• 13F History

Wealth Quarterback LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$213M
Signature - Title
Thomas James Clancy - CCO
Location
Toms River, NJ
Summary
This page shows a list of all the recent 13F filings made by Wealth Quarterback LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Quarterback LLC reported 119 stock holdings with total value $213M as of Q4 2024. Top holdings included IVV, DIA, QUAL, IUSG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 119 $213M +$39M -$17.4M +$21.5M IVV, DIA, QUAL, IUSG, AAPL 13F-HR 1/31/2025, 11:39 AM
Q3 2024 130 $192M +$19.2M -$15M +$4.24M IVV, QUAL, DIA, IUSG, AAPL 13F-HR 11/1/2024, 04:46 PM
Q2 2024 124 $176M +$20.9M -$25.2M -$4.33M IVV, QUAL, IUSG, DIA, AAPL 13F-HR 7/22/2024, 12:01 PM
Q1 2024 119 $179M +$24.5M -$15.9M +$8.6M IVV, QUAL, IUSG, SPHB, QQQ 13F-HR 5/9/2024, 02:00 PM
Q4 2023 117 $164M +$53.6M -$16.7M +$37M IVV, IJS, DIA, IJH, QQQ 13F-HR 2/13/2024, 04:12 PM
Q3 2023 132 $116M +$19.5M -$43.8M -$24.3M IVV, VBR, DVY, DIA, AAPL 13F-HR 11/13/2023, 02:23 PM
Q2 2023 122 $144M +$36.9M -$4.05M +$32.8M IVV, DIA, QQQ, SPHB, XLF 13F-HR 8/10/2023, 12:09 PM
Q1 2023 119 $118M +$13.5M -$11.8M +$1.7M IVV, TIP, IJH, DIA, AOR 13F-HR 5/12/2023, 02:50 PM
Q4 2022 119 $121M +$32.3M -$9.59M +$22.7M IVV, TIP, IAU, DIA, IJH 13F-HR 2/10/2023, 11:42 AM
Q3 2022 103 $94M +$4.76M -$18.2M -$13.4M TIP, IVV, IAU, FENY, IJH 13F-HR 11/14/2022, 08:08 AM
Q2 2022 118 $128M $0 $0 SH, TIP, IVV, LQD, FENY 13F-HR 8/15/2022, 11:29 AM
Q3 2021 615 $87.6M +$5.93M -$5.29M +$635K EMB, TLT, QQQ, SLV, AAPL 13F-HR 11/17/2021, 09:22 AM
Q2 2021 750 $164M +$79.4M -$45.4M +$34M IVV, LQD, TIP, EMB, QQQ 13F-HR 8/11/2021, 12:29 PM
Q4 2020 107 $120M +$28M -$18.1M +$9.88M IEF, QUAL, IVV, LQD, IAUXXXX 13F-HR 2/16/2021, 06:31 PM
Q3 2020 103 $101M IVV, IEF, LQD, IAUXXXX, QUAL 13F-HR 11/16/2020, 11:42 AM
Q2 2020 113 $109M +$21.8M -$14.8M +$6.97M IVV, IEF, LQD, IAUXXXX, QUAL 13F-HR 8/14/2020, 09:10 PM
Q1 2020 915 $106M IVV, LQD, TLT, IEF, MTUM 13F-HR 5/13/2020, 09:32 PM
Q4 2019 694 $51.7M IVV, NEAR, IGIB, IEMG, ITOT Restatement 2/27/2020, 04:09 PM
Q1 1987 132 $179M IVV, QQQ, DIA, TIP, LQD 13F-HR 5/17/2022, 01:03 PM