Tranquility Partners, LLC

data from 30/09/2025

Capitalization

$ 296.176 M 5.78 %

Average holding period

15 ans

Performance

$ 134.776 M 80.94 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Tranquility Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 6.73% 19.919 M $ 38458 2019/06/30 776.822 K $ 4.13 %
2025/09/30 BX BLACKSTONE INC 4.55% 13.485 M $ 78923 2019/09/30 1.725 M $ 14.22 %
2025/09/30 AAPL APPLE INC 3.55% 10.518 M $ 41307 2019/06/30 2.103 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 2.90% 8.596 M $ 46069 2020/09/30 1.197 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 2.45% 7.259 M $ 33061 2019/06/30 5.785 K $ 0.08 %
2025/09/30 HCA HCA HEALTHCARE INC 2.33% 6.899 M $ 16186 2019/06/30 713.563 K $ 11.25 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.16% 6.404 M $ 6919 2019/06/30 -456.665 K $ -6.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.08% 6.148 M $ 19490 2019/06/30 485.747 K $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 1.87% 5.531 M $ 22753 2019/06/30 1.464 M $ 37.94 %
2025/09/30 MOAT VANECK ETF TRUST 1.81% 5.371 M $ 54190 2019/06/30 302.085 K $ 5.67 %
2025/09/30 GBDC GOLUB CAP BDC INC 1.61% 4.783 M $ 349379 2020/03/31 -337.624 K $ -6.55 %
2025/09/30 MA MASTERCARD INCORPORATED 1.61% 4.754 M $ 8358 2019/06/30 58.683 K $ 1.22 %
2025/09/30 DGRO ISHARES TR 1.57% 4.647 M $ 68253 2019/06/30 292.996 K $ 6.47 %
2025/09/30 OWL BLUE OWL CAPITAL INC 1.45% 4.301 M $ 253983 2022/12/31 -592.188 K $ -11.87 %
2025/09/30 GOOG ALPHABET INC 1.36% 4.041 M $ 16593 2019/06/30 964.480 K $ 37.30 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 1.24% 3.674 M $ 17028 2019/06/30 171.904 K $ 5.43 %
2025/09/30 IVV ISHARES TR 1.22% 3.617 M $ 5404 2019/06/30 276.751 K $ 7.80 %
2025/09/30 VOO VANGUARD INDEX FDS 1.20% 3.548 M $ 5793 2020/03/31 238.381 K $ 7.81 %
2025/09/30 V VISA INC 1.09% 3.237 M $ 9481 2019/06/30 -104.589 K $ -3.85 %
2025/09/30 NMFC NEW MTN FIN CORP 1.03% 3.053 M $ 316671 2021/03/31 -211.199 K $ -8.63 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.95% 2.803 M $ 28153 2021/12/31 239.639 K $ 9.25 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.93% 2.746 M $ 83494 2022/06/30 -50.897 K $ -1.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.84% 2.490 M $ 4953 2019/06/30 84.765 K $ 3.49 %
2025/09/30 QQQ INVESCO QQQ TR 0.82% 2.435 M $ 4056 2020/03/31 166.266 K $ 8.83 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.81% 2.390 M $ 12599 2019/06/30 108.009 K $ 4.38 %
2025/09/30 NMRK NEWMARK GROUP INC 0.80% 2.370 M $ 127104 2019/06/30 835.691 K $ 53.50 %
2025/09/30 ETN EATON CORP PLC 0.79% 2.341 M $ 6255 2021/03/31 115.124 K $ 4.83 %
2025/09/30 ITOT ISHARES TR 0.78% 2.312 M $ 15872 2019/06/30 178.301 K $ 7.86 %
2025/09/30 AVGO BROADCOM INC 0.76% 2.264 M $ 6861 2020/09/30 362.511 K $ 19.68 %
2025/09/30 QUAL ISHARES TR 0.76% 2.254 M $ 11589 2019/06/30 135.686 K $ 6.39 %
2025/09/30 IWF ISHARES TR 0.76% 2.250 M $ 4804 2019/06/30 202.538 K $ 10.32 %
2025/09/30 IJR ISHARES TR 0.74% 2.198 M $ 18495 2019/06/30 198.460 K $ 8.73 %
