Wealth Management Partners, LLC Incresed Positions 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
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
AVGO
Broadcom Inc.

Technology
663
+ 6.4%
$146.29 - $275.65 $97K - $183K
11K $3.04M
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 0.8%
$167.32 - $223.3 $44.2K - $59K
33.1K $7.27M
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
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
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
VRT
Vertiv Holdings CO

Industrials
3.2K
+ 27.84%
N/A
14.7K $1.27M
GS
Goldman Sachs Group Inc

Financial Services
40
+ 3.5%
$462.22 - $707.75 $18.5K - $28.3K
1.18K $837K
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
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
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
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
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
ITW
Illinois Tool Works Inc

Industrials
19
+ 1.9%
$218.41 - $252.43 $4.15K - $4.8K
1.02K $251K
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
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
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
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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