Wealth Management Partners, LLC Reduced Holdings in Q3 2024

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.64K
- 9.24%
$434.77 - $502.96 $1.58M - $1.83M
35.7K $17.4M
MU
Micron Technology Inc

Technology
-2.72K
- 25.62%
$86.27 - $136.82 $234K - $372K
7.89K $817K
MSFT
Microsoft Corp

Technology
-362
- 1.58%
$395.15 - $467.56 $143K - $169K
22.6K $9.73M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-10.3K
- 41.7%
$50.42 - $61.06 $517K - $627K
14.3K $874K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.86K
- 9.02%
$520.18 - $576.82 $966K - $1.07M
18.7K $10.8M
GOOG
Alphabet Inc.

Communication Services
-509
- 2.63%
$149.54 - $192.66 $76.1K - $98.1K
18.8K $3.15M
UPS
United Parcel Service Inc

Industrials
-2.05K
- 17.75%
$123.32 - $147.38 $252K - $302K
9.48K $1.29M
XOM
Exxon Mobil Corp

Energy
-2.39K
- 7.15%
$109.72 - $119.0 $262K - $284K
31K $3.64M
CVX
Chevron Corp

Energy
-308
- 2.19%
$137.88 - $161.97 $42.5K - $49.9K
13.7K $2.02M
LLY
Eli Lilly & CO

Healthcare
-145
- 9.95%
$772.14 - $960.02 $112K - $139K
1.31K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
-725
- 27.13%
$182.15 - $182.15 $132K - $132K
1.95K $354K
IEO
Ishares Tr

ETFs
-51
- 0.36%
$88.52 - $101.16 $4.51K - $5.16K
14.1K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-466
- 8.49%
$517.38 - $573.86 $241K - $267K
5.02K $2.88M
VUG
Vanguard Growth ETF

ETFs
-305
- 15.04%
$341.08 - $391.94 $104K - $120K
1.72K $661K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.76K
- 10.59%
$83.76 - $91.82 $315K - $345K
31.7K $2.9M
DVN
Devon Energy Corp

Energy
-645
- 10.61%
$37.87 - $48.65 $24.4K - $31.4K
5.43K $212K
F
Ford Motor CO

Consumer Cyclical
-431
- 2.85%
$9.71 - $14.55 $4.19K - $6.27K
14.7K $155K
IYE
Ishares Tr

ETFs
-9
- 0.05%
$44.44 - $49.18 $400 - $443
16.7K $774K
WFC
Wells Fargo & Company

Financial Services
-50
- 0.71%
$51.58 - $60.97 $2.58K - $3.05K
7.02K $396K
NET
Cloudflare, Inc.

Technology
-202
- 5.55%
$74.4 - $86.96 $15K - $17.6K
3.44K $277K
SYY
Sysco Corp

Consumer Defensive
-1.02K
- 10.28%
$69.16 - $78.98 $70.3K - $80.3K
8.88K $692K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-53
- 3.78%
$332.02 - $382.76 $17.6K - $20.3K
1.35K $506K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-551
- 4.85%
$97.81 - $108.79 $53.9K - $59.9K
10.8K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
-74
- 6.75%
$255.18 - $283.2 $18.9K - $21K
1.02K $289K
FNY
First Trust Mid Cap Growth Alp
-222
- 0.62%
N/A
35.7K $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-277
- 3.12%
$116.79 - $133.54 $32.4K - $37K
8.59K $1.13M
EXI
Ishares Global Industrials ETF

ETFs
-184
- 8.49%
$131.6 - $149.88 $24.2K - $27.6K
1.98K $295K
PEP
Pepsico Inc

Consumer Defensive
-22
- 1.54%
$161.9 - $179.3 $3.56K - $3.94K
1.41K $239K
ALL
Allstate Corp

Financial Services
-156
- 11.87%
$158.43 - $192.86 $24.7K - $30.1K
1.16K $219K
TGT
Target Corp

Consumer Defensive
-3
- 0.19%
$133.47 - $159.25 $400 - $478
1.55K $242K
CSCO
Cisco Systems, Inc.

Technology
-410
- 6.86%
$44.74 - $53.22 $18.3K - $21.8K
5.57K $296K
ABBV
Abb Vie Inc.

Healthcare
-489
- 11.26%
$163.84 - $199.33 $80.1K - $97.5K
3.85K $760K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 0.85%
$160.76 - $177.82 $3.38K - $3.73K
2.45K $423K
FDN
First Tr Fd Dow Jones

ETFs
-1.03K
- 3.01%
$183.68 - $212.48 $189K - $219K
33.2K $7.04M
SYLD
Cambria Shareholder Yld ETF

ETFs
-14
- 0.21%
$66.68 - $72.81 $934 - $1.02K
6.54K $473K
GLD
Spdr Gold Trust

ETFs
-72
- 4.17%
$215.56 - $246.98 $15.5K - $17.8K
1.66K $402K
VZ
Verizon Communications Inc

Communication Services
-119
- 1.22%
$38.89 - $45.0 $4.63K - $5.36K
9.63K $432K
IEFA
Ishares Tr

ETFs
-259
- 2.54%
$70.09 - $78.74 $18.2K - $20.4K
9.94K $775K
IWP
Ishares Russell Mid Cap Growth

ETFs
-160
- 1.72%
$103.87 - $117.59 $16.6K - $18.8K
9.16K $1.07M
IWV
Ishares Russell 3000 ETF

ETFs
-4
- 0.15%
$294.75 - $326.73 $1.18K - $1.31K
2.67K $872K
IYJ
Ishares Tr

ETFs
-5
- 0.15%
$118.32 - $133.67 $592 - $668
3.41K $455K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-101
- 3.52%
$386.81 - $423.12 $39.1K - $42.7K
2.77K $1.17M
CRM
Salesforce, Inc.

Technology
-286
- 3.56%
$238.42 - $276.53 $68.2K - $79.1K
7.76K $2.12M
JNJ
Johnson & Johnson

Healthcare
-7
- 0.2%
$145.48 - $167.38 $1.02K - $1.17K
3.56K $577K
ITA
Ishares Tr

ETFs
-19
- 0.48%
$131.58 - $149.64 $2.5K - $2.84K
3.97K $593K
IYF
Ishares Tr

ETFs
-5
- 0.07%
$93.83 - $105.05 $469 - $525
7.54K $782K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-250
- 2.42%
$95.81 - $109.03 $24K - $27.3K
10.1K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.18%
$405.19 - $478.57 $1.22K - $1.44K
1.65K $758K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.23%
$801.83 - $917.05 $5.61K - $6.42K
3.01K $2.67M
Activity Summary
Buys All Purchases 37 New Holdings 14 Increased Positions 23 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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