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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 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 4,213.0 $912K 0.28% +849.0 +25.2% $216.44 -0.6%
62 NVO NOVO-NORDISK A S Healthcare 18,626.0 $893K 0.28% +519.0 +2.9% $47.94 -3.8%
63 OUNZ VANECK MERK GOLD ETF Financial Services 22,811.0 $880K 0.27% $38.59 +12.8%
64 MO ALTRIA GROUP INC Consumer Defensive 11,548.0 $831K 0.26% -1K -9.4% $71.95 -7.0%
65 NOC NORTHROP GRUMMAN CORP Industrials 1,569.0 $799K 0.25% +108.0 +7.4% $509.32 +10.7%
66 DVN DEVON ENERGY CORP NEW Energy 19,116.0 $790K 0.24% NEW $41.32 +19.3%
67 EFV ISHARES TR 10,136.0 $776K 0.24% -31K -75.2% $76.55 +6.4%
68 RTX RTX CORPORATION Industrials 3,940.0 $748K 0.23% -362.0 -8.4% $189.74 +11.9%
69 QCOM QUALCOMM INC Technology 4,037.0 $746K 0.23% -2K -31.2% $184.78 -13.0%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 3,971.0 $718K 0.22% -833.0 -17.3% $180.91 +5.9%
71 THW ABRDN WORLD HEALTHCARE FUND Financial Services 53,032.0 $711K 0.22% -4K -6.5% $13.40 +4.2%
72 SO SOUTHERN CO Utilities 7,349.0 $703K 0.22% +2K +44.4% $95.71 -4.5%
73 APOS APOLLO GLOBAL MGMT INC Financial Services 5,866.0 $694K 0.21% +2K +36.8% $118.30 -78.5%
74 HD HOME DEPOT INC Consumer Cyclical 1,860.0 $656K 0.20% +15.0 +0.8% $352.67 -5.2%
75 BSCQ INVESCO EXCH TRD SLF IDX FD 33,310.0 $650K 0.20% +4K +14.0% $19.53 +0.2%
76 AMGN AMGEN INC Healthcare 1,763.0 $638K 0.20% -135.0 -7.1% $362.11 +19.8%
77 BSCS INVESCO EXCH TRD SLF IDX FD 31,043.0 $632K 0.20% +4K +12.9% $20.36 +0.1%
78 BSCR INVESCO EXCH TRD SLF IDX FD 32,151.0 $631K 0.20% +4K +12.9% $19.61 +0.3%
79 DAL DELTA AIR LINES INC Industrials 6,728.0 $630K 0.20% -791.0 -10.5% $93.67 -13.5%
80 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,699.0 $604K 0.19% -28.0 -1.0% $223.97 +24.7%
Page 4 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%