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
SHW
Sherwin Williams CO

Basic Materials
-144
- 7.31%
$294.65 - $384.0 $42.4K - $55.3K
1.83K $696K
CAT
Caterpillar Inc

Industrials
-225
- 6.23%
$316.8 - $391.12 $71.3K - $88K
3.39K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.32K
- 3.88%
$117.9 - $128.2 $155K - $169K
32.6K $4.18M
UNH
Unitedhealth Group Inc

Healthcare
-56
- 1.9%
$488.01 - $604.18 $27.3K - $33.8K
2.9K $1.69M
FAD
First Tr Multi Cap Growth Alph

ETFs
-53
- 0.24%
$118.04 - $133.6 $6.26K - $7.08K
21.9K $2.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-218
- 0.8%
$105.53 - $118.34 $23K - $25.8K
27K $3.15M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-634
- 1.47%
$87.56 - $95.49 $55.5K - $60.5K
42.6K $4.07M
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 0.91%
$333.64 - $405.2 $19.7K - $23.9K
6.4K $2.59M
AAPL
Apple Inc.

Technology
-1.67K
- 2.97%
$207.23 - $234.82 $345K - $391K
54.5K $12.7M
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
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email