COO/CCO

0001783773-22-000004.txt : 20221101 0001783773-22-000004.hdr.sgml : 20221101 20221031174122 ACCESSION NUMBER: 0001783773-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221101 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: 221347488 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 09-30-2022 09-30-2022 false Tranquility Partners, LLC

5214 Maryland Way Suite 405 Brentwood TN 37027

13F HOLDINGS REPORT 028-19570 N John Crawford COO/CCO 615-432-5372 /s/ John Crawford COO/CCO Brentwood TN 10-31-2022 0 190 179702 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2494 25778 SH SOLE 0 0 25778 ABBVIE INC COM 00287Y109 967 7207 SH SOLE 0 0 7207 ACADIA HEALTHCARE COMPANY IN COM 00404A109 252 3226 SH SOLE 0 0 3226 ADOBE SYSTEMS INCORPORATED COM 00724F101 298 1083 SH SOLE 0 0 1083 AERSALE CORPORATION COM 00810F106 237 12800 SH SOLE 0 0 12800 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 289 8248 SH SOLE 0 0 8248 ALPHABET INC CAP STK CL C 02079K107 1335 13882 SH SOLE 0 0 13882 ALPHABET INC CAP STK CL A 02079K305 1762 18421 SH SOLE 0 0 18421 AMAZON COM INC COM 023135106 3241 28678 SH SOLE 0 0 28678 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 413 8703 SH SOLE 0 0 8703 AMERICAN CENTY ETF TR US SML CP VALU 025072877 841 12714 SH SOLE 0 0 12714 AMERICAN TOWER CORP NEW COM 03027X100 1318 6138 SH SOLE 0 0 6138 AMPHENOL CORP NEW CL A 032095101 584 8717 SH SOLE 0 0 8717 APPLE INC COM 037833100 5558 40214 SH SOLE 0 0 40214 APTIV PLC SHS G6095L109 479 6123 SH SOLE 0 0 6123 ASTRAZENECA PLC SPONSORED ADR 046353108 399 7283 SH SOLE 0 0 7283 AUTOMATIC DATA PROCESSING IN COM 053015103 981 4338 SH SOLE 0 0 4338 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1307 4896 SH SOLE 0 0 4896 BGC PARTNERS INC CL A 05541T101 195 62089 SH SOLE 0 0 62089 BK OF AMERICA CORP COM 060505104 519 17191 SH SOLE 0 0 17191 BLACKROCK INC COM 09247X101 2309 4196 SH SOLE 0 0 4196 BLACKSTONE INC COM 09260D107 5566 66501 SH SOLE 0 0 66501 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 7442 327282 SH SOLE 0 0 327282 BOEING CO COM 097023105 372 3072 SH SOLE 0 0 3072 BOSTON SCIENTIFIC CORP COM 101137107 440 11360 SH SOLE 0 0 11360 BRISTOL-MYERS SQUIBB CO COM 110122108 251 3525 SH SOLE 0 0 3525 BROADCOM INC COM 11135F101 286 645 SH SOLE 0 0 645 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 865 24095 SH SOLE 0 0 24095 CARLYLE GROUP INC COM 14316J108 387 14970 SH SOLE 0 0 14970 CDW CORP COM 12514G108 862 5525 SH SOLE 0 0 5525 CHANGE HEALTHCARE INC COM 15912K100 2490 90566 SH SOLE 0 0 90566 CHENIERE ENERGY INC COM NEW 16411R208 643 3878 SH SOLE 0 0 3878 CHEVRON CORP NEW COM 166764100 287 1997 SH SOLE 0 0 1997 CINTAS CORP COM 172908105 252 650 SH SOLE 0 0 650 CISCO SYS INC COM 17275R102 277 6925 SH SOLE 0 0 6925 COCA COLA CO COM 191216100 286 5102 SH SOLE 0 0 5102 CONSTELLATION BRANDS INC CL A 21036P108 668 2908 SH SOLE 0 0 2908 COOPER COS INC COM NEW 216648402 429 1627 SH SOLE 0 0 1627 COSTCO WHSL CORP NEW COM 22160K105 3272 6928 SH SOLE 0 0 6928 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 236 8500 SH SOLE 0 0 8500 CROWN CASTLE INC COM 22822V101 242 1672 SH SOLE 0 0 1672 CULLEN FROST BANKERS INC COM 229899109 301 2280 SH SOLE 0 0 2280 CVS HEALTH CORP COM 126650100 750 7867 SH SOLE 0 0 7867 DANAHER