Wealth Management Partners, LLC Reduced Holdings in Q4 2024

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-2.46K
- 7.94%
$105.51 - $125.37 $260K - $309K
28.6K $3.07M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-5.52K
- 9.59%
$97.11 - $104.1 $536K - $575K
52.1K $5.1M
UPS
United Parcel Service Inc

Industrials
-3.46K
- 36.51%
$122.65 - $138.35 $424K - $479K
6.02K $758K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.03K
- 7.11%
$91.94 - $100.02 $279K - $303K
39.6K $3.67M
UNH
Unitedhealth Group Inc

Healthcare
-121
- 4.17%
$485.52 - $625.25 $58.7K - $75.7K
2.78K $1.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.72K
- 5.28%
$126.68 - $134.74 $218K - $232K
30.9K $3.94M
CAT
Caterpillar Inc

Industrials
-382
- 11.27%
$360.37 - $416.88 $138K - $159K
3.01K $1.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-804
- 2.53%
$88.59 - $94.57 $71.2K - $76K
30.9K $2.74M
SHW
Sherwin Williams CO

Basic Materials
-190
- 10.41%
$338.75 - $399.71 $64.4K - $75.9K
1.64K $556K
DAL
Delta Air Lines, Inc.

Industrials
-3.54K
- 39.09%
$47.46 - $65.77 $168K - $232K
5.51K $333K
CVX
Chevron Corp

Energy
-337
- 2.45%
$141.15 - $162.53 $47.6K - $54.8K
13.4K $1.94M
JNJ
Johnson & Johnson

Healthcare
-37
- 1.04%
$143.34 - $165.86 $5.3K - $6.14K
3.53K $510K
SYY
Sysco Corp

Consumer Defensive
-654
- 7.37%
$73.63 - $81.77 $48.2K - $53.5K
8.22K $628K
ADBE
Adobe Inc.

Technology
-24
- 3.65%
$437.39 - $552.96 $10.5K - $13.3K
633 $281K
INTU
Intuit Inc

Technology
-73
- 11.44%
$602.01 - $706.25 $43.9K - $51.6K
565 $355K
ITA
Ishares Tr

ETFs
-30
- 0.76%
$144.31 - $157.31 $4.33K - $4.72K
3.94K $572K
PG
Procter & Gamble CO

Consumer Defensive
-28
- 1.14%
$161.05 - $179.7 $4.51K - $5.03K
2.42K $405K
IWD
Ishares Russell 1000 Val ETF

ETFs
-37
- 2.07%
$183.23 - $199.79 $6.78K - $7.39K
1.75K $324K
VIG
Vanguard Dividend Appreciation

ETFs
-77
- 3.95%
N/A
1.87K $340K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-206
- 2.05%
$104.59 - $118.05 $21.5K - $24.3K
9.85K $1.07M
F
Ford Motor CO

Consumer Cyclical
-300
- 2.04%
$9.69 - $11.4 $2.91K - $3.42K
14.4K $142K
IYJ
Ishares Tr

ETFs
-89
- 2.61%
$132.97 - $143.93 $11.8K - $12.8K
3.32K $443K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2
- 0.02%
$107.41 - $115.71 $215 - $231
10.8K $1.19M
IWV
Ishares Russell 3000 ETF

ETFs
-6
- 0.22%
$323.08 - $349.08 $1.94K - $2.09K
2.66K $890K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4
- 0.3%
$370.24 - $418.94 $1.48K - $1.68K
1.35K $540K
IWP
Ishares Russell Mid Cap Growth

ETFs
-139
- 1.52%
$116.4 - $138.52 $16.2K - $19.3K
9.02K $1.14M
WFC
Wells Fargo & Company

Financial Services
-309
- 4.4%
$54.98 - $77.35 $17K - $23.9K
6.71K $471K
NOW
Service Now, Inc.

Technology
-19
- 3.08%
$867.18 - $1148.42 $16.5K - $21.8K
598 $633K
CCL
Carnival Corp

Consumer Cyclical
-3.05K
- 9.37%
$17.34 - $26.8 $52.9K - $81.7K
29.5K $735K
SHOP
Shopify Inc.

Technology
-70
- 0.66%
$78.14 - $119.49 $5.47K - $8.36K
10.6K $1.13M
MSTR
Microstrategy Inc

Technology
-720
- 16.78%
$162.69 - $473.83 $117K - $341K
3.57K $1.03M
CRM
Salesforce, Inc.

Technology
-165
- 2.13%
$270.87 - $367.87 $44.7K - $60.7K
7.59K $2.54M
AAPL
Apple Inc.

Technology
-130
- 0.24%
$221.69 - $259.02 $28.8K - $33.7K
54.3K $13.6M
NVDA
Nvidia Corp

Technology
-3.62K
- 1.94%
$117.0 - $148.88 $424K - $539K
183K $24.6M
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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