Partners Wealth Management, LLC New Holdings in Q4 2024

Partners Wealth Management, LLC

  • $87.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
6.2K
New
$81.5 - $94.15 $505K - $584K
6.2K $510M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
5.54K
New
$90.74 - $103.94 $503K - $576K
5.54K $506M
PEP
Pepsico Inc

Consumer Defensive
3.07K
New
$151.29 - $176.1 $464K - $540K
3.07K $466M
MO
Altria Group, Inc.

Consumer Defensive
8.76K
New
$49.06 - $57.74 $430K - $506K
8.76K $458M
IYR
Ishares Tr

ETFs
4.71K
New
$90.74 - $102.87 $427K - $485K
4.71K $438M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.35K
New
$311.11 - $335.64 $421K - $454K
1.35K $436M
BALT
Innovator Etfs Tr
13.7K
New
$30.76 - $31.55 $421K - $431K
13.7K $430M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
16.8K
New
$24.94 - $25.74 $418K - $432K
16.8K $428M
VNQ
Vanguard Specialized Funds Van

ETFs
4.8K
New
$87.85 - $98.6 $422K - $473K
4.8K $428M
IXC
Ishares Tr Global Energy ETF

ETFs
11.2K
New
$36.95 - $43.06 $413K - $481K
11.2K $427M
PM
Philip Morris International Inc.

Consumer Defensive
3.23K
New
$118.38 - $133.06 $382K - $430K
3.23K $389M
SPY
Spdr S&P 500 ETF Trust

ETFs
654
New
$567.81 - $607.81 $371K - $398K
654 $383M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.31K
New
$159.11 - $178.39 $367K - $412K
2.31K $379M
MS
Morgan Stanley

Financial Services
3.01K
New
$104.42 - $134.99 $314K - $406K
3.01K $378M
BUYW
Northern Lts Fd Tr Iv Main Buy
26.1K
New
N/A
26.1K $364M
WFC
Wells Fargo & Company

Financial Services
5.17K
New
$54.98 - $77.35 $284K - $400K
5.17K $363M
ITA
Ishares Tr

ETFs
2.48K
New
$144.31 - $157.31 $358K - $390K
2.48K $361M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
New
$26.93 - $84.95 $352K - $1.11M
13.1K $357M
ADP
Automatic Data Processing Inc

Industrials
1.22K
New
$280.08 - $307.97 $341K - $375K
1.22K $356M
CAT
Caterpillar Inc

Industrials
970
New
$360.37 - $416.88 $350K - $404K
970 $352M
DBE
Invesco Db Energy Fund

ETFs
18.7K
New
$17.97 - $20.59 $336K - $385K
18.7K $347M
IBM
International Business Machines Corp

Technology
1.56K
New
$204.9 - $238.04 $319K - $370K
1.56K $342M
LOW
Lowes Companies Inc

Consumer Cyclical
1.37K
New
$244.52 - $284.07 $334K - $388K
1.37K $337M
HD
Home Depot, Inc.

Consumer Cyclical
841
New
$385.02 - $431.37 $324K - $363K
841 $327M
JNJ
Johnson & Johnson

Healthcare
2.23K
New
$143.34 - $165.86 $320K - $370K
2.23K $323M
CVX
Chevron Corp

Energy
2.18K
New
$141.15 - $162.53 $308K - $354K
2.18K $316M
VB
Vanguard Small Cap ETF

ETFs
1.29K
New
$233.76 - $261.58 $300K - $336K
1.29K $309M
DAL
Delta Air Lines, Inc.

Industrials
4.93K
New
$47.46 - $65.77 $234K - $324K
4.93K $298M
DIS
Walt Disney CO

Communication Services
2.65K
New
$92.39 - $117.6 $244K - $311K
2.65K $295M
IBMO
Ishares Tr Ibonds December 202

ETFs
11.5K
New
$25.4 - $25.62 $292K - $294K
11.5K $293M
FYX
First Tr Small Cap Core Alphad

ETFs
2.87K
New
$96.51 - $110.53 $277K - $318K
2.87K $290M
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
7.44K
New
N/A
7.44K $287M
MUB
Ishares National Muni Bond ETF

ETFs
2.68K
New
$105.78 - $108.7 $284K - $292K
2.68K $286M
MCD
Mcdonalds Corp

Consumer Cyclical
962
New
$288.47 - $316.54 $278K - $305K
962 $279M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.16K
New
$87.1 - $98.49 $275K - $311K
3.16K $276M
DUK
Duke Energy Corp

Utilities
2.55K
New
$105.76 - $120.76 $269K - $307K
2.55K $274M
MA
Mastercard Inc

Financial Services
510
New
$491.3 - $536.15 $251K - $273K
510 $269M
SPGI
S&P Global Inc.

Financial Services
528
New
$480.36 - $529.17 $254K - $279K
528 $263M
IVV
Ishares Core S&P 500 ETF

ETFs
439
New
$570.51 - $610.59 $250K - $268K
439 $258M
IRBO
Ishares Robotics & Artificial

ETFs
6.56K
New
N/A
6.56K $243M
V
Visa Inc.

Financial Services
756
New
$273.87 - $320.91 $207K - $243K
756 $239M
META
Meta Platforms, Inc.

Communication Services
407
New
$554.08 - $632.68 $226K - $258K
407 $238M
IXG
Ishares Global Fin'L ETF

ETFs
2.47K
New
$93.25 - $101.72 $230K - $251K
2.47K $237M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.67K
New
$87.25 - $95.52 $233K - $255K
2.67K $236M
Direxion Shs ETF Tr
6.2K
New
N/A
6.2K $224M
GLD
Spdr Gold Trust

ETFs
922
New
$236.59 - $257.5 $218K - $237K
922 $223M
GNK
Genco Shipping & Trading LTD

Industrials
15.9K
New
$13.64 - $19.17 $216K - $304K
15.9K $221M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
New
$113.92 - $127.38 $212K - $238K
1.87K $215M
SYY
Sysco Corp

Consumer Defensive
2.81K
New
$73.63 - $81.77 $207K - $230K
2.81K $215M
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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