Tranquility Partners, LLC
Tranquility Partners, LLC is a registered investment adviser (RIA) headquartered in Brentwood, Tennessee. Founded in 2017, the firm primarily serves high net worth individuals and retail clients, offering portfolio management, financial planning, and investment advisory services. With approximately 7 employees, Tranquility Partners focuses on providing personalized investment strategies and advice for clients' financial goals. As an SEC-registered investment adviser, the firm adheres to regulatory standards for client service and transparency.
Investment Strategy
Tranquility Partners, LLC offers both discretionary and non-discretionary investment advisory services, focusing on portfolio management and financial planning tailored to individual client goals. The firm manages diversified investment portfolios, holding positions in large-cap equities (such as MSFT, AAPL, BX, AMZN, COST), and regularly rebalances accounts according to market conditions and client objectives. Investment selection is based on fundamental analysis and individualized advice. Tranquility Partners emphasizes ongoing monitoring and alignment of investment strategy with each client’s evolving needs.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.72% | $18.8M | 37,820 | $171.39 | $497.41 | +$4.6M |
B BX | BLACKSTONE INC | 4.33% | $12.1M | 81,095 | $77.77 | $149.58 | +$1.6M |
A AAPL | APPLE INC | 3.11% | $8.7M | 42,510 | $93.12 | $205.17 | -$670.9K |
A AMZN | AMAZON COM INC | 2.52% | $7.1M | 32,140 | $137.64 | $219.39 | +$947.3K |
C COST | COSTCO WHSL CORP NEW | 2.51% | $7.0M | 7,101 | $357.17 | $989.94 | +$280.8K |