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 | Value |
|---|---|
AAPLAPPLE INC | $5.7B |
AGOXSTARBOARD INVT TR | $4.5B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.5B |
LLYELI LILLY & CO | $2.4B |
TAT&T INC | $2.3B |
AMAXSTARBOARD INVT TR | $2.3B |
IVEISHARES TR | $2.2B |
RHRXSTARBOARD INVT TR | $2.2B |
MSFTMICROSOFT CORP | $2.1B |
MIGAMICROSTRATEGY INC | $2.1B |
VDEVANGUARD WORLD FD | $1.6B |
VNLAJANUS DETROIT STR TR | $1.6B |
XOMEXXON MOBIL CORP | $1.5B |
ACSVAMERICAN CENTY ETF TR | $1.4B |
AMZNAMAZON COM INC | $1.4B |
IVWISHARES TR | $1.4B |
VOOVANGUARD INDEX FDS | $1.3B |
BYLDISHARES TR | $1.3B |
SGOVISHARES TR | $1.3B |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.2B |
NVDANVIDIA CORPORATION | $1.1B |
FHLCFIDELITY COVINGTON TRUST | $1.0B |
PGPROCTER AND GAMBLE CO | $1.0B |
XLGINVESCO EXCHANGE TRADED FD T | $1.0B |
KORPAMERICAN CENTY ETF TR | $990.0M |
XCCCBONDBLOXX ETF TRUST | $969.5M |
XLESELECT SECTOR SPDR TR | $965.2M |
IXJISHARES TR | $961.9M |
JPMJPMORGAN CHASE & CO. | $959.9M |
NDQINVESCO QQQ TR | $937.8M |
HELOJ P MORGAN EXCHANGE TRADED F | $909.0M |
SCHVSCHWAB STRATEGIC TR | $888.2M |
XLFSELECT SECTOR SPDR TR | $883.9M |
SDVYFIRST TR EXCHANGE-TRADED FD | $876.8M |
BPBP PLC | $839.7M |
DWXSPDR INDEX SHS FDS | $828.6M |
FSTAFIDELITY COVINGTON TRUST | $817.8M |
POWAINVESCO EXCH TRD SLF IDX FD | $770.2M |
KOCOCA COLA CO | $765.3M |
XTREBONDBLOXX ETF TRUST | $760.6M |
CSXCSX CORP | $709.4M |
IGHGPROSHARES TR | $670.1M |
XLYSELECT SECTOR SPDR TR | $634.7M |
WMTWALMART INC | $625.4M |
IYKISHARES TR | $594.5M |
DDTOINNOVATOR ETFS TRUST | $581.2M |
SOSOUTHERN CO | $552.8M |
IBMRISHARES TR | $539.3M |
MOALTRIA GROUP INC | $513.8M |
IJJISHARES TR | $503.5M |
4I1PHILIP MORRIS INTL INC | $483.2M |
IXCISHARES TR | $472.3M |
BUFDFIRST TR EXCHNG TRADED FD VI | $456.5M |
VNQVANGUARD INDEX FDS | $454.4M |
IYRISHARES TR | $451.0M |
DWASINVESCO EXCH TRADED FD TR II | $444.4M |
PEPPEPSICO INC | $425.2M |
IWBISHARES TR | $414.7M |
BUYWNORTHERN LTS FD TR IV | $406.3M |
DBEINVESCO DB MULTI-SECTOR COMM | $393.7M |
IBMINTERNATIONAL BUSINESS MACHS | $386.9M |
AVGOBROADCOM INC | $381.1M |
WFCWELLS FARGO CO NEW | $379.1M |
ADPAUTOMATIC DATA PROCESSING IN | $371.8M |
SPYSPDR S&P 500 ETF TR | $367.5M |
ITA*ISHARES TR | $366.3M |
XHYEBONDBLOXX ETF TRUST | $366.1M |
SCHDSCHWAB STRATEGIC TR | $365.2M |
JNJJOHNSON & JOHNSON | $360.4M |
CVXCHEVRON CORP NEW | $354.9M |
DWDMORGAN STANLEY | $351.1M |
VFMOVANGUARD WELLINGTON FD | $349.9M |
CATCATERPILLAR INC | $319.9M |
LOWLOWES COS INC | $319.0M |
MRKMERCK & CO INC | $314.6M |
XHYFBONDBLOXX ETF TRUST | $314.2M |
HDHOME DEPOT INC | $308.2M |
MCDMCDONALDS CORP | $302.7M |
DUKDUKE ENERGY CORP NEW | $294.3M |
IBMOISHARES TR | $293.7M |
IBMPISHARES TR | $293.3M |
IBMQISHARES TR | $293.2M |
TLTISHARES TR | $287.7M |
VBVANGUARD INDEX FDS | $285.0M |
VVISA INC | $281.1M |
MAMASTERCARD INCORPORATED | $279.5M |
MUBISHARES TR | $272.7M |
UGLPROSHARES TR II | $270.3M |
SPGIS&P GLOBAL INC | $267.8M |
GQ9SPDR GOLD TR | $265.7M |
DALDELTA AIR LINES INC DEL | $265.0M |
DISDISNEY WALT CO | $261.2M |
FYXFIRST TR SML CP CORE ALPHA F | $258.9M |
IXGISHARES TR | $254.2M |
GEGE AEROSPACE | $251.6M |
ABTABBOTT LABS | $249.8M |
IVVISHARES TR | $246.7M |
ABBVABBVIE INC | $235.1M |
HCMTDIREXION SHS ETF TR | $234.8M |
GILDGILEAD SCIENCES INC | $234.1M |
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