Partners Wealth Management, LLC Purchases in Q4 2025

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
29.3K
+ 46.4%
$49.13 - $49.33 $1.44M - $1.45M
92.5K $4.55B
XHYI
Bondbloxx ETF Tr Usd High Yiel

ETFs
14.8K
+ 127.34%
$37.96 - $38.54 $560K - $569K
26.3K $1.01B
Bondbloxx ETF Trust
10.5K
+ 44.87%
N/A
33.8K $1.68B
AMAX
Starboard Invt Tr Rh Hedged Mu
68.8K
+ 13.92%
$8.02 - $8.42 $552K - $579K
563K $4.45B
SIVR
Abrdn Silver ETF Trust

ETFs
3.79K
New
$44.53 - $51.56 $169K - $195K
3.79K $256M
AXP
American Express CO

Financial Services
647
New
$316.26 - $372.77 $205K - $241K
647 $239M
VZ
Verizon Communications Inc

Communication Services
5.85K
New
$38.4 - $43.83 $224K - $256K
5.85K $238M
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
3.46K
+ 19.1%
$37.59 - $38.18 $130K - $132K
21.6K $818M
FNDF
Schwab Fundamental Intl Large

ETFs
1.66K
+ 27.16%
$42.35 - $45.18 $70.2K - $74.9K
7.76K $351M
IXJ
Ishares Global Healthcare ETF

ETFs
2
+ 0.02%
$90.76 - $96.31 $182 - $193
10K $977M
MRK
Merck & Co., Inc.

Healthcare
50
+ 1.66%
$82.49 - $92.93 $4.12K - $4.65K
3.05K $321M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
391
+ 6.31%
$90.35 - $97.16 $35.3K - $38K
6.59K $638M
CVX
Chevron Corp

Energy
310
+ 12.77%
$148.9 - $157.72 $46.2K - $48.9K
2.74K $417M
IBM
International Business Machines Corp

Technology
50
+ 3.51%
$275.97 - $314.98 $13.8K - $15.7K
1.47K $437M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.18%
$600.51 - $631.95 $2.4K - $2.53K
2.19K $1.37B
GILD
Gilead Sciences, Inc.

Healthcare
61
+ 2.92%
$110.56 - $125.2 $6.74K - $7.64K
2.15K $264M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.11%
$589.5 - $635.77 $1.18K - $1.27K
1.9K $1.16B
IRBO
Ishares Robotics & Artificial

ETFs
125
+ 1.75%
N/A
7.29K $351M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
125
+ 7.26%
$114.27 - $121.15 $14.3K - $15.1K
1.85K $222M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
40
+ 1.65%
$184.47 - $199.8 $7.38K - $7.99K
2.46K $471M
XHYT
Bondbloxx ETF Tr Usd High Yiel
400
+ 3.28%
$34.56 - $35.21 $13.8K - $14.1K
12.6K $436M
FPE
First Tr Pfd Secs & Income ETF

ETFs
49
+ 0.43%
$18.14 - $18.51 $889 - $907
11.3K $206M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.15%
$99.87 - $101.27 $300 - $304
2.06K $206M
IYK
Ishares U.S. Consumer Staples

ETFs
150
+ 1.81%
$66.27 - $69.53 $9.94K - $10.4K
8.46K $566M
FSTA
Fidelity Covington Tr Msci Con

ETFs
5
+ 0.03%
$48.21 - $50.77 $241 - $254
14.9K $731M
PSX
Phillips 66

Energy
2
+ 0.13%
$126.76 - $142.32 $254 - $285
1.55K $200M
XLY
Select Sector Spdr Consumer Di

ETFs
3.13K
+ 97.6%
$228.75 - $242.18 $716K - $758K
6.34K $757M
XLE
Energy Sector Spdr

ETFs
9.28K
+ 95.83%
$85.22 - $92.02 $790K - $853K
19K $847M
DBE
Invesco Db Energy Fund

ETFs
5
+ 0.02%
$17.99 - $19.72 $89.9 - $98.6
20.4K $357M
MO
Altria Group, Inc.

Consumer Defensive
34
+ 0.39%
$56.38 - $66.65 $1.92K - $2.27K
8.67K $500M
ORCL
Oracle Corp

Technology
30
+ 2.39%
$217.57 - $313.0 $6.53K - $9.39K
1.29K $251M
AGOX
Starboard Invt Tr

ETFs
3.51K
+ 1.54%
$29.9 - $31.42 $105K - $110K
232K $6.62B
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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