Partners Wealth Management

Latest statistics and disclosures from Partners Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Partners Wealth Management

Partners Wealth Management holds 479 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.4 $52M +2302% 228k 228.70
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Coinbase Global Com Cl A (COIN) 4.4 $43M NEW 228k 186.41
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Meta Platforms Cl A (META) 3.6 $35M NEW 48k 725.18
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Apple (AAPL) 3.5 $34M +316% 103k 333.02
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Amazon (AMZN) 3.4 $33M +1618% 131k 249.15
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Starboard Invt Tr Adaptive Alpha (AGOX) 3.3 $32M +332% 957k 33.36
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Starboard Invt Tr Adaptive Hdgd Mu (AMAX) 3.0 $29M +334% 3.9M 7.38
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Starboard Invt Tr Rh Tactical Rot (RHRX) 2.9 $28M +492% 1.3M 21.47
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Strategy Cl A New (MSTR) 1.9 $19M +1529% 122k 153.09
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $17M +5500% 50k 344.08
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $16M +1009% 21k 740.52
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Microsoft Corporation (MSFT) 1.5 $14M +449% 27k 512.90
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 1.3 $13M NEW 140k 90.11
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Crowdstrike Hldgs Cl A (CRWD) 1.3 $12M NEW 46k 264.75
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.2 $11M NEW 24k 456.98
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $11M +616% 16k 700.84
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Robinhood Mkts Com Cl A (HOOD) 1.0 $9.9M NEW 88k 112.50
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Advanced Micro Devices (AMD) 1.0 $9.6M +793% 16k 611.76
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Bondbloxx Etf Trust Bloomberg One Yr (XONE) 1.0 $9.3M NEW 189k 49.19
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Ishares Tr 0-3 Mth Treasury (SGOV) 1.0 $9.2M NEW 92k 100.68
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Trust For Professional Man Convergence Lng (CLSE) 0.9 $8.7M +4183% 255k 34.01
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Alphabet Cap Stk Cl C (GOOG) 0.8 $8.1M NEW 24k 340.73
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Palantir Technologies Cl A (PLTR) 0.8 $7.5M NEW 40k 187.05
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.8 $7.5M NEW 104k 71.55
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Capitol Ser Tr Hull Tactical (HTUS) 0.8 $7.2M NEW 159k 45.55
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First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.7 $6.8M NEW 182k 37.47
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Vanguard World Mrngstr Val Etf (MGV) 0.7 $6.7M NEW 42k 161.09
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $6.4M +1207% 8.4k 764.59
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Nebius Group Shs Class A (NBIS) 0.6 $6.2M NEW 26k 235.88
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $6.2M NEW 130k 47.34
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $5.8M +74% 12k 497.93
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $5.5M +17% 113k 48.75
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Tesla Motors (TSLA) 0.6 $5.5M NEW 15k 354.81
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Two Rds Shared Tr Simp Af Worl Etf (WLDR) 0.6 $5.3M NEW 114k 46.63
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $5.3M +408% 160k 33.31
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Pimco Etf Tr Active Bd Etf (BOND) 0.5 $5.3M NEW 60k 86.99
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Blackstone Strategic Cred 20 Com Shs Ben In (BGB) 0.5 $5.2M NEW 462k 11.24
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Eli Lilly & Co. (LLY) 0.5 $5.1M +107% 4.4k 1157.08
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $5.1M NEW 17k 294.91
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Exchange Listed Fds Tr Saba Opportunist (CEFS) 0.5 $4.9M NEW 201k 24.52
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Direxion Shares Etf Trust Direxion Hcm (HCMT) 0.5 $4.9M NEW 115k 42.65
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.5 $4.8M NEW 13k 374.23
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.5 $4.7M NEW 22k 216.08
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Tidal Trust Ii Hilt Smal Mi Etf (SMCO) 0.5 $4.6M NEW 167k 27.45
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.5 $4.6M NEW 91k 50.25
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Spdr Gold Tr Gold Shs (GLD) 0.5 $4.5M +1354% 12k 380.85
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Arista Networks Com Shs (ANET) 0.5 $4.5M NEW 22k 203.59
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $4.4M NEW 122k 35.93
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Advisors Inner Circle Fd Ii Cullen Enhanced (DIVP) 0.4 $4.2M NEW 163k 26.03
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $4.2M +1694% 5.5k 765.82
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $4.0M NEW 52k 77.25
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Netflix (NFLX) 0.4 $4.0M NEW 57k 69.58
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Thor Finl Technologies Tr Index Rotation (THIR) 0.4 $4.0M +1886% 118k 33.54
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $3.9M NEW 50k 78.31
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.4 $3.8M NEW 77k 49.71
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Fidelity Covington Trust Enhanced Large (FELG) 0.4 $3.7M NEW 82k 45.09
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Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) 0.4 $3.6M NEW 75k 48.34
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $3.6M NEW 35k 100.55
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.4 $3.5M NEW 128k 27.69
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Broadcom (AVGO) 0.4 $3.5M +758% 10k 351.19
