Wealth Management Partners, LLC Purchases in Q2 2025

Wealth Management Partners, LLC

  • $253 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.26K
+ 8.93%
$416.06 - $551.64 $1.36M - $1.8M
39.7K $21.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10.1K
New
$141.37 - $228.57 $1.43M - $2.31M
10.1K $2.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
35.4K
New
$52.31 - $63.72 $1.85M - $2.26M
35.4K $2.26M
IVV
Ishares Core S&P 500 ETF

ETFs
726
+ 3.89%
$498.8 - $620.9 $362K - $451K
19.4K $12M
FDN
First Tr Fd Dow Jones

ETFs
67
+ 0.2%
$200.29 - $269.33 $13.4K - $18K
33.4K $8.99M
ASML
Asml Holding Nv

Technology
1.93K
New
$595.37 - $815.24 $1.15M - $1.57M
1.93K $1.54M
AVGO
Broadcom Inc.

Technology
663
+ 6.4%
$146.29 - $275.65 $97K - $183K
11K $3.04M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
28K
New
$32.81 - $40.53 $918K - $1.13M
28K $1.13M
RIO
Rio Tinto PLC

Basic Materials
18.4K
New
$52.32 - $62.75 $961K - $1.15M
18.4K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 0.8%
$167.32 - $223.3 $44.2K - $59K
33.1K $7.27M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.5K
New
$49.79 - $50.75 $819K - $835K
16.5K $834K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
33.9K
New
$22.03 - $22.83 $748K - $775K
33.9K $774K
JPM
Jpmorgan Chase & CO

Financial Services
253
+ 2.12%
$210.28 - $289.91 $53.2K - $73.3K
12.2K $3.53M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.5K
+ 243.44%
$45.88 - $54.4 $483K - $572K
14.8K $807K
NET
Cloudflare, Inc.

Technology
1.17K
+ 27.42%
$97.08 - $195.83 $113K - $229K
5.43K $1.06M
FAD
First Tr Multi Cap Growth Alph

ETFs
1.04K
+ 4.52%
$114.67 - $146.82 $119K - $152K
24K $3.52M
AMAT
Applied Materials Inc

Technology
751
+ 7.11%
$126.95 - $183.52 $95.3K - $138K
11.3K $2.07M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.05K
+ 37.63%
$376.48 - $440.65 $393K - $460K
3.82K $1.68M
GOOG
Alphabet Inc.

Communication Services
529
+ 2.78%
$146.58 - $180.01 $77.5K - $95.2K
19.6K $3.47M
AMD
Advanced Micro Devices Inc

Technology
533
+ 5.18%
$78.21 - $143.81 $41.7K - $76.7K
10.8K $1.54M
IONQ
Ion Q, Inc.

Technology
10.3K
New
$20.68 - $48.04 $213K - $494K
10.3K $442K
NEE
Nextera Energy Inc

Utilities
6.36K
New
$64.11 - $75.0 $408K - $477K
6.36K $441K
MU
Micron Technology Inc

Technology
499
+ 5.55%
$64.72 - $127.91 $32.3K - $63.8K
9.49K $1.17M
PANW
Palo Alto Networks Inc

Technology
219
+ 2.42%
$152.44 - $204.64 $33.4K - $44.8K
9.25K $1.89M
AVUS
American Centy ETF Tr Avantis

ETFs
2K
+ 16.28%
$81.38 - $100.82 $162K - $201K
14.3K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.42%
$496.48 - $617.85 $10.4K - $13K
5.02K $3.1M
ORCL
Oracle Corp

Technology
1.35K
New
$122.82 - $218.63 $165K - $294K
1.35K $294K
FLR
Fluor Corp

Industrials
5.54K
New
$30.86 - $51.42 $171K - $285K
5.54K $283K
VRT
Vertiv Holdings CO

Industrials
3.2K
+ 27.84%
N/A
14.7K $1.27M
TOST
Toast, Inc.

Technology
5.5K
New
$30.03 - $45.23 $165K - $249K
5.5K $243K
QBTS
D Wave Quantum Inc.

Technology
16.4K
New
$6.22 - $19.04 $102K - $312K
16.4K $240K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
New
$4164.15 - $5789.24 $154K - $214K
37 $214K
IWM
Ishares Russell 2000 ETF

ETFs
993
New
$174.82 - $215.79 $174K - $214K
993 $214K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 3.5%
$462.22 - $707.75 $18.5K - $28.3K
1.18K $837K
DIS
Walt Disney CO

Communication Services
1.67K
New
$81.72 - $124.01 $136K - $207K
1.67K $206K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.05%
$113.67 - $150.4 $455 - $602
8.32K $1.25M
SHOP
Shopify Inc.

Technology
18
+ 0.18%
$76.89 - $115.35 $1.38K - $2.08K
10.3K $1.19M
RGTI
Rigetti Computing, Inc.

Technology
16.4K
New
$7.5 - $14.29 $123K - $234K
16.4K $194K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
113
+ 0.37%
$114.78 - $133.31 $13K - $15.1K
30.4K $4.05M
WMT
Walmart Inc.

Consumer Defensive
132
+ 0.83%
$81.79 - $99.98 $10.8K - $13.2K
16K $1.56M
VUG
Vanguard Growth ETF

ETFs
50
+ 2.44%
$329.49 - $438.4 $16.5K - $21.9K
2.1K $918K
DSI
Ishares Msci Kld 400 Social Et

ETFs
65
+ 0.6%
$91.62 - $116.16 $5.96K - $7.55K
10.9K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
223
+ 0.56%
$81.46 - $94.63 $18.2K - $21.1K
40K $3.79M
NVTS
Navitas Semiconductor Corp

Technology
22K
New
$1.61 - $8.09 $35.4K - $178K
22K $144K
NOW
Service Now, Inc.

Technology
5
+ 0.84%
$721.65 - $1040.18 $3.61K - $5.2K
600 $616K
ISRG
Intuitive Surgical Inc

Healthcare
81
+ 3.97%
$451.58 - $565.94 $36.6K - $45.8K
2.12K $1.15M
FCX
Freeport Mcmoran Inc

Basic Materials
538
+ 3.09%
$29.15 - $44.46 $15.7K - $23.9K
17.9K $778K
C
Citigroup Inc

Financial Services
650
+ 18.65%
$58.13 - $85.12 $37.8K - $55.3K
4.14K $352K
DAL
Delta Air Lines, Inc.

Industrials
1.11K
+ 14.48%
$35.88 - $52.99 $39.8K - $58.8K
8.77K $431K
Activity Summary
Buys All Purchases 78 New Holdings 26 Increased Positions 52 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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