Wealth Management Partners, LLC Portfolio Holdings
Wealth Management Partners, LLC
- $213 Million
- Q3 2024
Wealth Management Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $213 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.7M, Invesco Qqq Trust, Series 1 with a value of $17.4M, Apple Inc. with a value of $12.7M, Ishares Core S&P 500 ETF with a value of $10.8M, and Ishares Gold Trust with a value of $9.97M.
Examining the 13F form we can see an increase of $9.83M in the current position value, from $203M to 213M.
Below you can find more details about Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$213 Million
ETFs: $103 Million
Technology: $59.5 Million
Consumer Cyclical: $13.4 Million
Healthcare: $7.73 Million
Financial Services: $6.13 Million
Energy: $5.87 Million
Consumer Defensive: $5.45 Million
Communication Services: $5.28 Million
Other: $6.32 Million