Wealth Management Partners, LLC Purchases in Q4 2025

Wealth Management Partners, LLC

  • $291 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
98.5K
+ 248.85%
$66.04 - $69.67 $6.5M - $6.86M
138K $9.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.52K
New
$280.66 - $305.09 $2.67M - $2.9M
9.52K $2.69M
NOW
Service Now, Inc.

Technology
2.72K
+ 432.64%
$835.79 - $946.29 $2.27M - $2.57M
3.35K $2.8M
ASML
Asml Holding Nv

Technology
1.95K
New
$936.19 - $1075.45 $1.83M - $2.1M
1.95K $1.99M
RIO
Rio Tinto PLC

Basic Materials
17.2K
New
$65.44 - $72.58 $1.12M - $1.25M
17.2K $1.21M
ARKW
Ark Next Generation Internet E

ETFs
8.84K
+ 37.16%
$154.1 - $182.2 $1.36M - $1.61M
32.6K $5.03M
MU
Micron Technology Inc

Technology
300
+ 3.1%
$181.6 - $253.3 $54.5K - $76K
9.99K $2.47M
GOOG
Alphabet Inc.

Communication Services
63
+ 0.32%
$237.49 - $291.74 $15K - $18.4K
19.6K $5.6M
LEU
Centrus Energy Corp

Energy
2.24K
+ 229.74%
$250.0 - $448.52 $560K - $1M
3.22K $803K
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 0.28%
$213.04 - $254.0 $19K - $22.6K
31.5K $7.39M
BALT
Innovator Etfs Tr
11.5K
New
$32.7 - $33.07 $377K - $382K
11.5K $380K
CIFR
Cipher Mining Inc.

Financial Services
23K
New
$12.6 - $24.71 $290K - $569K
23K $345K
LLY
Eli Lilly & CO

Healthcare
18
+ 1.48%
$799.57 - $1025.28 $14.4K - $18.5K
1.24K $1.26M
NFLX
Netflix Inc

Communication Services
2.78K
New
$110.29 - $1241.35 $306K - $3.45M
2.78K $306K
AMAT
Applied Materials Inc

Technology
103
+ 0.9%
$209.95 - $240.89 $21.6K - $24.8K
11.6K $2.64M
BITW
Bitwise 10 Crypto Index Fund
4.21K
New
$62.81 - $86.28 $265K - $363K
4.21K $264K
IBB
Ishares Biotechnology ETF

ETFs
1.49K
New
$148.51 - $164.96 $222K - $246K
1.49K $245K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
6.69K
+ 19.22%
$41.84 - $43.17 $280K - $289K
41.5K $1.74M
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.1%
$429.59 - $576.2 $859 - $1.15K
2.1K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
591
+ 61.31%
$321.8 - $337.95 $190K - $200K
1.56K $512K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.63K
New
$118.29 - $126.28 $192K - $205K
1.63K $196K
WFC
Wells Fargo & Company

Financial Services
2.18K
New
$77.62 - $87.3 $169K - $190K
2.18K $181K
SPY
Spdr S&P 500 ETF Trust

ETFs
275
+ 5.48%
$653.02 - $687.39 $180K - $189K
5.3K $3.52M
IREN
Iris Energy LTD

Financial Services
2.25K
+ 21.62%
$47.02 - $76.41 $106K - $172K
12.7K $627K
GOOGL
Alphabet Inc.

Communication Services
126
+ 3.61%
$236.57 - $291.31 $29.8K - $36.7K
3.62K $1M
SLV
I Shares Silver Trust

ETFs
3.15K
New
$42.4 - $49.17 $133K - $155K
3.15K $144K
IRBO
Ishares Robotics & Artificial

ETFs
4.16K
+ 8.71%
N/A
51.9K $1.67M
QBTS
D Wave Quantum Inc.

Technology
6.1K
+ 18.3%
$23.39 - $43.06 $143K - $263K
39.4K $931K
ITA
Ishares Tr

ETFs
518
+ 12.69%
$205.04 - $218.9 $106K - $113K
4.6K $947K
PANW
Palo Alto Networks Inc

Technology
363
+ 3.89%
$204.77 - $221.38 $74.3K - $80.4K
9.71K $1.99M
HOOD
Robinhood Markets, Inc.

Technology
950
+ 67.86%
$121.53 - $152.46 $115K - $145K
2.35K $287K
TOST
Toast, Inc.

Technology
2.48K
+ 39.41%
$34.39 - $39.02 $85.4K - $96.9K
8.78K $315K
NET
Cloudflare, Inc.

Technology
424
+ 7.15%
$210.01 - $253.3 $89K - $107K
6.35K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
570
+ 22.77%
$145.5 - $153.18 $82.9K - $87.3K
3.07K $448K
IYE
Ishares Tr

ETFs
578
+ 2.74%
$45.39 - $48.8 $26.2K - $28.2K
21.7K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
291
+ 18.88%
$320.52 - $369.92 $93.3K - $108K
1.83K $587K
IEO
Ishares Tr

ETFs
119
+ 0.75%
$86.77 - $94.6 $10.3K - $11.3K
16.1K $1.52M
IYM
Ishares Tr

ETFs
334
+ 13.18%
$139.22 - $151.57 $46.5K - $50.6K
2.87K $415K
RCAT
Red Cat Holdings, Inc.

Technology
9.83K
+ 90.4%
$7.12 - $15.64 $70K - $154K
20.7K $147K
JEPI
J P Morgan Exchange Traded Fd

ETFs
572
+ 9.15%
$56.0 - $57.6 $32K - $32.9K
6.82K $387K
CVX
Chevron Corp

Energy
237
+ 1.64%
$148.9 - $157.72 $35.3K - $37.4K
14.6K $2.27M
IBRX
Immunity Bio, Inc.

Healthcare
15K
+ 142.86%
$2.0 - $2.66 $30K - $39.9K
25.5K $53K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
569
+ 3.23%
$50.55 - $50.74 $28.8K - $28.9K
18.2K $921K
VZ
Verizon Communications Inc

Communication Services
1.54K
+ 11.19%
$38.4 - $43.83 $59K - $67.3K
15.3K $626K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
725
+ 7.12%
$26.44 - $27.53 $19.2K - $20K
10.9K $297K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
744
+ 2.44%
$23.01 - $23.22 $17.1K - $17.3K
31.2K $719K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 1.88%
$910.94 - $954.99 $51.9K - $54.4K
3.09K $2.82M
VRT
Vertiv Holdings CO

Industrials
41
+ 0.24%
N/A
17K $1.47M
C
Citigroup Inc

Financial Services
152
+ 3.68%
$93.93 - $102.87 $14.3K - $15.6K
4.29K $421K
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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