0001783773-22-000002.txt : 20220429 0001783773-22-000002.hdr.sgml : 20220429 20220429150558 ACCESSION NUMBER: 0001783773-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220429 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tranquility Partners, LLC CENTRAL INDEX KEY: 0001783773 IRS NUMBER: 811414722 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19570 FILM NUMBER: 22874353 BUSINESS ADDRESS: STREET 1: 5214 MARYLAND WAY SUITE 405 CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 6154325372 MAIL ADDRESS: STREET 1: 5214 MARYLAND WAY SUITE 405 CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001783773 XXXXXXXX 03-31-2022 03-31-2022 false Tranquility Partners, LLC

5214 Maryland Way Suite 405 Brentwood TN 37027

13F HOLDINGS REPORT 028-19570 N John Crawford 615-432-5372 /s/ John Crawford COO/CCO Brentwood TN 04-29-2022 0 219 213568 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2885 24374 SH SOLE 0 0 24374 ABBVIE INC COM 00287Y109 1155 7125 SH SOLE 0 0 7125 ACADIA HEALTHCARE COMPANY IN COM 00404A109 209 3195 SH SOLE 0 0 3195 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 239 708 SH SOLE 0 0 708 ADOBE SYSTEMS INCORPORATED COM 00724F101 524 1151 SH SOLE 0 0 1151 AERSALE CORPORATION COM 00810F106 173 11000 SH SOLE 0 0 11000 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 393 8359 SH SOLE 0 0 8359 ALPHABET INC CAP STK CL A 02079K305 2436 876 SH SOLE 0 0 876 ALPHABET INC CAP STK CL C 02079K107 1880 673 SH SOLE 0 0 673 AMAZON COM INC COM 023135106 4293 1317 SH SOLE 0 0 1317 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 353 5641 SH SOLE 0 0 5641 AMERICAN CENTY ETF TR US SML CP VALU 025072877 729 9125 SH SOLE 0 0 9125 AMERICAN TOWER CORP NEW COM 03027X100 1549 6166 SH SOLE 0 0 6166 AMERICAN WTR WKS CO INC NEW COM 030420103 246 1484 SH SOLE 0 0 1484 AMPHENOL CORP NEW CL A 032095101 677 8982 SH SOLE 0 0 8982 APPLE INC COM 037833100 6114 35016 SH SOLE 0 0 35016 APTIV PLC SHS G6095L109 775 6470 SH SOLE 0 0 6470 ASTRAZENECA PLC SPONSORED ADR 046353108 361 5435 SH SOLE 0 0 5435 AUTOMATIC DATA PROCESSING IN COM 053015103 1223 5377 SH SOLE 0 0 5377 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1604 4546 SH SOLE 0 0 4546 BGC PARTNERS INC CL A 05541T101 361 82087 SH SOLE 0 0 82087 BK OF AMERICA CORP COM 060505104 709 17191 SH SOLE 0 0 17191 BLACKROCK INC COM 09247X101 2977 3896 SH SOLE 0 0 3896 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 269 23588 SH SOLE 0 0 23588 BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101 202 6863 SH SOLE 0 0 6863 BLACKSTONE INC COM 09260D107 7657 60322 SH SOLE 0 0 60322 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 1254 44974 SH SOLE 0 0 44974 BOSTON SCIENTIFIC CORP COM 101137107 494 11158 SH SOLE 0 0 11158 BRISTOL-MYERS SQUIBB CO COM 110122108 279 3825 SH SOLE 0 0 3825 BROADCOM INC COM 11135F101 417 663 SH SOLE 0 0 663 CARLYLE GROUP INC COM 14316J108 672 13749 SH SOLE 0 0 13749 CDW CORP COM 12514G108 1018 5689 SH SOLE 0 0 5689 CHANGE HEALTHCARE INC COM 15912K100 1974 90566 SH SOLE 0 0 90566 CHENIERE ENERGY INC