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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Quotient Wealth Partners, LLC

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002004904-25-000002

Total Value
$3.06B
Positions
325
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200603,616$355.3M11.62%
2SPDR SER TR78464A4093,473,756$305.3M9.99%
3ISHARES TR4642872262,447,183$237.1M7.76%
4TRIMTABS ETF TR89628W3023,026,476$201.2M6.58%
5BLACKROCK ETF TRUST IIBLK3,522,133$183.2M5.99%
6ISHARES TR4642885881,923,148$176.3M5.77%
7SPDR SER TR78464A5083,245,646$166.0M5.43%
8ISHARES TR46434V8034,417,002$153.5M5.02%
9ISHARES TR46432F8422,147,652$150.9M4.94%
10ISHARES INC46434G1031,937,149$101.2M3.31%
11ISHARES TR46429B6971,013,519$90.0M2.94%
12ISHARES TR4642886461,420,926$73.5M2.40%
13EXXON MOBIL CORPXOM577,422$62.1M2.03%
14ISHARES TR464287721364,362$58.1M1.90%
15ISHARES TR464287804495,154$57.1M1.87%
16SELECT SECTOR SPDR TR81369Y506595,248$51.0M1.67%
17ISHARES TR464287432577,474$50.4M1.65%
18FIDELITY MERRIMACK STR TR3161883091,050,303$47.1M1.54%
19ISHARES TR46429B747433,812$43.6M1.43%
20ISHARES TR464287176394,570$42.0M1.38%
21ISHARES TR464288414200,316$21.3M0.70%
22VANGUARD INDEX FDS92290836337,948$20.4M0.67%
23VANGUARD MUN BD FDS922907746405,061$20.3M0.66%
24INTER MUN BD ACT72201R866368,856$19.1M0.62%
25APPLE INCAAPL75,669$18.9M0.62%
26VANGUARD INDEX FDS92290873639,901$16.4M0.54%
27MICROSOFT CORPMSFT33,176$14.0M0.46%
28NVIDIA CORPORATIONNVDA85,839$11.5M0.38%
29VANGUARD INDEX FDS92290874462,782$10.6M0.35%
30J P MORGAN EXCHANGE TRADED F46641Q654160,426$8.1M0.27%
31AMAZON COM INCAMZN37,056$8.1M0.27%
32DBX ETF TR233051200195,673$8.1M0.26%
33ISHARES U S ETF TR46431W838139,002$6.9M0.23%
34ALPHABET INCGOOG34,624$6.6M0.21%
35SPDR SER TR78468R62264,340$6.1M0.20%
36CHEVRON CORP NEWCVX41,928$6.1M0.20%
37BLACKROCK ETF TRUST IIBLK249,156$5.6M0.18%
38ISHARES TR46428730951,759$5.3M0.17%
39ISHARES TR46428865349,946$5.0M0.16%
40BERKSHIRE HATHAWAY INC DELBRK-A10,843$4.9M0.16%
41META PLATFORMS INCMETA7,989$4.7M0.15%
42TESLA INCTSLA11,014$4.4M0.15%
43ISHARES TR46428740823,131$4.4M0.14%
44TEXAS INSTRS INC88250810422,428$4.2M0.14%
45CONOCOPHILLIPSCOP41,189$4.1M0.13%
46PHILLIPS 66PSX35,674$4.1M0.13%
47BROADCOM INCAVGO17,112$4.0M0.13%
48RAYTHEON TECHNOLOGIES CORPRTX31,812$3.7M0.12%
49ISHARES TR4642876148,896$3.6M0.12%
50ISHARES TR46428888534,939$3.4M0.11%
51ALPHABET INCGOOG17,524$3.3M0.11%
52GOLDMAN SACHS GROUP INCGSCE5,655$3.2M0.11%
53VISA INCV10,220$3.2M0.11%
54JPMORGAN CHASE & COVYLD12,954$3.1M0.10%
55HOME DEPOT INCHD7,133$2.8M0.09%
56SELECT SECTOR SPDR TR81369Y20919,879$2.7M0.09%
57MASTERCARD INCORPORATEDMA5,011$2.6M0.09%
58ISHARES TR46428788719,002$2.6M0.08%
59ELI LILLY & COLLY3,154$2.4M0.08%
60PROCTER AND GAMBLE CO74271810914,333$2.4M0.08%
61VANGUARD INDEX FDS92290861112,071$2.4M0.08%
62WALMART INCWMT24,714$2.2M0.07%
