WQ

Wealth Quarterback LLC

13F
Wealth Quarterback LLC
Last update 2025-05-06 124 Stocks (16 new)
Value $178.00 Mil Turnover 13 %
Countries:
Top Holdings: IVV(19.16%)QUAL(7.92%)DIA(6.97%)AAPL(4.71%)DVY(2.53%)
Summary Stock Picks Current Portfolio
Wealth Quarterback LLC 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
IVV 		iShares Core S&P 500 ETF
60,611
34,057.2
-25.29%
19.160
-5.67%
0.010
-2.63%
+1.86%
594,413.1
 
QUAL 		iShares MSCI USA Quality Factor ETF
82,350
14,072.7
+4.64%
7.920
+0.35%
0.030
-3.29%
+1.12%
51,431.0
 
DIA 		SPDR Dow Jones Industrial Average ETF
29,515
12,392.9
-19.87%
6.970
-1.46%
0.030
-3.72%
+1.10%
39,098.4
 
AAPL 		Apple Inc
37,659
8,365.1
+0.85%
4.710
+0.04%
0.000
-14.63%
-16.43%
3,118,301.8
Hardware
DVY 		iShares Select Dividend ETF
33,445
4,491.4
+26.56%
2.530
+0.53%
0.020
-1.97%
+2.82%
19,802.8
 
MSFT 		Microsoft Corp
9,400
3,528.7
+5.36%
1.990
+0.10%
0.000
+11.06%
+9.28%
3,410,571.4
Software
FSMO 		FSMO
139,436
3,519.4
New Holding
1.980
+1.98%
-
-8.08%
-4.18%
0
 
IAU 		iShares Gold Trust
48,226
2,843.4
+45.67%
1.600
+0.50%
0.010
+10.01%
+23.15%
45,669.5
 
FBCG 		Fidelity Blue Chip Growth ETF
70,527
2,819.0
New Holding
1.590
+1.59%
0.080
-7.38%
-2.94%
3,940.2
 
FENI 		Fidelity Enhanced International ETF
90,464
2,692.2
New Holding
1.510
+1.51%
0.120
+7.90%
+17.59%
2,494.7
 

Wealth Quarterback LLC's Historical Top Holdings Breakdowns

Wealth Quarterback 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
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-5.67%
●
554.06 ($590.51) 615.85
$597.79
1.23%
Reduce -25.29%
60,611
-20,520
IUSG 		ISHARES TRUST2025-03-31Reduce
-3.99%
●
126.86 ($138.28) 146.45
$142.45
3.02%
Reduce -88.72%
7,755
-61,015
IJS 		iShares S&P Small-Cap 600 Value ETF2025-03-31Reduce
-3.37%
●
96.3 ($105.5) 112.23
$98.34
-6.79%
Reduce -91.95%
5,778
-65,968
ONEQ 		Fidelity Nasdaq Composite Tracking Stock2025-03-31Sold Out
-2.74%
●
68.07 ($74.63) 78.99
$75.62
1.33%
Sold Out
0
-76,741
FSMO 		FSMO2025-03-31New Buy
+1.98%
●
24.67 ($26.95) 28.78
$24.76
-8.13%
New holding
139,436
139,436
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-1.79%
●
468.34 ($508.07) 539.52
$522.01
2.74%
Reduce -82.54%
1,581
-7,472
FBCG 		Fidelity Blue Chip Growth ETF2025-03-31New Buy
+1.59%
●
39.97 ($45.24) 48.7
$44.90
-0.75%
New holding
70,527
70,527
FENI 		Fidelity Enhanced International ETF2025-03-31New Buy
+1.51%
●
27.29 ($29.43) 31.12
$32.14
9.21%
New holding
90,464
90,464
DIA 		SPDR Dow Jones Industrial Average ETF2025-03-31Reduce
-1.46%
●
408.78 ($432.49) 448.82
$428.04
-1.03%
Reduce -19.87%
29,515
-7,321
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Reduce
-1.23%
●
57.21 ($62.1) 65.8
$61.58
-0.84%
Reduce -70.11%
17,839
-41,839

Wealth Quarterback LLC Total Holding History ($B)

To

Wealth Quarterback LLC's Asset Allocation

To

Wealth Quarterback LLC Past Portfolios

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

Top Ranked Articles

  • 1

Wealth Quarterback LLC's Hypothetical Growth since 2025-03-31

Wealth Quarterback LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Quarterback LLC's Holdings Heat Map

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Wealth Quarterback LLC's Holdings Bubble Chart

Wealth Quarterback LLC News

  • 1

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