Wealth Quarterback LLC
Q2 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
138
- Value ($000)
$210,952
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.24M | 15 % | 50,310 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.32M | 6 % | 24,139 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.16M | 6 % | 66,536 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $8.43M | 4 % | 19,131 | ||
AAPL APPLE INC | COM | 037833100 | $7.83M | 4 % | 38,158 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $5.60M | 3 % | 20,064 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.83M | 2 % | 88,767 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.73M | 2 % | 9,517 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.64M | 2 % | 34,938 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $4.41M | 2 % | 70,746 |
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