Partnership Wealth Management, LLC Purchases in Q4 2025

Partnership Wealth Management, LLC

  • $139 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1
+ 0.0%
$799.57 - $1025.28 $800 - $1.03K
21.2K $22.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.68K
+ 6.52%
$185.12 - $192.11 $682K - $708K
60.2K $11.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.83K
+ 3.08%
$42.26 - $44.28 $289K - $303K
229K $10.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.38K
+ 3.14%
$54.27 - $56.85 $238K - $249K
144K $8.18B
BMY
Bristol Myers Squibb CO

Healthcare
1.18K
+ 3.11%
$42.6 - $49.08 $50.2K - $57.8K
39.1K $2.11B
MRK
Merck & Co., Inc.

Healthcare
2K
New
$82.49 - $92.93 $165K - $186K
2K $211M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
964
+ 0.57%
$63.25 - $66.24 $61K - $63.9K
169K $11.1B
CTRA
Coterra Energy Inc.

Energy
1.93K
+ 3.82%
$22.58 - $26.79 $43.6K - $51.7K
52.4K $1.38B
XLE
Energy Sector Spdr

ETFs
19.6K
+ 121.34%
$85.22 - $92.02 $1.67M - $1.81M
35.8K $1.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
387
+ 0.53%
$114.27 - $121.15 $44.2K - $46.9K
73.2K $8.79B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.92K
+ 3.34%
$45.45 - $48.31 $87.1K - $92.6K
59.3K $2.77B
MDT
Medtronic PLC

Healthcare
759
+ 4.95%
$90.06 - $98.43 $68.4K - $74.7K
16.1K $1.55B
AAPL
Apple Inc.

Technology
1
+ 0.02%
$245.27 - $275.25 $245 - $275
4.62K $1.26B
DIS
Walt Disney CO

Communication Services
600
+ 5.01%
$105.69 - $116.65 $63.4K - $70K
12.6K $1.43B
NVDA
Nvidia Corp

Technology
275
+ 3.36%
$179.83 - $207.04 $49.5K - $56.9K
8.47K $1.58B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
228
+ 5.08%
$68.19 - $73.27 $15.5K - $16.7K
4.72K $350M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 2.23%
$475.68 - $513.11 $30.9K - $33.4K
2.98K $1.5B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
157
+ 2.98%
$78.97 - $83.03 $12.4K - $13K
5.42K $447M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$293.81 - $310.11 $294 - $310
3.12K $953M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.31%
$248.1 - $260.08 $744 - $780
962 $248M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.21%
$144.33 - $160.86 $433 - $483
1.42K $228M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.1%
$145.5 - $153.18 $873 - $919
6.17K $884M
MSFT
Microsoft Corp

Technology
204
+ 2.42%
$496.82 - $542.07 $101K - $111K
8.63K $4.17B
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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