COO/CCO

0001783773-23-000002.txt : 20230508 0001783773-23-000002.hdr.sgml : 20230508 20230508120911 ACCESSION NUMBER: 0001783773-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23896652 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 X0202 13F-HR LIVE false false false 0001783773 XXXXXXXX 03-31-2023 03-31-2023 false Tranquility Partners, LLC

5214 Maryland Way Suite 405 Brentwood TN 37027

13F HOLDINGS REPORT 028-19570 000283478 801-113232 N John Crawford COO/CCO 615-432-5372 /s/ John Crawford COO/CCO Brentwood TN 05-08-2023 0 206 209901525 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2504394 24732 SH SOLE 0 0 24732 ABBVIE INC COM 00287Y109 1088816 6832 SH SOLE 0 0 6832 ACADIA HEALTHCARE COMPANY IN COM 00404A109 233079 3226 SH SOLE 0 0 3226 ACTIVISION BLIZZARD INC COM 00507V109 277740 3245 SH SOLE 0 0 3245 ADOBE SYSTEMS INCORPORATED COM 00724F101 544913 1414 SH SOLE 0 0 1414 AERSALE CORPORATION COM 00810F106 345261 20050 SH SOLE 0 0 20050 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 438898 12005 SH SOLE 0 0 12005 ALPHABET INC CAP STK CL C 02079K107 1493336 14359 SH SOLE 0 0 14359 ALPHABET INC CAP STK CL A 02079K305 2168683 20907 SH SOLE 0 0 20907 AMAZON COM INC COM 023135106 3101179 30024 SH SOLE 0 0 30024 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 409360 7000 SH SOLE 0 0 7000 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1698335 22932 SH SOLE 0 0 22932 AMERICAN TOWER CORP NEW COM 03027X100 1380317 6755 SH SOLE 0 0 6755 AMERICAN WTR WKS CO INC NEW COM 030420103 217245 1483 SH SOLE 0 0 1483 AMPHENOL CORP NEW CL A 032095101 712108 8714 SH SOLE 0 0 8714 APPLE INC COM 037833100 7353632 44594 SH SOLE 0 0 44594 APTIV PLC SHS G6095L109 684696 6103 SH SOLE 0 0 6103 AUTOMATIC DATA PROCESSING IN COM 053015103 918571 4126 SH SOLE 0 0 4126 BANK AMERICA CORP COM 060505104 475002 16608 SH SOLE 0 0 16608 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1568860 5081 SH SOLE 0 0 5081 BGC PARTNERS INC CL A 05541T101 307989 58889 SH SOLE 0 0 58889 BLACKROCK INC COM 09247X101 2817763 4211 SH SOLE 0 0 4211 BLACKSTONE INC COM 09260D107 6317126 71916 SH SOLE 0 0 71916 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 9345282 374861 SH SOLE 0 0 374861 BLACKSTONE SENI FLTN RAT 202 COM 09256U105 1036181 81750 SH SOLE 0 0 81750 BLACKSTONE STRATEGIC CRED 20 COM SHS BEN IN 09257R101 1081188 101520 SH SOLE 0 0 101520 BLUE OWL CAPITAL INC COM CL A 09581B103 691491 62409 SH SOLE 0 0 62409 BOSTON SCIENTIFIC CORP COM 101137107 262207 5241 SH SOLE 0 0 5241 BRISTOL-MYERS SQUIBB CO COM 110122108 223109 3219 SH SOLE 0 0 3219 BROADCOM INC COM 11135F101 419567 654 SH SOLE 0 0 654 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 493177 14604 SH SOLE 0 0 14604 BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 434346 9430 SH SOLE 0 0 9430 CDW CORP COM 12514G108 1110678 5699 SH SOLE 0 0 5699 CHART INDS INC COM 16115Q308 470626 3753 SH SOLE 0 0 3753 CHENIERE ENERGY INC COM NEW 16411R208 625830 3971 SH SOLE 0 0 3971 CHEVRON CORP NEW COM 166764100 430742 2640 SH SOLE 0 0 2640 CINTAS CORP COM 172908105 300742 650 SH SOLE 0 0 650 CISCO SYS INC COM 17275R102 393265 7523 SH SOLE 0 0 7523 COCA COLA CO COM 191216100 1210152 19509 SH SOLE 0 0 19509 CONSTELLATION BRANDS INC CL A 21036P108 990076 4383 SH SOLE 0 0 4383 COOPER COS INC COM NEW 216648402 616044 1650 SH SOLE 0 0 1650 COSTCO WHSL CORP NEW COM 22160K105 3546990 7139 SH SOLE 0 0 7139 CROWN CASTLE INC COM 22822V101 242250 1810 SH SOLE 0 0 1810 CULLEN FROST BANKERS INC COM 229899109 240175 2280 SH SOLE 0 0 2280 CUSHMAN WAKEFIELD PLC SHS G2717B108 105400 10000 SH SOLE 0 0 