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Timothy Harder

@Quotient Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$3.057BTotal holdings325
Assets growth rate0.48%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Quotient Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 325 positions.

Assets under management

The assets under management (AUM) of Quotient Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.057B in assets, with a quarterly growth rate of 0.48% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Timothy Harder, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Tr
Recent Activity
Increased 1.14%
11.63%
$355.337M
603,616 shares@ $588.69 avg price
SPYG
Spdr Ser Tr
Recent Activity
Increased 0.94%
9.99%
$305.343M
3.474M shares@ $87.9 avg price
AGG
Ishares Tr
Recent Activity
Increased 3.41%
7.76%
$237.132M
2.447M shares@ $96.9 avg price
TTAC
Trimtabs Etf Tr
Recent Activity
Increased 0.11%
6.58%
$201.159M
3.026M shares@ $66.47 avg price
BINC
Blackrock Etf Trust Ii
Recent Activity
Increased 3.39%
6%
$183.221M
3.522M shares@ $52.03 avg price
MBB
Ishares Tr
Recent Activity
Increased 3.47%
5.77%
$176.314M
1.923M shares@ $91.68 avg price
SPYV
Spdr Ser Tr
Recent Activity
Increased 1.27%
5.43%
$165.982M
3.246M shares@ $51.15 avg price
HEFA
Ishares Tr
Recent Activity
Increased 4.71%
5.03%
$153.491M
4.417M shares@ $34.75 avg price
IEFA
Ishares Tr
Recent Activity
Increased 3.65%
4.94%
$150.937M
2.148M shares@ $70.28 avg price
IEMG
Ishares Inc
Recent Activity
Increased 2.92%
3.31%
$101.158M
1.937M shares@ $52.22 avg price

1-10 of 325