PARTNERS WEALTH MANAGEMENT, LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$87.9B

Holdings

112

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (112 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	25,734	$6.4B	7.33%
2	AGOXSTARBOARD INVT TR	179,888	$4.9B	5.56%
3	BRK/BBERKSHIRE HATHAWAY INC DEL	8,504	$3.9B	4.38%
4	MSFTMICROSOFT CORP	5,582	$2.4B	2.68%
5	LLYELI LILLY & CO	3,017	$2.3B	2.65%
6	RHRXSTARBOARD INVT TR	147,389	$2.3B	2.64%
7	AMAXSTARBOARD INVT TR	289,199	$2.2B	2.56%
8	IVEISHARES TR	11,440	$2.2B	2.48%
9	MIGAMICROSTRATEGY INC	6,940	$2.0B	2.29%
10	TAT&T INC	82,224	$1.9B	2.13%
11	SGOVISHARES TR	16,866	$1.7B	1.92%
12	AMZNAMAZON COM INC	7,341	$1.6B	1.83%
13	VNLAJANUS DETROIT STR TR	32,735	$1.6B	1.82%
14	VDEVANGUARD WORLD FD	12,717	$1.5B	1.76%
15	ACSVAMERICAN CENTY ETF TR	41,422	$1.5B	1.69%
16	IVWISHARES TR	14,586	$1.5B	1.68%
17	VOOVANGUARD INDEX FDS	2,538	$1.4B	1.56%
18	BYLDISHARES TR	59,844	$1.3B	1.51%
19	XOMEXXON MOBIL CORP	12,237	$1.3B	1.50%
20	NVDANVIDIA CORPORATION	9,567	$1.3B	1.46%
21	EMLPFIRST TR EXCHANGE-TRADED FD	33,169	$1.2B	1.35%
22	XLGINVESCO EXCHANGE TRADED FD T	21,783	$1.1B	1.24%
23	PGPROCTER AND GAMBLE CO	5,987	$1.0B	1.14%
24	NDQINVESCO QQQ TR	1,953	$998.5M	1.14%
25	KORPAMERICAN CENTY ETF TR	21,255	$976.5M	1.11%
26	JPMJPMORGAN CHASE & CO.	4,049	$970.7M	1.10%
27	XCCCBONDBLOXX ETF TRUST	24,389	$955.1M	1.09%
28	FHLCFIDELITY COVINGTON TRUST	14,507	$948.0M	1.08%
29	SDVYFIRST TR EXCHANGE-TRADED FD	26,174	$938.3M	1.07%
30	IXJISHARES TR	10,905	$937.5M	1.07%
31	SCHVSCHWAB STRATEGIC TR	33,415	$871.1M	0.99%
32	XLESELECT SECTOR SPDR TR	9,908	$848.7M	0.97%
33	XLFSELECT SECTOR SPDR TR	17,411	$841.5M	0.96%
34	CSXCSX CORP	24,304	$784.3M	0.89%
35	FSTAFIDELITY COVINGTON TRUST	15,835	$782.7M	0.89%
36	DWXSPDR INDEX SHS FDS	21,819	$762.8M	0.87%
37	POWAINVESCO EXCH TRD SLF IDX FD	9,330	$758.2M	0.86%
38	XLYSELECT SECTOR SPDR TR	3,306	$741.7M	0.84%
39	HELOJ P MORGAN EXCHANGE TRADED F	11,846	$734.9M	0.84%
40	BPBP PLC	24,274	$717.5M	0.82%
41	XTREBONDBLOXX ETF TRUST	14,595	$711.8M	0.81%
42	IGHGPROSHARES TR	8,787	$686.8M	0.78%
43	KOCOCA COLA CO	10,812	$673.2M	0.77%
44	WMTWALMART INC	7,292	$658.8M	0.75%
45	AVGOBROADCOM INC	2,709	$628.1M	0.71%
46	IBMPISHARES TR	21,558	$542.0M	0.62%
47	IBMQISHARES TR	21,509	$541.6M	0.62%