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.4 $3.5M NEW 27k 128.68
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UnitedHealth (UNH) 0.4 $3.5M NEW 9.4k 367.07
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Exxonmobil Holdings Corp Com Shs (XOM) 0.3 $3.3M NEW 20k 162.75
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $3.3M NEW 54k 61.26
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Ishares Tr TRS FLT RT BD (TFLO) 0.3 $3.3M NEW 65k 50.67
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $3.3M +13% 14k 228.28
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $3.0M +22% 21k 142.26
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Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $3.0M NEW 25k 121.24
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $3.0M NEW 59k 50.67
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Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $2.8M NEW 1.6k 1811.67
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Intel Corporation (INTC) 0.3 $2.7M NEW 22k 120.23
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Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.3 $2.6M +67% 54k 47.90
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Ea Series Trust Freedom 100 Em (FRDM) 0.3 $2.6M NEW 37k 69.96
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JPMorgan Chase & Co. (JPM) 0.3 $2.5M +136% 7.7k 330.83
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Tidal Trust I Dana Unco Eq Etf (DUNK) 0.3 $2.5M NEW 88k 28.23
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Visa Com Cl A (V) 0.3 $2.5M +823% 6.8k 359.31
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Micron Technology (MU) 0.3 $2.4M +778% 2.3k 1065.26
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Spdr Series Trust ST STR SP1500VT (VLU) 0.3 $2.4M NEW 10k 238.98
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Spdr Series Trust St Str Sp Div (SDY) 0.2 $2.4M NEW 16k 146.48
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $2.4M NEW 93k 25.39
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.3M NEW 25k 94.54
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At&t (T) 0.2 $2.3M +25% 95k 24.40
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Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI) 0.2 $2.2M NEW 43k 51.69
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $2.2M NEW 7.0k 317.33
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Ea Series Trust Suncoast Select (SEMG) 0.2 $2.2M NEW 79k 27.66
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.2M NEW 31k 70.15
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First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.2 $2.2M NEW 71k 30.37
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $2.2M NEW 39k 56.22
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Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.2 $2.2M NEW 43k 49.86
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Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $2.1M NEW 14k 148.30
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Bloom Energy Corp Com Cl A (BE) 0.2 $2.1M NEW 7.4k 276.98
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $2.0M NEW 18k 109.61
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Goldman Sachs (GS) 0.2 $1.9M +597% 2.1k 900.48
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $1.9M NEW 18k 103.09
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Vanguard World Energy Etf (VDE) 0.2 $1.9M 11k 172.16
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.7M NEW 29k 57.56
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Coca-Cola Company (KO) 0.2 $1.6M +91% 19k 86.62
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $1.6M NEW 32k 50.39
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Procter & Gamble Company (PG) 0.2 $1.6M +93% 11k 145.28
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Super Micro Computer Com New (SMCI) 0.2 $1.6M NEW 40k 41.07
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Ea Series Trust Gadsdn Dyn Mlt (GDMA) 0.2 $1.6M NEW 40k 40.68
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Proshares Tr Ii Ultra Gold (UGL) 0.2 $1.6M NEW 35k 45.73
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Johnson & Johnson (JNJ) 0.2 $1.6M +262% 6.0k 264.76
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Snowflake Com Shs (SNOW) 0.2 $1.6M NEW 4.7k 339.56
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Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.2 $1.6M NEW 108k 14.47
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Ishares Tr Select Divid Etf (DVY) 0.2 $1.6M +639% 10k 152.06
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $1.5M +18% 38k 40.99
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.2 $1.5M NEW 20k 76.30
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $1.5M NEW 10k 150.86
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Philip Morris International (PM) 0.2 $1.5M +161% 7.8k 190.82
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Cisco Systems (CSCO) 0.2 $1.5M NEW 14k 107.63
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M NEW 12k 125.26
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.5M +36% 36k 40.58
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J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.1 $1.4M NEW 21k 69.17
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.4M +24% 23k 61.50
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Ishares Tr China Lg-cap Etf (FXI) 0.1 $1.4M NEW 42k 34.02
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Prudential Financial (PRU) 0.1 $1.4M NEW 12k 113.58
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Caterpillar (CAT) 0.1 $1.4M +159% 1.7k 810.97
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Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.1 $1.4M NEW 35k 40.39
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Palo Alto Networks (PANW) 0.1 $1.4M NEW 3.5k 397.31
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Spdr Series Trust St Str Rate Etf (FLRN) 0.1 $1.4M NEW 45k 30.84
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.4M NEW 6.1k 222.25
