Partners Wealth Management, LLC Purchases in Q3 2025

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGOX
Starboard Invt Tr

ETFs
45K
+ 24.59%
$28.93 - $30.85 $1.3M - $1.39M
228K $7B
AMAX
Starboard Invt Tr Rh Hedged Mu
190K
+ 62.22%
$7.81 - $8.25 $1.48M - $1.56M
494K $4.05B
VNLA
Janus Henderson Short Duration

ETFs
30.2K
+ 91.22%
$48.99 - $49.29 $1.48M - $1.49M
63.2K $3.12B
AAPL
Apple Inc.

Technology
1.23K
+ 4.78%
$202.38 - $256.87 $249K - $316K
27K $6.87B
Thor Finl Technologies Tr
27.8K
New
N/A
27.8K $874M
NVDA
Nvidia Corp

Technology
555
+ 5.77%
$153.3 - $186.58 $85.1K - $104K
10.2K $1.9B
USFR
Wisdomtree Floating Rate Treas

ETFs
11.6K
New
$50.23 - $50.48 $584K - $587K
11.6K $584M
Ishares Bitcoin Trust ETF
7.63K
+ 176.44%
N/A
12K $777M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.35K
+ 9.04%
$108.97 - $121.65 $147K - $164K
16.2K $1.96B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.7K
New
$39.8 - $42.86 $427K - $460K
10.7K $459M
XHYT
Bondbloxx ETF Tr Usd High Yiel
12.2K
New
$34.65 - $35.46 $423K - $433K
12.2K $431M
Bondbloxx ETF Trust
8.06K
+ 52.82%
N/A
23.3K $1.16B
IHDG
Wisdomtree Tr

ETFs
8.54K
New
$43.81 - $46.31 $374K - $395K
8.54K $394M
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
9.88K
+ 119.65%
$37.62 - $38.3 $372K - $378K
18.1K $692M
AVGO
Broadcom Inc.

Technology
24
+ 1.05%
$264.74 - $369.57 $6.35K - $8.87K
2.3K $759M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.96K
New
N/A
6.96K $364M
ORCL
Oracle Corp

Technology
1.26K
New
$218.96 - $328.33 $275K - $413K
1.26K $354M
GLW
Corning Inc

Technology
4.07K
New
$51.6 - $82.03 $210K - $333K
4.07K $333M
AMD
Advanced Micro Devices Inc

Technology
1.89K
New
$134.8 - $184.42 $254K - $348K
1.89K $305M
AMZN
Amazon Com Inc

Consumer Cyclical
365
+ 4.83%
$211.65 - $238.24 $77.3K - $87K
7.92K $1.74B
Simplify Exchange Traded Fun
6.86K
New
N/A
6.86K $277M
FNDF
Schwab Fundamental Intl Large

ETFs
6.1K
New
$39.84 - $43.15 $243K - $263K
6.1K $262M
HSBC
Hsbc Holdings PLC

Financial Services
3.6K
New
$60.27 - $70.98 $217K - $255K
3.6K $255M
GS
Goldman Sachs Group Inc

Financial Services
300
New
$696.56 - $806.32 $209K - $242K
300 $239M
GOOGL
Alphabet Inc.

Communication Services
966
New
$174.36 - $254.72 $168K - $246K
966 $235M
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
5.78K
New
$34.52 - $38.52 $199K - $223K
5.78K $223M
TSLA
Tesla, Inc.

Consumer Cyclical
485
New
$293.94 - $444.72 $143K - $216K
485 $216M
UGL
Pro Shares Trust Ii

ETFs
8.13K
+ 416.02%
$33.7 - $46.06 $274K - $374K
10.1K $464M
IVE
Ishares S&P 500 Value ETF

ETFs
107
+ 0.91%
$194.44 - $206.51 $20.8K - $22.1K
11.8K $2.44B
PSX
Phillips 66

Energy
1.55K
New
$118.37 - $139.46 $184K - $216K
1.55K $211M
DVY
Ishares Tr

ETFs
1.46K
New
$133.88 - $142.57 $195K - $208K
1.46K $208M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
New
$108.46 - $120.63 $187K - $208K
1.72K $205M
Global X Fds
2.91K
New
N/A
2.91K $204M
RTX
Raytheon Technologies Corp

Industrials
1.2K
New
$144.19 - $167.33 $172K - $200K
1.2K $200M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.57K
+ 12.02%
$100.37 - $100.74 $157K - $158K
14.6K $1.47B
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
750
+ 13.77%
$82.81 - $93.09 $62.1K - $69.8K
6.2K $571M
MS
Morgan Stanley

Financial Services
12
+ 0.4%
$139.09 - $161.16 $1.67K - $1.93K
3.02K $480M
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.25%
$216.09 - $242.18 $1.73K - $1.94K
3.21K $769M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
918
+ 4.25%
$41.19 - $43.7 $37.8K - $40.1K
22.5K $962M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
334
+ 1.28%
$35.42 - $38.65 $11.8K - $12.9K
26.5K $1.01B
IRBO
Ishares Robotics & Artificial

ETFs
630
+ 9.65%
N/A
7.16K $328M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
116
+ 5.03%
$170.68 - $192.95 $19.8K - $22.4K
2.42K $464M
XLF
Financial Sector Spdr

ETFs
290
+ 1.66%
$51.37 - $54.25 $14.9K - $15.7K
17.8K $959M
GLD
Spdr Gold Trust

ETFs
50
+ 4.98%
$300.96 - $355.47 $15K - $17.8K
1.05K $375M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.36K
+ 25.72%
$26.38 - $27.95 $88.6K - $93.9K
16.4K $448M
MO
Altria Group, Inc.

Consumer Defensive
74
+ 0.86%
$57.75 - $67.68 $4.27K - $5.01K
8.64K $570M
BUYW
Northern Lts Fd Tr Iv Main Buy
3.44K
+ 11.63%
N/A
33K $469M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
89
+ 2.12%
$122.57 - $132.57 $10.9K - $11.8K
4.29K $557M
V
Visa Inc.

Financial Services
128
+ 15.96%
$332.09 - $358.86 $42.5K - $45.9K
930 $318M
Activity Summary
Buys All Purchases 59 New Holdings 22 Increased Positions 37 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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