Wealth Management Partners, LLC Reduced Holdings in Q4 2025

Wealth Management Partners, LLC

  • $291 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-3.26K
- 18.32%
$401.99 - $468.37 $1.31M - $1.53M
14.6K $5.95M
NVDA
Nvidia Corp

Technology
-5.85K
- 3.35%
$179.83 - $207.04 $1.05M - $1.21M
169K $31.5M
FDN
First Tr Fd Dow Jones

ETFs
-520
- 1.56%
$269.33 - $285.7 $140K - $149K
32.9K $8.86M
SMMT
Summit Therapeutics Inc.

Healthcare
-15.1K
- 20.3%
$17.52 - $23.34 $265K - $353K
59.4K $1.08M
PLTR
Palantir Technologies Inc.

Technology
-1.33K
- 5.81%
$172.14 - $207.18 $228K - $275K
21.5K $3.74M
HD
Home Depot, Inc.

Consumer Cyclical
-306
- 4.82%
$358.03 - $397.02 $110K - $121K
6.04K $2.16M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-3.51K
- 6.84%
$108.48 - $113.54 $381K - $398K
47.8K $5.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.2K
- 9.11%
$114.27 - $121.15 $252K - $267K
22K $2.57M
JPM
Jpmorgan Chase & CO

Financial Services
-136
- 1.13%
$294.11 - $320.41 $40K - $43.6K
11.9K $3.58M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.94K
- 13.55%
$105.96 - $111.17 $206K - $216K
12.4K $1.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.17K
- 3.9%
$137.47 - $143.13 $161K - $167K
28.8K $4.06M
EEMA
Ishares Msci Emerging Markets

ETFs
-1.71K
- 12.79%
$89.16 - $97.11 $152K - $166K
11.6K $1.1M
CRM
Salesforce, Inc.

Technology
-482
- 5.8%
$235.69 - $263.41 $114K - $127K
7.83K $1.86M
SHW
Sherwin Williams CO

Basic Materials
-275
- 24.66%
$330.74 - $354.45 $91K - $97.5K
840 $279K
V
Visa Inc.

Financial Services
-43
- 1.03%
$325.75 - $352.42 $14K - $15.2K
4.14K $1.35M
DAL
Delta Air Lines, Inc.

Industrials
-1.42K
- 13.59%
$55.65 - $62.32 $79K - $88.5K
9.03K $527K
SYLD
Cambria Shareholder Yld ETF

ETFs
-855
- 11.03%
$65.95 - $69.74 $56.4K - $59.6K
6.9K $466K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-70
- 2.57%
$178.37 - $198.46 $12.5K - $13.9K
2.65K $487K
IWP
Ishares Russell Mid Cap Growth

ETFs
-32
- 0.37%
$136.84 - $145.3 $4.38K - $4.65K
8.71K $1.19M
UPS
United Parcel Service Inc

Industrials
-1.47K
- 18.09%
$82.87 - $97.4 $122K - $143K
6.64K $625K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-7
- 0.04%
$108.36 - $124.69 $759 - $873
16.2K $1.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-416
- 2.09%
$63.25 - $66.24 $26.3K - $27.6K
19.5K $1.25M
VTV
Vanguard Value ETF

ETFs
-275
- 4.14%
$182.87 - $189.72 $50.3K - $52.2K
6.36K $1.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-137
- 0.49%
$92.34 - $95.43 $12.7K - $13.1K
27.9K $2.62M
SHOP
Shopify Inc.

Technology
-63
- 0.62%
$146.04 - $179.01 $9.2K - $11.3K
10.1K $1.47M
IYF
Ishares Tr

ETFs
-61
- 0.66%
$120.85 - $126.31 $7.37K - $7.7K
9.13K $1.13M
AXP
American Express CO

Financial Services
-131
- 11.45%
$316.26 - $372.77 $41.4K - $48.8K
1.01K $345K
VUG
Vanguard Growth ETF

ETFs
-66
- 3.06%
$470.44 - $504.26 $31K - $33.3K
2.09K $1.01M
ITW
Illinois Tool Works Inc

Industrials
-19
- 1.86%
$242.03 - $260.73 $4.6K - $4.95K
1K $243K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-144
- 1.54%
$105.91 - $113.18 $15.3K - $16.3K
9.19K $1.01M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-723
- 1.77%
$98.0 - $102.56 $70.9K - $74.2K
40.1K $4.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
-98
- 5.6%
$199.44 - $208.01 $19.5K - $20.4K
1.65K $338K
IWV
Ishares Russell 3000 ETF

ETFs
-54
- 2.04%
$371.33 - $389.89 $20.1K - $21.1K
2.59K $984K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-287
- 1.57%
$56.33 - $59.22 $16.2K - $17K
18K $1.04M
ABT
Abbott Laboratories

Healthcare
-25
- 1.1%
$123.62 - $134.59 $3.09K - $3.36K
2.24K $291K
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 2.01%
$236.79 - $250.33 $4.74K - $5.01K
973 $231K
WMT
Walmart Inc.

Consumer Defensive
-59
- 0.36%
$101.18 - $109.03 $5.97K - $6.43K
16.1K $1.66M
RTX
Raytheon Technologies Corp

Industrials
-250
- 5.65%
$157.0 - $179.44 $39.3K - $44.9K
4.17K $733K
VIG
Vanguard Dividend Appreciation

ETFs
-23
- 1.24%
N/A
1.83K $333K
FCX
Freeport Mcmoran Inc

Basic Materials
-517
- 2.78%
$38.65 - $43.31 $20K - $22.4K
18.1K $727K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 0.79%
$459.47 - $491.71 $5.05K - $5.41K
1.38K $650K
CRDO
Credo Technology Group Holding LTD

Technology
-4
- 0.13%
$129.75 - $187.62 $519 - $750
2.96K $430K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 1.29%
$475.68 - $513.11 $9.99K - $10.8K
1.61K $819K
Virtus ETF Tr Ii
-3.27K
- 19.81%
N/A
13.2K $0
Nebius Group N.V.
-138
- 4.78%
N/A
2.75K $0
CEG
Constellation Energy Corp

Utilities
-26
- 2.71%
$335.74 - $401.43 $8.73K - $10.4K
932 $315K
Ishares Bitcoin Trust ETF
-1.68K
- 20.39%
N/A
6.55K $0
FNY
First Trust Mid Cap Growth Alp
-372
- 1.02%
N/A
36K $0
SOXX
Ishares Semiconductor ETF

ETFs
-51
- 4.94%
$271.99 - $309.6 $13.9K - $15.8K
981 $283K
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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