63ACCENTURE PLC IRELANDACN5,852$2.1M0.07%
64COSTCO WHSL CORP NEW22160K1052,241$2.1M0.07%
65ISHARES TR46428746524,636$1.9M0.06%
66UNITEDHEALTH GROUP INCUNH3,574$1.8M0.06%
67ORACLE CORPORCL-PD10,830$1.8M0.06%
68FIDELITY COVINGTON TRUST31609235238,743$1.8M0.06%
69ISHARES TR4642875989,619$1.8M0.06%
70PIMCO ETF TR72201R87435,633$1.8M0.06%
71JOHNSON & JOHNSONJNJ12,097$1.7M0.06%
72PALO ALTO NETWORKS INCPANW9,475$1.7M0.06%
73XCEL ENERGY INCXELLL25,368$1.7M0.06%
74SCHLUMBERGER LTDSLB44,436$1.7M0.06%
75BANK AMERICA CORP06050510438,571$1.7M0.06%
76LOCKHEED MARTIN CORPLMT3,425$1.7M0.05%
77BLACKROCK ETF TRUSTBLK32,016$1.6M0.05%
78NETFLIX INCNFLX1,827$1.6M0.05%
79SALESFORCE INCCRM4,825$1.6M0.05%
80ISHARES TR46434V61335,289$1.6M0.05%
81INTUITINTU2,441$1.5M0.05%
82SCHWAB STRATEGIC TR80852430053,715$1.5M0.05%
83SPDR SER TR78464A28455,640$1.4M0.05%
84FAIR ISAAC CORPFICO712$1.4M0.05%
85ISHARES INC46434G76424,684$1.4M0.04%
86ISHARES TR46434V63938,014$1.4M0.04%
87VERIZON COMMUNICATIONS INCVZ32,853$1.3M0.04%
88ABBVIE INCABBV7,182$1.3M0.04%
89DISNEY WALT CO25468710611,231$1.3M0.04%
90SENTINELONE INCS55,291$1.2M0.04%
91STRYKER CORPORATIONSYK3,236$1.2M0.04%
92VANGUARD INDEX FDS9229087693,932$1.1M0.04%
93AUTOMATIC DATA PROCESSING INADP3,845$1.1M0.04%
94VANGUARD INDEX FDS9229085953,877$1.1M0.04%
95ISHARES INC46434G88923,594$1.1M0.03%
96COCA COLA COKO16,861$1.0M0.03%
97FIDELITY COVINGTON TRUST31609278216,599$1.0M0.03%
98ISHARES TR4642871013,518$1.0M0.03%
99AT&T INCT-PC44,438$1.0M0.03%
100CARRIER GLOBAL CORPORATIONCARR14,702$1.0M0.03%
101BP PLCBPPFF33,612$993,5730.03%
102LINDE PLCLIN2,372$993,2820.03%
103UNION PAC CORPUNP4,240$966,9240.03%
104COMCAST CORP NEWCCZ25,304$949,6730.03%
105PEPSICO INCPEP6,242$949,1390.03%
106SPDR S&P 500 ETF TRSPY1,618$948,4620.03%
107TCW TRANSFORM ETF TRUST29287L20513,040$946,3130.03%
108ADOBE INCADBE2,112$939,1900.03%
109PALANTIR TECHNOLOGIES INCPLTR12,223$924,3960.03%
110MERCK & CO INCMRK9,246$919,7450.03%
111SERVICENOW INCNOW864$915,9440.03%
112MARATHON PETE CORPMARA6,473$902,9840.03%
113INTERNATIONAL BUSINESS MACHSINTR4,101$901,5230.03%
114GENERAL DYNAMICS CORPGD3,409$898,1060.03%
115CATERPILLAR INCCAT2,473$896,9380.03%
116T-MOBILE US INCTMUSZ4,025$888,4380.03%
117NIKE INCNKE11,511$871,0140.03%
118WELLS FARGO CO NEW94974610112,068$847,6250.03%
119INTUITIVE SURGICAL INCISRG1,619$845,0530.03%
120TJX COS INC NEW8725401096,866$829,5360.03%
121STARBUCKS CORPSBUX9,079$828,4680.03%
122ISHARES TR46432F3394,647$827,5380.03%
123FIDELITY COVINGTON TRUST31609279012,237$800,6670.03%
124MARSH & MCLENNAN COS INC5717481023,758$798,3050.03%
125GENERAL ELECTRIC CO3696043014,749$792,0470.03%
126ISHARES TR46428750712,420$773,8900.03%
127NOVO-NORDISK A SNONOF8,985$772,9240.03%
128WASTE MGMT INC DEL94106L1093,819$770,7330.03%
129GILEAD SCIENCES INCGILD8,329$769,3430.03%
130SEMPRASREA8,745$767,1250.03%
