PARTNERS WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$88.2B
Holdings
116
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 25,757 | $5.7B | 6.49% | |
| 2 | AGOXSTARBOARD INVT TR | 183,122 | $4.5B | 5.08% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,404 | $4.5B | 5.07% | |
| 4 | LLYELI LILLY & CO | 2,904 | $2.4B | 2.72% | |
| 5 | TAT&T INC | 81,488 | $2.3B | 2.61% | |
| 6 | AMAXSTARBOARD INVT TR | 306,801 | $2.3B | 2.58% | |
| 7 | IVEISHARES TR | 11,720 | $2.2B | 2.53% | |
| 8 | RHRXSTARBOARD INVT TR | 147,389 | $2.2B | 2.47% | |
| 9 | MSFTMICROSOFT CORP | 5,573 | $2.1B | 2.37% | |
| 10 | MIGAMICROSTRATEGY INC | 7,183 | $2.1B | 2.35% | |
| 11 | VDEVANGUARD WORLD FD | 12,567 | $1.6B | 1.85% | |
| 12 | VNLAJANUS DETROIT STR TR | 33,054 | $1.6B | 1.84% | |
| 13 | XOMEXXON MOBIL CORP | 12,278 | $1.5B | 1.66% | |
| 14 | ACSVAMERICAN CENTY ETF TR | 40,916 | $1.4B | 1.64% | |
| 15 | AMZNAMAZON COM INC | 7,551 | $1.4B | 1.63% | |
| 16 | IVWISHARES TR | 14,871 | $1.4B | 1.57% | |
| 17 | VOOVANGUARD INDEX FDS | 2,588 | $1.3B | 1.51% | |
| 18 | BYLDISHARES TR | 59,262 | $1.3B | 1.51% | |
| 19 | SGOVISHARES TR | 13,047 | $1.3B | 1.49% | |
| 20 | EMLPFIRST TR EXCHANGE-TRADED FD | 33,265 | $1.2B | 1.41% | |
| 21 | NVDANVIDIA CORPORATION | 9,814 | $1.1B | 1.21% | |
| 22 | FHLCFIDELITY COVINGTON TRUST | 14,869 | $1.0B | 1.15% | |
| 23 | PGPROCTER AND GAMBLE CO | 5,924 | $1.0B | 1.14% | |
| 24 | XLGINVESCO EXCHANGE TRADED FD T | 21,783 | $1.0B | 1.14% | |
| 25 | KORPAMERICAN CENTY ETF TR | 21,180 | $990.0M | 1.12% | |
| 26 | XCCCBONDBLOXX ETF TRUST | 25,621 | $969.5M | 1.10% | |
| 27 | XLESELECT SECTOR SPDR TR | 10,329 | $965.2M | 1.09% | |
| 28 | IXJISHARES TR | 10,547 | $961.9M | 1.09% | |
| 29 | JPMJPMORGAN CHASE & CO. | 3,913 | $959.9M | 1.09% | |
| 30 | NDQINVESCO QQQ TR | 2,000 | $937.8M | 1.06% | |
| 31 | HELOJ P MORGAN EXCHANGE TRADED F | 15,231 | $909.0M | 1.03% | |
| 32 | SCHVSCHWAB STRATEGIC TR | 33,415 | $888.2M | 1.01% | |
| 33 | XLFSELECT SECTOR SPDR TR | 17,745 | $883.9M | 1.00% | |
| 34 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,174 | $876.8M | 0.99% | |
| 35 | BPBP PLC | 24,852 | $839.7M | 0.95% | |
| 36 | DWXSPDR INDEX SHS FDS | 21,601 | $828.6M | 0.94% | |
| 37 | FSTAFIDELITY COVINGTON TRUST | 15,995 | $817.8M | 0.93% | |
| 38 | POWAINVESCO EXCH TRD SLF IDX FD | 9,376 | $770.2M | 0.87% | |
| 39 | KOCOCA COLA CO | 10,686 | $765.3M | 0.87% | |
| 40 | XTREBONDBLOXX ETF TRUST | 15,356 | $760.6M | 0.86% | |
| 41 | CSXCSX CORP | 24,105 | $709.4M | 0.80% | |
| 42 | IGHGPROSHARES TR | 8,716 | $670.1M | 0.76% | |
| 43 | XLYSELECT SECTOR SPDR TR | 3,214 | $634.7M | 0.72% | |
| 44 | WMTWALMART INC | 7,124 | $625.4M | 0.71% | |
| 45 | IYKISHARES TR | 8,307 | $594.5M | 0.67% | |
| 46 | DDTOINNOVATOR ETFS TRUST | 18,520 | $581.2M | 0.66% | |
| 47 | SOSOUTHERN CO | 6,012 | $552.8M | 0.63% | |
| 48 | IBMRISHARES TR | 21,536 | $539.3M | 0.61% | |
| 49 | MOALTRIA GROUP INC | 8,561 | $513.8M | 0.58% | |
