Wealth Management Partners, LLC Incresed Positions in Q4 2024

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.12K
+ 14.6%
$213.65 - $479.86 $454K - $1.02M
16.7K $6.73M
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
+ 9.38%
$180.88 - $232.93 $508K - $654K
32.7K $7.18M
FDN
First Tr Fd Dow Jones

ETFs
107
+ 0.32%
$210.5 - $257.24 $22.5K - $27.5K
33.3K $8.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
448
+ 1.26%
$481.22 - $538.17 $216K - $241K
36.1K $18.5M
PLTR
Palantir Technologies Inc.

Technology
980
+ 4.06%
$36.46 - $82.38 $35.7K - $80.7K
25.1K $1.9M
ARKW
Ark Next Generation Internet E

ETFs
5.16K
+ 52.22%
$82.66 - $120.04 $427K - $620K
15.1K $1.63M
AVGO
Broadcom Inc.

Technology
244
+ 2.57%
$159.67 - $250.0 $39K - $61K
9.75K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 5.02%
$205.18 - $250.29 $116K - $141K
11.8K $2.83M
GOOG
Alphabet Inc.

Communication Services
115
+ 0.61%
$163.08 - $198.16 $18.8K - $22.8K
18.9K $3.61M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.8K
+ 12.53%
$60.57 - $82.2 $109K - $148K
16.1K $1.25M
META
Meta Platforms, Inc.

Communication Services
381
+ 19.7%
$554.08 - $632.68 $211K - $241K
2.32K $1.37M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.77K
+ 7.2%
$87.42 - $98.06 $243K - $272K
41.3K $3.69M
WMT
Walmart Inc.

Consumer Defensive
846
+ 5.77%
$79.1 - $95.7 $66.9K - $81K
15.5K $1.4M
IYF
Ishares Tr

ETFs
1.34K
+ 17.81%
$102.7 - $119.05 $138K - $160K
8.88K $981K
GS
Goldman Sachs Group Inc

Financial Services
223
+ 24.72%
$486.1 - $608.57 $108K - $136K
1.13K $644K
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 3.79%
$873.59 - $994.69 $99.6K - $113K
3.13K $2.86M
IEO
Ishares Tr

ETFs
2.26K
+ 16.07%
$85.22 - $101.77 $192K - $230K
16.3K $1.46M
V
Visa Inc.

Financial Services
1
+ 0.02%
$273.87 - $320.91 $274 - $321
4.27K $1.35M
PANW
Palo Alto Networks Inc

Technology
4.59K
+ 111.05%
$181.96 - $405.9 $836K - $1.86M
8.73K $1.59M
VUG
Vanguard Growth ETF

ETFs
307
+ 17.82%
$378.79 - $428.11 $116K - $131K
2.03K $833K
FAD
First Tr Multi Cap Growth Alph

ETFs
343
+ 1.57%
$131.79 - $150.3 $45.2K - $51.6K
22.2K $3.07M
GOOGL
Alphabet Inc.

Communication Services
112
+ 3.14%
$161.86 - $196.66 $18.1K - $22K
3.68K $695K
NET
Cloudflare, Inc.

Technology
114
+ 3.32%
$78.11 - $117.56 $8.9K - $13.4K
3.55K $382K
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 4.04%
$471.27 - $550.62 $37.7K - $44K
2.06K $1.07M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.85K
+ 28.27%
$68.06 - $76.27 $126K - $141K
8.39K $574K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 0.78%
$567.81 - $607.81 $22.1K - $23.7K
5.06K $2.97M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.01%
$129.96 - $144.97 $130 - $145
8.59K $1.2M
IAU
Ishares Gold Trust

ETFs
1.72K
+ 0.86%
$48.37 - $52.65 $83.3K - $90.7K
202K $10M
AVUS
American Centy ETF Tr Avantis

ETFs
166
+ 1.08%
$94.36 - $102.06 $15.7K - $16.9K
15.5K $1.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
739
+ 2.74%
$113.92 - $127.38 $84.2K - $94.1K
27.7K $3.19M
GLD
Spdr Gold Trust

ETFs
149
+ 9.0%
$236.59 - $257.5 $35.3K - $38.4K
1.8K $436K
EEMA
Ishares Msci Emerging Markets

ETFs
1.7K
+ 12.9%
$71.65 - $82.07 $122K - $140K
14.9K $1.07M
VTV
Vanguard Value ETF

ETFs
321
+ 5.12%
$168.32 - $181.87 $54K - $58.4K
6.59K $1.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
341
+ 1.63%
$61.68 - $67.87 $21K - $23.1K
21.3K $1.33M
S
Sentinel One, Inc.

Technology
1.79K
+ 13.72%
$22.05 - $28.68 $39.4K - $51.2K
14.8K $328K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.43%
$417.69 - $450.94 $5.01K - $5.41K
2.78K $1.18M
ABBV
Abb Vie Inc.

Healthcare
434
+ 11.26%
$164.99 - $203.87 $71.6K - $88.5K
4.29K $761K
FNY
First Trust Mid Cap Growth Alp
207
+ 0.58%
N/A
35.9K $0
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 10.8%
$39.6 - $45.21 $41.2K - $47K
10.7K $426K
IYE
Ishares Tr

ETFs
101
+ 0.6%
$43.93 - $51.37 $4.44K - $5.19K
16.8K $766K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6
+ 0.11%
$57.53 - $60.83 $345 - $365
5.44K $313K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.12%
$442.29 - $483.08 $885 - $966
1.65K $748K
MSFT
Microsoft Corp

Technology
339
+ 1.5%
$406.35 - $454.46 $138K - $154K
22.9K $9.67M
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 1.17%
$385.02 - $431.37 $28.9K - $32.4K
6.47K $2.52M
IEFA
Ishares Tr

ETFs
5
+ 0.05%
$70.06 - $77.43 $350 - $387
9.94K $698K
MU
Micron Technology Inc

Technology
779
+ 9.88%
$84.16 - $113.41 $65.6K - $88.3K
8.67K $729K
LLY
Eli Lilly & CO

Healthcare
34
+ 2.59%
$727.2 - $932.06 $24.7K - $31.7K
1.35K $1.04M
FCX
Freeport Mcmoran Inc

Basic Materials
1.57K
+ 8.88%
$38.08 - $50.82 $59.9K - $79.9K
19.3K $734K
SMMT
Summit Therapeutics Inc.

Healthcare
9K
+ 10.18%
$17.52 - $23.46 $158K - $211K
97.4K $1.74M
Activity Summary
Buys All Purchases 64 New Holdings 11 Increased Positions 53 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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