Quadrant Private Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    center valley, PA
  • Num holdings

    229

  • Value ($000)

    $401,416

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001727454
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$28.42M
7 %

262,217

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$11.66M
3 %

177,314

META
META

META PLATFORMS INC

CL A
$11.58M
3 %

20,093

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$8.61M
2 %

45,153

NFLX
NFLX

NETFLIX INC

COM
$8.22M
2 %

8,815

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$8.03M
2 %

14,314

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$7.96M
2 %

87,482

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$7.77M
2 %

49,750

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$7.69M
2 %

45,010

MSFT
MSFT

MICROSOFT CORP

COM
$7.38M
2 %

19,665

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