0001733472-20-000001.txt : 20200207 0001733472-20-000001.hdr.sgml : 20200207 20200207142502 ACCESSION NUMBER: 0001733472-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Quaker Wealth Management, LLC CENTRAL INDEX KEY: 0001733472 IRS NUMBER: 205605392 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19796 FILM NUMBER: 20586802 BUSINESS ADDRESS: STREET 1: 101 W. MAIN STREET CITY: MOORESTOWN STATE: NJ ZIP: 08057 BUSINESS PHONE: 8562220110 MAIL ADDRESS: STREET 1: 101 W. MAIN STREET CITY: MOORESTOWN STATE: NJ ZIP: 08057 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001733472 XXXXXXXX 12-31-2019 12-31-2019 Quaker Wealth Management, LLC
101 W. MAIN STREET MOORESTOWN NJ 08057
13F HOLDINGS REPORT 028-19796 N
Ashleigh C. Swayze Counsel 6463953900 Ashleigh C. Swayze Newtown PA 02-07-2020 0 51 168166 false
INFORMATION TABLE 2 4q19quakers13f.xml QUAKER INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 254 190 SH SOLE 0 0 190 AMAZON COM INC COM 023135106 262 142 SH SOLE 0 0 142 APPLE INC COM 037833100 2463 8389 SH SOLE 0 0 8389 AT&T INC COM 00206R102 500 12787 SH SOLE 0 0 12787 BP PLC SPONSORED ADR 055622104 269 7136 SH SOLE 0 0 7136 BRISTOL MYERS SQUIBB CO COM 110122108 200 3120 SH SOLE 0 0 3120 COMCAST CORP NEW CL A 20030N101 275 6124 SH SOLE 0 0 6124 FIRST TR EXCH TRADED FD III RIVRFRNT DY ASIA 33739P509 1615 30471 SH SOLE 0 0 30471 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 1149 8261 SH SOLE 0 0 8261 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 2378 75335 SH SOLE 0 0 75335 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 1165 19294 SH SOLE 0 0 19294 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 1175 40227 SH SOLE 0 0 40227 FLAHERTY & CRUMRIN PFD & INM COM 33848E106 153 12411 SH SOLE 0 0 12411 HONEYWELL INTL INC COM 438516106 1078 6089 SH SOLE 0 0 6089 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 1070 21035 SH SOLE 0 0 21035 INVESCO QQQ TR UNIT SER 1 46090E103 311 1463 SH SOLE 0 0 1463 ISHARES TR 0-5 YR TIPS ETF 46429B747 12945 128539 SH SOLE 0 0 128539 ISHARES TR EAFE GRWTH ETF 464288885 1963 22701 SH SOLE 0 0 22701 ISHARES TR NASDAQ BIOTECH 464287556 1581 13116 SH SOLE 0 0 13116 ISHARES TR PFD AND INCM SEC 464288687 6683 177794 SH SOLE 0 0 177794 ISHARES TR 0-5YR HI YL CP 46434V407 7259 156340 SH SOLE 0 0 156340 JOHNSON & JOHNSON COM 478160104 599 4107 SH SOLE 0 0 4107 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 23362 463252 SH SOLE 0 0 463252 LEGG MASON ETF INVESTMENT TR L VOL H DIV ETF 52468L406 1210 35515 SH SOLE 0 0 35515 MICROSOFT CORP COM 594918104 286 1815 SH SOLE 0 0 1815 NORFOLK SOUTHERN CORP COM 655844108 242 1249 SH SOLE 0 0 1249 PFIZER INC COM 717081103 202 5152 SH SOLE 0 0 5152 PPL CORP COM 69351T106 5697 158775 SH SOLE 0 0 158775 REPUBLIC FIRST BANCORP INC COM 760416107 198 47439 SH SOLE 0 0 47439 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 551 9340 SH SOLE 0 0 9340 SIRIUS XM HLDGS INC COM 82968B103 101 14170 SH SOLE 0 0 14170 SOUTH JERSEY INDS INC COM 838518108 470 14264 SH SOLE 0 0 14264 SPDR SERIES TRUST AEROSPACE DEF 78464A631 1254 11492 SH SOLE 0 0 11492 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 761 18164 SH SOLE 0 0 18164 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 781 13677 SH SOLE 0 0 13677 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 742 11507 SH SOLE 0 0 11507 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 376 12205 SH SOLE 0 0 12205 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 430 9223 SH SOLE 0 0 9223 TELEFLEX INC COM 879369106 16926 44964 SH SOLE 0 0 44964 VANGUARD GROUP DIV APP ETF 921908844 916 7348 SH SOLE 0 0 7348 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1444 12111 SH SOLE 0 0 12111 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10425 63717 SH SOLE 0 0 63717 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 439 5421 SH SOLE 0 0 5421 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20488 252845 SH SOLE 0 0 252845 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 11964 127671 SH SOLE 0 0 127671 VANGUARD WHITEHALL FDS INC INTL DVD ETF 921946810 1795 24915 SH SOLE 0 0 24915 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 14817 232320 SH SOLE 0 0 232320 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3345 17443 SH SOLE 0 0 17443 VANGUARD WORLD FDS INF TECH ETF 92204A702 2590 10579 SH SOLE 0 0 10579 VERIZON COMMUNICATIONS INC COM 92343V104 232 3775 SH SOLE 0 0 3775 WISDOMTREE TR US MIDCAP FUND 97717W570 775 18413 SH SOLE 0 0 18413