COM NEW 16411R208 530 3819 SH SOLE 0 0 3819 CHEVRON CORP NEW COM 166764100 324 1988 SH SOLE 0 0 1988 CHUBB LIMITED COM H1467J104 203 951 SH SOLE 0 0 951 CINTAS CORP COM 172908105 298 700 SH SOLE 0 0 700 CISCO SYS INC COM 17275R102 398 7144 SH SOLE 0 0 7144 CME GROUP INC COM 12572Q105 209 877 SH SOLE 0 0 877 COCA COLA CO COM 191216100 316 5100 SH SOLE 0 0 5100 CONSTELLATION BRANDS INC CL A 21036P108 675 2930 SH SOLE 0 0 2930 COOPER COS INC COM NEW 216648402 552 1321 SH SOLE 0 0 1321 COSTCO WHSL CORP NEW COM 22160K105 3673 6379 SH SOLE 0 0 6379 CROWN CASTLE INTL CORP NEW COM 22822V101 337 1827 SH SOLE 0 0 1827 CROWN HLDGS INC COM 228368106 276 2207 SH SOLE 0 0 2207 CULLEN FROST BANKERS INC COM 229899109 316 2280 SH SOLE 0 0 2280 CVS HEALTH CORP COM 126650100 744 7347 SH SOLE 0 0 7347 DANAHER CORPORATION COM 235851102 440 1499 SH SOLE 0 0 1499 DIGITAL RLTY TR INC COM 253868103 312 2200 SH SOLE 0 0 2200 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 742 26363 SH SOLE 0 0 26363 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 420 13328 SH SOLE 0 0 13328 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 554 20094 SH SOLE 0 0 20094 DIREXION SHS ETF TR AUSPCE CMD STG 25460E307 201 6049 SH SOLE 0 0 6049 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 456 5892 SH SOLE 0 0 5892 DISNEY WALT CO COM 254687106 393 2862 SH SOLE 0 0 2862 DOMINION ENERGY INC COM 25746U109 718 8449 SH SOLE 0 0 8449 DUKE ENERGY CORP NEW COM NEW 26441C204 207 1856 SH SOLE 0 0 1856 EATON CORP PLC SHS G29183103 254 1676 SH SOLE 0 0 1676 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 441 39405 SH SOLE 0 0 39405 ENTERPRISE PRODS PARTNERS L COM 293792107 409 15832 SH SOLE 0 0 15832 FALCON MINERALS CORP CL A COM 30607B109 74 11000 SH SOLE 0 0 11000 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 346 2808 SH SOLE 0 0 2808 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 297 7144 SH SOLE 0 0 7144 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 486 9927 SH SOLE 0 0 9927 FIRSTENERGY CORP COM 337932107 208 4540 SH SOLE 0 0 4540 GENERAL DYNAMICS CORP COM 369550108 236 978 SH SOLE 0 0 978 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 282 13466 SH SOLE 0 0 13466 GLOBAL X FDS US PFD ETF 37954Y657 272 11591 SH SOLE 0 0 11591 GOLDMAN SACHS GROUP INC COM 38141G104 944 2861 SH SOLE 0 0 2861 GOLUB CAP BDC INC COM 38173M102 4641 305128 SH SOLE 0 0 305128 HCA HEALTHCARE INC COM 40412C101 3469 13841 SH SOLE 0 0 13841 HOME DEPOT INC COM 437076102 609 2035 SH SOLE 0 0 2035 HONEYWELL INTL INC COM 438516106 736 3785 SH SOLE 0 0 3785 INTEL CORP COM 458140100 402 8109 SH SOLE 0 0 8109 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1093 8272 SH SOLE 0 0 8272 INTERNATIONAL BUSINESS MACHS COM 459200101 203 1562 SH SOLE 0 0 1562 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 895 6818 SH SOLE 0 0 6818 INTUIT COM 461202103 239 498 SH SOLE 0 0 498 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1584 23609 SH SOLE 0 0 23609 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2418 15334 SH SOLE 0 0 15334 