Back to QTR Family Wealth, LLC

QTR Family Wealth, LLC

All holdings · as of Dec 31, 2025

277 positions

CompanyClassValueShares% of portfolio
REGENERON PHARMACEUTICALS, INC.$415.2K5500.2%
VICTORY PORTFOLIOS II$423.6K7,2360.2%
TARGET CORP$423.9K3,7440.2%
Western Digital Corp$426.7K1,6250.2%
FREEPORT-MCMORAN INC$428.6K6,7760.2%
FIRST TR EXCHANGE TRADED FD$429.7K3,7830.2%
Morgan Stanley$440.9K2,4790.2%
CAPITAL ONE FINANCIAL CORP$452.9K2,0590.2%
ON HLDG AG$454.7K10,0390.2%
LAM RESEARCH CORP$456.2K2,0130.2%
The PNC Financial Services Group, Inc.$460.5K1,9160.2%
Airbnb, Inc.$460.8K3,8300.2%
General Motors Co$462.0K5,7550.2%
Valero Energy Corp$467.8K2,3450.2%
RTX Corp$468.4K2,4000.2%
CUMMINS INC$468.8K7970.2%
ConocoPhillips$473.6K4,4050.2%
FORD MOTOR CO$473.6K34,9020.2%
TJX Cos Inc/The$481.3K3,1400.2%
PROSHARES TR$487.2K4,2770.2%
UNITEDHEALTH GROUP INC$491.4K1,7990.2%
GENERAL ELECTRIC CO$492.3K1,5560.2%
Sandisk Corp$492.4K9090.2%
JANUS DETROIT STR TR$494.4K9,1000.2%
Accenture plc$509.3K2,1140.2%
First Trust Exchange-Traded Fund VIII$509.4K12,6670.2%
APPLIED MATERIALS INC /DE$517.6K1,5730.2%
Welltower, Inc.$519.5K2,5870.2%
TechnipFMC plc$523.6K8,6980.2%
GE Vernova Inc.$548.0K6930.2%
ISHARES TR$549.0K5,9140.2%
Mastercard Inc$551.7K1,0210.2%
Credo Technology Group Holding Ltd$553.2K4,1060.2%
LOWES COMPANIES INC$561.1K1,9710.2%
VANGUARD INDEX FDS$561.6K2,9330.2%
Arista Networks, Inc.ANETCommon Stock$579.1K4,0370.3%
PROGRESSIVE CORP/OH$579.3K2,8590.3%
KINDER MORGAN, INC.$579.8K18,6970.3%
INVESCO EXCHANGE TRADED FD T$583.0K4,7530.3%
VANGUARD WORLD FD$590.2K3,0800.3%
Zoom Communications, Inc.$607.1K6,3910.3%
Newmont Corp$619.9K5,1010.3%
CALAMOS STRATEGIC TOTAL RETU$624.3K32,3450.3%
GENERAL DYNAMICS CORP$626.9K1,7470.3%
FIRST TR EXCHNG TRADED FD VI$644.5K15,6430.3%
Comfort Systems USA Inc$651.3K5130.3%
HUNT J B TRANSPORT SERVICES INC$654.6K2,8580.3%
ADVANCED MICRO DEVICES INC$662.2K3,1010.3%
Centene Corp$664.4K16,7740.3%
PG&E Corp$699.4K41,7570.3%
← PrevPage 4 of 6Next →