Partners Wealth Management, LLC New Holdings in Q4 2024

Partners Wealth Management, LLC

  • $87.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
25.7K
New
$221.69 - $259.02 $5.7M - $6.67M
25.7K $6.44B
AGOX
Starboard Invt Tr

ETFs
180K
New
$27.16 - $30.0 $4.89M - $5.4M
180K $4.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.5K
New
$442.29 - $483.08 $3.76M - $4.11M
8.5K $3.85B
MSFT
Microsoft Corp

Technology
5.58K
New
$406.35 - $454.46 $2.27M - $2.54M
5.58K $2.35B
LLY
Eli Lilly & CO

Healthcare
3.02K
New
$727.2 - $932.06 $2.19M - $2.81M
3.02K $2.33B
RHRX
Starboard Invt Tr Rh Tactical
147K
New
N/A
147K $2.32B
AMAX
Starboard Invt Tr Rh Hedged Mu
289K
New
$7.78 - $8.11 $2.25M - $2.35M
289K $2.25B
IVE
Ishares S&P 500 Value ETF

ETFs
11.4K
New
$189.5 - $206.17 $2.17M - $2.36M
11.4K $2.18B
MSTR
Microstrategy Inc

Technology
6.94K
New
$162.69 - $473.83 $1.13M - $3.29M
6.94K $2.01B
T
At&T Inc.

Communication Services
82.2K
New
$21.22 - $23.88 $1.74M - $1.96M
82.2K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
7.34K
New
$180.88 - $232.93 $1.33M - $1.71M
7.34K $1.61B
VNLA
Janus Henderson Short Duration

ETFs
32.7K
New
$48.82 - $49.11 $1.6M - $1.61M
32.7K $1.6B
VDE
Vanguard Energy ETF

ETFs
12.7K
New
$116.67 - $136.78 $1.48M - $1.74M
12.7K $1.54B
QPFF
American Centy ETF Tr Quality
41.4K
New
$35.78 - $38.29 $1.48M - $1.59M
41.4K $1.49B
IVW
Ishares S&P 500 Growth ETF

ETFs
14.6K
New
$94.43 - $105.47 $1.38M - $1.54M
14.6K $1.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.54K
New
$521.84 - $558.82 $1.32M - $1.42M
2.54K $1.37B
BYLD
Ishares Tr Yield Optimized Bd
59.8K
New
N/A
59.8K $1.33B
XOM
Exxon Mobil Corp

Energy
12.2K
New
$105.51 - $125.37 $1.29M - $1.53M
12.2K $1.32B
NVDA
Nvidia Corp

Technology
9.57K
New
$117.0 - $148.88 $1.12M - $1.42M
9.57K $1.28B
EMLP
First Tr Exchange Traded Iv

ETFs
33.2K
New
$33.69 - $38.24 $1.12M - $1.27M
33.2K $1.18B
XLG
Invesco Exchange Traded Fd Tr

ETFs
21.8K
New
$46.94 - $51.62 $1.02M - $1.12M
21.8K $1.09B
PG
Procter & Gamble CO

Consumer Defensive
5.99K
New
$161.05 - $179.7 $964K - $1.08M
5.99K $1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.95K
New
$481.22 - $538.17 $940K - $1.05M
1.95K $998M
KORP
American Centy ETF Tr Diversif

ETFs
21.3K
New
$45.76 - $48.27 $973K - $1.03M
21.3K $976M
JPM
Jpmorgan Chase & CO

Financial Services
4.05K
New
$205.18 - $250.29 $831K - $1.01M
4.05K $971M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
24.4K
New
$39.02 - $39.88 $952K - $973K
24.4K $955M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
14.5K
New
$64.85 - $73.04 $941K - $1.06M
14.5K $948M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.2K
New
$35.45 - $40.33 $928K - $1.06M
26.2K $938M
IXJ
Ishares Global Healthcare ETF

ETFs
10.9K
New
$85.65 - $98.34 $934K - $1.07M
10.9K $938M
SCHV
Schwab Strategic Tr Us Large C

ETFs
33.4K
New
$25.79 - $80.4 $862K - $2.69M
33.4K $871M
XLE
Energy Sector Spdr

ETFs
9.91K
New
$83.32 - $97.27 $826K - $964K
9.91K $849M
XLF
Financial Sector Spdr

ETFs
17.4K
New
$44.89 - $51.34 $782K - $894K
17.4K $841M
CSX
Csx Corp

Industrials
24.3K
New
$31.58 - $36.88 $768K - $896K
24.3K $784M
FSTA
Fidelity Covington Tr Msci Con

ETFs
15.8K
New
$49.28 - $52.29 $780K - $828K
15.8K $783M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
21.8K
New
$34.74 - $38.36 $758K - $837K
21.8K $763M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
9.33K
New
N/A
9.33K $758M
XLY
Select Sector Spdr Consumer Di

ETFs
3.31K
New
$194.8 - $239.43 $644K - $792K
3.31K $742M
J P Morgan Exchange Traded F
11.8K
New
N/A
11.8K $735M
BP
Bp PLC

Energy
24.3K
New
$28.16 - $33.14 $684K - $804K
24.3K $718M
Bondbloxx ETF Trust
14.6K
New
N/A
14.6K $712M
IGHG
Proshares Investment Grade Int

ETFs
8.79K
New
$76.8 - $78.32 $675K - $688K
8.79K $687M
KO
Coca Cola CO

Consumer Defensive
10.8K
New
$61.74 - $71.71 $668K - $775K
10.8K $673M
WMT
Walmart Inc.

Consumer Defensive
7.29K
New
$79.1 - $95.7 $577K - $698K
7.29K $659M
AVGO
Broadcom Inc.

Technology
2.71K
New
$159.67 - $250.0 $433K - $677K
2.71K $628M
IBMP
Ishares Tr Ibonds December 202

ETFs
21.6K
New
$25.08 - $25.43 $541K - $548K
21.6K $542M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.5K
New
$25.06 - $25.59 $539K - $550K
21.5K $542M
Ishares Tr
21.5K
New
N/A
21.5K $538M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.21K
New
$121.89 - $135.52 $513K - $570K
4.21K $525M
IYK
Ishares U.S. Consumer Staples

ETFs
7.93K
New
$65.32 - $70.92 $518K - $563K
7.93K $520M
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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