Partnership Wealth Management, LLC Sells in Q3 2024

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14.6K
- 44.93%
$332.02 - $382.76 $4.84M - $5.57M
17.9K $6.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-96.7K
- 44.15%
$48.51 - $52.86 $4.69M - $5.11M
122K $6.47B
HBI
Hanesbrands Inc.

Consumer Cyclical
-414K
- 97.1%
$4.66 - $7.36 $1.93M - $3.05M
12.4K $90.8M
LLY
Eli Lilly & CO

Healthcare
-1.38K
- 5.94%
$772.14 - $960.02 $1.06M - $1.32M
21.8K $19.3B
VFC
V F Corp

Consumer Cyclical
-123K
- 96.68%
$12.74 - $19.95 $1.57M - $2.46M
4.22K $84.3M
JWN
Nordstrom Inc

Consumer Cyclical
-71.6K
- 93.6%
$21.09 - $23.82 $1.51M - $1.71M
4.9K $110M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-22.5K
- 99.51%
$38.53 - $64.44 $867K - $1.45M
110 $4.29M
NVO
Novo Nordisk A S

Healthcare
-9.84K
- 99.49%
$119.07 - $145.42 $1.17M - $1.43M
50 $5.95M
PRLB
Proto Labs Inc

Industrials
-42K
- 99.59%
$27.59 - $34.97 $1.16M - $1.47M
175 $5.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10K
- 27.53%
$162.83 - $179.16 $1.63M - $1.8M
26.4K $4.73B
MSFT
Microsoft Corp

Technology
-1.22K
- 12.93%
$395.15 - $467.56 $481K - $569K
8.2K $3.53B
MHK
Mohawk Industries Inc

Consumer Cyclical
-5.18K
- 99.04%
$108.83 - $162.7 $563K - $842K
50 $8.03M
NVDA
Nvidia Corp

Technology
-4.44K
- 32.12%
$98.91 - $134.91 $439K - $599K
9.38K $1.14B
ILMN
Illumina, Inc.

Healthcare
-7K
- 50.28%
$105.28 - $135.9 $737K - $951K
6.92K $902M
META
Meta Platforms, Inc.

Communication Services
-854
- 78.21%
$453.41 - $572.44 $387K - $489K
238 $136M
SMTC
Semtech Corp

Technology
-13.4K
- 87.07%
$27.61 - $47.6 $371K - $639K
1.99K $91M
RCII
Rent A Center Inc De

Industrials
-11.9K
- 98.35%
N/A
200 $6.4M
MDT
Medtronic PLC

Healthcare
-6.01K
- 36.43%
$76.84 - $91.03 $462K - $547K
10.5K $944M
SAM
Boston Beer CO Inc

Consumer Defensive
-1.12K
- 98.51%
$265.09 - $301.9 $297K - $338K
17 $4.92M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-8.11K
- 98.36%
$26.71 - $39.42 $217K - $320K
135 $4.31M
TROW
Price T Rowe Group Inc

Financial Services
-2.09K
- 16.65%
$101.71 - $120.75 $212K - $252K
10.5K $1.14B
HAS
Hasbro, Inc.

Consumer Cyclical
-4.09K
- 90.69%
$56.54 - $72.32 $231K - $296K
420 $30.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-450
- 40.76%
$517.38 - $573.86 $233K - $258K
654 $375M
BMY
Bristol Myers Squibb CO

Healthcare
-10.5K
- 28.62%
$39.66 - $51.75 $417K - $544K
26.2K $1.36B
VNT
Vontier Corp

Technology
-3.17K
- 58.74%
$31.95 - $41.39 $101K - $131K
2.23K $75.1M
EL
Estee Lauder Companies Inc

Consumer Defensive
-506
- 4.52%
$84.18 - $106.5 $42.6K - $53.9K
10.7K $1.07B
LUV
Southwest Airlines CO

Industrials
-3.1K
- 96.3%
$23.7 - $29.93 $73.4K - $92.8K
119 $3.53M
AMG
Affiliated Managers Group, Inc.

Financial Services
-603
- 56.36%
$154.72 - $185.62 $93.3K - $112K
467 $83M
AMWD
American Woodmark Corp

Consumer Cyclical
-977
- 95.13%
$77.25 - $102.5 $75.5K - $100K
50 $4.67M
VB
Vanguard Small Cap ETF

ETFs
-393
- 26.64%
$214.77 - $237.72 $84.4K - $93.4K
1.08K $257M
DAL
Delta Air Lines, Inc.

Industrials
-1.27K
- 38.25%
$37.32 - $51.8 $47.3K - $65.7K
2.05K $104M
SPYG
Spdr Portfolio

ETFs
-568
- 30.42%
$73.38 - $84.1 $41.7K - $47.8K
1.3K $108M
FOSL
Fossil Group, Inc.

Consumer Cyclical
-23.4K
- 52.24%
$1.0 - $1.43 $23.4K - $33.4K
21.4K $25M
VO
Vanguard Mid Cap ETF

ETFs
-122
- 29.83%
$237.84 - $263.83 $29K - $32.2K
287 $75.7M
GOOG
Alphabet Inc.

Communication Services
-90
- 50.0%
$149.54 - $192.66 $13.5K - $17.3K
90 $15.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-275
- 21.88%
$75.32 - $84.37 $20.7K - $23.2K
982 $82.1M
ENPH
Enphase Energy, Inc.

Technology
-300
- 19.42%
$95.77 - $123.65 $28.7K - $37.1K
1.25K $141M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-349
- 29.98%
$41.02 - $46.01 $14.3K - $16.1K
815 $37.1M
SCHW
Schwab Charles Corp

Financial Services
-50
- 7.69%
$61.74 - $76.08 $3.09K - $3.8K
600 $38.9M
CVS
Cvs Health Corp

Healthcare
-173
- 19.75%
$55.81 - $63.18 $9.66K - $10.9K
703 $44.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-39
- 22.81%
$173.36 - $189.8 $6.76K - $7.4K
132 $25M
VEA
Vanguard Ftse Developed Market

ETFs
-49
- 22.48%
$47.6 - $53.31 $2.33K - $2.61K
169 $8.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30
- 30.0%
$41.9 - $48.26 $1.26K - $1.45K
70 $3.34M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-106
- 3.02%
$67.43 - $74.23 $7.15K - $7.87K
3.4K $248M
AXP
American Express CO

Financial Services
-266
- 10.63%
$225.92 - $271.17 $60.1K - $72.1K
2.24K $607M
PLCE
Childrens Place, Inc.

Consumer Cyclical
-1.38K
- 19.37%
$4.85 - $17.58 $6.67K - $24.2K
5.73K $88.6M
PEP
Pepsico Inc

Consumer Defensive
-156
- 1.29%
$161.9 - $179.3 $25.3K - $28K
11.9K $2.03B
Activity Summary
Buys All Purchases 34 New Holdings 13 Increased Positions 21 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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