Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $87.9 Billion
  • Q4 2024

Partners Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $87.9 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.44B, Starboard Invt Tr with a value of $4.89B, Berkshire Hathaway Inc Class B with a value of $3.85B, Microsoft Corp with a value of $2.35B, and Eli Lilly & CO with a value of $2.33B.

Examining the 13F form we can see an increase of $87.9B in the current position value.

Partners Wealth Management, LLC is based out at Carmel By The Sea, CA

Below you can find more details about Partners Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.9 Billion
ETFs: $39 Billion
Technology: $13.3 Billion
Financial Services: $6.75 Billion
Consumer Defensive: $3.86 Billion
Healthcare: $3.49 Billion
Consumer Cyclical: $2.68 Billion
Energy: $2.56 Billion
Communication Services: $2.41 Billion
Other: $3.03 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$6.44 Billion 7.33% of portfolio
25,734
Q4 2024 New
$610B
$3.85 Billion 4.38% of portfolio
8,504
Q4 2024 New
$3.06T
$2.35 Billion 2.68% of portfolio
5,582
Q4 2024 New
$770B
$2.33 Billion 2.65% of portfolio
3,017
Q4 2024 New
$2.42T
$1.61 Billion 1.83% of portfolio
7,341
Q4 2024 New
$446B
$1.32 Billion 1.5% of portfolio
12,237
Q4 2024 New
$291B
$1.28 Billion 1.46% of portfolio
9,567
Q4 2024 New
$400B
$1 Billion 1.14% of portfolio
5,987
Q4 2024 New
$783B
$971 Million 1.1% of portfolio
4,049
Q4 2024 New
$274B
$673 Million 0.77% of portfolio
10,812
Q4 2024 New
$270B
$659 Million 0.75% of portfolio
7,292
Q4 2024 New
$207B
$466 Million 0.53% of portfolio
3,065
Q4 2024 New
$253B
$418 Million 0.48% of portfolio
4,205
Q4 2024 New
$202B
$389 Million 0.44% of portfolio
3,229
Q4 2024 New
$232B
$378 Million 0.43% of portfolio
3,009
Q4 2024 New
$297B
$363 Million 0.41% of portfolio
5,169
Q4 2024 New
$418B
$327 Million 0.37% of portfolio
841
Q4 2024 New
$397B
$323 Million 0.37% of portfolio
2,233
Q4 2024 New
$292B
$316 Million 0.36% of portfolio
2,180
Q4 2024 New
$208B
$295 Million 0.34% of portfolio
2,646
Q4 2024 New
$213B
$279 Million 0.32% of portfolio
962
Q4 2024 New
$538B
$269 Million 0.31% of portfolio
510
Q4 2024 New
$565B
$239 Million 0.27% of portfolio
756
Q4 2024 New
$1.55T
$238 Million 0.27% of portfolio
407
Q4 2024 New
$225B
$213 Million 0.24% of portfolio
1,883
Q4 2024 New
$223B
$213 Million 0.24% of portfolio
1,278
Q4 2024 New
$216B
$206 Million 0.23% of portfolio
360
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $87.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 112 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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