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Ultimus Managers Tr Q3 All Season (QTAC) 0.1 $1.3M NEW 53k 25.48
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M +241% 41k 32.53
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Ishares Tr Msci China Etf (MCHI) 0.1 $1.3M NEW 25k 52.19
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Quanta Services (PWR) 0.1 $1.3M NEW 2.0k 642.47
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Chevron Corporation (CVX) 0.1 $1.3M +136% 6.2k 204.22
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $1.3M +25% 24k 53.40
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $1.2M NEW 28k 44.89
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Merck & Co (MRK) 0.1 $1.2M +176% 8.5k 146.15
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $1.2M NEW 27k 46.40
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Uber Technologies (UBER) 0.1 $1.2M NEW 18k 68.51
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.2M NEW 65k 18.55
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Corning Incorporated (GLW) 0.1 $1.2M +92% 7.8k 153.77
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Boeing Company (BA) 0.1 $1.2M NEW 6.4k 186.06
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Mastercard Incorporated Cl A (MA) 0.1 $1.2M +357% 2.1k 551.55
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Pimco Etf Tr Enhancd Short (EMNT) 0.1 $1.2M NEW 12k 98.60
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.2M NEW 9.9k 117.77
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Ishares Tr Yld Optim Bd (BYLD) 0.1 $1.2M +7% 54k 21.54
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $1.1M NEW 23k 50.21
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Morgan Stanley Com New (MS) 0.1 $1.1M +115% 6.1k 188.07
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.1M 14k 81.70
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Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) 0.1 $1.1M +19% 33k 34.04
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Ishares Tr Msci Usa Min Etf (USMV) 0.1 $1.1M NEW 12k 97.44
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M +355% 8.2k 136.04
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Two Rds Shared Tr Libe On Divi Etf (EASY) 0.1 $1.1M NEW 43k 25.68
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.1M NEW 12k 93.85
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Spdr Index Shs Fds St S&p Intl Etf (DWX) 0.1 $1.1M 23k 45.75
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Rocket Lab Corp (RKLB) 0.1 $1.1M NEW 15k 69.68
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.1M NEW 19k 56.66
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M NEW 8.3k 125.67
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Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $1.0M NEW 42k 24.51
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Ishares Tr Tips Bd Etf (TIP) 0.1 $1.0M NEW 9.9k 104.04
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salesforce (CRM) 0.1 $1.0M NEW 4.5k 230.00
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.0M +69% 7.4k 137.71
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $1.0M 9.9k 102.12
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $1.0M NEW 26k 39.44
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Truist Financial Corp equities (TFC) 0.1 $1.0M NEW 22k 46.30
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Servicenow (NOW) 0.1 $977k NEW 7.3k 134.01
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $975k NEW 5.8k 166.99
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $970k NEW 3.9k 247.92
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Southstate Bk Corp (SSB) 0.1 $969k NEW 9.7k 99.56
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $967k +143% 4.7k 207.16
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Qualcomm (QCOM) 0.1 $966k NEW 5.3k 184.06
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Affirm Hldgs Com Cl A (AFRM) 0.1 $966k NEW 14k 69.23
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Altria (MO) 0.1 $965k +62% 14k 68.44
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $952k NEW 12k 77.21
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CSX Corporation (CSX) 0.1 $951k 20k 46.51
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $946k NEW 19k 50.35
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $940k NEW 6.1k 155.20
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Costco Wholesale Corporation (COST) 0.1 $935k NEW 1.0k 910.71
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $932k NEW 21k 43.47
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BP Sponsored Adr (BP) 0.1 $930k +25% 21k 43.99
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $927k NEW 16k 58.37
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Wal-Mart Stores (WMT) 0.1 $924k +60% 8.9k 103.92
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $921k NEW 13k 69.33
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Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $921k NEW 22k 42.40
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Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $913k NEW 25k 35.90
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $906k +30% 8.3k 108.84
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Bondbloxx Etf Trust High Yield Inc (HYSA) 0.1 $904k NEW 63k 14.37
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $879k NEW 9.1k 96.88
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $877k NEW 4.5k 195.74
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Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) 0.1 $876k NEW 18k 50.03
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McDonald's Corporation (MCD) 0.1 $872k NEW 3.8k 230.92
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Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $867k NEW 21k 41.38
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Proshares Tr Large Cap Cre (CSM) 0.1 $863k NEW 9.9k 86.78
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Oracle Corporation (ORCL) 0.1 $854k NEW 6.2k 137.29
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Home Depot (HD) 0.1 $848k +266% 3.0k 284.45