131BLACKROCK INCBLK739$757,1260.02%
132ISHARES TR46428887714,421$756,6700.02%
133CAPITAL ONE FINL CORP14040H1054,081$727,7660.02%
134WILLIAMS COS INC96945710013,163$712,3590.02%
135S&P GLOBAL INCSPGI1,430$712,1580.02%
136AMERICAN EXPRESS COAXP2,364$701,7000.02%
137LOWES COS INC5486611072,792$689,0640.02%
138NEXTERA ENERGY INCNEE-PW9,601$688,2750.02%
139MCDONALDS CORPMCD2,358$683,4430.02%
140ADVANCED MICRO DEVICES INCAMD5,580$674,0670.02%
141VANGUARD SCOTTSDALE FDS92206C7148,288$673,4000.02%
142ABBOTT LABSABLZF5,816$657,8990.02%
143FISERV INCFISV3,186$654,3960.02%
144CISCO SYS INCCSCO10,703$633,6340.02%
145MEDTRONIC PLCMDT7,831$625,5510.02%
146SHELL PLCRYDAF9,902$620,3670.02%
147TRAVELERS COMPANIES INCTRV2,517$606,2560.02%
148ISHARES TR46428734115,872$605,9930.02%
149PNC FINL SVCS GROUP INC6934751053,131$603,7730.02%
150BECTON DICKINSON & COBDX2,601$590,0770.02%
151AMPHENOL CORP NEW0320951018,377$581,7830.02%
152ISHARES TR4642882574,925$578,7460.02%
153UNILEVER PLCUNLYF10,082$571,6300.02%
154ARES MANAGEMENT CORPORATIONARES-PB3,206$567,6250.02%
155APOLLO GLOBAL MGMT INC03769M1063,314$547,3400.02%
156ISHARES TR4642878795,016$544,8040.02%
157OTIS WORLDWIDE CORPOTIS5,839$540,7650.02%
158ISHARES TR46429B26723,524$540,5890.02%
159SPDR SER TR78468R73911,340$537,3880.02%
160KLA CORPKLAC849$534,9720.02%
161QUALCOMM INCQCOM3,480$534,5640.02%
162BOOKING HOLDINGS INCBKNG107$533,4840.02%
163METLIFE INCMET-PF6,464$529,2720.02%
164VANGUARD INDEX FDS9229085535,859$521,9220.02%
165ENBRIDGE INCENNPF12,255$519,9800.02%
166VANGUARD WHITEHALL FDS9219464064,062$518,2710.02%
167THERMO FISHER SCIENTIFIC INCTMO992$516,2080.02%
168DIAGEO PLCDGEAF4,032$512,5880.02%
169MERCADOLIBRE INCMELI301$511,6400.02%
170ZOETIS INCZTS3,095$504,2930.02%
171HONEYWELL INTL INC4385161062,221$501,7060.02%
172PHILIP MORRIS INTL INC7181721094,146$498,9710.02%
173DEERE & CODE1,171$496,2840.02%
174MARRIOTT INTL INC NEW5719032021,765$492,3430.02%
175AMERICAN TOWER CORP NEW03027X1002,675$490,5470.02%
176MORGAN STANLEYMS-PQ3,897$489,9310.02%
177NORTHROP GRUMMAN CORPNOC1,044$489,7980.02%
178BRISTOL-MYERS SQUIBB COCELG-RI8,649$489,1920.02%
179INVESCO QQQ TRIVZ953$487,0910.02%
1803M COMMM3,737$482,4090.02%
181AMGEN INCAMGN1,811$472,1370.02%
182UBER TECHNOLOGIES INCUBER7,823$471,8830.02%
183BLACKSTONE INCBX2,730$470,7490.02%
184ANALOG DEVICES INCADI2,215$470,5990.02%
185OREILLY AUTOMOTIVE INC67103H107383$454,5530.01%
186GALLAGHER ARTHUR J & CO3635761091,600$454,1170.01%
187KROGER COKR7,384$451,5320.01%
188VULCAN MATLS CO9291601091,752$450,6670.01%
189BOSTON SCIENTIFIC CORPBSX5,045$450,6160.01%
190VANGUARD BD INDEX FDS9219378275,824$450,0410.01%
191ISHARES TR4642886388,592$442,5930.01%
192NASDAQ INCNDAQ5,689$439,8170.01%
193VANGUARD BD INDEX FDS9219378356,099$438,5840.01%
194ARISTA NETWORKS INCANET3,965$438,2230.01%
195TRANE TECHNOLOGIES PLCTT1,163$429,7310.01%
