Partnership Wealth Management, LLC Purchases in Q3 2024

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
206K
New
$96.25 - $101.98 $19.8M - $21M
206K $20.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
88.3K
+ 148.31%
$57.32 - $62.65 $5.06M - $5.53M
148K $9.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.4K
+ 134.03%
$105.53 - $118.34 $4.16M - $4.66M
68.8K $8.05B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
115K
+ 524.8%
$33.74 - $37.96 $3.89M - $4.38M
137K $5.16B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43K
+ 605.88%
$36.02 - $41.68 $1.55M - $1.79M
50.1K $2.07B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24.4K
+ 379.98%
$60.13 - $68.17 $1.47M - $1.66M
30.8K $2.08B
DIS
Walt Disney CO

Communication Services
11.4K
+ 3353.82%
$85.6 - $98.61 $976K - $1.12M
11.7K $1.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.03K
New
$405.19 - $478.57 $823K - $971K
2.03K $934M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.2K
New
$46.18 - $48.92 $563K - $597K
12.2K $593M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3K
+ 120.0%
$60.84 - $67.51 $183K - $203K
5.5K $371M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$207.23 - $234.82 $207 - $235
4.87K $1.14B
TAP
Molson Coors Beverage CO

Consumer Defensive
1.49K
New
$49.94 - $57.52 $74.5K - $85.8K
1.49K $85.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1K
New
$58.03 - $65.37 $58K - $65.4K
1K $64.7M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.12%
$160.76 - $177.82 $1.29K - $1.42K
6.75K $1.17B
SVOL
Simplify ETF Simplify Volatili

ETFs
2.2K
New
$20.05 - $22.81 $44.1K - $50.2K
2.2K $48.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
300
+ 6.58%
$63.28 - $70.06 $19K - $21K
4.86K $340M
GOOGL
Alphabet Inc.

Communication Services
231
+ 40.53%
$148.65 - $191.18 $34.3K - $44.2K
801 $133M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.29%
$101.25 - $127.45 $405 - $510
1.41K $171M
DG
Dollar General Corp

Consumer Defensive
270
New
$80.41 - $132.42 $21.7K - $35.8K
270 $22.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
400
New
$49.7 - $56.11 $19.9K - $22.4K
400 $22M
UTG
Reaves Utility Income Fund

Financial Services
600
New
$27.16 - $32.8 $16.3K - $19.7K
600 $19.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
200
New
$81.17 - $90.77 $16.2K - $18.2K
200 $17.9M
Schwab Charles Family Fd Amt Tax Free Mny
14.7K
+ 0.8%
N/A
1.85M $1.85B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.28%
$64.35 - $75.71 $257 - $303
1.45K $107M
FIVE
Five Below, Inc

Consumer Cyclical
200
+ 63.49%
$64.97 - $108.47 $13K - $21.7K
515 $45.5M
Clene Inc Com New
1.88K
New
N/A
1.88K $8.61M
MO
Altria Group, Inc.

Consumer Defensive
6
+ 0.44%
$45.95 - $54.71 $276 - $328
1.38K $70.2M
Amplify Alternative Harvest ETF
1.74K
New
N/A
1.74K $5.76M
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.29%
$221.47 - $242.41 $221 - $242
345 $83.2M
HTH
Hilltop Holdings Inc.

Financial Services
2
+ 0.6%
$30.03 - $34.81 $60.1 - $69.6
334 $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 3.95%
$161.02 - $200.0 $4.83K - $6K
790 $147M
Grail Inc Com
6
New
N/A
6 $83K
BAC
Bank Of America Corp

Financial Services
2
+ 0.86%
$36.65 - $44.13 $73.3 - $88.3
235 $9.31M
Activity Summary
Buys All Purchases 34 New Holdings 13 Increased Positions 21 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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