Partners Wealth Management, LLC Portfolio Holdings

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

Partners Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.2 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.72B, Starboard Invt Tr with a value of $4.48B, Berkshire Hathaway Inc Class B with a value of $4.48B, Eli Lilly & CO with a value of $2.4B, and At&T Inc. with a value of $2.3B.

Examining the 13F form we can see an increase of $291M in the current position value, from $87.9B to 88.2B.

Partners Wealth Management, LLC is based out at Carmel By The Sea, CA

Below you can find more details about Partners Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $88.2 Billion
ETFs: $38.5 Billion
Technology: $11.7 Billion
Financial Services: $7.21 Billion
Consumer Defensive: $4.04 Billion
Healthcare: $3.99 Billion
Energy: $2.86 Billion
Communication Services: $2.78 Billion
Consumer Cyclical: $2.71 Billion
Other: $2.99 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$541M
$212 Million 0.24% of portfolio
15,858
Q4 2024 New
$614M
$14 Million 0.02% of portfolio
10,395
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $88.2 Billion
  • Prior Value $87.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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