PROQUILITY PRIVATE WEALTH PARTNERS, LLC

PrivateCIK: 1844911
Location

LAS VEGAS, NV

82
Positions
$324.49M
Total AUM (reported)
5.05M
Total Shares

Allocation by class

TOTAL AUM$324.49M82 positions
COM$95.71M29.5%
CORE MSCI EMKT$22.38M6.9%
CORE MSCI EAFE$20.20M6.2%
FINANCIAL$11.63M3.6%
INF TECH ETF$11.43M3.5%
SBI HEALTHCARE$11.24M3.5%
SMALL CP ETF$10.20M3.1%

Portfolio Concentration

Top 316.7%4–1020.7%11–2526.8%Rest35.8%TOP 1037.4%0%100%
Top 3$54.21M16.7%
4–10$67.02M20.7%
11–25$87.12M26.8%
Rest$116.14M35.8%

Top 3 weight

16.7%

Top 10 weight

37.4%

Voting Authority Distribution

Total shares with voting rights: 5.05M

Sole

Full voting authority

5.05M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:

ISHARES INC

SOLE
CORE MSCI EMKT
Shares414.76K
TypeSH
Market value$22.38M
6.90%
Sole
414.76K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares266.98K
TypeSH
Market value$20.20M
6.22%
Sole
266.98K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
FINANCIAL
Shares233.47K
TypeSH
Market value$11.63M
3.58%
Sole
233.47K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares21.08K
TypeSH
Market value$11.43M
3.52%
Sole
21.08K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI HEALTHCARE
Shares76.95K
TypeSH
Market value$11.24M
3.46%
Sole
76.95K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares46K
TypeSH
Market value$10.20M
3.14%
Sole
46K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI CONS DISCR
Shares45.16K
TypeSH
Market value$8.92M
2.75%
Sole
45.16K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI EURZONE ETF
Shares163.01K
TypeSH
Market value$8.68M
2.68%
Sole
163.01K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
COMMUNICATION
Shares87.08K
TypeSH
Market value$8.40M
2.59%
Sole
87.08K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
BETABUILDERS DEV
Shares167.55K
TypeSH
Market value$8.15M
2.51%
Sole
167.55K
Shared
0.00
None
0.00

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE UNTD KGDM
Shares270.87K
TypeSH
Market value$7.76M
2.39%
Sole
270.87K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
MTG-BKD SECS ETF
Shares160.51K
TypeSH
Market value$7.43M
2.29%
Sole
160.51K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ENERGY
Shares77.96K
TypeSH
Market value$7.29M
2.25%
Sole
77.96K
Shared
0.00
None
0.00

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE JAPAN ETF
Shares242.85K
TypeSH
Market value$7.14M
2.20%
Sole
242.85K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
NATL AMT MUNI
Shares300.40K
TypeSH
Market value$6.92M
2.13%
Sole
300.40K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares57.42K
TypeSH
Market value$6.83M
2.10%
Sole
57.42K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INDUSTRIAL ETF
Shares27.58K
TypeSH
Market value$6.83M
2.10%
Sole
27.58K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US TREAS BD ETF
Shares244.79K
TypeSH
Market value$5.63M
1.73%
Sole
244.79K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
INTRMDT MUNI ETF
Shares113.09K
TypeSH
Market value$5.15M
1.59%
Sole
113.09K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares21.14K
TypeSH
Market value$4.63M
1.43%
Sole
21.14K
Shared
0.00
None
0.00

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE CANADA
Shares118.19K
TypeSH
Market value$4.40M
1.36%
Sole
118.19K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares48.18K
TypeSH
Market value$4.33M
1.33%
Sole
48.18K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares60.25K
TypeSH
Market value$4.28M
1.32%
Sole
60.25K
Shared
0.00
None
0.00

TRUIST FINL CORP

SOLE
COM
Shares103.69K
TypeSH
Market value$4.27M
1.31%
Sole
103.69K
Shared
0.00
None
0.00

FIFTH THIRD BANCORP

SOLE
COM
Shares108.28K
TypeSH
Market value$4.24M
1.31%
Sole
108.28K
Shared
0.00
None
0.00
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