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QTR Family Wealth, LLC

All holdings · as of Dec 31, 2025

277 positions

CompanyClassValueShares% of portfolio
Netflix Inc$925.3K11,2550.4%
ARES CAPITAL CORPARCCCommon Stock$917.1K45,9480.4%
BlackRock, Inc.$912.2K8390.4%
BANK OF AMERICA CORP /DE$883.2K15,9460.4%
ISHARES TR$882.5K7,2400.4%
CISCO SYSTEMS, INC.$860.9K9,9770.4%
CATERPILLAR INC$822.6K1,1080.4%
FedEx Corp$821.7K2,2330.4%
Marriott International Inc/MD$817.2K2,2740.4%
TEXAS INSTRUMENTS INC$805.3K3,6450.4%
PROCTER & GAMBLE Co$805.0K5,0610.4%
Blackstone Inc$801.3K5,9880.4%
Phillips 66$790.1K5,0230.3%
First Trust Exchange-Traded Fund VIII$789.4K18,2390.3%
INTEL CORP$778.1K16,5090.3%
AbbVie Inc.$771.0K3,4660.3%
LOCKHEED MARTIN CORP$757.9K1,2040.3%
Philip Morris International Inc.$755.5K4,1360.3%
ISHARES TR$739.8K4,3710.3%
Expedia Group Inc$735.8K3,0460.3%
INVESCO EXCH TRADED FD TR II$734.7K30,0000.3%
COSTCO WHOLESALE CORP /NEW$724.1K7460.3%
PROSHARES TR$721.6K9,0400.3%
FIRST TR EXCHANGE-TRADED FD$714.0K2,8770.3%
FIRST TR EXCHANGE-TRADED FD$709.6K14,0710.3%
EDISON INTERNATIONAL$707.4K10,8070.3%
ALLSPRING EXCHANGE TRADED FU$705.0K24,4850.3%
PG&E Corp$699.4K41,7570.3%
Centene Corp$664.4K16,7740.3%
ADVANCED MICRO DEVICES INC$662.2K3,1010.3%
HUNT J B TRANSPORT SERVICES INC$654.6K2,8580.3%
Comfort Systems USA Inc$651.3K5130.3%
FIRST TR EXCHNG TRADED FD VI$644.5K15,6430.3%
GENERAL DYNAMICS CORP$626.9K1,7470.3%
CALAMOS STRATEGIC TOTAL RETU$624.3K32,3450.3%
Newmont Corp$619.9K5,1010.3%
Zoom Communications, Inc.$607.1K6,3910.3%
VANGUARD WORLD FD$590.2K3,0800.3%
INVESCO EXCHANGE TRADED FD T$583.0K4,7530.3%
KINDER MORGAN, INC.$579.8K18,6970.3%
PROGRESSIVE CORP/OH$579.3K2,8590.3%
Arista Networks, Inc.ANETCommon Stock$579.1K4,0370.3%
VANGUARD INDEX FDS$561.6K2,9330.2%
LOWES COMPANIES INC$561.1K1,9710.2%
Credo Technology Group Holding Ltd$553.2K4,1060.2%
Mastercard Inc$551.7K1,0210.2%
ISHARES TR$549.0K5,9140.2%
GE Vernova Inc.$548.0K6930.2%
TechnipFMC plc$523.6K8,6980.2%
Welltower, Inc.$519.5K2,5870.2%
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