10000 CVS HEALTH CORP COM 126650100 669087 9004 SH SOLE 0 0 9004 DANAHER CORPORATION COM 235851102 386227 1532 SH SOLE 0 0 1532 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 285887 8870 SH SOLE 0 0 8870 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 220466 7663 SH SOLE 0 0 7663 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 256190 11129 SH SOLE 0 0 11129 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 814962 31984 SH SOLE 0 0 31984 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 358279 13294 SH SOLE 0 0 13294 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 419339 5780 SH SOLE 0 0 5780 DISNEY WALT CO COM 254687106 274556 2742 SH SOLE 0 0 2742 DOMINION ENERGY INC COM 25746U109 592428 10596 SH SOLE 0 0 10596 EATON CORP PLC SHS G29183103 761264 4443 SH SOLE 0 0 4443 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 381314 30578 SH SOLE 0 0 30578 ENTERPRISE PRODS PARTNERS L COM 293792107 510341 19704 SH SOLE 0 0 19704 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 342774 3008 SH SOLE 0 0 3008 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 272044 7144 SH SOLE 0 0 7144 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 461210 10279 SH SOLE 0 0 10279 GENERAL DYNAMICS CORP COM 369550108 222961 977 SH SOLE 0 0 977 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 249176 4990 SH SOLE 0 0 4990 GOLDMAN SACHS GROUP INC COM 38141G104 866187 2648 SH SOLE 0 0 2648 GOLUB CAP BDC INC COM 38173M102 4636677 341938 SH SOLE 0 0 341938 HCA HEALTHCARE INC COM 40412C101 4327810 16413 SH SOLE 0 0 16413 HOME DEPOT INC COM 437076102 641186 2173 SH SOLE 0 0 2173 HONEYWELL INTL INC COM 438516106 693574 3629 SH SOLE 0 0 3629 ILLUMINA INC COM 452327109 507889 2184 SH SOLE 0 0 2184 IMAC HLDGS INC *W EXP 02/12/202 44967K112 195 19512 SH SOLE 0 0 19512 INTEL CORP COM 458140100 507143 15523 SH SOLE 0 0 15523 INTERNATIONAL BUSINESS MACHS COM 459200101 226786 1730 SH SOLE 0 0 1730 INTUIT COM 461202103 278198 624 SH SOLE 0 0 624 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1788344 28659 SH SOLE 0 0 28659 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 278518 897 SH SOLE 0 0 897 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2828352 19557 SH SOLE 0 0 19557 INVESCO QQQ TR UNIT SER 1 46090E103 1663047 5182 SH SOLE 0 0 5182 IQVIA HLDGS INC COM 46266C105 3102684 15600 SH SOLE 0 0 15600 ISHARES INC MSCI GBL MIN VOL 464286525 277479 2868 SH SOLE 0 0 2868 ISHARES INC CORE MSCI EMKT 46434G103 965515 19789 SH SOLE 0 0 19789 ISHARES TR US HLTHCARE ETF 464287762 575884 2109 SH SOLE 0 0 2109 ISHARES TR CORE S&P SCP ETF 464287804 2157103 22307 SH SOLE 0 0 22307 ISHARES TR EAFE SML CP ETF 464288273 521129 8757 SH SOLE 0 0 8757 ISHARES TR U.S. MED DVC ETF 464288810 222714 4126 SH SOLE 0 0 4126 ISHARES TR EAFE VALUE ETF 464288877 373778 7702 SH SOLE 0 0 7702 ISHARES TR EAFE GRWTH ETF 464288885 379591 4052 SH SOLE 0 0 4052 ISHARES TR RUSSELL 2000 ETF 464287655 684688 3838 SH SOLE 0 0 3838 ISHARES TR CORE HIGH DV ETF 46429B663 440493 4333 SH SOLE 0 0 4333 ISHARES TR MSCI USA MIN VOL 46429B697 1419939 19521 SH SOLE 0 0 19521 ISHARES TR RUS 2000 GRW ETF 464287648 894134 3942 SH SOLE 0 0 3942 ISHARES TR MSCI USA QLT FCT 46432F339 1366556 11015 SH SOLE 0 0 11015 ISHARES TR MSCI USA VALUE 46432F388 595768 6434 SH SOLE 0 0 6434 ISHARES TR CORE MSCI EAFE 46432F842 452443 6768 SH SOLE 0 0 6768 ISHARES TR RUS 1000 ETF 464287622 353062 1568 SH SOLE 0 0 1568 ISHARES TR RUS 1000 GRW ETF 464287614 1457195 5964 SH SOLE 0 0 5964 ISHARES TR U S EQUITY FACTR 46434V282 533581 12876 SH SOLE 0 0 12876 ISHARES TR US SML CAP EQT 