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Home > Institutional Investor > Quadrant Private Wealth Management, Llc > Profile

Instuitional Investor - Quadrant Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Quadrant Private Wealth Management, Llc
Portfolio Value $753,379,446
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 321,742 $73,558,697 9.76%
2.
Spdr Series Trust
 KRE 404,762 $36,331,450 4.82%
3.
Bluerock Pvt Real Estate Fd
 2,731,992 $34,259,174 4.55%
4.
Snowflake Inc.
 SNOW 54,281 $18,431,755 2.45%
5.
Microsoft Corp
 MSFT 34,080 $17,479,526 2.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.