48	IBMRISHARES TR	21,536	$538.0M	0.61%
49	IJJISHARES TR	4,205	$525.5M	0.60%
50	IYKISHARES TR	7,932	$520.2M	0.59%
51	SOSOUTHERN CO	6,200	$510.4M	0.58%
52	DWASINVESCO EXCH TRADED FD TR II	5,538	$505.6M	0.58%
53	PEPPEPSICO INC	3,065	$466.1M	0.53%
54	MOALTRIA GROUP INC	8,761	$458.1M	0.52%
55	IYRISHARES TR	4,710	$438.3M	0.50%
56	IWBISHARES TR	1,352	$435.6M	0.50%
57	DDTOINNOVATOR ETFS TRUST	13,672	$429.6M	0.49%
58	BUFDFIRST TR EXCHNG TRADED FD VI	16,774	$428.1M	0.49%
59	VNQVANGUARD INDEX FDS	4,802	$427.8M	0.49%
60	IXCISHARES TR	11,172	$426.5M	0.49%
61	MRKMERCK & CO INC	4,205	$418.3M	0.48%
62	4I1PHILIP MORRIS INTL INC	3,229	$388.6M	0.44%
63	SPYSPDR S&P 500 ETF TR	654	$383.3M	0.44%
64	VFMOVANGUARD WELLINGTON FD	2,307	$379.1M	0.43%
65	DWDMORGAN STANLEY	3,009	$378.3M	0.43%
66	BUYWNORTHERN LTS FD TR IV	26,099	$363.8M	0.41%
67	WFCWELLS FARGO CO NEW	5,169	$363.1M	0.41%
68	ITA*ISHARES TR	2,482	$360.8M	0.41%
69	SCHDSCHWAB STRATEGIC TR	13,061	$356.8M	0.41%
70	ADPAUTOMATIC DATA PROCESSING IN	1,217	$356.3M	0.41%
71	CATCATERPILLAR INC	970	$351.9M	0.40%
72	DBEINVESCO DB MULTI-SECTOR COMM	18,693	$346.8M	0.39%
73	IBMINTERNATIONAL BUSINESS MACHS	1,556	$342.1M	0.39%
74	LOWLOWES COS INC	1,366	$337.2M	0.38%
75	HDHOME DEPOT INC	841	$327.1M	0.37%
76	JNJJOHNSON & JOHNSON	2,233	$322.9M	0.37%
77	CVXCHEVRON CORP NEW	2,180	$315.8M	0.36%
78	VBVANGUARD INDEX FDS	1,285	$308.8M	0.35%
79	DALDELTA AIR LINES INC DEL	4,925	$298.0M	0.34%
80	DISDISNEY WALT CO	2,646	$294.6M	0.34%
81	IBMOISHARES TR	11,489	$292.5M	0.33%
82	FYXFIRST TR SML CP CORE ALPHA F	2,874	$290.4M	0.33%
83	XHYEBONDBLOXX ETF TRUST	7,443	$287.1M	0.33%
84	MUBISHARES TR	2,682	$285.8M	0.33%
85	MCDMCDONALDS CORP	962	$278.9M	0.32%
86	TLTISHARES TR	3,161	$276.1M	0.31%
87	DUKDUKE ENERGY CORP NEW	2,546	$274.3M	0.31%
88	MAMASTERCARD INCORPORATED	510	$268.6M	0.31%
89	SPGIS&P GLOBAL INC	528	$263.0M	0.30%
90	IVVISHARES TR	439	$258.5M	0.29%
91	ARTYISHARES TR	6,560	$243.2M	0.28%
92	VVISA INC	756	$238.9M	0.27%
93	METAMETA PLATFORMS INC	407	$238.3M	0.27%
94	IXGISHARES TR	2,467	$237.0M	0.27%
95	IWRISHARES TR	2,666	$235.7M	0.27%
96	HCMTDIREXION SHS ETF TR	6,201	$223.8M	0.25%
97	GQ9SPDR GOLD TR	922	$223.2M	0.25%
98	GNKGENCO SHIPPING & TRADING LTD	15,858	$221.1M	0.25%
99	IJRISHARES TR	1,865	$214.9M	0.24%
100	SYYSYSCO CORP	2,808	$214.7M	0.24%

Page 1 of 2Next