76M | 2 % | 8,922 |
Rows Per Page
1 - 10 of 11910
- 10
- 50
- 100