196AVALONBAY CMNTYS INCAWX1,909$419,9230.01%
197ONEOK INC NEWOKE4,180$419,6720.01%
198VANGUARD TAX-MANAGED FDS9219438588,565$409,5560.01%
199CME GROUP INCCME1,763$409,3260.01%
200DOMINION ENERGY INCD7,572$407,8070.01%
201APPLIED MATLS INC0382221052,493$405,4030.01%
202C H ROBINSON WORLDWIDE INCCHRW3,898$402,7410.01%
203VERTEX PHARMACEUTICALS INCVRTX981$395,0490.01%
204QUANTA SVCS INC74762E1021,244$393,1910.01%
205ASML HOLDING N VASMLF566$392,3230.01%
206CITIGROUP INCC-PR5,520$388,5530.01%
207EATON CORP PLCETN1,169$388,1150.01%
208ROPER TECHNOLOGIES INCROP745$387,2880.01%
209PARKER-HANNIFIN CORPPH606$385,4340.01%
210VANGUARD ADMIRAL FDS INC9219325051,044$382,1670.01%
211PROGRESSIVE CORP7433151031,584$379,5420.01%
212GE VERNOVA INCGEV1,153$379,1050.01%
213CHUBB LIMITEDCB1,363$376,5970.01%
214AIR PRODS & CHEMS INCAIIR1,297$376,1820.01%
215FREEPORT-MCMORAN INCFCX9,834$374,4830.01%
216ISHARES TR4642876481,298$373,5900.01%
217US BANCORP DELUSB-PS7,772$371,7510.01%
218AMERICAN INTL GROUP INC0268747845,097$371,0620.01%
219SHERWIN WILLIAMS COSHW1,091$370,8470.01%
220MOTOROLA SOLUTIONS INCMSI786$363,4140.01%
221VANGUARD BD INDEX FDS9219378194,808$359,2740.01%
222PAYPAL HLDGS INCPYPL4,192$357,7870.01%
223BROADRIDGE FINL SOLUTIONS IN11133T1031,531$346,1440.01%
224CONSOLIDATED EDISON INCED3,838$342,4420.01%
225GENERAL MTRS CO37045V1006,351$338,3180.01%
226CADENCE DESIGN SYSTEM INCCDNS1,118$335,9140.01%
227DUKE ENERGY CORP NEWDUKB3,096$333,5630.01%
228AMETEK INCAME1,843$332,1780.01%
229CINTAS CORPCTAS1,816$331,7830.01%
230KKR & CO INCKKRT2,235$330,5790.01%
231ASTRAZENECA PLCAZN5,024$329,1510.01%
232ISHARES TR4642882406,157$321,1490.01%
233EQUIFAX INCEFX1,253$319,3270.01%
234TAIWAN SEMICONDUCTOR MFG LTD8740391001,611$318,0890.01%
235DANAHER CORPORATION2358511021,369$314,2140.01%
236REPUBLIC SVCS INC7607591001,554$312,6340.01%
237INTERCONTINENTAL EXCHANGE IN45866F1042,091$311,5800.01%
238SIMON PPTY GROUP INC NEW8288061091,806$311,0850.01%
239LAM RESEARCH CORPLRCX4,287$309,6530.01%
240FEDEX CORPFDX1,099$309,1360.01%
241ROSS STORES INCROST2,035$307,7850.01%
242SCHWAB CHARLES CORPSCHW-PJ4,114$304,4770.01%
243ISHARES TR4642871502,360$303,4930.01%
244ISHARES GOLD TRIAU6,100$302,0340.01%
245PUBLIC STORAGEPSA-PS1,001$299,7390.01%
246ALBEMARLE CORPALB-PA3,473$298,9780.01%
247CROWDSTRIKE HLDGS INCCRWD869$297,3370.01%
248ISHARES TR4642875492,907$296,7760.01%
249J P MORGAN EXCHANGE TRADED F46654Q7244,719$292,7670.01%
250MOODYS CORPMCO618$292,7410.01%
251SOUTHERN COSOMN3,538$291,2080.01%
252ILLINOIS TOOL WKS INC4523081091,142$289,6090.01%
253ALTRIA GROUP INCMO5,529$289,1350.01%
254COPART INCCPRT5,009$287,4670.01%
255COGNIZANT TECHNOLOGY SOLUTIOCTSH3,703$284,7610.01%
256PRUDENTIAL FINL INCPUKPF2,402$284,6630.01%
257TRUIST FINL CORP89832Q1096,528$283,1730.01%
258MARVELL TECHNOLOGY INCMRVL2,556$282,3100.01%
259ROYAL CARIBBEAN GROUPV7780T1031,222$281,9030.01%
