Quaker Wealth Management, LLC holdings history

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124 is the total number of securities Quaker Wealth Management, LLC has owned. The longest Quaker Wealth Management, LLC has owned a single stock is 15 quarters.

Quaker Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VCSH VANGUARD SCOTTSDALE FDS9611.80%16.29%30.38%Q4 2019Q3 202315
STIP ISHARES TR963.00%4.95%9.39%Q4 2019Q3 202315
JPST JP MORGAN EXCHANGE TRA...960.16%4.23%16.91%Q4 2019Q3 202315
VGT VANGUARD WORLD FDS961.54%3.35%6.43%Q4 2019Q3 202315
VHT VANGUARD WORLD FDS960.18%1.48%2.75%Q4 2019Q3 202315
SHYG ISHARES TR960.20%0.67%4.32%Q4 2019Q3 202315
GOOGL ALPHABET INC960.15%0.21%0.58%Q4 2019Q3 202315
SIRI SIRIUS XM HOLDINGS INC960.03%0.04%0.09%Q4 2019Q3 202315
VYMI VANGUARD WHITEHALL FDS...867.72%9.95%12.19%Q4 2019Q3 202314
VTI VANGUARD INDEX FDS865.87%8.80%10.56%Q4 2019Q3 202314
TFX TELEFLEX INCORPORATED863.29%6.51%10.06%Q4 2019Q3 202314
VYM VANGUARD WHITEHALL FDS...862.99%6.51%7.93%Q4 2019Q3 202314
AAPL APPLE INC861.46%1.93%2.28%Q4 2019Q3 202314
AMZN AMAZON COM INC860.16%0.79%1.76%Q4 2019Q3 202314
VIG VANGUARD SPECIALIZED F...860.41%0.47%0.54%Q4 2019Q3 202314
HON HONEYWELL INTL INC860.33%0.45%0.64%Q4 2019Q3 202314
MSFT MICROSOFT CORP860.17%0.30%0.45%Q4 2019Q3 202314
JNJ JOHNSON & JOHNSON860.19%0.30%0.38%Q4 2019Q3 202314
VOE VANGUARD INDEX FDS860.09%0.30%1.20%Q4 2019Q3 202314
VTEB VANGUARD MUN BD FDS840.22%6.75%10.46%Q2 2020Q3 202312
PFF ISHARES TR663.97%6.71%8.39%Q4 2019Q1 202312
VCIT VANGUARD SCOTTSDALE FDS520.31%4.13%9.18%Q1 2020Q3 202312
PFO FLAHERTY & CRUMRIN PFD...520.04%0.07%0.09%Q4 2019Q3 202312
SRLN SSGA ACTIVE ETF TR650.26%3.39%12.32%Q4 2019Q3 202211
FTCS FIRST TR NASDAQ-100 TE...831.94%2.75%3.20%Q2 2020Q3 202311
VIGI VANGUARD WHITEHALL FDS...650.20%0.62%1.07%Q4 2019Q4 202211
VWOB VANGUARD WHITEHALL FDS830.28%0.43%0.60%Q3 2020Q3 202311
BRKA BERKSHIRE HATHAWAY INC...740.16%0.20%0.24%Q2 2020Q2 202311
VDE VANGUARD WORLD FDS910.72%1.73%3.23%Q1 2021Q3 202310
VZ VERIZON COMMUNICATIONS...640.11%0.15%0.32%Q4 2019Q2 202210
RTX RTX CORPORATION820.11%0.15%0.19%Q4 2020Q3 202310
QQQ INVESCO QQQ TR610.09%0.14%0.19%Q4 2019Q1 202310
SDY SPDR SER TR910.10%0.12%0.24%Q1 2021Q3 202310
VBR VANGUARD INDEX FDS540.76%2.37%2.97%Q2 2020Q4 20229
PFE PFIZER INC510.11%0.15%0.24%Q4 2019Q4 20229
WM WASTE MGMT INC DEL990.10%0.13%0.26%Q3 2021Q3 20239
CB CHUBB LIMITED990.10%0.13%0.24%Q3 2021Q3 20239
BMY BRISTOL-MYERS SQUIBB CO810.09%0.12%0.17%Q4 2019Q3 20239
VIS VANGUARD WORLD FDS440.19%1.71%5.72%Q2 2020Q2 20228
