Partnership Wealth Management, LLC Purchases and Sells in Q3 2025

Partnership Wealth Management, LLC

15 operations

Stock	Shares change	Price Range	Shares Held
RSP	20.2K + 55.5%	$181.56 - $190.33 $3.66M - $3.84M	56.5K $10.7B
SPDW	7.71K + 3.6%	$39.8 - $42.86 $307K - $331K	222K $9.5B
IJR	701 + 0.97%	$108.46 - $120.63 $76K - $84.6K	72.8K $8.65B
SPYV	635 + 0.46%	$52.12 - $55.33 $33.1K - $35.1K	140K $7.72B
BMY	9.16K + 31.85%	$43.31 - $48.98 $397K - $448K	37.9K $1.71B
AAPL	381 + 8.99%	$202.38 - $256.87 $77.1K - $97.9K	4.62K $1.18B

4 operations

Stock	Shares change	Price Range	Shares Held
GOOGL	1.25K New	$174.36 - $254.72 $219K - $319K	1.25K $305M
INTC	8K New	$19.31 - $35.5 $154K - $284K	8K $268M
HD	545 New	$357.4 - $423.42 $195K - $231K	545 $221M
TSLA	468 New	$293.94 - $444.72 $138K - $208K	468 $208M

10 operations

Stock	Shares change	Price Range	Shares Held
LLY	-528 - 2.43%	$625.65 - $812.69 $330K - $429K	21.2K $16.2B
PG	-563 - 8.37%	$150.47 - $161.22 $84.7K - $90.8K	6.16K $946M
SCZ	-2.77K - 6.89%	$72.04 - $77.35 $199K - $214K	37.4K $2.87B
NVDA	-1.71K - 17.22%	$153.3 - $186.58 $261K - $318K	8.19K $1.53B
VB	-23 - 2.34%	$237.58 - $259.17 $5.46K - $5.96K	959 $244M
MDT	-74 - 0.48%	$87.67 - $95.74 $6.49K - $7.08K	15.3K $1.46B

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