Partners Wealth Management, LLC Reduced Holdings in Q3 2025

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.39K
- 16.5%
$459.11 - $506.91 $637K - $703K
7.02K $3.53B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-11.2K
- 51.21%
$51.78 - $57.89 $578K - $646K
10.6K $611M
J P Morgan Exchange Traded F
-6.53K
- 42.87%
N/A
8.7K $566M
VDE
Vanguard Energy ETF

ETFs
-1.43K
- 11.4%
$118.37 - $129.65 $170K - $186K
11.1K $1.4B
BP
Bp PLC

Energy
-4.58K
- 18.41%
$30.25 - $35.69 $138K - $163K
20.3K $699M
PEP
Pepsico Inc

Consumer Defensive
-656
- 23.13%
$133.81 - $152.16 $87.8K - $99.8K
2.18K $306M
XLE
Energy Sector Spdr

ETFs
-650
- 6.29%
$84.25 - $91.99 $54.8K - $59.8K
9.68K $865M
BALT
Innovator Etfs Tr
-3.92K
- 21.15%
$32.11 - $32.82 $126K - $129K
14.6K $479M
T
At&T Inc.

Communication Services
-2.52K
- 3.09%
$26.94 - $29.62 $67.8K - $74.5K
79K $2.23B
KO
Coca Cola CO

Consumer Defensive
-422
- 3.95%
$65.67 - $71.67 $27.7K - $30.2K
10.3K $681M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1.13K
- 7.06%
$49.57 - $52.57 $56K - $59.4K
14.9K $741M
XOM
Exxon Mobil Corp

Energy
-3
- 0.02%
$105.83 - $117.22 $317 - $352
12.3K $1.38B
MUB
Ishares National Muni Bond ETF

ETFs
-633
- 24.48%
$103.24 - $106.68 $65.4K - $67.5K
1.95K $208M
IXJ
Ishares Global Healthcare ETF

ETFs
-518
- 4.91%
$82.73 - $89.14 $42.9K - $46.2K
10K $889M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-3.8K
- 20.75%
$26.52 - $27.64 $101K - $105K
14.5K $401M
ADP
Automatic Data Processing Inc

Industrials
-129
- 10.6%
$288.69 - $310.94 $37.2K - $40.1K
1.09K $319M
MRK
Merck & Co., Inc.

Healthcare
-501
- 14.29%
$77.6 - $87.37 $38.9K - $43.8K
3K $252M
WMT
Walmart Inc.

Consumer Defensive
-1.42K
- 19.92%
$94.4 - $104.27 $134K - $148K
5.71K $588M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-623
- 4.19%
$61.56 - $66.95 $38.4K - $41.7K
14.2K $953M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
-1.75K
- 6.84%
$38.32 - $39.33 $67.2K - $68.9K
23.9K $937M
VB
Vanguard Small Cap ETF

ETFs
-269
- 20.93%
$237.58 - $259.17 $63.9K - $69.7K
1.02K $258M
SO
Southern CO

Utilities
-473
- 7.87%
$90.83 - $96.0 $43K - $45.4K
5.54K $525M
Direxion Shs ETF Tr
-2.11K
- 27.12%
N/A
5.67K $213M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.08K
- 3.23%
$36.99 - $38.38 $39.8K - $41.3K
32.2K $1.23B
SPGI
S&P Global Inc.

Financial Services
-1
- 0.19%
$484.94 - $564.15 $485 - $564
526 $256M
F
Ford Motor CO

Consumer Cyclical
-3.32K
- 23.56%
$10.82 - $12.09 $36K - $40.2K
10.8K $129M
DAL
Delta Air Lines, Inc.

Industrials
-1.69K
- 27.86%
$49.0 - $61.97 $83K - $105K
4.38K $249M
VNQ
Vanguard Specialized Funds Van

ETFs
-135
- 2.99%
$88.47 - $93.24 $11.9K - $12.6K
4.38K $401M
KORP
American Centy ETF Tr Diversif

ETFs
-550
- 2.6%
$46.36 - $47.95 $25.5K - $26.4K
20.6K $982M
WFC
Wells Fargo & Company

Financial Services
-864
- 16.36%
$77.05 - $85.16 $66.6K - $73.6K
4.42K $370M
BYLD
Ishares Tr Yield Optimized Bd
-1.39K
- 2.34%
N/A
57.9K $1.33B
DUK
Duke Energy Corp

Utilities
-83
- 3.44%
$116.31 - $125.93 $9.65K - $10.5K
2.33K $288M
JNJ
Johnson & Johnson

Healthcare
-355
- 16.34%
$155.17 - $185.42 $55.1K - $65.8K
1.82K $337M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-400
- 15.46%
$567.77 - $614.76 $227K - $246K
2.19K $1.34B
PM
Philip Morris International Inc.

Consumer Defensive
-18
- 0.59%
$157.77 - $183.27 $2.84K - $3.3K
3.03K $491M
IBM
International Business Machines Corp

Technology
-132
- 8.48%
$234.77 - $292.47 $31K - $38.6K
1.42K $402M
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 10.71%
$620.67 - $670.08 $29.2K - $31.5K
392 $263M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.59%
$357.4 - $423.42 $1.79K - $2.12K
836 $339M
GE
General Electric CO

Industrials
-250
- 19.89%
$244.75 - $305.63 $61.2K - $76.4K
1.01K $303M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-300
- 3.2%
N/A
9.08K $822M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 3.04%
$617.65 - $666.84 $12.4K - $13.3K
637 $424M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-730
- 2.18%
$27.61 - $29.15 $20.2K - $21.3K
32.7K $951M
CSX
Csx Corp

Industrials
-1.98K
- 8.21%
$32.05 - $36.52 $63.5K - $72.3K
22.1K $786M
JPM
Jpmorgan Chase & CO

Financial Services
-631
- 16.13%
$282.78 - $316.06 $178K - $199K
3.28K $1.04B
MSTR
Microstrategy Inc

Technology
-104
- 1.45%
$300.7 - $455.9 $31.3K - $47.4K
7.08K $2.28B
CAT
Caterpillar Inc

Industrials
-93
- 9.59%
$390.92 - $477.15 $36.4K - $44.4K
877 $418M
ITA
Ishares Tr

ETFs
-84
- 3.51%
$184.73 - $209.26 $15.5K - $17.6K
2.31K $483M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-107
- 5.35%
$546.99 - $602.2 $58.5K - $64.4K
1.89K $1.14B
RHRX
Starboard Invt Tr Rh Tactical
-7.95K
- 5.39%
N/A
139K $2.54B
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
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email