Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

Partners Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.2 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.72B, Starboard Invt Tr with a value of $4.48B, Berkshire Hathaway Inc Class B with a value of $4.48B, Eli Lilly & CO with a value of $2.4B, and At&T Inc. with a value of $2.3B.

Examining the 13F form we can see an increase of $291M in the current position value, from $87.9B to 88.2B.

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 $88.2 Billion
ETFs: $38.5 Billion
Technology: $11.7 Billion
Financial Services: $7.21 Billion
Consumer Defensive: $4.04 Billion
Healthcare: $3.99 Billion
Energy: $2.86 Billion
Communication Services: $2.78 Billion
Consumer Cyclical: $2.71 Billion
Other: $2.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$5.72 Billion 6.49% of portfolio
25,757
Q1 2025 Added 0.09%
$0
$4.48 Billion 5.08% of portfolio
183,122
Q1 2025 Added 1.8%
$691B
$4.48 Billion 5.07% of portfolio
8,404
Q1 2025 Reduced 1.18%
$834B
$2.4 Billion 2.72% of portfolio
2,904
Q1 2025 Reduced 3.75%
$194B
$2.3 Billion 2.61% of portfolio
81,488
Q1 2025 Reduced 0.9%
$0
$2.27 Billion 2.58% of portfolio
306,801
Q1 2025 Added 6.09%
$0
$2.23 Billion 2.53% of portfolio
11,720
Q1 2025 Added 2.45%
-
$2.18 Billion 2.47% of portfolio
-
Q4 2024 New
$2.92T
$2.09 Billion 2.37% of portfolio
5,573
Q1 2025 Reduced 0.16%
$3.45B
$2.07 Billion 2.35% of portfolio
7,183
Q1 2025 Added 3.5%
$0
$1.63 Billion 1.85% of portfolio
12,567
Q1 2025 Reduced 1.18%
$0
$1.62 Billion 1.84% of portfolio
33,054
Q1 2025 Added 0.97%
$453B
$1.46 Billion 1.66% of portfolio
12,278
Q1 2025 Added 0.34%
$0
$1.45 Billion 1.64% of portfolio
40,916
Q1 2025 Reduced 1.22%
$1.91T
$1.44 Billion 1.63% of portfolio
7,551
Q1 2025 Added 2.86%
$0
$1.38 Billion 1.57% of portfolio
14,871
Q1 2025 Added 1.95%
-
$1.33 Billion 1.51% of portfolio
-
Q1 2025 Reduced 0.97%
$0
$1.31 Billion 1.49% of portfolio
13,047
Q1 2025 Reduced 22.64%
$0
$1.25 Billion 1.41% of portfolio
33,265
Q1 2025 Added 0.29%
$271B
$1.06 Billion 1.21% of portfolio
9,814
Q1 2025 Added 2.58%
$0
$1.02 Billion 1.15% of portfolio
14,869
Q1 2025 Added 2.5%
$0
$1 Billion 1.14% of portfolio
21,783
Q4 2024 New
$384B
$1.01 Billion 1.14% of portfolio
5,924
Q1 2025 Reduced 1.05%
$0
$990 Million 1.12% of portfolio
21,180
Q1 2025 Reduced 0.35%
$0
$969 Million 1.1% of portfolio
25,621
Q1 2025 Added 5.05%
$0
$965 Million 1.09% of portfolio
10,329
Q1 2025 Added 4.25%
$713B
$960 Million 1.09% of portfolio
3,913
Q1 2025 Reduced 3.36%
$0
$962 Million 1.09% of portfolio
10,547
Q1 2025 Reduced 3.28%
$0
$938 Million 1.06% of portfolio
2,000
Q1 2025 Added 2.41%
J P Morgan Exchange Traded F
-
$909 Million 1.03% of portfolio
-
Q1 2025 Added 28.58%
$0
$888 Million 1.01% of portfolio
33,415
Q4 2024 New
$0
$884 Million 1.0% of portfolio
17,745
Q1 2025 Added 1.92%
$0
$877 Million 0.99% of portfolio
26,174
Q4 2024 New
$89.3B
$840 Million 0.95% of portfolio
24,852
Q1 2025 Added 2.38%
$0
$829 Million 0.94% of portfolio
21,601
Q1 2025 Reduced 1.0%
$0
$818 Million 0.93% of portfolio
15,995
Q1 2025 Added 1.01%
$0
$770 Million 0.87% of portfolio
9,376
Q1 2025 Added 0.49%
$310B
$765 Million 0.87% of portfolio
10,686
Q1 2025 Reduced 1.17%
Bondbloxx ETF Trust
-
$761 Million 0.86% of portfolio
-
Q1 2025 Added 5.21%
$58.6B
$709 Million 0.8% of portfolio
24,105
Q1 2025 Reduced 0.82%
$0
$670 Million 0.76% of portfolio
8,716
Q1 2025 Reduced 0.81%
$0
$635 Million 0.72% of portfolio
3,214
Q1 2025 Reduced 2.78%
$258B
$625 Million 0.71% of portfolio
7,124
Q1 2025 Reduced 2.3%
$0
$595 Million 0.67% of portfolio
8,307
Q1 2025 Added 4.73%
$0
$581 Million 0.66% of portfolio
18,520
Q1 2025 Added 35.46%
$98.8B
$553 Million 0.63% of portfolio
6,012
Q1 2025 Reduced 3.03%
Ishares Tr
-
$539 Million 0.61% of portfolio
-
Q4 2024 New
$104B
$514 Million 0.58% of portfolio
8,561
Q1 2025 Reduced 2.28%
$0
$503 Million 0.57% of portfolio
4,205
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $88.2 Billion
  • Prior Value $87.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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