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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $324M AUM 172 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 85 Added 50 Reduced 8 Exited
Page 3 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 4,564.0 $1.7M 0.52% $368.40 +12.7%
42 TSLA TESLA INC Consumer Cyclical 3,793.0 $1.6M 0.49% +294.0 +8.4% $420.55 -17.9%
43 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,938.0 $1.6M 0.48% -164.0 -0.6% $57.62 +13.6%
44 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.46% $748850.00
45 IBM INTERNATIONAL BUSINESS MACHS Technology 5,246.0 $1.5M 0.46% +216.0 +4.3% $281.19 -16.9%
46 BK BANK OF NY MELLON CORP Financial Services 8,763.0 $1.3M 0.39% +231.0 +2.7% $144.61 -0.6%
47 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 15,553.0 $1.3M 0.39% +3K +28.8% $81.16 -8.1%
48 KO COCA COLA CO Consumer Defensive 15,314.0 $1.2M 0.38% -196.0 -1.3% $81.27 +11.4%
49 PANW PALO ALTO NETWORKS INC Technology 3,583.0 $1.2M 0.38% -1K -26.4% $341.00 +2.5%
50 CVX CHEVRON CORPORATION Energy 7,359.0 $1.2M 0.38% -168.0 -2.2% $165.77 +24.1%
51 TFC TRUIST FINL CORP Financial Services 24,278.0 $1.2M 0.37% -2K -6.6% $49.82 +0.8%
52 ENB ENBRIDGE INC Energy 22,036.0 $1.2M 0.37% +130.0 +0.6% $54.21 -5.9%
53 JPM JPMORGAN CHASE & CO Financial Services 3,386.0 $1.1M 0.34% +1K +51.2% $327.35 +7.4%
54 OKE ONEOK INC NEW Energy 12,559.0 $1.1M 0.34% +105.0 +0.8% $86.94 +8.8%
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,457.0 $1.1M 0.34% +28.0 +2.0% $746.54 +2.2%
56 PH PARKER-HANNIFIN CORP Industrials 1,102.0 $1.1M 0.33% +20.0 +1.9% $978.12 +2.3%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 23,931.0 $1.0M 0.31% -1K -5.3% $42.34 +16.2%
58 FORTINET INC 6,559.0 $1.0M 0.31% -2K -23.8% $153.61
59 MCD MCDONALDS CORP Consumer Cyclical 3,617.0 $978K 0.30% +124.0 +3.5% $270.33 -0.4%
60 IUSG ISHARES TR 5,129.0 $965K 0.30% $188.09 +0.6%
Page 3 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.5%
Technology 25.1%
Industrials 7.1%
Communication Services 5.5%
Healthcare 5.5%
Consumer Defensive 4.8%
Consumer Cyclical 4.4%
Energy 4.4%
Utilities 2.6%
Real Estate 1.4%