Quartz Partners, LLC Diversified Active

CIK: 0001659978 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $218,544 (100.0% shares, 0.0% debt)

Holdings (173)

NVDA NVIDIA CORPORATION 6.5%
Value ($000) $14,239 Shares 90,125 Est. Cost $119.46 Unrealized +5.3%
AVGO BROADCOM INC 3.9%
Value ($000) $8,593 Shares 31,174 Est. Cost $158.54 Unrealized +36.2%
IVV ISHARES TR 3.7%
Value ($000) $8,157 Shares 13,137 Est. Cost $583.68 Unrealized
META META PLATFORMS INC 3.0%
Value ($000) $6,460 Shares 8,752 Est. Cost $533.14 Unrealized +15.7%
AAPL APPLE INC 2.9%
Value ($000) $6,247 Shares 30,448 Est. Cost $222.59 Unrealized -9.5%
BIL SPDR SERIES TRUST 2.8%
Value ($000) $6,127 Shares 66,794 Est. Cost $91.78 Unrealized
VOO VANGUARD INDEX FDS 2.4%
Value ($000) $5,263 Shares 9,266 Est. Cost $536.59 Unrealized
QQQ INVESCO QQQ TR 2.4%
Value ($000) $5,140 Shares 9,317 Est. Cost $488.58 Unrealized
VTI VANGUARD INDEX FDS 2.3%
Value ($000) $5,072 Shares 16,688 Est. Cost $286.66 Unrealized
SPHY SPDR SERIES TRUST 2.2%
Value ($000) $4,911 Shares 206,333 Est. Cost $23.86 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $3,957 Shares 6,405 Est. Cost $599.89 Unrealized
IDCC INTERDIGITAL INC 1.7%
Value ($000) $3,719 Shares 16,587 Est. Cost $133.33 Unrealized +58.9%
GEN GEN DIGITAL INC 1.7%
Value ($000) $3,690 Shares 125,512 Est. Cost $27.22 Unrealized -0.7%
GOOGL ALPHABET INC 1.7%
Value ($000) $3,626 Shares 20,574 Est. Cost $169.11 Unrealized -3.4%
HRTG HERITAGE INSURANCE HLDGS INC 1.6%
Value ($000) $3,576 Shares 143,372 Est. Cost $12.01 Unrealized +77.7%
LDOS LEIDOS HOLDINGS INC 1.6%
Value ($000) $3,513 Shares 22,267 Est. Cost $148.04 Unrealized -0.8%
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $3,501 Shares 61,407 Est. Cost $52.69 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,346 Shares 6,726 Est. Cost $424.12 Unrealized +1.9%
COR CENCORA INC 1.5%
Value ($000) $3,325 Shares 11,087 Est. Cost $233.93 Unrealized +22.6%
SRLN SSGA ACTIVE ETF TR 1.4%
Value ($000) $3,121 Shares 75,043 Est. Cost $41.62 Unrealized
NVS NOVARTIS AG 1.4%
Value ($000) $3,035 Shares 25,082 Est. Cost $113.43 Unrealized
NECB NORTHEAST CMNTY BANCORP INC 1.4%
Value ($000) $2,979 Shares 128,151 Est. Cost $24.98 Unrealized -12.6%
QSR RESTAURANT BRANDS INTL INC 1.3%
Value ($000) $2,834 Shares 42,751 Est. Cost $65.96 Unrealized +1.3%
BRBR BELLRING BRANDS INC 1.3%
Value ($000) $2,788 Shares 48,132 Est. Cost $58.65 Unrealized +13.8%
WAB WABTEC 1.3%
Value ($000) $2,779 Shares 13,273 Est. Cost $191.67 Unrealized 0.0%
ADBE ADOBE INC 1.2%
Value ($000) $2,611 Shares 6,749 Est. Cost $491.72 Unrealized -21.6%
ENVA ENOVA INTL INC 1.2%
Value ($000) $2,569 Shares 23,034 Est. Cost $95.46 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 1.1%
Value ($000) $2,508 Shares 9,418 Est. Cost $229.75 Unrealized +3.5%
AMAT APPLIED MATLS INC 1.1%
Value ($000) $2,508 Shares 13,701 Est. Cost $185.19 Unrealized -15.0%
MINT PIMCO ETF TR 1.0%
Value ($000) $2,168 Shares 21,563 Est. Cost $100.60 Unrealized
AMLP ALPS ETF TR 0.9%
Value ($000) $2,010 Shares 41,147 Est. Cost $48.19 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $1,972 Shares 23,787 Est. Cost $83.63 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,910 Shares 8,409 Est. Cost $204.14 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,738 Shares 13,036 Est. Cost $128.40 Unrealized
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,712 Shares 15,775 Est. Cost $94.33 Unrealized
FEZ SPDR INDEX SHS FDS 0.7%
Value ($000) $1,563 Shares 26,172 Est. Cost $59.73 Unrealized
NFLX NETFLIX INC 0.7%
Value ($000) $1,551 Shares 1,158 Est. Cost $76.17 Unrealized +48.4%
IEUR ISHARES TR 0.7%
Value ($000) $1,549 Shares 23,397 Est. Cost $60.15 Unrealized
ICLR ICON PLC 0.7%
Value ($000) $1,542 Shares 10,603 Est. Cost $239.80 Unrealized -40.9%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,542 Shares 7,029 Est. Cost $184.32 Unrealized +7.4%
GLDM WORLD GOLD TR 0.7%