CORPORATION COM 235851102 383 1482 SH SOLE 0 0 1482 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 213 8454 SH SOLE 0 0 8454 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 290 13433 SH SOLE 0 0 13433 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 677 30457 SH SOLE 0 0 30457 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 349 5791 SH SOLE 0 0 5791 DISNEY WALT CO COM 254687106 265 2812 SH SOLE 0 0 2812 DOMINION ENERGY INC COM 25746U109 607 8789 SH SOLE 0 0 8789 EATON CORP PLC SHS G29183103 535 4013 SH SOLE 0 0 4013 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 449 40750 SH SOLE 0 0 40750 ENTERPRISE PRODS PARTNERS L COM 293792107 432 18158 SH SOLE 0 0 18158 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 236 7144 SH SOLE 0 0 7144 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 255 2808 SH SOLE 0 0 2808 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 362 9305 SH SOLE 0 0 9305 GENERAL DYNAMICS CORP COM 369550108 207 977 SH SOLE 0 0 977 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 174 11080 SH SOLE 0 0 11080 GOLDMAN SACHS GROUP INC COM 38141G104 826 2819 SH SOLE 0 0 2819 GOLUB CAP BDC INC COM 38173M102 4304 347351 SH SOLE 0 0 347351 HCA HEALTHCARE INC COM 40412C101 2969 16152 SH SOLE 0 0 16152 HOME DEPOT INC COM 437076102 562 2035 SH SOLE 0 0 2035 HONEYWELL INTL INC COM 438516106 632 3785 SH SOLE 0 0 3785 IMAC HLDGS INC *W EXP 02/12/202 44967K112 3 19512 SH SOLE 0 0 19512 INTEL CORP COM 458140100 390 15139 SH SOLE 0 0 15139 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1586 27426 SH SOLE 0 0 27426 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 240 20178 SH SOLE 0 0 20178 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 303 2760 SH SOLE 0 0 2760 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2341 18392 SH SOLE 0 0 18392 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 241 896 SH SOLE 0 0 896 INVESCO QQQ TR UNIT SER 1 46090E103 1650 6176 SH SOLE 0 0 6176 IQVIA HLDGS INC COM 46266C105 2767 15273 SH SOLE 0 0 15273 ISHARES INC MSCI GBL MIN VOL 464286525 259 2926 SH SOLE 0 0 2926 ISHARES INC CORE MSCI EMKT 46434G103 1213 28216 SH SOLE 0 0 28216 ISHARES TR EAFE SML CP ETF 464288273 220 4513 SH SOLE 0 0 4513 ISHARES TR GOV/CRED BD ETF 464288596 365 3583 SH SOLE 0 0 3583 ISHARES TR U.S. MED DVC ETF 464288810 221 4676 SH SOLE 0 0 4676 ISHARES TR EAFE VALUE ETF 464288877 316 8208 SH SOLE 0 0 8208 ISHARES TR EAFE GRWTH ETF 464288885 241 3324 SH SOLE 0 0 3324 ISHARES TR RUS TP200 GR ETF 464289438 260 2178 SH SOLE 0 0 2178 ISHARES TR CORE S&P SCP ETF 464287804 1862 21358 SH SOLE 0 0 21358 ISHARES TR CORE HIGH DV ETF 46429B663 396 4333 SH SOLE 0 0 4333 ISHARES TR MSCI USA MIN VOL 46429B697 1228 18579 SH SOLE 0 0 18579 ISHARES TR MSCI USA QLT FCT 46432F339 1457 14018 SH SOLE 0 0 14018 ISHARES TR MSCI USA VALUE 46432F388 527 6443 SH SOLE 0 0 6443 ISHARES TR CORE MSCI EAFE 46432F842 386 7320 SH SOLE 0 0 7320 ISHARES TR US HLTHCARE ETF 464287762 532 2102 SH SOLE 0 0 2102 ISHARES TR U S EQUITY FACTR 46434V282 486 13412 SH SOLE 0 0 13412 ISHARES TR MSCI USA SML CP 46434V290 248 5533 SH SOLE 0 0 5533 ISHARES TR CORE DIV GRWTH 46434V621 3160 71069 SH SOLE 0 0 71069 ISHARES TR CORE MSCI INTL 46435G326 269 5576 SH SOLE 0 0 5576 ISHARES TR RUS 2000 