Partnership Wealth Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $20.9B, Eli Lilly & CO with a value of $19.3B, Ishares Core S&P Mid Cap ETF with a value of $9.21B, Ishares Core S&P Sm Cap ETF with a value of $8.05B, and Ishares Russell 1000 Gr ETF with a value of $6.7B.
Examining the 13F form we can see an increase of $6.17B in the current position value, from $135B to 142B.
Partnership Wealth Management, LLC is based out at Towson, MD
Below you can find more details about Partnership Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$142 Billion
ETFs: $69 Billion
Healthcare: $28.4 Billion
Consumer Defensive: $9.71 Billion
Industrials: $8.4 Billion
Technology: $7.59 Billion
Utilities: $3.33 Billion
Financial Services: $3.09 Billion
Energy: $2.84 Billion
Other: $7.32 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