46434V290 288805 5634 SH SOLE 0 0 5634 ISHARES TR CORE DIV GRWTH 46434V621 3545371 70922 SH SOLE 0 0 70922 ISHARES TR CORE MSCI INTL 46435G326 526996 8715 SH SOLE 0 0 8715 ISHARES TR ESG AWR MSCI USA 46435G425 221964 2454 SH SOLE 0 0 2454 ISHARES TR RUS 1000 VAL ETF 464287598 623223 4093 SH SOLE 0 0 4093 ISHARES TR CORE S&P MCP ETF 464287507 1366394 5462 SH SOLE 0 0 5462 ISHARES TR RUS MID CAP ETF 464287499 294101 4206 SH SOLE 0 0 4206 ISHARES TR RUS MD CP GR ETF 464287481 340527 3740 SH SOLE 0 0 3740 ISHARES TR RUS MDCP VAL ETF 464287473 987979 9303 SH SOLE 0 0 9303 ISHARES TR CORE S&P500 ETF 464287200 2780152 6763 SH SOLE 0 0 6763 ISHARES TR SELECT DIVID ETF 464287168 401927 3430 SH SOLE 0 0 3430 ISHARES TR CORE S&P TTL STK 464287150 1646583 18184 SH SOLE 0 0 18184 ISHARES TR S&P 500 VAL ETF 464287408 1531017 10088 SH SOLE 0 0 10088 ISHARES TR RUS TP200 GR ETF 464289438 302921 2180 SH SOLE 0 0 2180 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 809053 14818 SH SOLE 0 0 14818 JOHNSON & JOHNSON COM 478160104 1553464 10022 SH SOLE 0 0 10022 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 593028 26725 SH SOLE 0 0 26725 JPMORGAN CHASE & CO COM 46625H100 2350588 18038 SH SOLE 0 0 18038 KAYNE ANDERSON ENERGY INFRST COM 486606106 125898 14572 SH SOLE 0 0 14572 KULR TECHNOLOGY GROUP INC COM 50125G109 92117 105000 SH SOLE 0 0 105000 LILLY ELI & CO COM 532457108 254474 741 SH SOLE 0 0 741 MARATHON PETE CORP COM 56585A102 1185291 8791 SH SOLE 0 0 8791 MASTERCARD INCORPORATED CL A 57636Q104 3390076 9329 SH SOLE 0 0 9329 MERCK & CO INC COM 58933Y105 580729 5458 SH SOLE 0 0 5458 MICROSOFT CORP COM 594918104 11233580 38965 SH SOLE 0 0 38965 MONDELEZ INTL INC CL A 609207105 259916 3728 SH SOLE 0 0 3728 NETFLIX INC COM 64110L106 266365 771 SH SOLE 0 0 771 NEW MTN FIN CORP COM 647551100 1099871 90376 SH SOLE 0 0 90376 NEWMARK GROUP INC CL A 65158N102 934363 131972 SH SOLE 0 0 131972 NEXTERA ENERGY INC COM 65339F101 1151421 14938 SH SOLE 0 0 14938 NIKE INC CL B 654106103 3376811 27534 SH SOLE 0 0 27534 NORTH AMERN CONSTR GROUP LTD COM 656811106 246612 14767 SH SOLE 0 0 14767 NVIDIA CORPORATION COM 67066G104 1455199 5239 SH SOLE 0 0 5239 ONEOK INC NEW COM 682680103 532884 8387 SH SOLE 0 0 8387 OWL ROCK CAPITAL CORPORATION COM 69121K104 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COM 74340W103 250289 2006 SH SOLE 0 0 2006 PROSHARES TR S&P 500 DV ARIST 74348A467 692147 7586 SH SOLE 0 0 7586 QUALCOMM INC COM 747525103 560714 4395 SH SOLE 0 0 4395 QUIDELORTHO CORP COM 219798105 336137 3773 SH SOLE 0 0 3773 RAYMOND JAMES FINL INC COM 754730109 495637 5314 SH SOLE 0 0 5314 RAYTHEON TECHNOLOGIES CORP COM 75513E101 399359 4078 SH SOLE 0 0 4078 S&P GLOBAL INC COM 78409V104 732636 2125 SH SOLE 0 0 2125 SALESFORCE INC COM 79466L302 583957 2923 SH SOLE 0 0 2923 SCHWAB CHARLES CORP COM 808513105 950487 18146 SH SOLE 0 0 18146 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 390536 9314 SH SOLE 0 0 9314 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 334192 5128 SH SOLE 0 0 5128 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 789580 10793 SH SOLE 0 0 10793 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 330628 9808 SH SOLE 0 0 9808 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 287318 5940 SH SOLE 0 0 5940 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 243365 5086 SH SOLE 0 0 5086 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2350915 73123 SH SOLE 0 0 73123 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 990513 14633 SH SOLE 0 0 14633 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 704822 4667 SH