Value ($000) $1,532 Shares 23,389 Est. Cost $53.86 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,497 Shares 8,063 Est. Cost $178.74 Unrealized +2.2%
EHC ENCOMPASS HEALTH CORP 0.7%
Value ($000) $1,460 Shares 11,909 Est. Cost $89.20 Unrealized +27.4%
USFR WISDOMTREE TR 0.6%
Value ($000) $1,265 Shares 25,146 Est. Cost $50.25 Unrealized
EFV ISHARES TR 0.6%
Value ($000) $1,228 Shares 19,345 Est. Cost $58.40 Unrealized
VRT VERTIV HOLDINGS CO 0.5%
Value ($000) $1,200 Shares 9,342 Est. Cost $84.52 Unrealized +14.9%
GOOG ALPHABET INC 0.5%
Value ($000) $1,178 Shares 6,641 Est. Cost $167.75 Unrealized -1.7%
DGRW WISDOMTREE TR 0.5%
Value ($000) $1,138 Shares 13,585 Est. Cost $83.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,058 Shares 13,303 Est. Cost $79.43 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,027 Shares 22,221 Est. Cost $47.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $1,014 Shares 7,438 Est. Cost $34.81 Unrealized +236.9%
AGG ISHARES TR 0.4%
Value ($000) $960 Shares 9,678 Est. Cost $99.65 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $933 Shares 65,348 Est. Cost $12.79 Unrealized -8.6%
IEMG ISHARES INC 0.4%
Value ($000) $900 Shares 14,986 Est. Cost $53.97 Unrealized
PJT PJT PARTNERS INC 0.4%
Value ($000) $869 Shares 5,269 Est. Cost $144.72 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $859 Shares 29,404 Est. Cost $39.99 Unrealized
V VISA INC 0.4%
Value ($000) $847 Shares 2,384 Est. Cost $314.12 Unrealized +10.5%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $843 Shares 1,914 Est. Cost $428.80 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $808 Shares 1,037 Est. Cost $843.05 Unrealized -8.3%
NRG NRG ENERGY INC 0.4%
Value ($000) $800 Shares 4,979 Est. Cost $91.23 Unrealized +43.6%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $780 Shares 6,878 Est. Cost $105.64 Unrealized
IYF ISHARES TR 0.4%
Value ($000) $774 Shares 6,395 Est. Cost $120.99 Unrealized
EWS ISHARES INC 0.4%
Value ($000) $772 Shares 29,734 Est. Cost $23.76 Unrealized
ALLE ALLEGION PLC 0.3%
Value ($000) $751 Shares 5,211 Est. Cost $132.73 Unrealized +2.7%
MCD MCDONALDS CORP 0.3%
Value ($000) $747 Shares 2,556 Est. Cost $269.99 Unrealized +12.4%
KLAC KLA CORP 0.3%
Value ($000) $734 Shares 819 Est. Cost $748.55 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $723 Shares 27,290 Est. Cost $26.50 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $716 Shares 12,861 Est. Cost $57.50 Unrealized
MCHI ISHARES TR 0.3%
Value ($000) $716 Shares 12,992 Est. Cost $54.40 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $716 Shares 2,182 Est. Cost $276.67 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $707 Shares 7,845 Est. Cost $90.21 Unrealized +1.1%
TPR TAPESTRY INC 0.3%
Value ($000) $703 Shares 8,001 Est. Cost $41.05 Unrealized +82.6%
IVW ISHARES TR 0.3%
Value ($000) $692 Shares 6,283 Est. Cost $98.04 Unrealized
EATON VANCE TAX MNGED BUY WR 0.3%
Value ($000) $678 Shares 46,967 Est. Cost $14.47 Unrealized
EPS WISDOMTREE TR 0.3%
Value ($000) $667 Shares 10,425 Est. Cost $60.04 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $667 Shares 4,906 Est. Cost $108.13 Unrealized +20.8%
ITA ISHARES TR 0.3%
Value ($000) $659 Shares 3,491 Est. Cost $188.64 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $623 Shares 1,420 Est. Cost $384.02 Unrealized
IDU ISHARES TR 0.3%
Value ($000) $620 Shares 5,925 Est. Cost $104.57 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value ($000) $611 Shares 2,181 Est. Cost $280.07 Unrealized
IGOV ISHARES TR 0.3%
Value ($000) $607 Shares 14,088 Est. Cost $43.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $589 Shares 2,601 Est. Cost $185.96 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $582 Shares 1,142 Est. Cost $316.49 Unrealized +37.0%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $581 Shares 2,037 Est. Cost $263.29 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $580 Shares 34,562 Est. Cost $16.89 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $578 Shares 6,160 Est. Cost $95.77 Unrealized