2025/09/30 IJH ISHARES TR 0.73% 2.168 M $ 33218 2019/06/30 103.854 K $ 5.22 %
2025/09/30 IVE ISHARES TR 0.71% 2.111 M $ 10223 2020/09/30 113.239 K $ 5.68 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.70% 2.059 M $ 2585 2019/06/30 230.271 K $ 12.52 %
2025/09/30 MPC MARATHON PETE CORP 0.68% 2.015 M $ 10457 2019/06/30 282.224 K $ 16.03 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.65% 1.921 M $ 5562 2019/06/30 287.137 K $ 10.68 %
2025/09/30 OBDC BLUE OWL CAPITAL CORPORATION 0.63% 1.873 M $ 146644 2019/12/31 -243.122 K $ -10.95 %
2025/09/30 VBR VANGUARD INDEX FDS 0.60% 1.774 M $ 8501 2019/06/30 137.465 K $ 7.02 %
2025/09/30 IQV IQVIA HLDGS INC 0.59% 1.737 M $ 9143 2019/06/30 343.330 K $ 20.53 %
2025/09/30 TJX TJX COS INC NEW 0.59% 1.733 M $ 11989 2019/09/30 275.333 K $ 17.05 %
2025/09/30 VBK VANGUARD INDEX FDS 0.58% 1.719 M $ 5776 2019/06/30 110.865 K $ 7.47 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.57% 1.683 M $ 2527 2019/06/30 121.453 K $ 7.82 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.56% 1.644 M $ 8865 2019/06/30 296.708 K $ 21.39 %
2025/09/30 KO COCA COLA CO 0.53% 1.579 M $ 23813 2021/03/31 -104.215 K $ -6.26 %
2025/09/30 APH AMPHENOL CORP NEW 0.53% 1.556 M $ 12573 2019/06/30 334.650 K $ 25.32 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.52% 1.547 M $ 28717 2019/06/30 41.332 K $ 2.86 %
2025/09/30 VB VANGUARD INDEX FDS 0.51% 1.520 M $ 5979 2019/06/30 103.575 K $ 7.30 %
2025/09/30 IWO ISHARES TR 0.51% 1.510 M $ 4719 2020/06/30 161.705 K $ 11.96 %
2025/09/30 NFLX NETFLIX INC 0.51% 1.507 M $ 1257 2022/12/31 -125.768 K $ -10.47 %
2025/09/30 ABBV ABBVIE INC 0.50% 1.488 M $ 6425 2019/12/31 292.418 K $ 24.74 %
2025/09/30 SGRY SURGERY PARTNERS INC 0.50% 1.473 M $ 68062 2020/09/30 -36.516 K $ -2.65 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.50% 1.471 M $ 15407 2019/06/30 72.337 K $ 4.64 %
2025/09/30 OKE ONEOK INC NEW 0.48% 1.425 M $ 19527 2020/06/30 -157.759 K $ -10.61 %
2025/09/30 USMV ISHARES TR 0.47% 1.403 M $ 14750 2019/06/30 18.530 K $ 1.35 %
2025/09/30 DLN WISDOMTREE TR 0.45% 1.324 M $ 15218 2019/06/30 80.416 K $ 5.95 %
2025/09/30 BGB BLACKSTONE STRATEGIC CRED 20 0.45% 1.318 M $ 108303 2023/03/31 5.574 K $ 0.41 %
2025/09/30 SPLV INVESCO EXCH TRADED FD TR II 0.43% 1.273 M $ 17318 2019/06/30 13.203 K $ 0.91 %
2025/09/30 IWD ISHARES TR 0.42% 1.242 M $ 6098 2019/06/30 60.858 K $ 4.82 %
2025/09/30 SPGI S&P GLOBAL INC 0.42% 1.231 M $ 2529 2021/06/30 -104.006 K $ -7.70 %
2025/09/30 IEMG ISHARES INC 0.41% 1.204 M $ 18268 2020/03/31 103.622 K $ 9.81 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 0.40% 1.180 M $ 30589 2021/06/30 83.507 K $ 7.62 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.40% 1.171 M $ 5749 2020/12/31 -5.961 K $ -0.50 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.39% 1.145 M $ 17018 2021/09/30 75.262 K $ 7.20 %
2025/09/30 VV VANGUARD INDEX FDS 0.38% 1.136 M $ 3691 2019/06/30 102.557 K $ 7.91 %
2025/09/30 BLK BLACKROCK INC 0.37% 1.106 M $ 949 2024/12/31 114.170 K $ 11.11 %
