Wealth Management Partners, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $194 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $17.3M, Nvidia Corp with a value of $17.3M, Ishares Core S&P 500 ETF with a value of $10.7M, Microsoft Corp with a value of $9.72M, and Apple Inc. with a value of $9.68M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $177M to 194M.

Below you can find more details about Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $95.4 Million
Technology: $49.9 Million
Consumer Cyclical: $12.7 Million
Healthcare: $7.55 Million
Energy: $6.24 Million
Financial Services: $5.68 Million
Industrials: $5.46 Million
Consumer Defensive: $4.97 Million
Other: $6.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 117
  • Current Value $194 Million
  • Prior Value $177 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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