ANGL VANECK ETF TRUST 0.3%
Value ($000) $557 Shares 19,026 Est. Cost $29.41 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $553 Shares 11,907 Est. Cost $36.21 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $546 Shares 5,824 Est. Cost $93.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $546 Shares 1,124 Est. Cost $448.62 Unrealized +13.2%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $544 Shares 21,728 Est. Cost $37.95 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $540 Shares 28,878 Est. Cost $18.76 Unrealized
AVT AVNET INC 0.2%
Value ($000) $540 Shares 10,167 Est. Cost $48.77 Unrealized 0.0%
BSCV INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $538 Shares 32,545 Est. Cost $16.60 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $534 Shares 25,911 Est. Cost $20.87 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $532 Shares 3,012 Est. Cost $176.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $529 Shares 2,089 Est. Cost $225.76 Unrealized
OTEX OPEN TEXT CORP 0.2%
Value ($000) $522 Shares 17,877 Est. Cost $26.54 Unrealized +0.0%
BSCX INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $509 Shares 24,023 Est. Cost $21.46 Unrealized
ACT ENACT HLDGS INC 0.2%
Value ($000) $499 Shares 13,432 Est. Cost $32.84 Unrealized +6.6%
MMS MAXIMUS INC 0.2%
Value ($000) $499 Shares 7,108 Est. Cost $70.25 Unrealized 0.0%
ISHG ISHARES TR 0.2%
Value ($000) $497 Shares 6,489 Est. Cost $76.56 Unrealized
IMMR IMMERSION CORP 0.2%
Value ($000) $491 Shares 62,335 Est. Cost $10.01 Unrealized -25.7%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $488 Shares 2,820 Est. Cost $158.69 Unrealized +0.0%
USMF WISDOMTREE TR 0.2%
Value ($000) $479 Shares 9,343 Est. Cost $48.87 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $473 Shares 2,585 Est. Cost $179.30 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $471 Shares 7,600 Est. Cost $62.20 Unrealized
WMT WALMART INC 0.2%
Value ($000) $469 Shares 4,794 Est. Cost $81.63 Unrealized +16.1%
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $462 Shares 8,476 Est. Cost $49.46 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $458 Shares 2,206 Est. Cost $192.96 Unrealized -9.7%
HPQ HP INC 0.2%
Value ($000) $458 Shares 18,709 Est. Cost $24.71 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $445 Shares 792 Est. Cost $551.47 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $441 Shares 1,387 Est. Cost $316.01 Unrealized -4.7%
EFG ISHARES TR 0.2%
Value ($000) $439 Shares 3,916 Est. Cost $107.65 Unrealized
IQDF FLEXSHARES TR 0.2%
Value ($000) $414 Shares 15,264 Est. Cost $26.29 Unrealized
DTD WISDOMTREE TR 0.2%
Value ($000) $406 Shares 5,101 Est. Cost $76.66 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $405 Shares 8,524 Est. Cost $50.53 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $387 Shares 4,675 Est. Cost $83.15 Unrealized
SLM SLM CORP 0.2%
Value ($000) $383 Shares 11,669 Est. Cost $29.37 Unrealized +4.2%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $381 Shares 1,313 Est. Cost $234.88 Unrealized +7.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $374 Shares 1,827 Est. Cost $185.70 Unrealized 0.0%
MTUM ISHARES TR 0.2%
Value ($000) $370 Shares 1,538 Est. Cost $202.13 Unrealized
PYLD PIMCO ETF TR 0.2%
Value ($000) $369 Shares 13,890 Est. Cost $26.54 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $365 Shares 1,670 Est. Cost $161.49 Unrealized -0.4%
CTAS CINTAS CORP 0.2%
Value ($000) $357 Shares 1,602 Est. Cost $214.11 Unrealized 0.0%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $340 Shares 19,080 Est. Cost $18.10 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $335 Shares 724 Est. Cost $459.07 Unrealized 0.0%
CRWV COREWEAVE INC 0.2%
Value ($000) $334 Shares 2,050 Est. Cost $92.20 Unrealized 0.0%
QQEW FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $334 Shares 2,447 Est. Cost $125.40 Unrealized
