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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$506 Million 0.58% of portfolio
5,538
Q4 2024 New
$91.4B
$510 Million 0.58% of portfolio
6,200
Q4 2024 New
$207B
$466 Million 0.53% of portfolio
3,065
Q4 2024 New
$94.7B
$458 Million 0.52% of portfolio
8,761
Q4 2024 New
$0
$436 Million 0.5% of portfolio
1,352
Q4 2024 New
$0
$438 Million 0.5% of portfolio
4,710
Q4 2024 New
$0
$428 Million 0.49% of portfolio
4,802
Q4 2024 New
$0
$428 Million 0.49% of portfolio
16,774
Q4 2024 New
$0
$427 Million 0.49% of portfolio
11,172
Q4 2024 New
$0
$430 Million 0.49% of portfolio
13,672
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
$0
$383 Million 0.44% of portfolio
654
Q4 2024 New
$232B
$378 Million 0.43% of portfolio
3,009
Q4 2024 New
$0
$379 Million 0.43% of portfolio
2,307
Q4 2024 New
-
$364 Million 0.41% of portfolio
-
Q4 2024 New
$128B
$356 Million 0.41% of portfolio
1,217
Q4 2024 New
$0
$357 Million 0.41% of portfolio
13,061
Q4 2024 New
$0
$361 Million 0.41% of portfolio
2,482
Q4 2024 New
$191B
$352 Million 0.4% of portfolio
970
Q4 2024 New
$208M
$347 Million 0.39% of portfolio
18,693
Q4 2024 New
$234B
$342 Million 0.39% of portfolio
1,556
Q4 2024 New
$159B
$337 Million 0.38% of portfolio
1,366
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
$0
$309 Million 0.35% of portfolio
1,285
Q4 2024 New
$208B
$295 Million 0.34% of portfolio
2,646
Q4 2024 New
$42.6B
$298 Million 0.34% of portfolio
4,925
Q4 2024 New
$0
$290 Million 0.33% of portfolio
2,874
Q4 2024 New
-
$287 Million 0.33% of portfolio
-
Q4 2024 New
$0
$286 Million 0.33% of portfolio
2,682
Q4 2024 New
$0
$293 Million 0.33% of portfolio
11,489
Q4 2024 New
$213B
$279 Million 0.32% of portfolio
962
Q4 2024 New
$0
$276 Million 0.31% of portfolio
3,161
Q4 2024 New
$87.2B
$274 Million 0.31% of portfolio
2,546
Q4 2024 New
$538B
$269 Million 0.31% of portfolio
510
Q4 2024 New
$169B
$263 Million 0.3% of portfolio
528
Q4 2024 New
$0
$258 Million 0.29% of portfolio
439
Q4 2024 New
$0
$243 Million 0.28% of portfolio
6,560
Q4 2024 New
$0
$236 Million 0.27% of portfolio
2,666
Q4 2024 New
$0
$237 Million 0.27% of portfolio
2,467
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
$89.7B
$223 Million 0.25% of portfolio
922
Q4 2024 New
$597M
$221 Million 0.25% of portfolio
15,858
Q4 2024 New
Direxion Shs ETF Tr
-
$224 Million 0.25% of portfolio
-
Q4 2024 New
$36.6B
$215 Million 0.24% of portfolio
2,808
Q4 2024 New
$225B
$213 Million 0.24% of portfolio
1,883
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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