Wealth Quarterback LLC
Wealth Quarterback LLC is a registered investment adviser headquartered in Toms River, New Jersey. The firm manages investment portfolios for individuals and high-net-worth individuals, with a client base also including a small number of pension and profit-sharing plans. As of March 31, 2025, Wealth Quarterback LLC has approximately 10 employees, focusing primarily on investors and brokers. The firm is SEC-registered and was incorporated in Delaware. Wealth Quarterback serves over 1,600 accounts, embodying a client-centric approach to investment management.
Investment Strategy
Wealth Quarterback LLC’s investment strategy centers on diversified investments, with an emphasis on equities and ETFs such as S&P 500, Nasdaq-100, and quality factor funds, alongside significant positions in large-cap technology and blue-chip companies. The firm aims for risk-adjusted growth primarily through discretionary management of portfolios, tailored to the needs of individuals and high net worth clients. Their approach emphasizes diversification across sectors and disciplined security selection, with a preference for leading tech, consumer, and financial stocks, as well as select ETF allocations for additional breadth and liquidity.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.41% | $34.7M | 51,827 | $499.89 | $669.30 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 6.87% | $17.8M | 29,587 | $555.74 | $600.37 | +$4.4M |
I IAU | ISHARES GOLD TR | 5.65% | $14.6M | 200,692 | $65.26 | $72.77 | +$10.2M |
Q QUAL | ISHARES TR | 5.17% | $13.4M | 68,672 | $153.38 | $194.50 | +$1.2M |
A AAPL | APPLE INC | 3.75% | $9.7M | 38,055 | $163.83 | $254.63 | +$1.9M |