⏳
Showing Q1 2025 data
Proquility Private Wealth Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Proquility Private Wealth Partners, LLC
•CIK: 1844911•Filing: Q1 2025
**Proquility Private Wealth Partners, LLC** manages $324M across a diversified portfolio of 82 positions. The strategy exhibits a clear tilt toward global equities, evidenced by significant allocations to international developed markets (IEMG at $22.4M) and Europe (IEFA at $20.2M). Core domestic exposure is concentrated in sector leaders, notably Financials (XLF at $11.6M) and Technology (VGT at $11.4M). This top decile weighting suggests a disciplined, sector-aware approach to capital deployment.
Total AUM
$324.5M
QoQ Performance
+4.5%
Positions
56
Top 10 Concentration
37.4%
Latest Filing
Q1 2025
Top Holdings Allocation
IEMG
IEFA
IEMG6.9%
IEFA6.2%
XLF3.6%
VGT3.5%
XLV3.5%
VB3.1%
XLY2.7%
EZU2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.2%
Financial4.6%
Healthcare3.8%
Technology3.3%
Consumer2.2%
Energy2.1%
Communication1.4%
Industrial1.3%
🚪 Exited Positionssold since Q4 2024
+10 more exited positions
Changes from Q4 2024
NEW9 new positions
↑49 increased
↓23 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023