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 315 895 SH SOLE 0 0 895 INVESCO QQQ TR UNIT SER 1 46090E103 1815 5007 SH SOLE 0 0 5007 IQVIA HLDGS INC COM 46266C105 3279 14182 SH SOLE 0 0 14182 ISHARES INC CORE MSCI EMKT 46434G103 1170 21062 SH SOLE 0 0 21062 ISHARES INC MSCI GBL MIN VOL 464286525 307 2926 SH SOLE 0 0 2926 ISHARES INC EM MKTS DIV ETF 464286319 359 10965 SH SOLE 0 0 10965 ISHARES TR RUS 1000 ETF 464287622 351 1404 SH SOLE 0 0 1404 ISHARES TR NATIONAL MUN ETF 464288414 213 1947 SH SOLE 0 0 1947 ISHARES TR INTL SEL DIV ETF 464288448 287 9028 SH SOLE 0 0 9028 ISHARES TR GOV/CRED BD ETF 464288596 406 3583 SH SOLE 0 0 3583 ISHARES TR RUS 1000 GRW ETF 464287614 1437 5176 SH SOLE 0 0 5176 ISHARES TR U.S. MED DVC ETF 464288810 285 4676 SH SOLE 0 0 4676 ISHARES TR US HLTHCR PR ETF 464288828 209 740 SH SOLE 0 0 740 ISHARES TR EAFE VALUE ETF 464288877 565 11249 SH SOLE 0 0 11249 ISHARES TR RUS TP200 GR ETF 464289438 306 1926 SH SOLE 0 0 1926 ISHARES TR CORE HIGH DV ETF 46429B663 463 4333 SH SOLE 0 0 4333 ISHARES TR MSCI USA MIN VOL 46429B697 1422 18338 SH SOLE 0 0 18338 ISHARES TR MSCI USA QLT FCT 46432F339 1752 13015 SH SOLE 0 0 13015 ISHARES TR MSCI USA VALUE 46432F388 702 6715 SH SOLE 0 0 6715 ISHARES TR MSCI USA MMENTM 46432F396 227 1348 SH SOLE 0 0 1348 ISHARES TR RUS 2000 VAL ETF 464287630 702 4350 SH SOLE 0 0 4350 ISHARES TR CORE S&P SCP ETF 464287804 2208 20467 SH SOLE 0 0 20467 ISHARES TR MSCI USA MULTIFT 46434V282 611 13730 SH SOLE 0 0 13730 ISHARES TR MSCI USA SML CP 46434V290 302 5533 SH SOLE 0 0 5533 ISHARES TR MSCI INTL QUALTY 46434V456 232 6291 SH SOLE 0 0 6291 ISHARES TR CORE DIV GRWTH 46434V621 3645 68240 SH SOLE 0 0 68240 ISHARES TR ESG AWR MSCI USA 46435G425 256 2521 SH SOLE 0 0 2521 ISHARES TR CORE INTL AGGR 46435G672 835 16025 SH SOLE 0 0 16025 ISHARES TR RUS 1000 VAL ETF 464287598 1359 8188 SH SOLE 0 0 8188 ISHARES TR CORE S&P MCP ETF 464287507 1312 4891 SH SOLE 0 0 4891 ISHARES TR RUSSELL 2000 ETF 464287655 944 4597 SH SOLE 0 0 4597 ISHARES TR RUS MID CAP ETF 464287499 453 5810 SH SOLE 0 0 5810 ISHARES TR RUS MD CP GR ETF 464287481 401 3991 SH SOLE 0 0 3991 ISHARES TR RUS MDCP VAL ETF 464287473 1149 9604 SH SOLE 0 0 9604 ISHARES TR S&P 500 VAL ETF 464287408 767 4924 SH SOLE 0 0 4924 ISHARES TR IBOXX INV CP ETF 464287242 408 3376 SH SOLE 0 0 3376 ISHARES TR CORE S&P500 ETF 464287200 2799 6170 SH SOLE 0 0 6170 ISHARES TR SELECT DIVID ETF 464287168 459 3581 SH SOLE 0 0 3581 ISHARES TR CORE S&P TTL STK 464287150 1880 18621 SH SOLE 0 0 18621 ISHARES TR US HLTHCARE ETF 464287762 607 2102 SH SOLE 0 0 2102 ISHARES TR CORE MSCI EAFE 46432F842 207 2978 SH SOLE 0 0 2978 ISHARES TR CORE MSCI TOTAL 46432F834 250 3752 SH SOLE 0 0 3752 ISHARES TR RUS 2000 GRW ETF 464287648 809 3162 SH SOLE 0 0 3162 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 481 9711 SH SOLE 0 0 9711 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 705 11486 SH SOLE 0 0 11486 JOHNSON & JOHNSON COM 478160104 1734 9785 SH SOLE 0 0 9785 JPMORGAN CHASE & CO COM 46625H100 2106 15449 SH SOLE 0 0 15449 