Tranquility Partners, LLC
RIA/Wealth
Tranquility Partners, LLC is a RIA/Wealth based in Brentwood, TN led by James Golladay Baker, reporting $685.4M in AUM as of Q3 2025 with 32% ETF concentration.
CEOJames Golladay Baker
- Portfolio Value
- $296.2M
- Positions
- 237
- Top Holding
- MSFT at 6.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tranquility Partners, LLC's portfolio (30.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $19.9M | 6.73% | +$330.5K Bought | 0.00% 38.5K shares | |
Asset Management Financial Services | $13.5M | 4.55% | -$371.1K Sold | 0.01% 78.9K shares | |
Consumer Electronics Technology | $10.5M | 3.55% | -$306.3K Sold | 0.00% 41.3K shares | |
Semiconductors Technology | $8.6M | 2.90% | +$783.8K Bought | 0.00% 46.1K shares | |
Specialty Retail Consumer Cyclical | $7.3M | 2.45% | +$202.2K Bought | 0.00% 33.1K shares | |
Medical - Care Facilities Healthcare | $6.9M | 2.33% | -$157.7K Sold | 0.01% 16.2K shares | |
Discount Stores Consumer Defensive | $6.4M | 2.16% | -$168.5K Sold | 0.00% 6.9K shares | |
Banks - Diversified Financial Services | $6.1M | 2.08% | +$143.8K Bought | 0.00% 19.5K shares | |
Internet Content & Information Communication Services | $5.5M | 1.87% | +$210.0K Bought | 0.00% 22.8K shares | |
ETF ETF | $5.4M | 1.81% | -$257.0K Sold | — 54.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tranquility Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Tranquility Partners, LLC
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