GRW ETF 464287648 708 3429 SH SOLE 0 0 3429 ISHARES TR RUS 2000 VAL ETF 464287630 232 1798 SH SOLE 0 0 1798 ISHARES TR RUS 1000 ETF 464287622 283 1432 SH SOLE 0 0 1432 ISHARES TR RUS 1000 GRW ETF 464287614 1118 5316 SH SOLE 0 0 5316 ISHARES TR RUSSELL 2000 ETF 464287655 621 3764 SH SOLE 0 0 3764 ISHARES TR CORE S&P TTL STK 464287150 1486 18681 SH SOLE 0 0 18681 ISHARES TR SELECT DIVID ETF 464287168 378 3530 SH SOLE 0 0 3530 ISHARES TR RUS 1000 VAL ETF 464287598 1133 8328 SH SOLE 0 0 8328 ISHARES TR CORE S&P MCP ETF 464287507 1137 5184 SH SOLE 0 0 5184 ISHARES TR RUS MID CAP ETF 464287499 249 4009 SH SOLE 0 0 4009 ISHARES TR RUS MD CP GR ETF 464287481 312 3980 SH SOLE 0 0 3980 ISHARES TR RUS MDCP VAL ETF 464287473 922 9604 SH SOLE 0 0 9604 ISHARES TR S&P 500 VAL ETF 464287408 991 7714 SH SOLE 0 0 7714 ISHARES TR S&P 500 GRWT ETF 464287309 457 7895 SH SOLE 0 0 7895 ISHARES TR CORE S&P500 ETF 464287200 2432 6780 SH SOLE 0 0 6780 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 439 8917 SH SOLE 0 0 8917 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 707 13810 SH SOLE 0 0 13810 JOHNSON & JOHNSON COM 478160104 1589 9727 SH SOLE 0 0 9727 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 536 26725 SH SOLE 0 0 26725 JPMORGAN CHASE & CO COM 46625H100 1798 17207 SH SOLE 0 0 17207 LHC GROUP INC COM 50187A107 2144 13100 SH SOLE 0 0 13100 LILLY ELI & CO COM 532457108 223 691 SH SOLE 0 0 691 MARATHON PETE CORP COM 56585A102 869 8748 SH SOLE 0 0 8748 MASTERCARD INCORPORATED CL A 57636Q104 2581 9077 SH SOLE 0 0 9077 MERCK & CO INC COM 58933Y105 477 5536 SH SOLE 0 0 5536 META PLATFORMS INC CL A 30303M102 670 4936 SH SOLE 0 0 4936 MICROSOFT CORP COM 594918104 9038 38805 SH SOLE 0 0 38805 MONDELEZ INTL INC CL A 609207105 209 3803 SH SOLE 0 0 3803 NEUBERGER BERMAN NEXT GENERA COMMON STOCK 64133Q108 115 12209 SH SOLE 0 0 12209 NEW MTN FIN CORP COM 647551100 954 82751 SH SOLE 0 0 82751 NEWMARK GROUP INC CL A 65158N102 937 116216 SH SOLE 0 0 116216 NEXTERA ENERGY INC COM 65339F101 991 12639 SH SOLE 0 0 12639 NIKE INC CL B 654106103 2228 26801 SH SOLE 0 0 26801 NORTH AMERN CONSTR GROUP LTD COM 656811106 204 21344 SH SOLE 0 0 21344 NVIDIA CORPORATION COM 67066G104 512 4217 SH SOLE 0 0 4217 OAK STR HEALTH INC COM 67181A107 219 8935 SH SOLE 0 0 8935 ONEOK INC NEW COM 682680103 239 4663 SH SOLE 0 0 4663 OWL ROCK CAPITAL CORPORATION COM 69121K104 3666 353534 SH SOLE 0 0 353534 PALO ALTO NETWORKS INC COM 697435105 467 2850 SH SOLE 0 0 2850 PEPSICO INC COM 713448108 972 5952 SH SOLE 0 0 5952 PFIZER INC COM 717081103 452 10327 SH SOLE 0 0 10327 PHILIP MORRIS INTL INC COM 718172109 232 2796 SH SOLE 0 0 2796 PROCTER AND GAMBLE CO COM 742718109 201 1590 SH SOLE 0 0 1590 PROLOGIS INC. COM 74340W103 203 2001 SH SOLE 0 0 2001 PROSHARES TR S&P 500 DV ARIST 74348A467 585 7311 SH SOLE 0 0 7311 QUALCOMM INC COM 747525103 497 4395 SH SOLE 0 0 4395 RAYMOND JAMES FINL INC COM 754730109 548 5542 SH SOLE 0 0 5542 RAYTHEON TECHNOLOGIES CORP COM 75513E101 319 3894 SH SOLE 0 0 3894 S&P GLOBAL INC COM 78409V104 653 2139 SH SOLE 0 0 2139 SALESFORCE INC COM 79466L302 832 5783 SH SOLE 0 0 5783 SCHWAB CHARLES CORP COM 808513105 1239 17235 SH SOLE 0 0 17235 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 321 8494 SH SOLE 0 0 8494 