Partners Wealth Management, LLC Incresed Positions in Q1 2025

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
3.39K
+ 28.58%
N/A
15.2K $909M
BALT
Innovator Etfs Tr
4.85K
+ 35.46%
$31.31 - $31.89 $152K - $155K
18.5K $581M
XOM
Exxon Mobil Corp

Energy
41
+ 0.34%
$105.44 - $118.93 $4.32K - $4.88K
12.3K $1.46B
BP
Bp PLC

Energy
578
+ 2.38%
$29.93 - $35.31 $17.3K - $20.4K
24.9K $840M
XLE
Energy Sector Spdr

ETFs
421
+ 4.25%
$85.7 - $93.96 $36.1K - $39.6K
10.3K $965M
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
2.05K
+ 27.48%
N/A
9.49K $366M
IYK
Ishares U.S. Consumer Staples

ETFs
375
+ 4.73%
$63.29 - $71.8 $23.7K - $26.9K
8.31K $595M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
362
+ 2.5%
$65.44 - $70.64 $23.7K - $25.6K
14.9K $1.02B
EMLP
First Tr Exchange Traded Iv

ETFs
96
+ 0.29%
$35.79 - $38.28 $3.44K - $3.67K
33.3K $1.25B
MSTR
Microstrategy Inc

Technology
243
+ 3.5%
$239.27 - $396.5 $58.1K - $96.3K
7.18K $2.07B
Bondbloxx ETF Trust
761
+ 5.21%
N/A
15.4K $761M
DBE
Invesco Db Energy Fund

ETFs
1.39K
+ 7.45%
$18.43 - $20.34 $25.7K - $28.3K
20.1K $394M
IXC
Ishares Tr Global Energy ETF

ETFs
55
+ 0.49%
$38.48 - $42.16 $2.12K - $2.32K
11.2K $472M
BUYW
Northern Lts Fd Tr Iv Main Buy
3.49K
+ 13.38%
N/A
29.6K $406M
XLF
Financial Sector Spdr

ETFs
334
+ 1.92%
$47.32 - $52.19 $15.8K - $17.4K
17.7K $884M
V
Visa Inc.

Financial Services
46
+ 6.08%
$306.92 - $362.71 $14.1K - $16.7K
802 $281M
FSTA
Fidelity Covington Tr Msci Con

ETFs
160
+ 1.01%
$48.3 - $52.85 $7.73K - $8.46K
16K $818M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.52K
+ 9.07%
$24.66 - $26.1 $37.5K - $39.7K
18.3K $456M
VNQ
Vanguard Specialized Funds Van

ETFs
217
+ 4.52%
$85.55 - $94.34 $18.6K - $20.5K
5.02K $454M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.73%
$279.74 - $321.29 $1.96K - $2.25K
969 $303M
VNLA
Janus Henderson Short Duration

ETFs
319
+ 0.97%
$48.89 - $49.21 $15.6K - $15.7K
33.1K $1.62B
AMAX
Starboard Invt Tr Rh Hedged Mu
17.6K
+ 6.09%
$7.38 - $7.99 $130K - $141K
307K $2.27B
WFC
Wells Fargo & Company

Financial Services
112
+ 2.17%
$66.78 - $81.42 $7.48K - $9.12K
5.28K $379M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
1.23K
+ 5.05%
$37.84 - $39.74 $46.6K - $49K
25.6K $969M
OXLC
Oxford Lane Capital Corp.

Financial Services
6K
+ 14.74%
$4.3 - $5.17 $25.8K - $31K
46.7K $220M
F
Ford Motor CO

Consumer Cyclical
1.08K
+ 8.44%
$9.12 - $10.43 $9.87K - $11.3K
13.9K $139M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
46
+ 0.49%
N/A
9.38K $770M
Direxion Shs ETF Tr
1.57K
+ 25.33%
N/A
7.77K $235M
SYY
Sysco Corp

Consumer Defensive
41
+ 1.46%
$70.0 - $77.13 $2.87K - $3.16K
2.85K $214M
ET
Energy Transfer LP

Energy
450
+ 4.21%
$17.26 - $21.08 $7.77K - $9.49K
11.1K $207M
Ishares Bitcoin Trust ETF
269
+ 6.7%
N/A
4.28K $201M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.46%
$551.42 - $612.93 $1.65K - $1.84K
657 $368M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.15%
$222.66 - $268.42 $445 - $537
1.37K $319M
DAL
Delta Air Lines, Inc.

Industrials
1.15K
+ 23.39%
$43.6 - $69.06 $50.2K - $79.6K
6.08K $265M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 1.97%
$507.05 - $563.67 $25.4K - $28.2K
2.59K $1.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 2.41%
$468.34 - $539.52 $22K - $25.4K
2K $938M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
160
+ 2.89%
$76.24 - $95.41 $12.2K - $15.3K
5.7K $444M
IVW
Ishares S&P 500 Growth ETF

ETFs
285
+ 1.95%
$92.45 - $106.69 $26.3K - $30.4K
14.9K $1.38B
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 2.86%
$190.26 - $242.06 $40K - $50.8K
7.55K $1.44B
NVDA
Nvidia Corp

Technology
247
+ 2.58%
$106.98 - $149.43 $26.4K - $36.9K
9.81K $1.06B
AGOX
Starboard Invt Tr

ETFs
3.23K
+ 1.8%
$24.2 - $29.41 $78.3K - $95.1K
183K $4.48B
AAPL
Apple Inc.

Technology
23
+ 0.09%
$209.68 - $247.1 $4.82K - $5.68K
25.8K $5.72B
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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