Partners Wealth Management, LLC Sells in Q4 2025

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-20
- 0.28%
$199.75 - $359.69 $4K - $7.19K
7.06K $1.07B
AVGO
Broadcom Inc.

Technology
-919
- 39.96%
$324.63 - $385.98 $298K - $355K
1.38K $478M
T
At&T Inc.

Communication Services
-474
- 0.6%
$24.44 - $27.55 $11.6K - $13.1K
78.5K $1.95B
BUYW
Northern Lts Fd Tr Iv Main Buy
-19.2K
- 58.14%
N/A
13.8K $198M
MSFT
Microsoft Corp

Technology
-63
- 1.26%
$496.82 - $542.07 $31.3K - $34.2K
4.94K $2.39B
GLD
Spdr Gold Trust

ETFs
-403
- 38.24%
$354.79 - $403.15 $143K - $162K
651 $258M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.33K
- 26.34%
$26.44 - $27.53 $114K - $119K
12.1K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-197
- 2.81%
$475.68 - $513.11 $93.7K - $101K
6.82K $3.43B
PG
Procter & Gamble CO

Consumer Defensive
-199
- 3.32%
$145.5 - $153.18 $29K - $30.5K
5.8K $831M
SO
Southern CO

Utilities
-550
- 9.93%
$90.58 - $99.72 $49.8K - $54.8K
4.99K $435M
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 2.99%
$358.03 - $397.02 $8.95K - $9.93K
811 $279M
DUK
Duke Energy Corp

Utilities
-233
- 10.0%
$121.57 - $129.03 $28.3K - $30.1K
2.1K $246M
DIS
Walt Disney CO

Communication Services
-300
- 11.34%
$105.69 - $116.65 $31.7K - $35K
2.35K $267M
BYLD
Ishares Tr Yield Optimized Bd
-972
- 1.68%
N/A
56.9K $1.3B
PEP
Pepsico Inc

Consumer Defensive
-250
- 11.47%
$138.84 - $153.71 $34.7K - $38.4K
1.93K $277M
MA
Mastercard Inc

Financial Services
-50
- 9.58%
$536.85 - $580.45 $26.8K - $29K
472 $269M
EMLP
First Tr Exchange Traded Iv

ETFs
-265
- 0.82%
$37.38 - $38.54 $9.91K - $10.2K
31.9K $1.21B
VNQ
Vanguard Specialized Funds Van

ETFs
-93
- 2.12%
$88.13 - $92.69 $8.2K - $8.62K
4.29K $379M
VB
Vanguard Small Cap ETF

ETFs
-80
- 7.87%
$248.1 - $260.08 $19.8K - $20.8K
936 $241M
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
-290
- 3.1%
N/A
9.07K $350M
BP
Bp PLC

Energy
-500
- 2.47%
$32.78 - $37.35 $16.4K - $18.7K
19.8K $687M
KORP
American Centy ETF Tr Diversif

ETFs
-70
- 0.34%
$47.27 - $48.16 $3.31K - $3.37K
20.6K $971M
VDE
Vanguard Energy ETF

ETFs
-79
- 0.71%
$120.37 - $129.34 $9.51K - $10.2K
11.1K $1.39B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-802
- 2.45%
$28.46 - $29.45 $22.8K - $23.6K
31.9K $944M
HSBC
Hsbc Holdings PLC

Financial Services
-445
- 12.38%
$65.67 - $73.49 $29.2K - $32.7K
3.15K $248M
IGHG
Proshares Investment Grade Int

ETFs
-26
- 0.3%
$78.04 - $79.05 $2.03K - $2.06K
8.69K $682M
V
Visa Inc.

Financial Services
-36
- 3.87%
$325.75 - $352.42 $11.7K - $12.7K
894 $314M
GE
General Electric CO

Industrials
-26
- 2.58%
$291.49 - $314.28 $7.58K - $8.17K
981 $302M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 1.88%
$653.02 - $687.39 $7.84K - $8.25K
625 $426M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 1.28%
$656.2 - $690.71 $3.28K - $3.45K
387 $265M
IHDG
Wisdomtree Tr

ETFs
-373
- 4.37%
$45.93 - $48.13 $17.1K - $18K
8.17K $397M
XLF
Financial Sector Spdr

ETFs
-218
- 1.22%
$51.76 - $53.77 $11.3K - $11.7K
17.6K $963M
CSX
Csx Corp

Industrials
-334
- 1.51%
$34.88 - $36.67 $11.6K - $12.2K
21.8K $790M
JNJ
Johnson & Johnson

Healthcare
-157
- 8.64%
$185.98 - $199.58 $29.2K - $31.3K
1.66K $344M
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 1.01%
$294.11 - $320.41 $9.71K - $10.6K
3.25K $1.05B
KO
Coca Cola CO

Consumer Defensive
-354
- 3.45%
$66.1 - $71.61 $23.4K - $25.3K
9.91K $693M
RHRX
Starboard Invt Tr Rh Tactical
-546
- 0.39%
N/A
139K $2.56B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-62
- 0.58%
$42.26 - $44.28 $2.62K - $2.75K
10.7K $473M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-153
- 0.68%
$42.01 - $43.54 $6.43K - $6.66K
22.4K $983M
GLW
Corning Inc

Technology
-5
- 0.12%
$82.06 - $90.29 $410 - $451
4.06K $355M
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.75%
$101.18 - $109.03 $10.1K - $10.9K
5.61K $624M
IVW
Ishares S&P 500 Growth ETF

ETFs
-27
- 0.17%
$118.29 - $126.28 $3.19K - $3.41K
16.2K $2B
IVE
Ishares S&P 500 Value ETF

ETFs
-90
- 0.76%
$202.52 - $212.07 $18.2K - $19.1K
11.7K $2.49B
MS
Morgan Stanley

Financial Services
-10
- 0.33%
$151.86 - $169.92 $1.52K - $1.7K
3.01K $535M
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.1%
$236.57 - $291.31 $237 - $291
965 $302M
CAT
Caterpillar Inc

Industrials
-25
- 2.85%
$480.82 - $585.49 $12K - $14.6K
852 $488M
AMD
Advanced Micro Devices Inc

Technology
-124
- 6.57%
$164.01 - $264.33 $20.3K - $32.8K
1.76K $378M
XOM
Exxon Mobil Corp

Energy
-148
- 1.21%
$110.64 - $119.78 $16.4K - $17.7K
12.1K $1.46B
AMZN
Amazon Com Inc

Consumer Cyclical
-41
- 0.52%
$213.04 - $254.0 $8.73K - $10.4K
7.88K $1.82B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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