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 700 10530 SH SOLE 0 0 10530 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 286 5128 SH SOLE 0 0 5128 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 229 5452 SH SOLE 0 0 5452 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 252 5940 SH SOLE 0 0 5940 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 225 1897 SH SOLE 0 0 1897 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 476 15677 SH SOLE 0 0 15677 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 676 10320 SH SOLE 0 0 10320 SERVICE CORP INTL COM 817565104 480 8315 SH SOLE 0 0 8315 SOLID BIOSCIENCES INC COM 83422E105 7 15000 SH SOLE 0 0 15000 SOUTHERN CO COM 842587107 298 4384 SH SOLE 0 0 4384 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 261 10112 SH SOLE 0 0 10112 SPDR S&P 500 ETF TR TR UNIT 78462F103 1426 3993 SH SOLE 0 0 3993 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 275 3000 SH SOLE 0 0 3000 STERICYCLE INC COM 858912108 461 10959 SH SOLE 0 0 10959 SUNRUN INC COM 86771W105 241 8721 SH SOLE 0 0 8721 SURGERY PARTNERS INC COM 86881A100 1022 43670 SH SOLE 0 0 43670 T-MOBILE US INC COM 872590104 895 6671 SH SOLE 0 0 6671 THERMO FISHER SCIENTIFIC INC COM 883556102 785 1548 SH SOLE 0 0 1548 TJX COS INC NEW COM 872540109 1352 21764 SH SOLE 0 0 21764 UNION PAC CORP COM 907818108 890 4569 SH SOLE 0 0 4569 UNITED BANKSHARES INC WEST V COM 909907107 1079 30185 SH SOLE 0 0 30185 UNITEDHEALTH GROUP INC COM 91324P102 4656 9219 SH SOLE 0 0 9219 VALERO ENERGY CORP COM 91913Y100 347 3246 SH SOLE 0 0 3246 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3369 56161 SH SOLE 0 0 56161 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 225 1512 SH SOLE 0 0 1512 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 244 1512 SH SOLE 0 0 1512 VANGUARD INDEX FDS SML CP GRW ETF 922908595 683 3499 SH SOLE 0 0 3499 VANGUARD INDEX FDS LARGE CAP ETF 922908637 832 5089 SH SOLE 0 0 5089 VANGUARD INDEX FDS SMALL CP ETF 922908751 660 3864 SH SOLE 0 0 3864 VANGUARD INDEX FDS TOTAL STK MKT 922908769 364 2028 SH SOLE 0 0 2028 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2277 6937 SH SOLE 0 0 6937 VANGUARD INDEX FDS MID CAP ETF 922908629 513 2730 SH SOLE 0 0 2730 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1077 7511 SH SOLE 0 0 7511 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 222 3331 SH SOLE 0 0 3331 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 292 5389 SH SOLE 0 0 5389 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2501 18501 SH SOLE 0 0 18501 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 255 4107 SH SOLE 0 0 4107 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 225 2500 SH SOLE 0 0 2500 VANGUARD WORLD FDS ENERGY ETF 92204A306 575 5664 SH SOLE 0 0 5664 VANGUARD WORLD FDS UTILITIES ETF 92204A876 961 6757 SH SOLE 0 0 6757 VERISK ANALYTICS INC COM 92345Y106 671 3933 SH SOLE 0 0 3933 VISA INC COM CL A 92826C839 1376 7748 SH SOLE 0 0 7748 WASTE CONNECTIONS INC COM 94106B101 509 3765 SH SOLE 0 0 3765 WISDOMTREE TR US HIGH DIVIDEND 97717W208 445 5872 SH SOLE 0 0 5872 WISDOMTREE TR US LARGECAP DIVD 97717W307 780 14122 SH SOLE 0 0 14122 WISDOMTREE TR US QTLY DIV GRT 97717X669 479 8890 SH SOLE 0 0 8890 ZOETIS INC CL A 98978V103 1247 8413 SH SOLE 0 0 8413