Wealth Management Partners, LLC Sells in Q2 2025

Wealth Management Partners, LLC

  • $253 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-77.2K
- 78.12%
$53.08 - $68.54 $4.1M - $5.29M
21.6K $1.48M
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.1K
- 27.34%
$70.56 - $87.22 $783K - $968K
29.5K $2.57M
SMMT
Summit Therapeutics Inc.

Healthcare
-20.7K
- 21.47%
$16.64 - $36.7 $344K - $759K
75.6K $1.61M
SOXX
Ishares Semiconductor ETF

ETFs
-1.81K
- 65.27%
$154.86 - $239.07 $281K - $433K
964 $230K
IYE
Ishares Tr

ETFs
-4.24K
- 16.97%
$40.36 - $49.67 $171K - $211K
20.7K $937K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.14K
- 29.44%
$149.76 - $186.42 $170K - $212K
2.72K $507K
IEO
Ishares Tr

ETFs
-625
- 3.79%
$74.87 - $95.92 $46.8K - $60K
15.9K $1.41M
SHW
Sherwin Williams CO

Basic Materials
-321
- 19.62%
$313.51 - $363.51 $101K - $117K
1.32K $451K
ABBV
Abb Vie Inc.

Healthcare
-46
- 1.08%
$170.16 - $206.27 $7.83K - $9.49K
4.21K $781K
LLY
Eli Lilly & CO

Healthcare
-60
- 4.81%
$713.71 - $898.95 $42.8K - $53.9K
1.19K $925K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.12%
$483.48 - $539.8 $967 - $1.08K
1.64K $795K
SYY
Sysco Corp

Consumer Defensive
-607
- 7.56%
$68.0 - $75.91 $41.3K - $46.1K
7.42K $561K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-604
- 2.04%
$85.42 - $94.39 $51.6K - $57K
29K $2.72M
UNP
Union Pacific Corp

Industrials
-73
- 7.23%
$208.27 - $238.46 $15.2K - $17.4K
936 $215K
S
Sentinel One, Inc.

Technology
-1.24K
- 7.58%
$16.17 - $20.34 $20.1K - $25.2K
15.1K $276K
SYLD
Cambria Shareholder Yld ETF

ETFs
-506
- 5.96%
$55.35 - $65.57 $28K - $33.2K
7.98K $518K
ADBE
Adobe Inc.

Technology
-26
- 4.37%
$340.0 - $420.68 $8.84K - $10.9K
569 $220K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.04K
- 10.0%
$15.5 - $20.28 $16.1K - $21.1K
9.36K $189K
V
Visa Inc.

Financial Services
-79
- 1.86%
$308.27 - $373.31 $24.4K - $29.5K
4.18K $1.48M
RSG
Republic Services, Inc.

Industrials
-50
- 2.17%
$227.2 - $258.07 $11.4K - $12.9K
2.26K $556K
FNY
First Trust Mid Cap Growth Alp
-291
- 0.8%
N/A
36.1K $0
Ishares Bitcoin Trust ETF
-653
- 11.13%
N/A
5.22K $0
MSTR
Microstrategy Inc

Technology
-835
- 28.4%
$237.95 - $421.61 $199K - $352K
2.11K $850K
IYM
Ishares Tr

ETFs
-109
- 4.26%
$116.16 - $140.01 $12.7K - $15.3K
2.45K $343K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-128
- 1.34%
$83.54 - $100.04 $10.7K - $12.8K
9.44K $939K
CSCO
Cisco Systems, Inc.

Technology
-399
- 7.25%
$53.19 - $69.38 $21.2K - $27.7K
5.11K $354K
GLD
Spdr Gold Trust

ETFs
-2
- 0.11%
$273.71 - $316.29 $547 - $633
1.8K $549K
IEFA
Ishares Tr

ETFs
-358
- 3.67%
$67.83 - $84.09 $24.3K - $30.1K
9.41K $785K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-276
- 1.3%
$51.16 - $62.02 $14.1K - $17.1K
21K $1.3M
GOOGL
Alphabet Inc.

Communication Services
-55
- 1.51%
$144.7 - $178.6 $7.96K - $9.82K
3.6K $633K
CEG
Constellation Energy Corp

Utilities
-242
- 18.02%
$170.96 - $322.76 $41.4K - $78.1K
1.1K $355K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 0.77%
$320.42 - $424.58 $3.52K - $4.67K
1.41K $596K
IWV
Ishares Russell 3000 ETF

ETFs
-7
- 0.26%
$281.67 - $351.0 $1.97K - $2.46K
2.65K $929K
INTU
Intuit Inc

Technology
-1
- 0.18%
$544.07 - $787.63 $544 - $788
541 $426K
EEMA
Ishares Msci Emerging Markets

ETFs
-128
- 0.94%
$64.59 - $83.0 $8.27K - $10.6K
13.5K $1.11M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 0.92%
$908.13 - $1056.85 $26.3K - $30.6K
3.11K $3.08M
CCL
Carnival Corp

Consumer Cyclical
-4.03K
- 14.39%
$16.43 - $28.12 $66.1K - $113K
24K $673K
IWP
Ishares Russell Mid Cap Growth

ETFs
-35
- 0.39%
$104.34 - $138.68 $3.65K - $4.85K
8.86K $1.23M
CAT
Caterpillar Inc

Industrials
-52
- 1.48%
$273.94 - $388.21 $14.2K - $20.2K
3.47K $1.35M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-76
- 0.15%
$89.02 - $104.29 $6.77K - $7.93K
52K $5.42M
META
Meta Platforms, Inc.

Communication Services
-156
- 5.93%
$484.66 - $738.09 $75.6K - $115K
2.47K $1.83M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-507
- 3.04%
$58.8 - $89.17 $29.8K - $45.2K
16.2K $1.44M
IAU
Ishares Gold Trust

ETFs
-1.04K
- 0.51%
$56.1 - $64.74 $58.3K - $67.3K
204K $12.7M
PLTR
Palantir Technologies Inc.

Technology
-2.92K
- 11.71%
$74.01 - $144.25 $216K - $420K
22K $3M
TSLA
Tesla, Inc.

Consumer Cyclical
-92
- 0.52%
$221.86 - $362.89 $20.4K - $33.4K
17.7K $5.63M
ARKW
Ark Next Generation Internet E

ETFs
-14
- 0.07%
$82.77 - $147.9 $1.16K - $2.07K
20.3K $3M
MSFT
Microsoft Corp

Technology
-207
- 0.94%
$354.56 - $497.45 $73.4K - $103K
21.7K $10.8M
NVDA
Nvidia Corp

Technology
-692
- 0.38%
$94.31 - $157.99 $65.3K - $109K
181K $28.6M
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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