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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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