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Proquility Private Wealth Partners, LLC

13F
Proquility Private Wealth Partners, LLC
Last update 2025-05-15 82 Stocks (9 new)
Value $324.00 Mil Turnover 19 %
Countries:
Top Holdings: IEMG(6.90%)IEFA(6.22%)XLF(3.58%)VGT(3.52%)XLV(3.46%)
Summary Stock Picks Current Portfolio
Proquility Private Wealth Part... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
414,765
22,384.8
+8.19%
6.900
+0.52%
0.030
+18.91%
+18.34%
99,158.0
 
IEFA
iShares Core MSCI EAFE ETF
266,981
20,197.1
+10.70%
6.220
+0.60%
0.020
+11.52%
+19.59%
141,328.0
 
XLF
Financial Select Sector SPDR
233,471
11,629.2
+29.49%
3.580
+0.82%
0.020
+13.01%
+9.48%
51,226.3
 
VGT
Vanguard Information Technology ETF
21,080
11,433.4
-11.73%
3.520
-0.56%
0.020
+35.75%
+10.51%
87,513.6
 
XLV
Health Care Select Sector SPDR
76,950
11,235.5
+6.96%
3.460
+0.23%
0.030
-2.23%
-3.34%
33,140.0
 
VB
Vanguard Small Cap ETF
46,001
10,200.7
-0.97%
3.140
-0.03%
0.020
+17.90%
+1.99%
61,352.9
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
45,157
8,916.7
+7.19%
2.750
+0.18%
0.050
+20.09%
-0.49%
22,739.8
 
EZU
iShares MSCI EMU ETF
163,007
8,680.1
+2.22%
2.680
+0.06%
0.120
+13.11%
+27.85%
8,067.5
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
87,085
8,399.4
-7.99%
2.590
-0.24%
0.040
+18.00%
+10.28%
23,547.6
 
BBAX
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
167,548
8,151.2
+21.43%
2.510
+0.44%
0.180
+15.83%
+15.11%
5,245.4
 

Proquility Private Wealth Partners, LLC's Historical Top Holdings Breakdowns

Proquility Private Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-03-31
Sold Out
Sold Out
-2.49%
●
97.38 ($101.55) 104.52
$102.50
0.94%
Sold Out
0
-77,539
PZA
Invesco National AMT-Free Municipal Bond ETF
Invesco National AMT-Free Municipal Bond ETF
2025-03-31
Add
Add
+1.47%
●
22.83 ($23.47) 23.76
$21.94
-6.52%
Add 220.98%
300,398
206,809
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Sold Out
Sold Out
-1.40%
●
49.25 ($50.03) 50.66
$48.51
-3.04%
Sold Out
0
-86,432
ITM
VanEck Intermediate Muni ETF
2025-03-31
Add
Add
+1.23%
●
45.21 ($46.02) 46.67
$45.20
-1.78%
Add 344.68%
113,095
87,662
IBB
iShares Biotechnology ETF
2025-03-31
Sold Out
Sold Out
-0.95%
●
127.9 ($135.6) 142.33
$129.73
-4.33%
Sold Out
0
-22,426
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.82%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Add 29.49%
233,471
53,165
VXUS
Vanguard Total International Stock
2025-03-31
Sold Out
Sold Out
-0.80%
●
58.01 ($61.77) 64.46
$69.11
11.88%
Sold Out
0
-42,059
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.79%
●
48.33 ($48.9) 49.5
$49.19
0.59%
Add 644.09%
60,264
52,165
MDT
Medtronic PLC
2025-03-31
Add
Add
+0.78%
●
79.84 ($89.48) 94.5
$89.61
0.15%
Add 140.26%
48,181
28,127
VT
Vanguard Total World Stock ETF
2025-03-31
Sold Out
Sold Out
-0.72%
●
115.08 ($119.66) 123.97
$129.87
8.53%
Sold Out
0
-19,073

Proquility Private Wealth Partners, LLC Total Holding History ($B)

To

Proquility Private Wealth Partners, LLC's Asset Allocation

To

Proquility Private Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Proquility Private Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Proquility Private Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Proquility Private Wealth Partners, LLC's Holdings Heat Map

Size field:

Proquility Private Wealth Partners, LLC's Holdings Bubble Chart

Proquility Private Wealth Partners, LLC News

  • 1

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