Wealth Management Partners, LLC Portfolio Holdings

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024

Wealth Management Partners, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.6M, Invesco Qqq Trust, Series 1 with a value of $18.5M, Apple Inc. with a value of $13.6M, Ishares Core S&P 500 ETF with a value of $11.1M, and Ishares Gold Trust with a value of $10M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $213M to 229M.

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

Portfolio value $229 Million
ETFs: $107 Million
Technology: $66.9 Million
Consumer Cyclical: $18.1 Million
Financial Services: $6.83 Million
Healthcare: $6.78 Million
Communication Services: $6.09 Million
Consumer Defensive: $5.3 Million
Energy: $5.01 Million
Other: $6.83 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.1B
$2.26 Million 0.99% of portfolio
9,747
Q4 2024 Added 2.57%
$155B
$1.9 Million 0.83% of portfolio
25,130
Q4 2024 Added 4.06%
$161B
$1.64 Million 0.72% of portfolio
10,086
Q4 2024 Added 3.69%
$56.2B
$1.59 Million 0.69% of portfolio
8,731
Q4 2024 Added 111.05%
$198B
$1.25 Million 0.55% of portfolio
10,342
Q4 2024 Added 5.93%
$128B
$1.13 Million 0.49% of portfolio
10,584
Q4 2024 Reduced 0.66%
$101B
$988,000 0.43% of portfolio
16,812
Q4 2024 New
$97B
$758,000 0.33% of portfolio
6,018
Q4 2024 Reduced 36.51%
$112B
$729,000 0.32% of portfolio
8,666
Q4 2024 Added 9.88%
$54B
$734,000 0.32% of portfolio
19,284
Q4 2024 Added 8.88%
$28.3B
$735,000 0.32% of portfolio
29,495
Q4 2024 Reduced 9.37%
$37.9B
$628,000 0.27% of portfolio
8,221
Q4 2024 Reduced 7.37%
$93.3B
$556,000 0.24% of portfolio
1,636
Q4 2024 Reduced 10.41%
$184B
$498,000 0.22% of portfolio
4,308
Q4 2024 New
$66.9B
$463,000 0.2% of portfolio
2,305
Q4 2023 Reduced 0.86%
$166B
$426,000 0.19% of portfolio
10,666
Q4 2024 Added 10.8%
$35.4B
$382,000 0.17% of portfolio
3,549
Q4 2024 Added 3.32%
$169B
$355,000 0.16% of portfolio
565
Q4 2024 Reduced 11.44%
$19.1B
$343,000 0.15% of portfolio
4,000
Q4 2024 New
$43.1B
$333,000 0.15% of portfolio
5,509
Q4 2024 Reduced 39.09%
$158B
$314,000 0.14% of portfolio
4,469
Q4 2024 Reduced 35.55%
$10.8B
$280,000 0.12% of portfolio
10,900
Q3 2024 New
$79.8B
$253,000 0.11% of portfolio
1,000
Q4 2022 New
$32.7B
$240,000 0.1% of portfolio
2,780
Q4 2024 New
$153B
$230,000 0.1% of portfolio
1,009
Q2 2023 Reduced 4.81%
$48.9B
$216,000 0.09% of portfolio
567
Q4 2024 New
$40B
$142,000 0.06% of portfolio
14,400
Q4 2024 Reduced 2.04%
$67.6B
$107,000 0.05% of portfolio
11,086
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $229 Million
  • Prior Value $213 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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