260COLGATE PALMOLIVE COCL3,058$278,0030.01%
261EMERSON ELEC COEMR2,240$277,6030.01%
262THE TRADE DESK INC88339J1052,347$275,8890.01%
263SAP SESAPGF1,120$275,8560.01%
264TARGET CORPTGT2,027$273,9780.01%
265EOG RES INCEOG2,222$272,3260.01%
266AFLAC INCAFL2,615$270,4600.01%
267AMERICAN ELEC PWR CO INC0255371012,897$267,1900.01%
268DTE ENERGY CODTK2,195$265,0460.01%
269CONSTELLATION ENERGY CORPCEG1,170$261,7410.01%
270VANGUARD SCOTTSDALE FDS92206C8133,500$261,7300.01%
271HALEON PLCHLNCF27,255$260,0140.01%
272WELLTOWER INCWELL2,062$259,8740.01%
273AUTOZONE INCAZO81$257,8250.01%
274KINDER MORGAN INC DELEP-PC9,261$253,7510.01%
275EQUINIX INCEQIX269$253,6370.01%
276WORKDAY INCWDAY983$253,5970.01%
277LULULEMON ATHLETICA INCLULU662$253,1550.01%
278INVESCO EXCHANGE TRADED FD TIVZ1,433$251,1050.01%
279CHIPOTLE MEXICAN GRILL INCCMG4,158$250,7270.01%
280BOEING COBA-PA1,403$248,3150.01%
281SNOWFLAKE INCSNOW1,579$243,8640.01%
282PPG INDS INC6935061072,040$243,6780.01%
283M & T BK CORP55261F1041,292$242,9970.01%
284SCHWAB STRATEGIC TR80852420110,472$242,7410.01%
285TRACTOR SUPPLY COTSCO4,555$241,6880.01%
286SCIENCE APPLICATIONS INTL CORP8086251072,161$241,5570.01%
287PROLOGIC INC.PLDGP2,259$238,7760.01%
288AMERIPRISE FINL INC03076C106447$237,9960.01%
289AUTODESK INCADSK805$237,9340.01%
290ISHARES TR46434V8604,679$236,1490.01%
291UNITED RENTALS INCURI334$235,5650.01%
292ISHARES TR46429B3335,483$235,3850.01%
293BANK NEW YORK MELLON CORP0640581003,030$232,7950.01%
294LEIDOS HOLDINGS INCLDOS1,593$229,4880.01%
295MONDELEZ INTL INC6092071053,818$228,0520.01%
296PFIZER INCPFE8,556$226,9840.01%
297MICRON TECHNOLOGY INCMU2,694$226,7410.01%
298CRA INTL INC12618T1051,211$226,6990.01%
299HCA HEALTHCARE INCHCA755$226,5380.01%
300EQT CORPEQT4,854$223,8180.01%
301KINSALE CAP GROUP INC49714P108480$223,2620.01%
302EDISON INTL2810201072,783$222,1950.01%
303ALLSTATE CORPALL-PJ1,149$221,5160.01%
304APPLOVIN CORPAPP684$221,5000.01%
305ECOLAB INCECL940$220,2610.01%
306FIDELITY NATL INFORMATION SV31620M1062,724$220,0170.01%
307THOMSON REUTERS CORP.TMSOF1,366$219,0790.01%
308CDW CORPCDW1,257$218,7680.01%
309D R HORTON INC23331A1091,555$217,4200.01%
310VERISK ANALYTICS INCVRSK784$215,9210.01%
311CSX CORPCSX6,567$211,9180.01%
312VANGUARD SCOTTSDALE FDS92206C6802,037$210,4220.01%
313BLOCK INCBSQKZ2,473$210,1800.01%
314MCKESSON CORPMCK368$209,7270.01%
315HILTON WORLDWIDE HLDGS INCHLT846$209,1440.01%
316MSCI INCMSCI341$204,5910.01%
317AIRBNB INCABNB1,555$204,2790.01%
318THE CIGNA GROUP125523100738$203,6920.01%
319ISHARES TR46432F396983$203,4020.01%
320FORTINET INCFTNT2,138$201,9980.01%
321OGE ENERGY CORPOGE4,895$201,9190.01%
322VANGUARD INTL EQUITY INDEX F9220426765,070$200,5510.01%
323DOORDASH INCDASH1,195$200,4610.01%
324LITHIUM AMERICAS ARGENTINA C53681K10023,100$60,5220.00%
325LITHIUM AMERS CORP NEWLTUM16,500$49,0050.00%