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
$3.57T
$6.44 Billion 7.33% of portfolio
25,734
Q4 2024 New
$0
$4.89 Billion 5.56% of portfolio
179,888
Q4 2024 New
$683B
$3.85 Billion 4.38% of portfolio
8,504
Q4 2024 New
$2.8T
$2.35 Billion 2.68% of portfolio
5,582
Q4 2024 New
$785B
$2.33 Billion 2.65% of portfolio
3,017
Q4 2024 New
-
$2.32 Billion 2.64% of portfolio
-
Q4 2024 New
$0
$2.25 Billion 2.56% of portfolio
289,199
Q4 2024 New
$0
$2.18 Billion 2.48% of portfolio
11,440
Q4 2024 New
$2.7B
$2.01 Billion 2.29% of portfolio
6,940
Q4 2024 New
$202B
$1.87 Billion 2.13% of portfolio
82,224
Q4 2024 New
$0
$1.69 Billion 1.92% of portfolio
16,866
Q4 2024 New
$1.94T
$1.61 Billion 1.83% of portfolio
7,341
Q4 2024 New
$0
$1.6 Billion 1.82% of portfolio
32,735
Q4 2024 New
$0
$1.54 Billion 1.76% of portfolio
12,717
Q4 2024 New
$0
$1.49 Billion 1.69% of portfolio
41,422
Q4 2024 New
$0
$1.48 Billion 1.68% of portfolio
14,586
Q4 2024 New
-
$1.33 Billion 1.51% of portfolio
-
Q4 2024 New
$496B
$1.32 Billion 1.5% of portfolio
12,237
Q4 2024 New
$270B
$1.28 Billion 1.46% of portfolio
9,567
Q4 2024 New
$0
$1.18 Billion 1.35% of portfolio
33,169
Q4 2024 New
$0
$1.09 Billion 1.24% of portfolio
21,783
Q4 2024 New
$0
$998 Million 1.14% of portfolio
1,953
Q4 2024 New
$404B
$1 Billion 1.14% of portfolio
5,987
Q4 2024 New
$0
$976 Million 1.11% of portfolio
21,255
Q4 2024 New
$720B
$971 Million 1.1% of portfolio
4,049
Q4 2024 New
$0
$955 Million 1.09% of portfolio
24,389
Q4 2024 New
$0
$948 Million 1.08% of portfolio
14,507
Q4 2024 New
$0
$938 Million 1.07% of portfolio
10,905
Q4 2024 New
$0
$938 Million 1.07% of portfolio
26,174
Q4 2024 New
$0
$871 Million 0.99% of portfolio
33,415
Q4 2024 New
$0
$849 Million 0.97% of portfolio
9,908
Q4 2024 New
$0
$841 Million 0.96% of portfolio
17,411
Q4 2024 New
$61.9B
$784 Million 0.89% of portfolio
24,304
Q4 2024 New
$0
$783 Million 0.89% of portfolio
15,835
Q4 2024 New
$0
$763 Million 0.87% of portfolio
21,819
Q4 2024 New
$0
$758 Million 0.86% of portfolio
9,330
Q4 2024 New
$0
$742 Million 0.84% of portfolio
3,306
Q4 2024 New
J P Morgan Exchange Traded F
-
$735 Million 0.84% of portfolio
-
Q4 2024 New
$104B
$718 Million 0.82% of portfolio
24,274
Q4 2024 New
Bondbloxx ETF Trust
-
$712 Million 0.81% of portfolio
-
Q4 2024 New
$0
$687 Million 0.78% of portfolio
8,787
Q4 2024 New
$310B
$673 Million 0.77% of portfolio
10,812
Q4 2024 New
$238B
$659 Million 0.75% of portfolio
7,292
Q4 2024 New
$67.8B
$628 Million 0.71% of portfolio
2,709
Q4 2024 New
$0
$542 Million 0.62% of portfolio
21,509
Q4 2024 New
$0
$542 Million 0.62% of portfolio
21,558
Q4 2024 New
Ishares Tr
-
$538 Million 0.61% of portfolio
-
Q4 2024 New
$0
$525 Million 0.6% of portfolio
4,205
Q4 2024 New
$0
$520 Million 0.59% of portfolio
7,932
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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