0001733472-22-000001.txt : 20220214
0001733472-22-000001.hdr.sgml : 20220214
20220214165232
ACCESSION NUMBER: 0001733472-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22633880
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
12-31-2021
12-31-2021
Quaker Wealth Management, LLC
101 W. MAIN STREET
MOORESTOWN
NJ
08057
13F HOLDINGS REPORT
028-19796
N
ASHLEIGH SWAYZE
Counsel
6463953900
ASHLEIGH SWAYZE
NEWTOWN
PA
02-14-2022
0
52
235236
false
INFORMATION TABLE
2
4q21quaker13f.xml
AMAZON COM INC
COM
023135106
1417
425
SH
SOLE
0
0
425
APPLE INC
COM
037833100
4805
27061
SH
SOLE
0
0
27061
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
451
1
SH
SOLE
0
0
1
BRISTOL-MYERS SQUIBB CO
COM
110122108
280
4485
SH
SOLE
0
0
4485
CHUBB LIMITED
COM
H1467J104
236
1218
SH
SOLE
0
0
1218
DUKE REALTY CORP
COM NEW
264411505
273
4159
SH
SOLE
0
0
4159
LILLY ELI & CO
COM
532457108
247
896
SH
SOLE
0
0
896
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
7005
82848
SH
SOLE
0
0
82848
FLAHERTY & CRUMRINE PFD INCO
COM
33848E106
182
14239
SH
SOLE
0
0
14239
FREEPORT-MCMORAN INC
CL B
35671D857
522
12500
SH
SOLE
0
0
12500
ALPHABET INC
CAP STK CL A
02079K305
550
190
SH
SOLE
0
0
190
HONEYWELL INTL INC
COM
438516106
947
4541
SH
SOLE
0
0
4541
INVESCO QQQ TR
UNIT SER 1
46090E103
230
578
SH
SOLE
0
0
578
ISHARES TR
0-5 YR TIPS ETF
46429B747
8569
80928
SH
SOLE
0
0
80928
ISHARES TR
ISHARES BIOTECH
464287556
343
2246
SH
SOLE
0
0
2246
ISHARES TR
PFD AND INCM SEC
464288687
18696
474155
SH
SOLE
0
0
474155
ISHARES TR
0-5YR HI YL CP
46434V407
742
16386
SH
SOLE
0
0
16386
JOHNSON & JOHNSON
COM
478160104
671
3921
SH
SOLE
0
0
3921
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
2213
43845
SH
SOLE
0
0
43845
LENNAR CORP
CL A
526057104
209
1800
SH
SOLE
0
0
1800
MARATHON OIL CORP
COM
565849106
196
11911
SH
SOLE
0
0
11911
MGM RESORTS INTERNATIONAL
COM
552953101
250
5571
SH
SOLE
0
0
5571
MICROSOFT CORP
COM
594918104
821
2441
SH
SOLE
0
0
2441
NORFOLK SOUTHN CORP
COM
655844108
239
804
SH
SOLE
0
0
804
PFIZER INC
COM
717081103
356
6033
SH
SOLE
0
0
6033
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
253
2939
SH
SOLE
0
0
2939
SIRIUS XM HOLDINGS INC
COM
82968B103
85
13387
SH
SOLE
0
0
13387
SPDR SER TR
S&P DIVID ETF
78464A763
234
1811
SH
SOLE
0
0
1811
SPDR SER TR
S&P HOMEBUILD
78464A888
5526
64425
SH
SOLE
0
0
64425
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
11534
252773
SH
SOLE
0
0
252773
TELEFLEX INCORPORATED
COM
879369106
14825
45132
SH
SOLE
0
0
45132
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
304
1642
SH
SOLE
0
0
1642
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1087
6330
SH
SOLE
0
0
6330
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
921946885
1378
17739
SH
SOLE
0
0
17739
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
4094
42395
SH
SOLE
0
0
42395
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
415
1558
SH
SOLE
0
0
1558
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
16440
146644
SH
SOLE
0
0
146644
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
6610
36958
SH
SOLE
0
0
36958
VANGUARD WORLD FDS
INF TECH ETF
92204A702
6714
14655
SH
SOLE
0
0
14655
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
734
7913
SH
SOLE
0
0
7913
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
1159
13563
SH
SOLE
0
0
13563
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
24227
360686
SH
SOLE
0
0
360686
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
307
2045
SH
SOLE
0
0
2045
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
6170
31338
SH
SOLE
0
0
31338
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
37639
463198
SH
SOLE
0
0
463198
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
17145
312246
SH
SOLE
0
0
312246
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
511
3769
SH
SOLE
0
0
3769
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
23063
95523
SH
SOLE
0
0
95523
VANGUARD WORLD FDS
ENERGY ETF
92204A306
3040
39167
SH
SOLE
0
0
39167
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
788
3882
SH
SOLE
0
0
3882
VERIZON COMMUNICATIONS INC
COM
92343V104
252
4854
SH
SOLE
0
0
4854
WASTE MGMT INC DEL
COM
94106L109
252
1508
SH
SOLE
0
0
1508