0001803386-23-000001.txt : 20230210 0001803386-23-000001.hdr.sgml : 20230210 20230210124215 ACCESSION NUMBER: 0001803386-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Quarterback LLC CENTRAL INDEX KEY: 0001803386 IRS NUMBER: 811320138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20158 FILM NUMBER: 23609966 BUSINESS ADDRESS: STREET 1: 1400 HOOPER AVE CITY: TOMS RIVER STATE: NJ ZIP: 08753 BUSINESS PHONE: 7329658190 MAIL ADDRESS: STREET 1: 1400 HOOPER AVE CITY: TOMS RIVER STATE: NJ ZIP: 08753 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001803386 XXXXXXXX 12-31-2022 12-31-2022 Wealth Quarterback LLC

1400 HOOPER AVE TOMS RIVER NJ 08753

13F HOLDINGS REPORT 028-20158 000282967 N Thomas James Clancy (732) 797-9759 Thomas James Clancy Toms River, NJ NJ 02-10-2023 0 119 120623351 false INFORMATION TABLE 2 2022Q4WealthQuarterback13f.xml 3M CO COM 88579Y101 639195 5330 SH SOLE 0 0 0 5330 ABBVIE INC COM 00287Y109 1166803 7220 SH SOLE 0 0 0 7220 ADVANCED MICRO DEVICES INC COM 007903107 330593 5104 SH SOLE 0 0 0 5104 ALPHABET INC CAP STK CL A 02079K305 793276 8991 SH SOLE 0 0 0 8991 ALTRIA GROUP INC COM 02209S103 368376 8059 SH SOLE 0 0 0 8059 AMAZON COM INC COM 023135106 751813 8950 SH SOLE 0 0 0 8950 AMERICAN ELEC PWR CO INC COM 025537101 207096 2181 SH SOLE 0 0 0 2181 APPLE HOSPITALITY REIT INC COM NEW 03784Y200 171970 10898 SH SOLE 0 0 0 10898 APPLE INC COM 037833100 3395793 26136 SH SOLE 0 0 0 26136 ARK ETF TR GENOMIC REV ETF 00214Q302 407768 14444 SH SOLE 0 0 0 14444 AT&T INC COM 00206R102 410912 22320 SH SOLE 0 0 0 22320 AUTOMATIC DATA PROCESSING IN COM 053015103 969998 4061 SH SOLE 0 0 0 4061 BANK NEW YORK MELLON CORP 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SH SOLE 0 0 0 20179 ISHARES TR U.S. REAL ES ETF 464287739 3961191 47051 SH SOLE 0 0 0 47051 ISHARES TR MSCI USA MMENTM 46432F396 451317 3093 SH SOLE 0 0 0 3093 ISHARES TR CORE S&P500 ETF 464287200 10933398 28457 SH SOLE 0 0 0 28457 JOHNSON & JOHNSON COM 478160104 1432846 8111 SH SOLE 0 0 0 8111 JPMORGAN CHASE & CO COM 46625H100 303665 2264 SH SOLE 0 0 0 2264 KRANESHARES TR CSI CHI INTERNET 500767306 467319 15474 SH SOLE 0 0 0 15474 KROGER CO COM 501044101 576821 12939 SH SOLE 0 0 0 12939 LILLY ELI & CO COM 532457108 484055 1323 SH SOLE 0 0 0 1323 LOCKHEED MARTIN CORP COM 539830109 268794 553 SH SOLE 0 0 0 553 LOWES COS INC COM 548661107 417548 2096 SH SOLE 0 0 0 2096 LUCID GROUP INC COM 549498103 180531 26432 SH SOLE 0 0 0 26432 MCDONALDS CORP COM 580135101 683322 2593 SH SOLE 0 0 0 2593 MERCK & CO INC COM 58933Y105 554737 5000 SH SOLE 0 0 0 5000 META PLATFORMS INC CL A 30303M102 480283 3991 SH SOLE 0 0 0 3991 MICROSOFT CORP COM 594918104 2031657 8472 SH SOLE 0 0 0 8472 NETFLIX INC COM 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15538 SPDR GOLD TR GOLD SHS 78463V107 2123059 12515 SH SOLE 0 0 0 12515 SPDR S&P 500 ETF TR TR UNIT 78462F103 520687 1362 SH SOLE 0 0 0 1362 STANLEY BLACK & DECKER INC COM 854502101 347472 4626 SH SOLE 0 0 0 4626 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 412588 28163 SH SOLE 0 0 0 28163 TESLA INC COM 88160R101 470548 3820 SH SOLE 0 0 0 3820 TRANE TECHNOLOGIES PLC SHS G8994E103 266898 1588 SH SOLE 0 0 0 1588 TRAVELERS COMPANIES INC COM 89417E109 821953 4384 SH SOLE 0 0 0 4384 TRUIST FINL CORP COM 89832Q109 748267 17389 SH SOLE 0 0 0 17389 UNITED PARCEL SERVICE INC CL B 911312106 241350 1388 SH SOLE 0 0 0 1388 VALLEY NATL BANCORP COM 919794107 115531 10215 SH SOLE 0 0 0 10215 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 286325 6037 SH SOLE 0 0 0 6037 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4262176 26840 SH SOLE 0 0 0 26840 VANGUARD INDEX FDS TOTAL STK MKT 922908769 201896 1056 SH SOLE 0 0 0 1056 VANGUARD INDEX FDS VALUE ETF 922908744 607825 4330 SH SOLE 0 0 0 4330 VERIZON 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