Wealth Quarterback LLC
Q1 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
124
- Value ($000)
$177,717
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $34.06M | 19 % | 60,611 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $14.07M | 8 % | 82,350 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $12.39M | 7 % | 29,515 | ||
AAPL APPLE INC | COM | 037833100 | $8.37M | 5 % | 37,659 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.49M | 3 % | 33,445 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.53M | 2 % | 9,400 | ||
FFSM FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | 316092295 | $3.52M | 2 % | 139,436 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.84M | 2 % | 48,226 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $2.82M | 2 % | 70,527 | ||
FENI FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $2.69M | 2 % | 90,464 |
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