# EDGAR Filing Document

**Accession Number:** 0001803386
**File Stem:** 0001803386-23-000001
**Filing Date:** 2023-2
**Character Count:** 15288
**Document Hash:** 8a6a2cfbfbe1eaafa54a2ef643ddc471
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001803386-23-000001.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001803386-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wealth Quarterback LLC
- **CENTRAL INDEX KEY:** 0001803386
- **IRS NUMBER:** 811320138
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20158
- **FILM NUMBER:** 23609966

**BUSINESS ADDRESS:**
- **STREET 1:** 1400 HOOPER AVE
- **CITY:** TOMS RIVER
- **STATE:** NJ
- **ZIP:** 08753
- **BUSINESS PHONE:** 7329658190

**MAIL ADDRESS:**
- **STREET 1:** 1400 HOOPER AVE
- **CITY:** TOMS RIVER
- **STATE:** NJ
- **ZIP:** 08753

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealth Quarterback LLC<br>**Address:** 1400 HOOPER AVE<br>TOMS RIVER, NJ 08753

**Form 13F File Number:** 028-20158

**CRD Number (if applicable):** 000282967

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Thomas James Clancy<br>**Title:** CCO<br>**Phone:** (732) 797-9759

**Signature, Place, and Date of Signing:**

Thomas James Clancy  Toms River NJ, NJ  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $120623351