IBB ISHARES TR620.13%0.43%1.00%Q4 2019Q1 20228
VFH VANGUARD WORLD FDS430.31%1.52%4.21%Q3 2020Q2 20227
FCX FREEPORT-MCMORAN INC320.09%0.20%0.47%Q4 2020Q2 20237
VOX VANGUARD WORLD FDS420.17%0.64%1.32%Q4 2020Q2 20226
VT VANGUARD INTL EQUITY I...660.24%0.25%0.27%Q4 2019Q1 20216
T AT&T INC660.11%0.20%0.30%Q4 2019Q1 20216
CMCSA COMCAST CORP NEW410.12%0.17%0.28%Q4 2019Q3 20216
SCHJ SCHWAB STRATEGIC TR660.10%0.10%0.11%Q2 2022Q3 20236
VPU VANGUARD WORLD FDS552.42%2.66%2.90%Q2 2022Q2 20235
PPL PPL CORP551.81%2.37%3.39%Q4 2019Q4 20205
CIBR FIRST TR EXCHANGE TRAD...550.18%1.23%2.03%Q3 2022Q3 20235
PPA INVESCO EXCHANGE TRADE...550.11%1.14%1.85%Q3 2022Q3 20235
CSCO CISCO SYS INC310.12%0.15%0.22%Q3 2020Q3 20235
TXN TEXAS INSTRS INC320.11%0.15%0.20%Q3 2020Q3 20235
WMT WALMART INC320.10%0.14%0.19%Q3 2020Q2 20225
NSC NORFOLK SOUTHN CORP210.10%0.12%0.14%Q4 2019Q1 20225
CERT CERTARA INC550.09%0.10%0.14%Q3 2022Q3 20235
VAW VANGUARD WORLD FDS312.15%3.34%5.91%Q1 2021Q1 20224
TSLA TESLA INC310.09%0.16%0.23%Q3 2020Q2 20234
PLD PROLOGIS INC.440.11%0.11%0.12%Q4 2022Q3 20234
DRE DUKE REALTY CORP440.10%0.11%0.12%Q4 2021Q3 20224
TRHC TABULA RASA HEALTHCARE...310.03%0.06%0.11%Q1 2021Q3 20234
VGIT VANGUARD SCOTTSDALE FDS332.96%3.07%3.25%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS332.51%2.68%2.80%Q1 2023Q3 20233
FV FIRST TR EXCHANGE-TRAD...330.58%1.13%1.41%Q4 2019Q2 20203
EFG ISHARES TR330.55%0.96%1.17%Q4 2019Q2 20203
LVHD LEGG MASON ETF INVT TR330.58%0.84%1.22%Q4 2019Q2 20203
RFAP FIRST TR EXCH TRADED F...330.38%0.75%0.96%Q4 2019Q2 20203
XSLV INVESCO EXCHNG TRADED ...330.38%0.66%0.95%Q4 2019Q2 20203
MARB FIRST TR EXCH TRADED F...330.26%0.28%0.30%Q1 2023Q3 20233
SJI SOUTH JERSEY INDS INC330.20%0.24%0.28%Q4 2019Q2 20203
SPSB SPDR SER TR330.22%0.24%0.26%Q4 2019Q2 20203
SPY SPDR S&P 500 ETF TR210.10%0.21%0.27%Q2 2022Q3 20233
PEG PUBLIC SVC ENTERPRISE ...330.11%0.12%0.13%Q1 2023Q3 20233
LLY LILLY ELI & CO110.10%0.12%0.14%Q4 2021Q3 20233
GOOG ALPHABET INC330.10%0.11%0.12%Q1 2023Q3 20233
FRBK REPUBLIC FIRST BANCORP...330.03%0.07%0.12%Q4 2019Q2 20203
LMBS FIRST TR EXCHANGE-TRAD...116.06%9.53%12.99%Q1 2021Q3 20212
IEF ISHARES TR225.53%5.61%5.68%Q2 2023Q3 20232
XHB SPDR SER TR221.81%2.08%2.35%Q4 2021Q1 20222
FDN FIRST TR EXCHANGE-TRAD...110.68%1.61%2.54%Q4 2019Q1 20212
KRE SPDR SER TR220.84%0.85%0.86%Q2 2020Q3 20202
FIDU FIDELITY COVINGTON TR220.28%0.40%0.51%Q1 2020Q2 20202
RFI COHEN & STEERS TOTAL R...220.32%0.32%0.33%Q2 2023Q3 20232
CMA COMERICA INC220.27%0.31%0.36%Q1 2020Q2 20202
OIH VANECK ETF TRUST220.13%0.29%0.44%Q3 2021Q4 20212
