Proquility Private Wealth Partners, LLC Last Quarter Change: USA Stocks, Reduced

Proquility Private Wealth Partners, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Proquility Private Wealth Partners, LLC opened 4 positions, added to 25, reduced 12, sold out of 4 and left 0 unchanged. The largest increase in value was MDT (+$2,727,631); the largest decrease was AVGO (-$2,276,036).

AVGO: Country of operation United States; Class COM; Shares 2024-12-31 21,791; Shares 2025-03-31 16,580.
BLK: Country of operation United States; Class COM; Shares 2024-12-31 4,850; Shares 2025-03-31 3,361.
EMR: Country of operation United States; Class COM; Shares 2024-12-31 30,596; Shares 2025-03-31 28,511.
WMB: Country of operation United States; Class COM; Shares 2024-12-31 82,808; Shares 2025-03-31 65,455.

Two Form 13F-HR filings compared (SEC CIK 1844911): 2024-12-31 (filed 2025-01-17) and 2025-03-31 (filed 2025-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-12-31	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
AVGO BROADCOM INC	United States	COM	21,791	16,580	-5,211	$5,052,025	$2,775,989	-$2,276,036
BLK BLACKROCK INC	United States	COM	4,850	3,361	-1,489	$4,971,784	$3,181,119	-$1,790,665
EMR EMERSON ELEC CO	United States	COM	30,596	28,511	-2,085	$3,791,762	$3,125,946	-$665,816
WMB WILLIAMS COS INC	United States	COM	82,808	65,455	-17,353	$4,481,569	$3,911,591	-$569,978
JPM JPMORGAN CHASE & CO.	United States	COM	19,680	17,154	-2,526	$4,717,493	$4,207,876	-$509,617
C CITIGROUP INC	United States	COM NEW	67,482	60,253	-7,229	$4,750,058	$4,277,360	-$472,698
KMI KINDER MORGAN INC DEL	United States	COM	150,112	132,163	-17,949	$4,113,069	$3,770,610	-$342,459
VICI VICI PPTYS INC	United States	COM	84,229	66,918	-17,311	$2,460,329	$2,182,865	-$277,464
JNJ JOHNSON & JOHNSON	United States	COM	3,182	1,810	-1,372	$460,181	$300,170	-$160,011
WELL WELLTOWER INC	United States	COM	16,585	14,586	-1,999	$2,090,208	$2,234,721	+$144,513
BAC BANK AMERICA CORP	United States	COM	37,215	36,329	-886	$1,635,599	$1,516,009	-$119,590
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	14,546	12,814	-1,732	$3,197,647	$3,186,329	-$11,318

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