Wealth Quarterback LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WQ Wealth Quarterback LLC | Institutional Filer | ▼ 8.55% | $254.0M | 163 |
Current Portfolio Holdings
Showing all 163 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 57K | $36.9M | 14.54% |
| 2 | IAU | ISHARES GOLD TR | — | 181K | $16.0M | 6.30% |
| 3 | QUAL | ISHARES TR | — | 71K | $13.6M | 5.35% |
| 4 | QQQ | Invesco QQQ Trust | — | 18K | $10.3M | 4.04% |
| 5 | AAPL | Apple Inc. | Technology | 37K | $9.4M | 3.70% |
| 6 | DVY | ISHARES TR | — | 43K | $6.6M | 2.59% |
| 7 | SMH | VANECK ETF TRUST | — | 16K | $6.2M | 2.45% |
| 8 | XOVR | ENTREPRENEURSHARES SERIES TR | — | 364K | $6.1M | 2.42% |
| 9 | FBCG | FIDELITY COVINGTON TRUST | — | 122K | $6.1M | 2.42% |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | — | 104K | $6.1M | 2.41% |
| 11 | DYNF | BLACKROCK ETF TRUST | — | 97K | $5.6M | 2.21% |
| 12 | FENI | FIDELITY COVINGTON TRUST | — | 132K | $4.9M | 1.93% |
| 13 | MSFT | Microsoft Corporation | Technology | 11K | $4.0M | 1.56% |
| 14 | NVDA | NVIDIA Corporation | Technology | 22K | $3.8M | 1.49% |
| 15 | FHEQ | FIDELITY GREENWOOD STREET TR | — | 125K | $3.7M | 1.44% |
Showing 1 to 15 of 163 holdings