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CIK: 0001843294
Total reported value
$425.0M
$425.0M
113 檔
18.3%
During the Q4 2024 filing period, Wealth Management Partners, LLC (CIK: 0001843294) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $425.0M across 113 reported positions.
In Q4 2024, Wealth Management Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.62% | -0.67% | -1.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.97% | +0.17% | +1.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.87% | -0.26% | -0.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.79% | -0.19% | +0.55% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 4.32% | -1.45% | +0.86% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.29% | +1.50% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-Other | 3.50% | -0.17% | +0.32% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.10% | +0.01% | +9.38% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.90% | -0.07% | +14.60% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.52% | -0.02% | +0.10% | |
| 11 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.20% | -0.14% | -9.59% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.70% | -0.17% | -5.28% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.59% | — | +7.20% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.58% | -0.13% | -7.11% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.01% | +0.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | -0.01% | +2.74% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | -0.45% | -7.94% | |
| 18 | FAD | First Trust Multi Cap Growth | ETF-Other | 1.32% | +0.04% | +1.57% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.05% | +0.78% | |
| 20 | FNY | First Trust Mid Cap Growth | ETF-Other | 1.24% | +0.02% | +0.58% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.20% | +3.79% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.04% | +5.02% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.18% | -0.14% | -2.53% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.10% | — | -2.13% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.08% | +1.17% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | — | +2.57% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.30% | -2.45% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | -0.33% | +4.06% | |
| 29 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.75% | -0.04% | +10.18% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.80% | +3.69% | |
| 31 | ARKW | Ark Next Generation Internet | ETF-Other | 0.70% | -0.01% | +52.22% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.35% | +111.05% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.15% | — | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.65% | -0.04% | +1.08% | |
| 35 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.63% | -0.17% | +16.07% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.03% | -4.17% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.14% | +5.77% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.08% | +19.70% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.03% | +0.02% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.02% | +1.63% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.82% | +5.93% | |
| 42 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.54% | -0.01% | +12.53% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.52% | — | +0.01% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | -0.02% | -0.02% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.51% | -0.03% | +0.43% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.49% | -0.02% | -1.52% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | -0.09% | -0.66% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.04% | +5.12% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.11% | -11.27% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.46% | -0.09% | +4.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.1% | +14.60% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.5% | +9.38% | Add |
| 4 | RIO | Rio Tinto Plc-spon Adr | +0.4% | NEW | New buy |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +4.06% | Add |
| 6 | ASML | ASML Holding N.V. | +0.4% | NEW | New buy |
| 7 | ARKW | Ark Next Generation Internet | +0.3% | +52.22% | Add |
| 8 | FDN | First Trust Dj Internet Ind | +0.2% | +0.32% | Add |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.2% | +2.57% | Add |
| 11 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 12 | BBY | Best Buy Co Inc | +0.2% | NEW | New buy |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 14 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | +12.53% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +5.02% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | -2.13% | Trim |
| 17 | MSTR | Strategy Inc | +0.1% | -16.78% | Trim |
| 18 | NVDA | Nvidia CORP | +0.1% | -1.94% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +0.61% | Add |
| 20 | IONQ | Ionq Inc | +0.1% | NEW | New buy |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | -0.66% | Trim |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 23 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +19.70% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +24.72% | Add |
| 26 | IYF | Ishares US Financials ETF | +0.1% | +17.81% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +5.77% | Add |
| 28 | AAPL | Apple Inc | 0% | -0.24% | Trim |
| 29 | VTWO | Vanguard Russell 2000 ETF | 0% | +7.20% | Add |
| 30 | BDX | Becton Dickinson And Co | -0.1% | EXIT | Sold out |
| 31 | ALL | Allstate CORP | -0.1% | EXIT | Sold out |
| 32 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 33 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 34 | DVN | Devon Energy CORP | -0.1% | EXIT | Sold out |
| 35 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.26% | Add |
| 37 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 38 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 39 | CAT | Caterpillar Inc | -0.1% | -11.27% | Trim |
| 40 | SMMT | Summit Therapeutics Inc | -0.2% | +10.18% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -4.17% | Trim |
| 42 | AMD | Advanced Micro Devices | -0.2% | +5.93% | Add |
| 43 | AMAT | Applied Materials Inc | -0.2% | +3.69% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.55% | Add |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -5.28% | Trim |
| 46 | UPS | United Parcel Service-cl B | -0.3% | -36.51% | Trim |
| 47 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -7.11% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.4% | -7.94% | Trim |
| 49 | RWL | Invesco S&p 500 Revenue ETF | -0.4% | -9.59% | Trim |
| 50 | AVEM | Avantis Emerging Markets Eq | -0.5% | +0.10% | Add |
According to official SEC Form 13F filings, Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $425.0M across 113 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 NVDA, QQQ, AAPL) accounted for 18.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSM
市值: $1.5M
Top Position Liquidated / Trimmed
TGT
前期市值: $242.3K
During Q4 2024, Wealth Management Partners, LLC's top holdings by market value included NVDA (10.6%)、QQQ (8.0%)、AAPL (5.9%). The largest single position, NVDA, represented 10.6% of total portfolio value.
In Q4 2024, Wealth Management Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 8 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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