| 50 | IJJISHARES TR | 4,205 | $503.5M | 0.57% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 3,044 | $483.2M | 0.55% | |
| 52 | IXCISHARES TR | 11,227 | $472.3M | 0.54% | |
| 53 | BUFDFIRST TR EXCHNG TRADED FD VI | 18,296 | $456.5M | 0.52% | |
| 54 | VNQVANGUARD INDEX FDS | 5,019 | $454.4M | 0.52% | |
| 55 | IYRISHARES TR | 4,710 | $451.0M | 0.51% | |
| 56 | DWASINVESCO EXCH TRADED FD TR II | 5,698 | $444.4M | 0.50% | |
| 57 | PEPPEPSICO INC | 2,836 | $425.2M | 0.48% | |
| 58 | IWBISHARES TR | 1,352 | $414.7M | 0.47% | |
| 59 | BUYWNORTHERN LTS FD TR IV | 29,592 | $406.3M | 0.46% | |
| 60 | DBEINVESCO DB MULTI-SECTOR COMM | 20,085 | $393.7M | 0.45% | |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 1,556 | $386.9M | 0.44% | |
| 62 | AVGOBROADCOM INC | 2,276 | $381.1M | 0.43% | |
| 63 | WFCWELLS FARGO CO NEW | 5,281 | $379.1M | 0.43% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 1,217 | $371.8M | 0.42% | |
| 65 | SPYSPDR S&P 500 ETF TR | 657 | $367.5M | 0.42% | |
| 66 | ITA*ISHARES TR | 2,392 | $366.3M | 0.42% | |
| 67 | XHYEBONDBLOXX ETF TRUST | 9,488 | $366.1M | 0.42% | |
| 68 | SCHDSCHWAB STRATEGIC TR | 13,061 | $365.2M | 0.41% | |
| 69 | JNJJOHNSON & JOHNSON | 2,173 | $360.4M | 0.41% | |
| 70 | CVXCHEVRON CORP NEW | 2,121 | $354.9M | 0.40% | |
| 71 | DWDMORGAN STANLEY | 3,009 | $351.1M | 0.40% | |
| 72 | VFMOVANGUARD WELLINGTON FD | 2,307 | $349.9M | 0.40% | |
| 73 | CATCATERPILLAR INC | 970 | $319.9M | 0.36% | |
| 74 | LOWLOWES COS INC | 1,368 | $319.0M | 0.36% | |
| 75 | MRKMERCK & CO INC | 3,505 | $314.6M | 0.36% | |
| 76 | XHYFBONDBLOXX ETF TRUST | 8,390 | $314.2M | 0.36% | |
| 77 | HDHOME DEPOT INC | 841 | $308.2M | 0.35% | |
| 78 | MCDMCDONALDS CORP | 969 | $302.7M | 0.34% | |
| 79 | DUKDUKE ENERGY CORP NEW | 2,413 | $294.3M | 0.33% | |
| 80 | IBMOISHARES TR | 11,489 | $293.7M | 0.33% | |
| 81 | IBMPISHARES TR | 11,604 | $293.3M | 0.33% | |
| 82 | IBMQISHARES TR | 11,593 | $293.2M | 0.33% | |
| 83 | TLTISHARES TR | 3,161 | $287.7M | 0.33% | |
| 84 | VBVANGUARD INDEX FDS | 1,285 | $285.0M | 0.32% | |
| 85 | VVISA INC | 802 | $281.1M | 0.32% | |
| 86 | MAMASTERCARD INCORPORATED | 510 | $279.5M | 0.32% | |
| 87 | MUBISHARES TR | 2,586 | $272.7M | 0.31% | |
| 88 | UGLPROSHARES TR II | 2,100 | $270.3M | 0.31% | |
| 89 | SPGIS&P GLOBAL INC | 527 | $267.8M | 0.30% | |
| 90 | GQ9SPDR GOLD TR | 922 | $265.7M | 0.30% | |
| 91 | DALDELTA AIR LINES INC DEL | 6,077 | $265.0M | 0.30% | |
| 92 | DISDISNEY WALT CO | 2,646 | $261.2M | 0.30% | |
| 93 | FYXFIRST TR SML CP CORE ALPHA F | 2,874 | $258.9M | 0.29% | |
| 94 | IXGISHARES TR | 2,467 | $254.2M | 0.29% | |
| 95 | GEGE AEROSPACE | 1,257 | $251.6M | 0.29% | |
| 96 | ABTABBOTT LABS | 1,883 | $249.8M | 0.28% | |
| 97 | IVVISHARES TR | 439 | $246.7M | 0.28% | |
| 98 | ABBVABBVIE INC | 1,122 | $235.1M | 0.27% | |
| 99 | HCMTDIREXION SHS ETF TR | 7,772 | $234.8M | 0.27% | |
| 100 | GILDGILEAD SCIENCES INC | 2,089 | $234.1M | 0.27% |
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