Partners Wealth Management, LLC Reduced Holdings in Q1 2025

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.82K
- 22.64%
$100.34 - $100.68 $383K - $384K
13K $1.31B
MSFT
Microsoft Corp

Technology
-9
- 0.16%
$375.39 - $447.2 $3.38K - $4.02K
5.57K $2.09B
IBMP
Ishares Tr Ibonds December 202

ETFs
-9.95K
- 46.17%
$25.1 - $25.34 $250K - $252K
11.6K $293M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-9.92K
- 46.1%
$25.08 - $25.39 $249K - $252K
11.6K $293M
AVGO
Broadcom Inc.

Technology
-433
- 15.98%
$167.43 - $244.7 $72.5K - $106K
2.28K $381M
XLY
Select Sector Spdr Consumer Di

ETFs
-92
- 2.78%
$192.6 - $233.2 $17.7K - $21.5K
3.21K $635M
MRK
Merck & Co., Inc.

Healthcare
-700
- 16.65%
$83.01 - $101.02 $58.1K - $70.7K
3.51K $315M
CSX
Csx Corp

Industrials
-199
- 0.82%
$29.11 - $33.67 $5.79K - $6.7K
24.1K $709M
QPFF
American Centy ETF Tr Quality
-506
- 1.22%
$35.38 - $36.78 $17.9K - $18.6K
40.9K $1.45B
PEP
Pepsico Inc

Consumer Defensive
-229
- 7.47%
$142.64 - $156.42 $32.7K - $35.8K
2.84K $425M
WMT
Walmart Inc.

Consumer Defensive
-168
- 2.3%
$84.5 - $105.05 $14.2K - $17.6K
7.12K $625M
META
Meta Platforms, Inc.

Communication Services
-36
- 8.85%
$576.36 - $736.67 $20.7K - $26.5K
371 $214M
IGHG
Proshares Investment Grade Int

ETFs
-71
- 0.81%
$76.51 - $78.81 $5.43K - $5.6K
8.72K $670M
MUB
Ishares National Muni Bond ETF

ETFs
-96
- 3.58%
$104.71 - $107.69 $10.1K - $10.3K
2.59K $273M
JPM
Jpmorgan Chase & CO

Financial Services
-136
- 3.36%
$225.19 - $279.95 $30.6K - $38.1K
3.91K $960M
BYLD
Ishares Tr Yield Optimized Bd
-582
- 0.97%
N/A
59.3K $1.33B
SPGI
S&P Global Inc.

Financial Services
-1
- 0.19%
$478.26 - $543.77 $478 - $544
527 $268M
ITA
Ishares Tr

ETFs
-90
- 3.63%
$144.84 - $159.5 $13K - $14.4K
2.39K $366M
PG
Procter & Gamble CO

Consumer Defensive
-63
- 1.05%
$158.56 - $176.26 $9.99K - $11.1K
5.92K $1.01B
KORP
American Centy ETF Tr Diversif

ETFs
-75
- 0.35%
$45.26 - $47.12 $3.39K - $3.53K
21.2K $990M
DUK
Duke Energy Corp

Utilities
-133
- 5.22%
$105.87 - $121.97 $14.1K - $16.2K
2.41K $294M
IXJ
Ishares Global Healthcare ETF

ETFs
-358
- 3.28%
$86.01 - $94.19 $30.8K - $33.7K
10.5K $962M
JNJ
Johnson & Johnson

Healthcare
-60
- 2.69%
$142.06 - $167.7 $8.52K - $10.1K
2.17K $360M
GE
General Electric CO

Industrials
-21
- 1.64%
$168.59 - $212.13 $3.54K - $4.45K
1.26K $252M
CVX
Chevron Corp

Energy
-59
- 2.71%
$146.71 - $167.97 $8.66K - $9.91K
2.12K $355M
SO
Southern CO

Utilities
-188
- 3.03%
$80.96 - $92.96 $15.2K - $17.5K
6.01K $553M
MO
Altria Group, Inc.

Consumer Defensive
-200
- 2.28%
$50.81 - $60.02 $10.2K - $12K
8.56K $514M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-218
- 1.0%
$34.34 - $38.51 $7.49K - $8.4K
21.6K $829M
LLY
Eli Lilly & CO

Healthcare
-113
- 3.75%
$725.72 - $929.72 $82K - $105K
2.9K $2.4B
VDE
Vanguard Energy ETF

ETFs
-150
- 1.18%
$119.14 - $132.76 $17.9K - $19.9K
12.6K $1.63B
KO
Coca Cola CO

Consumer Defensive
-126
- 1.17%
$60.81 - $72.32 $7.66K - $9.11K
10.7K $765M
PM
Philip Morris International Inc.

Consumer Defensive
-185
- 5.73%
$117.15 - $158.79 $21.7K - $29.4K
3.04K $483M
T
At&T Inc.

Communication Services
-736
- 0.9%
$21.56 - $28.28 $15.9K - $20.8K
81.5K $2.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 1.18%
$442.66 - $534.52 $44.3K - $53.5K
8.4K $4.48B
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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