Proquility Private Wealth Partners, LLC - Portfolio overview

Proquility Private Wealth Partners, LLC has 82 reported holdings in this dataset, with the latest filing dated 2025-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. IEMG - ISHARES INC, 6.90%
2. IEFA - ISHARES TR, 6.22%
3. XLF - SELECT SECTOR SPDR TR, 3.58%

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

Explore securities or join Upside Invest to compare portfolios.