Wealth Management Partners, LLC Sells in Q1 2025

Wealth Management Partners, LLC

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.49K
- 0.81%
$106.98 - $149.43 $160K - $223K
182K $19.7M
AAPL
Apple Inc.

Technology
-1.45K
- 2.67%
$209.68 - $247.1 $304K - $358K
52.9K $11.7M
MSFT
Microsoft Corp

Technology
-990
- 4.31%
$375.39 - $447.2 $372K - $443K
22K $8.24M
IVV
Ishares Core S&P 500 ETF

ETFs
-191
- 1.01%
$554.06 - $615.85 $106K - $118K
18.6K $10.4M
FDN
First Tr Fd Dow Jones

ETFs
-18
- 0.05%
$221.38 - $266.86 $3.98K - $4.8K
33.3K $7.44M
CRM
Salesforce, Inc.

Technology
-45
- 0.59%
$268.36 - $359.95 $12.1K - $16.2K
7.55K $2.03M
VTWO
Vanguard Russell 2000 ETF

ETFs
-717
- 1.74%
$80.08 - $92.93 $57.4K - $66.6K
40.6K $3.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-797
- 2.88%
$102.49 - $119.96 $81.7K - $95.6K
26.9K $2.8M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.2K
- 20.71%
$90.7 - $101.57 $291K - $325K
12.3K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
-544
- 19.58%
$461.52 - $548.18 $251K - $298K
2.23K $1.17M
AMD
Advanced Micro Devices Inc

Technology
-50
- 0.48%
$96.63 - $129.55 $4.83K - $6.48K
10.3K $1.06M
CCL
Carnival Corp

Consumer Cyclical
-1.52K
- 5.15%
$19.08 - $28.49 $29K - $43.3K
28K $546K
MSTR
Microstrategy Inc

Technology
-630
- 17.65%
$239.27 - $396.5 $151K - $250K
2.94K $850K
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 1.26%
$551.42 - $612.93 $35.3K - $39.2K
5K $2.8M
NOW
Service Now, Inc.

Technology
-3
- 0.5%
$783.83 - $1170.39 $2.35K - $3.51K
595 $473K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-274
- 3.19%
$126.86 - $146.45 $34.8K - $40.1K
8.32K $1.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-283
- 2.87%
$96.3 - $112.23 $27.3K - $31.8K
9.57K $930K
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.63%
$154.33 - $206.19 $3.55K - $4.74K
3.65K $563K
SHOP
Shopify Inc.

Technology
-305
- 2.88%
$90.59 - $129.31 $27.6K - $39.4K
10.3K $993K
IWP
Ishares Russell Mid Cap Growth

ETFs
-126
- 1.4%
$114.9 - $139.6 $14.5K - $17.6K
8.9K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8
- 0.04%
$57.21 - $65.8 $458 - $526
21.3K $1.24M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-500
- 4.59%
$18.53 - $29.07 $9.27K - $14.5K
10.4K $197K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-593
- 1.92%
$126.11 - $135.06 $74.8K - $80.1K
30.3K $3.86M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.87K
- 9.72%
$34.5 - $43.01 $64.7K - $80.6K
17.4K $659K
C
Citigroup Inc

Financial Services
-983
- 22.0%
$67.23 - $84.63 $66.1K - $83.2K
3.49K $247K
ISRG
Intuitive Surgical Inc

Healthcare
-19
- 0.92%
$476.63 - $610.45 $9.06K - $11.6K
2.04K $1.01M
EEMA
Ishares Msci Emerging Markets

ETFs
-1.28K
- 8.58%
$69.51 - $77.24 $88.8K - $98.6K
13.6K $1.01M
ADBE
Adobe Inc.

Technology
-38
- 6.0%
$377.84 - $464.11 $14.4K - $17.6K
595 $228K
IWV
Ishares Russell 3000 ETF

ETFs
-9
- 0.34%
$313.1 - $349.83 $2.82K - $3.15K
2.66K $838K
JNJ
Johnson & Johnson

Healthcare
-712
- 20.19%
$142.06 - $167.7 $101K - $119K
2.82K $466K
VTI
Vanguard Total Stock Market Et

ETFs
-58
- 5.68%
$271.18 - $303.12 $15.7K - $17.6K
964 $263K
SYY
Sysco Corp

Consumer Defensive
-196
- 2.38%
$70.0 - $77.13 $13.7K - $15.1K
8.03K $602K
INTU
Intuit Inc

Technology
-23
- 4.07%
$555.63 - $630.23 $12.8K - $14.5K
542 $332K
F
Ford Motor CO

Consumer Cyclical
-2.2K
- 15.28%
$9.12 - $10.43 $20.1K - $22.9K
12.2K $122K
LLY
Eli Lilly & CO

Healthcare
-100
- 7.42%
$725.72 - $929.72 $72.6K - $93K
1.25K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 0.86%
N/A
1.85K $337K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.3K
- 4.2%
$87.68 - $94.52 $114K - $123K
29.6K $2.75M
VTV
Vanguard Value ETF

ETFs
-39
- 0.59%
$167.73 - $179.21 $6.54K - $6.99K
6.55K $1.12M
CSCO
Cisco Systems, Inc.

Technology
-67
- 1.2%
$58.74 - $64.87 $3.94K - $4.35K
5.5K $339K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.03%
$96.9 - $104.39 $1.74K - $1.88K
52.1K $5.13M
ITA
Ishares Tr

ETFs
-8
- 0.2%
$144.84 - $159.5 $1.16K - $1.28K
3.93K $602K
IEFA
Ishares Tr

ETFs
-180
- 1.81%
$69.57 - $78.65 $12.5K - $14.2K
9.76K $745K
RTX
Raytheon Technologies Corp

Industrials
-13
- 0.3%
$114.1 - $135.66 $1.48K - $1.76K
4.3K $568K
XOM
Exxon Mobil Corp

Energy
-2.13K
- 7.46%
$105.44 - $118.93 $225K - $253K
26.4K $3.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.73%
$442.66 - $534.52 $5.31K - $6.41K
1.64K $860K
ABBV
Abb Vie Inc.

Healthcare
-32
- 0.75%
$169.2 - $216.66 $5.41K - $6.93K
4.26K $891K
AVEM
American Centy ETF Tr Avantis

ETFs
-375
- 0.38%
$57.11 - $62.4 $21.4K - $23.4K
98.8K $5.96M
V
Visa Inc.

Financial Services
-11
- 0.26%
$306.92 - $362.71 $3.38K - $3.99K
4.26K $1.49M
PLTR
Palantir Technologies Inc.

Technology
-233
- 0.93%
$64.98 - $124.62 $15.1K - $29K
24.9K $2.1M
Activity Summary
Buys All Purchases 47 New Holdings 10 Increased Positions 37 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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