Partnership Wealth Management, LLC Purchases in Q1 2025

Partnership Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
13
+ 0.06%
$725.72 - $929.72 $9.43K - $12.1K
21.8K $18B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.85K
+ 1.06%
$33.84 - $37.77 $62.5K - $69.8K
176K $6.42B
ETR
Entergy Corp

Utilities
5K
New
$75.26 - $87.89 $376K - $439K
5K $427M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 1.54%
$442.66 - $534.52 $19K - $23K
2.84K $1.51B
PM
Philip Morris International Inc.

Consumer Defensive
1.41K
New
$117.15 - $158.79 $165K - $224K
1.41K $224M
UGI
Ugi Corp

Utilities
6.75K
New
$28.0 - $34.16 $189K - $231K
6.75K $223M
MDT
Medtronic PLC

Healthcare
221
+ 1.44%
$79.84 - $94.5 $17.6K - $20.9K
15.5K $1.4B
CTRA
Coterra Energy Inc.

Energy
340
+ 0.78%
$25.51 - $29.83 $8.67K - $10.1K
44.2K $1.28B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
669
+ 1.73%
$59.28 - $66.1 $39.7K - $44.2K
39.4K $2.5B
XLE
Energy Sector Spdr

ETFs
270
+ 1.75%
$85.7 - $93.96 $23.1K - $25.4K
15.7K $1.47B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.53K
+ 2.78%
$37.07 - $40.63 $56.6K - $62K
56.4K $2.22B
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$279.74 - $321.29 $280 - $321
3.12K $973M
HBI
Hanesbrands Inc.

Consumer Cyclical
10.7K
New
$5.76 - $8.6 $61.5K - $91.8K
10.7K $61.6M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.13%
$158.56 - $176.26 $1.43K - $1.59K
6.71K $1.14B
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.16%
$217.89 - $252.64 $436 - $505
1.23K $273M
EL
Estee Lauder Companies Inc

Consumer Defensive
783
+ 5.62%
$64.26 - $85.48 $50.3K - $66.9K
14.7K $971M
TROW
Price T Rowe Group Inc

Financial Services
111
+ 0.91%
$91.57 - $116.93 $10.2K - $13K
12.4K $1.14B
ILMN
Illumina, Inc.

Healthcare
377
+ 4.66%
$79.34 - $144.22 $29.9K - $54.4K
8.47K $672M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
757
+ 0.44%
$57.21 - $65.8 $43.3K - $49.8K
173K $10.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.04%
$360.07 - $417.26 $2.52K - $2.92K
17.1K $6.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
571
+ 0.71%
$102.49 - $119.96 $58.5K - $68.5K
80.9K $8.46B
Activity Summary
Buys All Purchases 22 New Holdings 4 Increased Positions 18 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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