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 586 28002 SH SOLE 0 0 28002 LAUDER ESTEE COS INC CL A 518439104 215 789 SH SOLE 0 0 789 LHC GROUP INC COM 50187A107 2209 13100 SH SOLE 0 0 13100 LIMELIGHT NETWORKS INC COM 53261M104 104 20000 SH SOLE 0 0 20000 MARATHON PETE CORP COM 56585A102 769 8996 SH SOLE 0 0 8996 MASTERCARD INCORPORATED CL A 57636Q104 2900 8115 SH SOLE 0 0 8115 MEDTRONIC PLC SHS G5960L103 427 3852 SH SOLE 0 0 3852 MERCK & CO INC COM 58933Y105 474 5774 SH SOLE 0 0 5774 META PLATFORMS INC CL A 30303M102 1017 4573 SH SOLE 0 0 4573 MICROSOFT CORP COM 594918104 11508 37325 SH SOLE 0 0 37325 MONDELEZ INTL INC CL A 609207105 231 3676 SH SOLE 0 0 3676 MVB FINL CORP COM 553810102 201 4850 SH SOLE 0 0 4850 NETFLIX INC COM 64110L106 436 1164 SH SOLE 0 0 1164 NEUBERGER BERMAN NEXT GENERA COMMON STOCK 64133Q108 147 10544 SH SOLE 0 0 10544 NEW MTN FIN CORP COM 647551100 827 59701 SH SOLE 0 0 59701 NEWMARK GROUP INC CL A 65158N102 1659 104232 SH SOLE 0 0 104232 NEXTERA ENERGY INC COM 65339F101 1106 13062 SH SOLE 0 0 13062 NIKE INC CL B 654106103 3620 26899 SH SOLE 0 0 26899 NVIDIA CORPORATION COM 67066G104 1254 4594 SH SOLE 0 0 4594 OAK STR HEALTH INC COM 67181A107 240 8935 SH SOLE 0 0 8935 ONEOK INC NEW COM 682680103 320 4529 SH SOLE 0 0 4529 OWL ROCK CAPITAL CORPORATION COM 69121K104 4998 338183 SH SOLE 0 0 338183 PALO ALTO NETWORKS INC COM 697435105 594 954 SH SOLE 0 0 954 PAYPAL HLDGS INC COM 70450Y103 205 1772 SH SOLE 0 0 1772 PEPSICO INC COM 713448108 996 5952 SH SOLE 0 0 5952 PFIZER INC COM 717081103 564 10894 SH SOLE 0 0 10894 PHILIP MORRIS INTL INC COM 718172109 259 2757 SH SOLE 0 0 2757 PHILLIPS 66 COM 718546104 213 2466 SH SOLE 0 0 2466 PNC FINL SVCS GROUP INC COM 693475105 238 1290 SH SOLE 0 0 1290 PROCTER AND GAMBLE CO COM 742718109 268 1757 SH SOLE 0 0 1757 PROLOGIS INC. COM 74340W103 307 1901 SH SOLE 0 0 1901 QUALCOMM INC COM 747525103 681 4459 SH SOLE 0 0 4459 RAYMOND JAMES FINL INC COM 754730109 609 5542 SH SOLE 0 0 5542 RAYTHEON TECHNOLOGIES CORP COM 75513E101 485 4894 SH SOLE 0 0 4894 S&P GLOBAL INC COM 78409V104 753 1835 SH SOLE 0 0 1835 SALESFORCE COM INC COM 79466L302 956 4501 SH SOLE 0 0 4501 SCHWAB CHARLES CORP COM 808513105 1488 17653 SH SOLE 0 0 17653 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 830 10525 SH SOLE 0 0 10525 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 319 5932 SH SOLE 0 0 5932 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 814 10882 SH SOLE 0 0 10882 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 969 25275 SH SOLE 0 0 25275 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 722 9701 SH SOLE 0 0 9701 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 302 1897 SH SOLE 0 0 1897 SERVICE CORP INTL COM 817565104 222 3370 SH SOLE 0 0 3370 SOUTHERN CO COM 842587107 318 4384 SH SOLE 0 0 4384 SPDR S&P 500 ETF TR TR UNIT 78462F103 1353 2995 SH SOLE 0 0 2995 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 229 467 SH SOLE 0 0 467 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 274 3000 SH SOLE 0 0 3000 STERICYCLE INC