Quadrant Private Wealth Management, LLC - Portfolio overview

Quadrant Private Wealth Management, LLC has 309 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 8.18%
  2. BPRE - BLUEROCK PVT REAL ESTATE FD, 4.75%
  3. SPYM - SPDR SERIES TRUST, 2.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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