Wealth Management Partners, LLC Portfolio Holdings
Wealth Management Partners, LLC
- $203 Million
- Q2 2024
Wealth Management Partners, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23M, Invesco Qqq Trust, Series 1 with a value of $18.8M, Apple Inc. with a value of $11.8M, Ishares Core S&P 500 ETF with a value of $11.3M, and Microsoft Corp with a value of $10.3M.
Examining the 13F form we can see an increase of $8.78M in the current position value, from $194M to 203M.
Below you can find more details about Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.