2025/09/30 BSL BLACKSTONE SENI FLTN RAT 202 0.37% 1.101 M $ 78292 2023/03/31 -20.750 K $ -1.68 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.37% 1.090 M $ 3715 2020/03/31 -60.404 K $ -4.83 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.36% 1.080 M $ 2227 2019/06/30 219.585 K $ 19.62 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 0.36% 1.062 M $ 14687 2023/06/30 59.057 K $ 5.94 %
2025/09/30 VPU VANGUARD WORLD FD 0.36% 1.060 M $ 5597 2019/06/30 72.575 K $ 7.31 %
2025/09/30 NEE NEXTERA ENERGY INC 0.36% 1.058 M $ 14016 2019/12/31 109.338 K $ 8.74 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 0.35% 1.039 M $ 28578 2021/03/31 47.817 K $ 5.15 %
2025/09/30 JMST J P MORGAN EXCHANGE TRADED F 0.35% 1.023 M $ 20049 2023/09/30 2.405 K $ 0.24 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.34% 1.019 M $ 3615 2019/12/31 104.585 K $ 11.31 %
2025/09/30 IEFA ISHARES TR 0.34% 1.010 M $ 11573 2022/03/31 41.279 K $ 4.59 %
2025/09/30 IWM ISHARES TR 0.34% 999.483 K $ 4131 2020/12/31 118.654 K $ 12.13 %
2025/09/30 UNP UNION PAC CORP 0.33% 991.572 K $ 4195 2019/06/30 26.638 K $ 2.73 %
2025/09/30 IWS ISHARES TR 0.33% 978.668 K $ 7007 2019/06/30 53.252 K $ 5.70 %
2025/09/30 IDEV ISHARES TR 0.33% 977.023 K $ 12187 2022/06/30 51.699 K $ 5.43 %
2025/09/30 ORCL ORACLE CORP 0.33% 966.331 K $ 3436 2024/09/30 78.262 K $ 28.64 %
2025/09/30 VO VANGUARD INDEX FDS 0.33% 962.901 K $ 3278 2021/09/30 42.133 K $ 4.97 %
2025/09/30 BAC BANK AMERICA CORP 0.31% 912.988 K $ 17697 2020/03/31 78.431 K $ 9.02 %
2025/09/30 FE FIRSTENERGY CORP 0.30% 888.550 K $ 19392 2024/03/31 109.259 K $ 13.81 %
2025/09/30 LRGF ISHARES TR 0.29% 871.444 K $ 12615 2019/06/30 62.444 K $ 7.72 %
2025/09/30 HD HOME DEPOT INC 0.29% 871.217 K $ 2150 2019/06/30 87.816 K $ 10.51 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.29% 867.661 K $ 5027 2019/06/30 95.073 K $ 12.54 %
2025/09/30 IWB ISHARES TR 0.29% 861.930 K $ 2358 2021/12/31 58.530 K $ 7.63 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.29% 858.680 K $ 15038 2020/12/31 3.703 K $ 0.44 %
2025/09/30 ZTS ZOETIS INC 0.29% 854.957 K $ 5843 2019/06/30 -71.608 K $ -6.18 %
2025/09/30 TSLA TESLA INC 0.29% 854.307 K $ 1921 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.27% 796.658 K $ 2268 2024/09/30 111.870 K $ 13.99 %
2025/09/30 CRM SALESFORCE INC 0.27% 786.366 K $ 3318 2019/06/30 -109.818 K $ -13.09 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.26% 774.847 K $ 3081 2019/06/30 -193.827 K $ -19.26 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.26% 759.820 K $ 24299 2020/03/31 6.225 K $ 0.84 %
2025/09/30 META META PLATFORMS INC 0.26% 756.450 K $ 1030 2025/06/30 -1.042 K $ -0.50 %
2025/09/30 WCN WASTE CONNECTIONS INC 0.25% 746.447 K $ 4246 2020/03/31 -47.545 K $ -5.85 %
2025/09/30 HON HONEYWELL INTL INC 0.25% 731.699 K $ 3476 2019/12/31 -82.045 K $ -9.61 %
2025/09/30 PEP PEPSICO INC 0.24% 724.530 K $ 5159 2019/06/30 46.729 K $ 6.36 %
2025/09/30 VTV VANGUARD INDEX FDS 0.24% 723.022 K $ 3877 2023/12/31 16.536 K $ 5.52 %