COM 858912108 697 11838 SH SOLE 0 0 11838 SUNRUN INC COM 86771W105 238 7853 SH SOLE 0 0 7853 SURGERY PARTNERS INC COM 86881A100 2404 43670 SH SOLE 0 0 43670 T-MOBILE US INC COM 872590104 704 5487 SH SOLE 0 0 5487 THERMO FISHER SCIENTIFIC INC COM 883556102 620 1050 SH SOLE 0 0 1050 TJX COS INC NEW COM 872540109 1622 26771 SH SOLE 0 0 26771 TRUIST FINL CORP COM 89832Q109 205 3624 SH SOLE 0 0 3624 UBER TECHNOLOGIES INC COM 90353T100 272 7616 SH SOLE 0 0 7616 UNION PAC CORP COM 907818108 1507 5515 SH SOLE 0 0 5515 UNITED BANKSHARES INC WEST V COM 909907107 1140 32680 SH SOLE 0 0 32680 UNITED PARCEL SERVICE INC CL B 911312106 239 1113 SH SOLE 0 0 1113 UNITEDHEALTH GROUP INC COM 91324P102 4457 8740 SH SOLE 0 0 8740 VALERO ENERGY CORP COM 91913Y100 239 2357 SH SOLE 0 0 2357 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 4021 53823 SH SOLE 0 0 53823 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 275 1512 SH SOLE 0 0 1512 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 299 1512 SH SOLE 0 0 1512 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1095 5253 SH SOLE 0 0 5253 VANGUARD INDEX FDS SMALL CP ETF 922908751 948 4462 SH SOLE 0 0 4462 VANGUARD INDEX FDS MID CAP ETF 922908629 218 918 SH SOLE 0 0 918 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 493 4546 SH SOLE 0 0 4546 VANGUARD INDEX FDS GROWTH ETF 922908736 471 1638 SH SOLE 0 0 1638 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2251 5422 SH SOLE 0 0 5422 VANGUARD INDEX FDS TOTAL STK MKT 922908769 401 1763 SH SOLE 0 0 1763 VANGUARD INDEX FDS SML CP GRW ETF 922908595 785 3164 SH SOLE 0 0 3164 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1273 7237 SH SOLE 0 0 7237 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 244 1970 SH SOLE 0 0 1970 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 290 6282 SH SOLE 0 0 6282 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 637 11056 SH SOLE 0 0 11056 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 237 2749 SH SOLE 0 0 2749 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2989 18433 SH SOLE 0 0 18433 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 306 6370 SH SOLE 0 0 6370 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 245 3623 SH SOLE 0 0 3623 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 644 8144 SH SOLE 0 0 8144 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 265 2470 SH SOLE 0 0 2470 VANGUARD WORLD FD ESG US STK ETF 921910733 245 3027 SH SOLE 0 0 3027 VANGUARD WORLD FDS ENERGY ETF 92204A306 609 5687 SH SOLE 0 0 5687 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1066 6589 SH SOLE 0 0 6589 VERISK ANALYTICS INC COM 92345Y106 454 2113 SH SOLE 0 0 2113 VERIZON COMMUNICATIONS INC COM 92343V104 246 4837 SH SOLE 0 0 4837 VISA INC COM CL A 92826C839 1794 8090 SH SOLE 0 0 8090 WISDOMTREE TR US QTLY DIV GRT 97717X669 340 5346 SH SOLE 0 0 5346 WISDOMTREE TR US HIGH DIVIDEND 97717W208 517 5872 SH SOLE 0 0 5872 WISDOMTREE TR US LARGECAP DIVD 97717W307 851 12951 SH SOLE 0 0 12951 ZOETIS INC CL A 98978V103 1075 5699 SH SOLE 0 0 5699