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Portfolio (Quarterly) Guide ↗

Quadrant Private Wealth Management, LLC

· CIK 0001727454
13F Portfolio $447M AUM 177 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 50 Added 57 Reduced 137 Exited
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ILCV ISHARES TR 6,067 $565K 0.09% SOLD
82 IAU ISHARES GOLD TR Financial Services 6,345 $559K 0.09% SOLD
83 KLAC KLA CORP Technology 372 $548K 0.09% SOLD
84 MU MICRON TECHNOLOGY INC Technology 1,573 $532K 0.08% SOLD
85 C CITIGROUP INC Financial Services 4,541 $515K 0.08% SOLD
86 LQD ISHARES TR 4,699 $512K 0.08% SOLD
87 VWO VANGUARD INTL EQUITY INDEX F 8,666 $468K 0.07% SOLD
88 RY ROYAL BK CDA Financial Services 2,868 $464K 0.07% SOLD
89 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 14,276 $457K 0.07% SOLD
90 MTD METTLER TOLEDO INTERNATIONAL Healthcare 345 $435K 0.07% SOLD
91 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,180 $435K 0.07% SOLD
92 IWM ISHARES TR 1,751 $434K 0.07% SOLD
93 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,321 $432K 0.07% SOLD
94 PEP PEPSICO INC Consumer Defensive 2,651 $412K 0.06% SOLD
95 SOXX ISHARES TR 1,249 $411K 0.06% SOLD
96 GLW CORNING INC Technology 2,997 $407K 0.06% SOLD
97 VV VANGUARD INDEX FDS 1,352 $404K 0.06% SOLD
98 CMF ISHARES TR 7,027 $400K 0.06% SOLD
99 VTEB VANGUARD MUN BD FDS 7,956 $397K 0.06% SOLD
100 GILD GILEAD SCIENCES INC Healthcare 2,802 $391K 0.06% SOLD
Page 5 of 7  ·  137 positions
Sector Allocation
Technology 39.5%
Financial Services 21.6%
Communication Services 14.6%
Consumer Cyclical 5.5%
Utilities 5.4%
Healthcare 4.9%
Energy 4.6%
Consumer Defensive 1.3%
Real Estate 1.2%
Industrials 0.9%