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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 IGF ISHARES TR 5,603 $375K 0.06% SOLD
102 HYGW ISHARES TR 12,570 $371K 0.06% SOLD
103 VBK VANGUARD INDEX FDS 1,226 $371K 0.06% SOLD
104 PANW PALO ALTO NETWORKS INC Technology 2,160 $346K 0.05% SOLD
105 NET CLOUDFLARE INC Technology 1,653 $341K 0.05% SOLD
106 AMLP ALPS ETF TR 5,991 $315K 0.05% SOLD
107 SO SOUTHERN CO Utilities 3,225 $311K 0.05% SOLD
108 CSX CSX CORP Industrials 7,493 $308K 0.05% SOLD
109 F FORD MTR CO Consumer Cyclical 26,247 $303K 0.05% SOLD
110 CCNE CNB FINL CORP PA Financial Services 10,447 $303K 0.05% SOLD
111 LOW LOWES COS INC Consumer Cyclical 1,266 $299K 0.05% SOLD
112 FNDX SCHWAB STRATEGIC TR 10,630 $296K 0.05% SOLD
113 COMSTOCK INC 95,080 $290K 0.04% SOLD
114 NBTB NBT BANCORP INC Financial Services 6,802 $290K 0.04% SOLD
115 MS MORGAN STANLEY Financial Services 1,758 $289K 0.04% SOLD
116 SCHD SCHWAB STRATEGIC TR 8,750 $268K 0.04% SOLD
117 NOC NORTHROP GRUMMAN CORP Industrials 392 $268K 0.04% SOLD
118 CIEN CIENA CORP Technology 686 $266K 0.04% SOLD
119 EMB ISHARES TR 2,823 $265K 0.04% SOLD
120 VIG VANGUARD SPECIALIZED FUNDS 1,229 $264K 0.04% SOLD
Page 6 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%