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
UPS
United Parcel Service Inc

Industrials
1.47K
+ 23.74%
$91.92 - $110.2 $135K - $162K
7.65K $772K
IYF
Ishares Tr

ETFs
43
+ 0.47%
$99.23 - $120.99 $4.27K - $5.2K
9.14K $1.11M
RTX
Raytheon Technologies Corp

Industrials
113
+ 2.63%
$113.75 - $148.48 $12.9K - $16.8K
4.41K $643K
CRM
Salesforce, Inc.

Technology
135
+ 1.79%
$236.26 - $291.15 $31.9K - $39.3K
7.68K $2.09M
VTV
Vanguard Value ETF

ETFs
89
+ 1.36%
$153.67 - $176.74 $13.7K - $15.7K
6.64K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
122
+ 1.88%
$335.24 - $380.78 $40.9K - $46.5K
6.63K $2.43M
IBRX
Immunity Bio, Inc.

Healthcare
16K
New
$1.89 - $3.44 $30.2K - $55K
16K $42K
WFC
Wells Fargo & Company

Financial Services
128
+ 3.48%
$60.98 - $80.12 $7.81K - $10.3K
3.81K $304K
VZ
Verizon Communications Inc

Communication Services
982
+ 8.77%
$41.67 - $45.62 $40.9K - $44.8K
12.2K $526K
ABT
Abbott Laboratories

Healthcare
58
+ 2.63%
$123.95 - $138.08 $7.19K - $8.01K
2.26K $307K
JEPI
J P Morgan Exchange Traded Fd

ETFs
20
+ 0.36%
$51.14 - $57.0 $1.02K - $1.14K
5.5K $312K
WM
Waste Management Inc

Industrials
26
+ 1.27%
$216.47 - $242.1 $5.63K - $6.29K
2.08K $476K
American Centy ETF Tr
329K
New
N/A
329K $0
American Centy ETF Tr
3.19K
New
N/A
3.19K $0
Virtus ETF Tr Ii
8.47K
+ 91.82%
N/A
17.7K $0
Astera Labs Inc
14.4K
+ 120.09%
N/A
26.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5.29K
New
N/A
5.29K $0
Core Scientific Inc New
12.7K
New
N/A
12.7K $0
Datavault Ai Inc
11.3K
New
N/A
11.3K $0
Ge Vernova Inc
480
New
N/A
480 $0
PG
Procter & Gamble CO

Consumer Defensive
71
+ 2.82%
$157.66 - $172.39 $11.2K - $12.2K
2.59K $412K
BBY
Best Buy CO Inc

Consumer Cyclical
100
+ 2.5%
$56.17 - $75.73 $5.62K - $7.57K
4.1K $275K
JNJ
Johnson & Johnson

Healthcare
82
+ 2.91%
$146.36 - $159.82 $12K - $13.1K
2.9K $442K
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 45.12%
$274.35 - $599.47 $277K - $604K
3.24K $1.01M
XOM
Exxon Mobil Corp

Energy
30
+ 0.11%
$99.93 - $119.04 $3K - $3.57K
26.5K $2.85M
CVX
Chevron Corp

Energy
139
+ 0.96%
$133.73 - $168.51 $18.6K - $23.4K
14.6K $2.09M
AAPL
Apple Inc.

Technology
252
+ 0.48%
$172.42 - $223.89 $43.4K - $56.4K
53.1K $10.9M
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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