REMX VANECK ETF TRUST220.22%0.22%0.23%Q1 2023Q2 20232
JPM JPMORGAN CHASE & CO110.09%0.18%0.26%Q3 2021Q1 20222
RCL ROYAL CARIBBEAN GROUP110.10%0.17%0.24%Q1 2021Q3 20212
UPS UNITED PARCEL SERVICE INC220.13%0.14%0.15%Q4 2020Q1 20212
GSK GLAXOSMITHKLINE PLC220.11%0.12%0.13%Q2 2020Q3 20202
MGM MGM RESORTS INTERNATIONAL220.11%0.11%0.12%Q4 2021Q1 20222
CRM SALESFORCE COM INC220.10%0.11%0.12%Q4 2020Q1 20212
AMAT APPLIED MATLS INC111.15%1.15%1.15%Q3 2023Q3 20231
XAR SPDR SERIES TRUST110.75%0.75%0.75%Q4 2019Q4 20191
FXU FIRST TR EXCHANGE TRAD...110.70%0.70%0.70%Q4 2019Q4 20191
SKYY FIRST TR EXCHANGE TRAD...110.69%0.69%0.69%Q4 2019Q4 20191
MCHI ISHARES TR110.60%0.60%0.60%Q3 2021Q3 20211
MDYG SPDR SERIES TRUST110.46%0.46%0.46%Q4 2019Q4 20191
EZM WISDOMTREE TR110.46%0.46%0.46%Q4 2019Q4 20191
SPYG SPDR SERIES TRUST110.45%0.45%0.45%Q4 2019Q4 20191
SLYG SPDR SERIES TRUST110.44%0.44%0.44%Q4 2019Q4 20191
VGSH VANGUARD SCOTTSDALE FDS110.42%0.42%0.42%Q3 2020Q3 20201
RDSA ROYAL DUTCH SHELL PLC110.33%0.33%0.33%Q4 2019Q4 20191
FIXD FIRST TR EXCHNG TRADED...110.32%0.32%0.32%Q1 2021Q1 20211
BIL SPDR SER TR110.32%0.32%0.32%Q1 2023Q1 20231
XLE SELECT SECTOR SPDR TR110.31%0.31%0.31%Q3 2021Q3 20211
GLD SPDR GOLD TR110.30%0.30%0.30%Q3 2023Q3 20231
MOS MOSAIC CO NEW110.28%0.28%0.28%Q3 2021Q3 20211
FUMB FIRST TR EXCH TRADED F...110.25%0.25%0.25%Q3 2021Q3 20211
UBER UBER TECHNOLOGIES INC110.24%0.24%0.24%Q3 2021Q3 20211
JHMC JOHN HANCOCK EXCHANGE ...110.23%0.23%0.23%Q2 2020Q2 20201
BP BP PLC110.16%0.16%0.16%Q4 2019Q4 20191
IEFA ISHARES TR110.15%0.15%0.15%Q3 2020Q3 20201
XLY SELECT SECTOR SPDR TR110.14%0.14%0.14%Q3 2020Q3 20201
MU MICRON TECHNOLOGY INC110.13%0.13%0.13%Q1 2021Q1 20211
SYY SYSCO CORP110.12%0.12%0.12%Q3 2020Q3 20201
MMM 3M CO110.12%0.12%0.12%Q4 2020Q4 20201
CANADIAN PACIFIC KANSA...110.11%0.11%0.11%Q3 2023Q3 20231
ABT ABBOTT LABS110.10%0.10%0.10%Q2 2022Q2 20221
LYV LIVE NATION ENTERTAINM...110.10%0.10%0.10%Q1 2022Q1 20221
COP CONOCOPHILLIPS110.10%0.10%0.10%Q2 2023Q2 20231
LEN LENNAR CORP110.09%0.09%0.09%Q4 2021Q4 20211
MRO MARATHON OIL CORP110.08%0.08%0.08%Q4 2021Q4 20211
PFD FLAHERTY & CRUMRINE PF...110.08%0.08%0.08%Q1 2021Q1 20211
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The securities at the top of the list , including VANGUARD SCOTTSDALE FDS, ISHARES TR, and JP MORGAN EXCHANGE TRADED FD, are the highest-conviction holdings of Quaker Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Quaker Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Quaker Wealth Management, LLC owns currently or has owned in the past.