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
$64.1B
$209 Million 0.24% of portfolio
10,685
Q4 2024 New
$0
$215 Million 0.24% of portfolio
1,865
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$213 Million 0.24% of portfolio
-
Q4 2024 New
$223B
$213 Million 0.24% of portfolio
1,278
Q4 2024 New
$0
$212 Million 0.24% of portfolio
8,776
Q4 2024 New
$0
$200 Million 0.23% of portfolio
11,282
Q4 2024 New
$147B
$206 Million 0.23% of portfolio
7,760
Q4 2024 New
$216B
$206 Million 0.23% of portfolio
360
Q4 2024 New
$177B
$206 Million 0.23% of portfolio
1,100
Q4 2024 New
$0
$206 Million 0.23% of portfolio
40,702
Q4 2024 New
$39.1B
$127 Million 0.14% of portfolio
12,821
Q4 2024 New
$1.08B
$22.1 Million 0.03% of portfolio
10,395
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
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email