Wealth Management Partners, LLC Sells in Q3 2025

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.7K
- 52.47%
$237.77 - $353.61 $404K - $601K
1.54K $532K
MSTR
Microstrategy Inc

Technology
-765
- 36.34%
$300.7 - $455.9 $230K - $349K
1.34K $431K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.71K
- 5.16%
$211.65 - $238.24 $362K - $407K
31.4K $6.9M
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 2.44%
$915.95 - $994.57 $69.6K - $75.6K
3.03K $2.81M
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 1.18%
$433.66 - $544.47 $10.8K - $13.6K
2.1K $937K
META
Meta Platforms, Inc.

Communication Services
-238
- 9.62%
$695.21 - $791.73 $165K - $188K
2.24K $1.64M
CCL
Carnival Corp

Consumer Cyclical
-5.7K
- 23.8%
$28.37 - $32.49 $162K - $185K
18.3K $527K
SYY
Sysco Corp

Consumer Defensive
-1.59K
- 21.49%
$76.33 - $82.51 $122K - $132K
5.82K $479K
S
Sentinel One, Inc.

Technology
-3.91K
- 25.87%
$15.81 - $19.78 $61.9K - $77.4K
11.2K $197K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-3.51K
- 10.34%
$22.68 - $23.2 $79.6K - $81.5K
30.4K $702K
INTU
Intuit Inc

Technology
-10
- 1.85%
$646.03 - $807.39 $6.46K - $8.07K
531 $362K
SMMT
Summit Therapeutics Inc.

Healthcare
-1.04K
- 1.38%
$17.61 - $30.02 $18.3K - $31.3K
74.6K $1.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.02K
- 3.5%
$92.18 - $95.14 $93.6K - $96.6K
28K $2.66M
CEG
Constellation Energy Corp

Utilities
-143
- 12.99%
$298.82 - $354.89 $42.7K - $50.7K
958 $315K
PG
Procter & Gamble CO

Consumer Defensive
-87
- 3.36%
$150.47 - $161.22 $13.1K - $14K
2.5K $384K
IBRX
Immunity Bio, Inc.

Healthcare
-5.5K
- 34.38%
$2.24 - $3.01 $12.3K - $16.6K
10.5K $25K
AXP
American Express CO

Financial Services
-77
- 6.31%
$294.27 - $342.31 $22.7K - $26.4K
1.14K $379K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.1K
- 5.23%
$62.09 - $66.51 $68.2K - $73K
19.9K $1.3M
Astera Labs Inc
-292
- 1.11%
N/A
26.1K $0
Virtus ETF Tr Ii
-1.18K
- 6.69%
N/A
16.5K $0
IYJ
Ishares Tr

ETFs
-5
- 0.15%
$142.42 - $148.18 $712 - $741
3.32K $483K
SYLD
Cambria Shareholder Yld ETF

ETFs
-227
- 2.84%
$63.93 - $70.45 $14.5K - $16K
7.75K $532K
IWP
Ishares Russell Mid Cap Growth

ETFs
-124
- 1.4%
$137.51 - $145.26 $17.1K - $18K
8.74K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.31%
$459.11 - $506.91 $2.3K - $2.53K
1.63K $820K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22
- 1.56%
$420.11 - $472.68 $9.24K - $10.4K
1.39K $652K
JNJ
Johnson & Johnson

Healthcare
-175
- 6.04%
$155.17 - $185.42 $27.2K - $32.4K
2.72K $504K
IWV
Ishares Russell 3000 ETF

ETFs
-7
- 0.26%
$351.04 - $379.81 $2.46K - $2.66K
2.64K $1M
XOM
Exxon Mobil Corp

Energy
-512
- 1.93%
$105.83 - $117.22 $54.2K - $60K
26K $2.93M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-105
- 1.11%
$98.99 - $112.2 $10.4K - $11.8K
9.34K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.85%
$696.56 - $806.32 $6.97K - $8.06K
1.17K $934K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2
- 0.02%
$115.96 - $125.95 $232 - $252
10.9K $1.37M
EEMA
Ishares Msci Emerging Markets

ETFs
-148
- 1.1%
$81.98 - $92.25 $12.1K - $13.7K
13.3K $1.22M
AVEM
American Centy ETF Tr Avantis

ETFs
-395
- 1.83%
$68.33 - $75.41 $27K - $29.8K
21.2K $1.59M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23
- 0.28%
$148.97 - $165.88 $3.43K - $3.82K
8.3K $1.37M
HD
Home Depot, Inc.

Consumer Cyclical
-278
- 4.19%
$357.4 - $423.42 $99.4K - $118K
6.35K $2.57M
CVX
Chevron Corp

Energy
-194
- 1.33%
$145.57 - $161.83 $28.2K - $31.4K
14.4K $2.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-456
- 1.5%
$132.9 - $142.03 $60.6K - $64.8K
30K $4.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-502
- 2.03%
$108.46 - $120.63 $54.4K - $60.6K
24.2K $2.87M
CAT
Caterpillar Inc

Industrials
-278
- 8.01%
$390.92 - $477.15 $109K - $133K
3.19K $1.52M
ABBV
Abb Vie Inc.

Healthcare
-29
- 0.69%
$184.85 - $231.54 $5.36K - $6.71K
4.18K $967K
GOOGL
Alphabet Inc.

Communication Services
-103
- 2.86%
$174.36 - $254.72 $18K - $26.2K
3.49K $849K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-735
- 1.41%
$102.17 - $110.66 $75.1K - $81.3K
51.3K $5.67M
JPM
Jpmorgan Chase & CO

Financial Services
-106
- 0.87%
$282.78 - $316.06 $30K - $33.5K
12.1K $3.8M
SHOP
Shopify Inc.

Technology
-182
- 1.77%
$112.11 - $157.12 $20.4K - $28.6K
10.1K $1.5M
AVGO
Broadcom Inc.

Technology
-92
- 0.83%
$264.74 - $369.57 $24.4K - $34K
10.9K $3.61M
AAPL
Apple Inc.

Technology
-1.26K
- 2.37%
$202.38 - $256.87 $254K - $323K
51.9K $13.2M
NVDA
Nvidia Corp

Technology
-6.48K
- 3.58%
$153.3 - $186.58 $993K - $1.21M
175K $32.6M
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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