Back to QTR Family Wealth, LLC

QTR Family Wealth, LLC

All holdings · as of Dec 31, 2025

277 positions

CompanyClassValueShares% of portfolio
ALLSPRING EXCHANGE TRADED FU$705.0K24,4850.3%
EDISON INTERNATIONAL$707.4K10,8070.3%
FIRST TR EXCHANGE-TRADED FD$709.6K14,0710.3%
FIRST TR EXCHANGE-TRADED FD$714.0K2,8770.3%
PROSHARES TR$721.6K9,0400.3%
COSTCO WHOLESALE CORP /NEW$724.1K7460.3%
INVESCO EXCH TRADED FD TR II$734.7K30,0000.3%
Expedia Group Inc$735.8K3,0460.3%
ISHARES TR$739.8K4,3710.3%
Philip Morris International Inc.$755.5K4,1360.3%
LOCKHEED MARTIN CORP$757.9K1,2040.3%
AbbVie Inc.$771.0K3,4660.3%
INTEL CORP$778.1K16,5090.3%
First Trust Exchange-Traded Fund VIII$789.4K18,2390.3%
Phillips 66$790.1K5,0230.3%
Blackstone Inc$801.3K5,9880.4%
PROCTER & GAMBLE Co$805.0K5,0610.4%
TEXAS INSTRUMENTS INC$805.3K3,6450.4%
Marriott International Inc/MD$817.2K2,2740.4%
FedEx Corp$821.7K2,2330.4%
CATERPILLAR INC$822.6K1,1080.4%
CISCO SYSTEMS, INC.$860.9K9,9770.4%
ISHARES TR$882.5K7,2400.4%
BANK OF AMERICA CORP /DE$883.2K15,9460.4%
BlackRock, Inc.$912.2K8390.4%
ARES CAPITAL CORPARCCCommon Stock$917.1K45,9480.4%
Netflix Inc$925.3K11,2550.4%
First Trust Exchange-Traded Fund IV$948.2K34,7460.4%
HOME DEPOT, INC.$948.3K2,4340.4%
Chubb Ltd$957.7K2,9360.4%
Strategy Inc$977.8K7,3520.4%
BIOCRYST PHARMACEUTICALS INC$1.01M154,0620.4%
CrowdStrike Holdings, Inc.$1.02M2,4690.4%
Visa Inc$1.11M3,3760.5%
JANUS DETROIT STR TR$1.12M23,4450.5%
DIREXION SHS ETF TR$1.13M10,9400.5%
ORACLE CORP$1.15M7,2220.5%
CHEVRON CORP$1.17M6,4210.5%
SPDR DOW JONES INDL AVERAGE$1.18M2,3430.5%
BRISTOL MYERS SQUIBB CO$1.20M19,7450.5%
FIRST TR EXCHANGE-TRADED FD$1.28M12,9690.6%
Merck & Co., Inc.$1.38M11,7800.6%
SPDR S&P 500 ETF TR$1.41M2,0320.6%
JOHNSON & JOHNSON$1.44M6,0360.6%
ELI LILLY & Co$1.47M1,4330.6%
CAPITAL GROUP DIVIDEND GROWE$1.49M39,6290.7%
FIRST TR EXCHANGE-TRADED FD$1.49M30,3270.7%
JANUS DETROIT STR TR$1.50M29,5500.7%
FIRST TR EXCHNG TRADED FD VI$1.50M33,6300.7%
MORGAN STANLEY ETF TRUST$1.83M35,7430.8%
← PrevPage 5 of 6Next →