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CIK: 0002054714
Total reported value
$102.0M
$102.0M
112 檔
19.5%
As reported in its official Q4 2024 Form 13F filing, Partners Wealth Management, LLC's tracked investment portfolio stood at $102.0M with 112 total positions.
During Q4 2024, Partners Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.33% | +0.01% | — | |
| 2 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 5.56% | +1.70% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.38% | -0.07% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.10% | — | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.65% | -0.06% | — | |
| 6 | RHRX | Rh Tactical Rotation ETF | ETF-Other | 2.64% | +0.87% | — | |
| 7 | AMAX | Adaptive Hedged Multi-asset | ETF-Other | 2.56% | +0.13% | — | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.48% | +0.23% | — | |
| 9 | MSTR | Strategy Inc | Stock-Tech | 2.29% | -0.27% | — | |
| 10 | T | At&t Inc | Stock-Comm Services | 2.13% | -0.76% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.92% | — | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.12% | — | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.82% | +0.15% | — | |
| 14 | VDE | Vanguard Energy ETF | ETF-Other | 1.76% | -0.34% | — | |
| 15 | ✓ | Stock-Other | 1.69% | — | — | ||
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.68% | +0.41% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.12% | — | |
| 18 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 1.51% | -0.12% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -2.12% | EXIT | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.15% | — | |
| 21 | EMLP | First Trust North American E | ETF-Other | 1.35% | -0.08% | — | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.03% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.26% | — | |
| 25 | KORP | American Century Diversified | ETF-Other | 1.11% | -0.05% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.06% | — | |
| 27 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-Other | 1.09% | -0.01% | — | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.08% | +0.04% | — | |
| 29 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.07% | +0.03% | — | |
| 30 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.07% | — | — | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.99% | +0.07% | — | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.97% | -0.22% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | +0.09% | — | |
| 34 | CSX | Csx CORP | Stock-Industrials | 0.89% | +0.06% | — | |
| 35 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.89% | -0.04% | — | |
| 36 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.87% | — | — | |
| 37 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.86% | -0.01% | — | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.84% | +0.03% | — | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.84% | — | — | |
| 40 | BP | Bp Plc-spons Adr | Stock-Energy | 0.82% | -0.21% | — | |
| 41 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.81% | -0.06% | — | |
| 42 | IGHG | Proshares Ig Hedged | ETF-Other | 0.78% | -0.02% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | +0.01% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.09% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.04% | — | |
| 46 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.62% | — | — | |
| 47 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.62% | — | — | |
| 48 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.61% | — | — | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.60% | +0.04% | — | |
| 50 | IYK | Ishares US Consumer Staples | ETF-Other | 0.59% | +0.02% | — |
According to official SEC Form 13F filings, Partners Wealth Management, LLC reported a total U.S. public equity portfolio value of $102.0M across 112 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGOX, BRK-B) accounted for 19.5% of total reported equity market value during Q4 2024.
During Q4 2024, Partners Wealth Management, LLC's top holdings by market value included AAPL (7.3%)、AGOX (5.6%)、BRK-B (4.4%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q4 2024, Partners Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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