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  Name: Quaker Wealth Management LLC
  City: MOORESTOWN
  State: NJ
  Zip: 08057
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $245,780,000
  Total Value Change : $23,684,000
  Securities Held Change : 2
   
All Securities Held : 57
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VYMI)1 Year Chart         VYMI Vanguard International High... - $0.00 $14,320,000 208,146 % -7,385,000 -118,299 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... - $119.48 $14,057,000 116,186 % -130,000 -10,904 0    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf - $50.26 $13,065,000 258,204 % -8,258,000 -159,485 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $514.91 $7,087,000 13,516 % -576,000 -2,316 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $344.00 $6,751,000 19,614 % 331,000 -1,036 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS - $131.83 $5,278,000 40,073 % -940,000 -12,944 0    N/A
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... - $0.00 $4,576,000 81,153 % -356,000 -10,453 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $184.57 $4,436,000 25,870 % -566,000 -111 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $189.50 $4,325,000 23,975 % 18,000 -4,369 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $180.47 $1,133,000 6,206 % 46,000 -175 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $412.32 $918,000 2,183 % 42,000 -146 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $200.63 $694,000 3,382 % -52,000 -174 0    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... - $0.00 $548,000 10,862 % -18,000 -409 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $118.44 $316,000 2,715 % -7,000 -514 0    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... - $73.60 $262,000 3,916 % -20,000 -693 0    N/A
      15 Records Found
  1    
Page 1 of 1
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