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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $254M AUM 163 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 59 Reduced 4 Exited
Page 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GILD GILEAD SCIENCES INC Healthcare 2,367.0 $330K 0.13% +12.0 +0.5% $139.39 -2.4%
122 TT TRANE TECHNOLOGIES PLC Industrials 758.0 $316K 0.12% $416.69 +9.0%
123 KKR KKR & CO INC Financial Services 3,394.0 $314K 0.12% +97.0 +2.9% $92.50 +2.3%
124 VUG VANGUARD INDEX FDS 703.0 $307K 0.12% -6.0 -0.8% $436.48 -79.6%
125 C CITIGROUP INC Financial Services 2,692.0 $305K 0.12% -150.0 -5.3% $113.39 +10.1%
126 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,112.0 $300K 0.12% -2K -41.1% $96.48 +3.7%
127 AEP AMERICAN ELEC PWR CO INC Utilities 2,289.0 $300K 0.12% $131.08 -2.8%
128 TIP ISHARES TR 2,673.0 $295K 0.12% -258.0 -8.8% $110.34 +0.7%
129 MAR MARRIOTT INTL INC NEW Consumer Cyclical 900.0 $294K 0.12% $326.94 +18.1%
130 HYG ISHARES TR 3,654.0 $291K 0.11% +707.0 +24.0% $79.55 +0.8%
131 NFLX NETFLIX INC. Communication Services 2,980.0 $287K 0.11% -580.0 -16.3% $96.15 -10.1%
132 CTRE CARETRUST REIT INC Real Estate 7,790.0 $286K 0.11% -1K -15.1% $36.65 +12.0%
133 GUT GABELLI UTIL TR Financial Services 47,101.0 $285K 0.11% +6K +15.8% $6.05 +2.8%
134 IDXX IDEXX LABS INC Healthcare 500.0 $281K 0.11% $561.89 +1.2%
135 VBR VANGUARD INDEX FDS 1,291.0 $280K 0.11% $217.21 +8.5%
136 ABBV ABBVIE INC Healthcare 1,238.0 $269K 0.11% -25.0 -2.0% $217.53 +0.6%
137 BSJR INVESCO EXCH TRD SLF IDX FD 11,815.0 $264K 0.10% +2K +15.6% $22.37 +0.2%
138 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,482.0 $262K 0.10% $47.72 -1.0%
139 MFC MANULIFE FINL CORP Financial Services 7,497.0 $258K 0.10% +66.0 +0.9% $34.44 +11.2%
140 BSJQ INVESCO EXCH TRD SLF IDX FD 11,035.0 $256K 0.10% +1K +13.5% $23.17 -0.7%
Page 7 of 9  ·  163 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 36.5%
Technology 21.5%
Industrials 7.5%
Energy 6.5%
Healthcare 6.1%
Consumer Defensive 6.0%
Communication Services 5.9%
Consumer Cyclical 4.9%
Utilities 2.6%
Real Estate 1.7%