SOLE 0 0 4667 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 218399 1687 SH SOLE 0 0 1687 SERVICE CORP INTL COM 817565104 571906 8315 SH SOLE 0 0 8315 SKYX PLATFORMS CORP COM 78471E105 38060 11000 SH SOLE 0 0 11000 SOUTHERN CO COM 842587107 315058 4528 SH SOLE 0 0 4528 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 256157 7975 SH SOLE 0 0 7975 SPDR S&P 500 ETF TR TR UNIT 78462F103 1304804 3187 SH SOLE 0 0 3187 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 214994 469 SH SOLE 0 0 469 SPDR SER TR PORTFOLIO S&P400 78464A847 240791 5480 SH SOLE 0 0 5480 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 275460 3000 SH SOLE 0 0 3000 SPDR SER TR PRTFLO S&P500 VL 78464A508 235239 5777 SH SOLE 0 0 5777 STERICYCLE INC COM 858912108 480713 11023 SH SOLE 0 0 11023 SURGERY PARTNERS INC COM 86881A100 1850005 53670 SH SOLE 0 0 53670 T-MOBILE US INC COM 872590104 681762 4707 SH SOLE 0 0 4707 THERMO FISHER SCIENTIFIC INC COM 883556102 901443 1564 SH SOLE 0 0 1564 TJX COS INC NEW COM 872540109 1383838 17660 SH SOLE 0 0 17660 TRANSDIGM GROUP INC COM 893641100 448863 609 SH SOLE 0 0 609 UNION PAC CORP COM 907818108 972086 4830 SH SOLE 0 0 4830 UNITED BANKSHARES INC WEST V COM 909907107 1062512 30185 SH SOLE 0 0 30185 UNITED PARCEL SERVICE INC CL B 911312106 232982 1201 SH SOLE 0 0 1201 UNITEDHEALTH GROUP INC COM 91324P102 4489177 9499 SH SOLE 0 0 9499 VALERO ENERGY CORP COM 91913Y100 457190 3275 SH SOLE 0 0 3275 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3794095 51390 SH SOLE 0 0 51390 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 256072 3024 SH SOLE 0 0 3024 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 268501 3024 SH SOLE 0 0 3024 VANGUARD INDEX FDS MID CAP ETF 922908629 645889 3062 SH SOLE 0 0 3062 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1455050 9165 SH SOLE 0 0 9165 VANGUARD INDEX FDS SML CP GRW ETF 922908595 771950 3567 SH SOLE 0 0 3567 VANGUARD INDEX FDS SMALL CP ETF 922908751 639316 3373 SH SOLE 0 0 3373 VANGUARD INDEX FDS TOTAL STK MKT 922908769 411874 2018 SH SOLE 0 0 2018 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2724700 7245 SH SOLE 0 0 7245 VANGUARD INDEX FDS LARGE CAP ETF 922908637 888103 4754 SH SOLE 0 0 4754 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 329905 3020 SH SOLE 0 0 3020 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 250523 3123 SH SOLE 0 0 3123 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 261421 1403 SH SOLE 0 0 1403 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 271309 3764 SH SOLE 0 0 3764 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 256684 3842 SH SOLE 0 0 3842 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2834739 18406 SH SOLE 0 0 18406 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 302604 4107 SH SOLE 0 0 4107 VANGUARD WORLD FD ESG US STK ETF 921910733 217066 3027 SH SOLE 0 0 3027 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 252550 2500 SH SOLE 0 0 2500 VANGUARD WORLD FDS UTILITIES ETF 92204A876 919668 6234 SH SOLE 0 0 6234 VANGUARD WORLD FDS ENERGY ETF 92204A306 633520 5546 SH SOLE 0 0 5546 VERISK ANALYTICS INC COM 92345Y106 791998 4128 SH SOLE 0 0 4128 VISA INC COM CL A 92826C839 1784290 7914 SH SOLE 0 0 7914 WALMART INC COM 931142103 242801 1647 SH SOLE 0 0 1647 WASTE CONNECTIONS INC COM 94106B101 584094 4200 SH SOLE 0 0 4200 WISDOMTREE TR US LARGECAP DIVD 97717W307 918101 14842 SH SOLE 0 0 14842 WISDOMTREE TR US QTLY DIV GRT 97717X669 560907 8998 SH SOLE 0 0 8998 WISDOMTREE TR US HIGH DIVIDEND 97717W208 483089 5872 SH SOLE 0 0 5872 ZOETIS INC CL A 98978V103 1546681 9293 SH SOLE 0 0 9293