MLPX GLOBAL X FDS 0.1%
Value ($000) $327 Shares 5,224 Est. Cost $55.88 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $325 Shares 1,042 Est. Cost $448.68 Unrealized -16.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $323 Shares 1,476 Est. Cost $223.19 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $322 Shares 1,179 Est. Cost $249.21 Unrealized 0.0%
WTV WISDOMTREE TR 0.1%
Value ($000) $317 Shares 3,666 Est. Cost $82.17 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $315 Shares 1,032 Est. Cost $304.83 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $311 Shares 376 Est. Cost $680.44 Unrealized 0.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $299 Shares 7,150 Est. Cost $41.81 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $298 Shares 5,652 Est. Cost $50.58 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $296 Shares 1,193 Est. Cost $248.44 Unrealized
SPYI NEOS ETF TRUST 0.1%
Value ($000) $295 Shares 5,869 Est. Cost $51.09 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $285 Shares 430 Est. Cost $586.52 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $284 Shares 3,548 Est. Cost $73.17 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $277 Shares 1,420 Est. Cost $197.17 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $273 Shares 516 Est. Cost $415.97 Unrealized 0.0%
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $270 Shares 13,834 Est. Cost $19.71 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $267 Shares 10,937 Est. Cost $24.44 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $262 Shares 4,665 Est. Cost $55.22 Unrealized -7.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $258 Shares 4,540 Est. Cost $56.85 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $258 Shares 2,391 Est. Cost $109.02 Unrealized -4.1%
HD HOME DEPOT INC 0.1%
Value ($000) $258 Shares 703 Est. Cost $353.18 Unrealized +0.8%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $256 Shares 960 Est. Cost $257.53 Unrealized 0.0%
HYGH ISHARES U S ETF TR 0.1%
Value ($000) $256 Shares 2,956 Est. Cost $86.53 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $254 Shares 4,856 Est. Cost $52.38 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $250 Shares 6,674 Est. Cost $36.81 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $240 Shares 934 Est. Cost $195.73 Unrealized +11.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $237 Shares 600 Est. Cost $376.62 Unrealized -1.3%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $229 Shares 710 Est. Cost $263.84 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $225 Shares 227 Est. Cost $870.48 Unrealized +13.8%
DGRS WISDOMTREE TR 0.1%
Value ($000) $223 Shares 4,783 Est. Cost $51.53 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $222 Shares 2,228 Est. Cost $99.64 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $221 Shares 4,869 Est. Cost $45.29 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $217 Shares 1,825 Est. Cost $128.24 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $217 Shares 5,560 Est. Cost $41.43 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $217 Shares 1,981 Est. Cost $116.89 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 1,295 Est. Cost $164.46 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $212 Shares 1,482 Est. Cost $137.00 Unrealized 0.0%
EMXC ISHARES INC 0.1%
Value ($000) $211 Shares 3,343 Est. Cost $63.14 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $210 Shares 520 Est. Cost $364.26 Unrealized 0.0%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $72 Shares 16,794 Est. Cost $4.48 Unrealized
BRF SA 0.0%
Value ($000) $65 Shares 17,734 Est. Cost $3.44 Unrealized
SSL SASOL LTD 0.0%
Value ($000) $64 Shares 14,504 Est. Cost $4.24 Unrealized
SND SMART SAND INC 0.0%
Value ($000) $59 Shares 29,484 Est. Cost $2.28 Unrealized -11.1%
ACURX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.39 Unrealized