Proquility Private Wealth Partners, LLC current holdings: USA Stocks
Proquility Private Wealth Partners, LLC reported $0.11 billion in share positions in stocks (listed in the US), 41 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are XOMXXXX, MDT, C.
- XOMXXXX: Country of operation —; Class COM; Shares 57,420; Value $6,829,012.
- MDT: Country of operation Ireland; Class SHS; Shares 48,181; Value $4,329,545.
- C: Country of operation United States; Class COM NEW; Shares 60,253; Value $4,277,360.
- TFC: Country of operation United States; Class COM; Shares 103,686; Value $4,266,679.
Form 13F-HR as filed (SEC CIK 1844911): quarter ended 2025-03-31, filed 2025-05-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 57,420 | $6,829,012 | 6.24% | 2025-03-31 | 2025-05-15 | |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 48,181 | $4,329,545 | 3.96% | 2025-03-31 | 2025-05-15 | -3.08% |
|---|
C
CITIGROUP INC | United States | COM NEW | 60,253 | $4,277,360 | 3.91% | 2025-03-31 | 2025-05-15 | +84.25% |
|---|
TFC
TRUIST FINL CORP | United States | COM | 103,686 | $4,266,679 | 3.90% | 2025-03-31 | 2025-05-15 | +12.86% |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 108,285 | $4,244,772 | 3.88% | 2025-03-31 | 2025-05-15 | +30.03% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 17,154 | $4,207,876 | 3.84% | 2025-03-31 | 2025-05-15 | +36.56% |
|---|
WMB
WILLIAMS COS INC | United States | COM | 65,455 | $3,911,591 | 3.57% | 2025-03-31 | 2025-05-15 | +14.84% |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 132,163 | $3,770,610 | 3.45% | 2025-03-31 | 2025-05-15 | +6.73% |
|---|
DLR
DIGITAL RLTY TR INC | United States | COM | 24,693 | $3,538,260 | 3.23% | 2025-03-31 | 2025-05-15 | +23.22% |
|---|
T
AT&T INC | United States | COM | 119,794 | $3,387,774 | 3.10% | 2025-03-31 | 2025-05-15 | -13.44% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 6,289 | $3,293,864 | 3.01% | 2025-03-31 | 2025-05-15 | -28.41% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 15,109 | $3,199,331 | 2.92% | 2025-03-31 | 2025-05-15 | |
|---|
WMT
WALMART INC | United States | COM | 36,405 | $3,195,995 | 2.92% | 2025-03-31 | 2025-05-15 | +21.65% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 12,814 | $3,186,329 | 2.91% | 2025-03-31 | 2025-05-15 | -11.53% |
|---|
BLK
BLACKROCK INC | United States | COM | 3,361 | $3,181,119 | 2.91% | 2025-03-31 | 2025-05-15 | +12.83% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 28,511 | $3,125,946 | 2.86% | 2025-03-31 | 2025-05-15 | +43.41% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,208 | $3,081,201 | 2.82% | 2025-03-31 | 2025-05-15 | +35.58% |
|---|
ETN
EATON CORP PLC | | SHS | 10,898 | $2,962,403 | 2.71% | 2025-03-31 | 2025-05-15 | +59.39% |
|---|
XEL
XCEL ENERGY INC | United States | COM | 40,141 | $2,841,581 | 2.60% | 2025-03-31 | 2025-05-15 | -0.14% |
|---|
AVGO
BROADCOM INC | United States | COM | 16,580 | $2,775,989 | 2.54% | 2025-03-31 | 2025-05-15 | +112.09% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 12,534 | $2,727,398 | 2.49% | 2025-03-31 | 2025-05-15 | -23.09% |
|---|
LLY
ELI LILLY & CO | United States | COM | 3,216 | $2,656,127 | 2.43% | 2025-03-31 | 2025-05-15 | +43.43% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 13,792 | $2,307,264 | 2.11% | 2025-03-31 | 2025-05-15 | +22.17% |
|---|
WELL
WELLTOWER INC | United States | COM | 14,586 | $2,234,721 | 2.04% | 2025-03-31 | 2025-05-15 | +52.01% |
|---|
MCD
MCDONALDS CORP | United States | COM | 7,095 | $2,216,265 | 2.03% | 2025-03-31 | 2025-05-15 | -25.10% |
|---|
VICI
VICI PPTYS INC | United States | COM | 66,918 | $2,182,865 | 1.99% | 2025-03-31 | 2025-05-15 | -28.88% |
|---|
PFG
PRINCIPAL FINANCIAL GROUP IN | United States | COM | 25,356 | $2,139,286 | 1.95% | 2025-03-31 | 2025-05-15 | +35.08% |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 15,019 | $1,682,879 | 1.54% | 2025-03-31 | 2025-05-15 | +35.01% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 36,802 | $1,669,339 | 1.53% | 2025-03-31 | 2025-05-15 | +1.37% |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 14,981 | $1,656,749 | 1.51% | 2025-03-31 | 2025-05-15 | -6.56% |
|---|
PEP
PEPSICO INC | United States | COM | 11,030 | $1,653,838 | 1.51% | 2025-03-31 | 2025-05-15 | -14.17% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 6,058 | $1,651,304 | 1.51% | 2025-03-31 | 2025-05-15 | +21.92% |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 4,767 | $1,647,237 | 1.51% | 2025-03-31 | 2025-05-15 | +24.91% |
|---|
AAPL
APPLE INC | United States | COM | 7,362 | $1,635,321 | 1.49% | 2025-03-31 | 2025-05-15 | |
|---|
HD
HOME DEPOT INC | United States | COM | 4,436 | $1,625,750 | 1.49% | 2025-03-31 | 2025-05-15 | -21.41% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 36,329 | $1,516,009 | 1.39% | 2025-03-31 | 2025-05-15 | +31.70% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 30,343 | $1,119,657 | 1.02% | 2025-03-31 | 2025-05-15 | -37.54% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 6,525 | $1,111,991 | 1.02% | 2025-03-31 | 2025-05-15 | -12.97% |
|---|
RTX
RTX CORPORATION | United States | COM | 8,008 | $1,060,740 | 0.97% | 2025-03-31 | 2025-05-15 | +41.13% |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 27,530 | $1,042,286 | 0.95% | 2025-03-31 | 2025-05-15 | +86.98% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,810 | $300,170 | 0.27% | 2025-03-31 | 2025-05-15 | +61.34% |
|---|
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