Partners Wealth Management, LLC Incresed Positions 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
NVDA
Nvidia Corp

Technology
555
+ 5.77%
$153.3 - $186.58 $85.1K - $104K
10.2K $1.9B
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
Bondbloxx ETF Trust
8.06K
+ 52.82%
N/A
23.3K $1.16B
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
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
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
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 1.46%
$215.01 - $273.02 $4.3K - $5.46K
1.39K $349M
CVX
Chevron Corp

Energy
307
+ 14.47%
$145.57 - $161.83 $44.7K - $49.7K
2.43K $377M
MA
Mastercard Inc

Financial Services
12
+ 2.35%
$550.18 - $598.96 $6.6K - $7.19K
522 $297M
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
5
+ 0.05%
N/A
9.36K $366M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11
+ 0.54%
$97.75 - $100.75 $1.08K - $1.11K
2.06K $206M
TLT
Ishares Barclays 20+ Year Trea

ETFs
43
+ 1.36%
$85.01 - $90.35 $3.66K - $3.89K
3.2K $286M
DBE
Invesco Db Energy Fund

ETFs
350
+ 1.74%
$18.5 - $20.04 $6.48K - $7.01K
20.4K $389M
LLY
Eli Lilly & CO

Healthcare
44
+ 1.52%
$625.65 - $812.69 $27.5K - $35.8K
2.95K $2.25B
PG
Procter & Gamble CO

Consumer Defensive
72
+ 1.22%
$150.47 - $161.22 $10.8K - $11.6K
6K $921M
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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