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 639195 | 5330 | SH |  | SOLE | 0 | 0 | 0 | 5330 |
| ABBVIE INC | COM | 00287Y109 |  | 1166803 | 7220 | SH |  | SOLE | 0 | 0 | 0 | 7220 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 330593 | 5104 | SH |  | SOLE | 0 | 0 | 0 | 5104 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 793276 | 8991 | SH |  | SOLE | 0 | 0 | 0 | 8991 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 368376 | 8059 | SH |  | SOLE | 0 | 0 | 0 | 8059 |
| AMAZON COM INC | COM | 023135106 |  | 751813 | 8950 | SH |  | SOLE | 0 | 0 | 0 | 8950 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 207096 | 2181 | SH |  | SOLE | 0 | 0 | 0 | 2181 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 |  | 171970 | 10898 | SH |  | SOLE | 0 | 0 | 0 | 10898 |
| APPLE INC | COM | 037833100 |  | 3395793 | 26136 | SH |  | SOLE | 0 | 0 | 0 | 26136 |
| ARK ETF TR | GENOMIC REV ETF | 00214Q302 |  | 407768 | 14444 | SH |  | SOLE | 0 | 0 | 0 | 14444 |
| AT INC | COM | 00206R102 |  | 410912 | 22320 | SH |  | SOLE | 0 | 0 | 0 | 22320 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 969998 | 4061 | SH |  | SOLE | 0 | 0 | 0 | 4061 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 504156 | 11075 | SH |  | SOLE | 0 | 0 | 0 | 11075 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 844060 | 3319 | SH |  | SOLE | 0 | 0 | 0 | 3319 |
| BERKLEY W R CORP | COM | 084423102 |  | 767087 | 10570 | SH |  | SOLE | 0 | 0 | 0 | 10570 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 468711 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 405895 | 1314 | SH |  | SOLE | 0 | 0 | 0 | 1314 |
| BLOCK INC | CL A | 852234103 |  | 200083 | 3184 | SH |  | SOLE | 0 | 0 | 0 | 3184 |
| CATERPILLAR INC | COM | 149123101 |  | 480041 | 2004 | SH |  | SOLE | 0 | 0 | 0 | 2004 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1072391 | 5975 | SH |  | SOLE | 0 | 0 | 0 | 5975 |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | 204409601 |  | 20615 | 10155 | SH |  | SOLE | 0 | 0 | 0 | 10155 |
| CISCO SYS INC | COM | 17275R102 |  | 203041 | 4262 | SH |  | SOLE | 0 | 0 | 0 | 4262 |
| CITIGROUP INC | COM NEW | 172967424 |  | 436549 | 9652 | SH |  | SOLE | 0 | 0 | 0 | 9652 |
| COCA COLA CO | COM | 191216100 |  | 941297 | 14798 | SH |  | SOLE | 0 | 0 | 0 | 14798 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 204923 | 2150 | SH |  | SOLE | 0 | 0 | 0 | 2150 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 940530 | 2060 | SH |  | SOLE | 0 | 0 | 0 | 2060 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 333533 | 8205 | SH |  | SOLE | 0 | 0 | 0 | 8205 |
| CVS HEALTH CORP | COM | 126650100 |  | 933344 | 10015 | SH |  | SOLE | 0 | 0 | 0 | 10015 |
| DISNEY WALT CO | COM | 254687106 |  | 394190 | 4537 | SH |  | SOLE | 0 | 0 | 0 | 4537 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 744972 | 3025 | SH |  | SOLE | 0 | 0 | 0 | 3025 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 826779 | 13483 | SH |  | SOLE | 0 | 0 | 0 | 13483 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 707919 | 6874 | SH |  | SOLE | 0 | 0 | 0 | 6874 |
| ENBRIDGE INC | COM | 29250N105 |  | 248973 | 6368 | SH |  | SOLE | 0 | 0 | 0 | 6368 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1149896 | 10425 | SH |  | SOLE | 0 | 0 | 0 | 10425 |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | 316092402 |  | 2817459 | 118182 | SH |  | SOLE | 0 | 0 | 0 | 118182 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 |  | 4738023 | 43576 | SH |  | SOLE | 0 | 0 | 0 | 43576 |
| GABELLI UTIL TR | COM | 36240A101 |  | 272224 | 36248 | SH |  | SOLE | 0 | 0 | 0 | 36248 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 341072 | 3973 | SH |  | SOLE | 0 | 0 | 0 | 3973 |
| HOME DEPOT INC | COM | 437076102 |  | 508929 | 1611 | SH |  | SOLE | 0 | 0 | 0 | 1611 |
| HONEYWELL INTL INC | COM | 438516106 |  | 230463 | 1075 | SH |  | SOLE | 0 | 0 | 0 | 1075 |
| IDEXX LABS INC | COM | 45168D104 |  | 203980 | 500 | SH |  | SOLE | 0 | 0 | 0 | 500 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 515546 | 3659 | SH |  | SOLE | 0 | 0 | 0 | 3659 |
| INVESCO EXCH TRADED FD TR II | S 500 HB ETF | 46138E370 |  | 4688343 | 75218 | SH |  | SOLE | 0 | 0 | 0 | 75218 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 213278 | 11270 | SH |  | SOLE | 0 | 0 | 0 | 11270 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 218793 | 10429 | SH |  | SOLE | 0 | 0 | 0 | 10429 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 224641 | 10966 | SH |  | SOLE | 0 | 0 | 0 | 10966 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 216092 | 10730 | SH |  | SOLE | 0 | 0 | 0 | 10730 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 687283 | 2581 | SH |  | SOLE | 0 | 0 | 0 | 2581 |
| INVESCO VALUE MUN INCOME TR | COM | 46132P108 |  | 649917 | 53935 | SH |  | SOLE | 0 | 0 | 0 | 53935 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 5536925 | 160073 | SH |  | SOLE | 0 | 0 | 0 | 160073 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 273378 | 5854 | SH |  | SOLE | 0 | 0 | 0 | 5854 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1769809 | 80373 | SH |  | SOLE | 0 | 0 | 0 | 80373 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 6236228 | 58589 | SH |  | SOLE | 0 | 0 | 0 | 58589 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 401545 | 5569 | SH |  | SOLE | 0 | 0 | 0 | 5569 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 576574 | 6020 | SH |  | SOLE | 0 | 0 | 0 | 6020 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1145011 | 10047 | SH |  | SOLE | 0 | 0 | 0 | 10047 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 217090 | 4313 | SH |  | SOLE | 0 | 0 | 0 | 4313 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 531401 | 6282 | SH |  | SOLE | 0 | 0 | 0 | 6282 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 202233 | 2215 | SH |  | SOLE | 0 | 0 | 0 | 2215 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 689450 | 7285 | SH |  | SOLE | 0 | 0 | 0 | 7285 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 220868 | 9721 | SH |  | SOLE | 0 | 0 | 0 | 9721 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1711075 | 16229 | SH |  | SOLE | 0 | 0 | 0 | 16229 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 4656715 | 98743 | SH |  | SOLE | 0 | 0 | 0 | 98743 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 274042 | 5535 | SH |  | SOLE | 0 | 0 | 0 | 5535 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 349578 | 5976 | SH |  | SOLE | 0 | 0 | 0 | 5976 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 202080 | 3278 | SH |  | SOLE | 0 | 0 | 0 | 3278 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 304999 | 1749 | SH |  | SOLE | 0 | 0 | 0 | 1749 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 369770 | 2549 | SH |  | SOLE | 0 | 0 | 0 | 2549 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 3116995 | 31308 | SH |  | SOLE | 0 | 0 | 0 | 31308 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4881139 | 20179 | SH |  | SOLE | 0 | 0 | 0 | 20179 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 3961191 | 47051 | SH |  | SOLE | 0 | 0 | 0 | 47051 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 451317 | 3093 | SH |  | SOLE | 0 | 0 | 0 | 3093 |
| ISHARES TR | CORE S ETF | 464287200 |  | 10933398 | 28457 | SH |  | SOLE | 0 | 0 | 0 | 28457 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1432846 | 8111 | SH |  | SOLE | 0 | 0 | 0 | 8111 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 303665 | 2264 | SH |  | SOLE | 0 | 0 | 0 | 2264 |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 |  | 467319 | 15474 | SH |  | SOLE | 0 | 0 | 0 | 15474 |
| KROGER CO | COM | 501044101 |  | 576821 | 12939 | SH |  | SOLE | 0 | 0 | 0 | 12939 |
| LILLY ELI  CO | COM | 532457108 |  | 484055 | 1323 | SH |  | SOLE | 0 | 0 | 0 | 1323 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 268794 | 553 | SH |  | SOLE | 0 | 0 | 0 | 553 |
| LOWES COS INC | COM | 548661107 |  | 417548 | 2096 | SH |  | SOLE | 0 | 0 | 0 | 2096 |
| LUCID GROUP INC | COM | 549498103 |  | 180531 | 26432 | SH |  | SOLE | 0 | 0 | 0 | 26432 |
| MCDONALDS CORP | COM | 580135101 |  | 683322 | 2593 | SH |  | SOLE | 0 | 0 | 0 | 2593 |
| MERCK  CO INC | COM | 58933Y105 |  | 554737 | 5000 | SH |  | SOLE | 0 | 0 | 0 | 5000 |
| META PLATFORMS INC | CL A | 30303M102 |  | 480283 | 3991 | SH |  | SOLE | 0 | 0 | 0 | 3991 |
| MICROSOFT CORP | COM | 594918104 |  | 2031657 | 8472 | SH |  | SOLE | 0 | 0 | 0 | 8472 |
| NETFLIX INC | COM | 64110L106 |  | 217033 | 736 | SH |  | SOLE | 0 | 0 | 0 | 736 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 129558 | 11395 | SH |  | SOLE | 0 | 0 | 0 | 11395 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 703421 | 5041 | SH |  | SOLE | 0 | 0 | 0 | 5041 |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 |  | 213358 | 12640 | SH |  | SOLE | 0 | 0 | 0 | 12640 |
| PEPSICO INC | COM | 713448108 |  | 290005 | 1605 | SH |  | SOLE | 0 | 0 | 0 | 1605 |
| PFIZER INC | COM | 717081103 |  | 501454 | 9786 | SH |  | SOLE | 0 | 0 | 0 | 9786 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 469656 | 4640 | SH |  | SOLE | 0 | 0 | 0 | 4640 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1402118 | 9251 | SH |  | SOLE | 0 | 0 | 0 | 9251 |
| PROSHARES TR II | VIX MDTRM FUTR N | 74347W338 |  | 586859 | 19330 | SH |  | SOLE | 0 | 0 | 0 | 19330 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 682376 | 11137 | SH |  | SOLE | 0 | 0 | 0 | 11137 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 207999 | 2061 | SH |  | SOLE | 0 | 0 | 0 | 2061 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 205377 | 2348 | SH |  | SOLE | 0 | 0 | 0 | 2348 |
| SENSEONICS HLDGS INC | COM | 81727U105 |  | 20621 | 20020 | SH |  | SOLE | 0 | 0 | 0 | 20020 |
| SHELL PLC | SPON ADS | 780259305 |  | 240795 | 4228 | SH |  | SOLE | 0 | 0 | 0 | 4228 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 5148098 | 15538 | SH |  | SOLE | 0 | 0 | 0 | 15538 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2123059 | 12515 | SH |  | SOLE | 0 | 0 | 0 | 12515 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 520687 | 1362 | SH |  | SOLE | 0 | 0 | 0 | 1362 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 347472 | 4626 | SH |  | SOLE | 0 | 0 | 0 | 4626 |
| TEKLA WORLD HEALTHCARE FD | BEN INT SHS | 87911L108 |  | 412588 | 28163 | SH |  | SOLE | 0 | 0 | 0 | 28163 |
| TESLA INC | COM | 88160R101 |  | 470548 | 3820 | SH |  | SOLE | 0 | 0 | 0 | 3820 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 266898 | 1588 | SH |  | SOLE | 0 | 0 | 0 | 1588 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 821953 | 4384 | SH |  | SOLE | 0 | 0 | 0 | 4384 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 748267 | 17389 | SH |  | SOLE | 0 | 0 | 0 | 17389 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 241350 | 1388 | SH |  | SOLE | 0 | 0 | 0 | 1388 |
| VALLEY NATL BANCORP | COM | 919794107 |  | 115531 | 10215 | SH |  | SOLE | 0 | 0 | 0 | 10215 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 286325 | 6037 | SH |  | SOLE | 0 | 0 | 0 | 6037 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 4262176 | 26840 | SH |  | SOLE | 0 | 0 | 0 | 26840 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 201896 | 1056 | SH |  | SOLE | 0 | 0 | 0 | 1056 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 607825 | 4330 | SH |  | SOLE | 0 | 0 | 0 | 4330 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 913529 | 23186 | SH |  | SOLE | 0 | 0 | 0 | 23186 |
| VERU INC | COM | 92536C103 |  | 105600 | 20000 | SH |  | SOLE | 0 | 0 | 0 | 20000 |
| VISA INC | COM CL A | 92826C839 |  | 203586 | 980 | SH |  | SOLE | 0 | 0 | 0 | 980 |
| WALMART INC | COM | 931142103 |  | 1080915 | 7623 | SH |  | SOLE | 0 | 0 | 0 | 7623 |
| WHEELS UP EXPERIENCE INC | COM CL A | 96328L106 |  | 11408 | 11076 | SH |  | SOLE | 0 | 0 | 0 | 11076 |

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