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Wisdomtree Tr Us Value Fd (WTV) 0.1 $843k NEW 8.2k 102.44
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $833k NEW 8.0k 103.89
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Uscf Etf Tr Summerhaven K1 (SDCI) 0.1 $833k NEW 27k 31.20
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $830k NEW 16k 51.05
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.1 $824k +3% 7.6k 108.42
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Freeport Mcmoran CL B (FCX) 0.1 $824k NEW 12k 70.00
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $820k NEW 9.6k 85.48
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American Centy Etf Tr Diversifid Crp (KORP) 0.1 $811k -2% 18k 44.36
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Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $802k NEW 14k 55.83
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Phillips 66 (PSX) 0.1 $795k +117% 3.1k 255.29
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $787k NEW 1.5k 509.67
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Allstate Corporation (ALL) 0.1 $786k +6% 3.5k 223.04
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $785k NEW 10k 76.69
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Moderna (MRNA) 0.1 $773k NEW 4.0k 192.57
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Vertiv Holdings Com Cl A (VRT) 0.1 $773k NEW 3.2k 241.31
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Lam Research Corp Com New (LRCX) 0.1 $771k NEW 2.3k 328.77
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $768k NEW 9.4k 81.58
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Invesco Exch Trd Slf Idx Bloo Pri Pwr Etf (POWA) 0.1 $767k 8.9k 86.22
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Fortinet (FTNT) 0.1 $765k NEW 4.3k 178.76
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Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR) 0.1 $755k NEW 36k 20.77
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $753k NEW 7.4k 101.14
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Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $747k 15k 50.84
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $742k NEW 9.2k 80.76
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Ea Series Trust Alpha Architect (CAOS) 0.1 $737k NEW 8.1k 90.55
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Bondbloxx Etf Trust Bb Rt Usd Hi Yld (XBB) 0.1 $737k NEW 19k 39.51
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Kinder Morgan (KMI) 0.1 $730k NEW 24k 30.15
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Ishares Tr Us Consm Staples (IYK) 0.1 $729k +15% 10k 70.73
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Bank of America Corporation (BAC) 0.1 $709k NEW 13k 54.43
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American Express Company (AXP) 0.1 $704k +287% 2.3k 304.11
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $702k NEW 14k 49.69
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MercadoLibre (MELI) 0.1 $702k NEW 406.00 1728.53
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $698k +3% 11k 63.61
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Analog Devices (ADI) 0.1 $696k +222% 1.8k 396.81
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Advisorshares Tr Pure Us Cann Etf (MSOS) 0.1 $691k NEW 153k 4.52
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Abbvie (ABBV) 0.1 $688k NEW 2.6k 261.63
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $685k +27% 13k 53.75
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Wells Fargo & Company (WFC) 0.1 $684k +93% 8.5k 80.05
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TJX Companies (TJX) 0.1 $666k NEW 5.0k 132.32
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $664k NEW 36k 18.44
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Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.1 $663k NEW 14k 46.92
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Ishares Tr Global Energ Etf (IXC) 0.1 $663k +4% 12k 56.97
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Southern Company (SO) 0.1 $663k +75% 8.0k 82.89
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Mission Produce (AVO) 0.1 $655k NEW 50k 13.11
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Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $647k NEW 15k 42.06
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Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA) 0.1 $645k NEW 13k 51.55
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First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $633k NEW 31k 20.32
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Ishares Tr Futu Ai Tech Etf (ARTY) 0.1 $632k +15% 8.1k 78.32
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Ge Vernova (GEV) 0.1 $626k NEW 658.00 950.64
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Invesco Db Multi-sector Comm Energy Fd (DBE) 0.1 $626k 17k 36.71
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Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.1 $625k NEW 13k 46.66
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Walt Disney Company (DIS) 0.1 $622k +171% 5.9k 104.91
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Verizon Communications (VZ) 0.1 $619k +159% 14k 45.87
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $615k NEW 5.5k 110.97
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Rubrik Cl A (RBRK) 0.1 $608k NEW 5.3k 114.47
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Jd.com Spon Ads Cl A (JD) 0.1 $599k NEW 23k 26.60
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Jackson Financial Com Cl A (JXN) 0.1 $596k NEW 4.6k 129.31
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Palmer Square Funds Tr Clo Sr Debt Etf (PSQA) 0.1 $580k NEW 28k 20.57
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $580k NEW 8.7k 66.76
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $577k NEW 20k 28.84
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Etf Ser Solutions Defia Quant Etf (QTUM) 0.1 $574k NEW 3.8k 151.63
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $567k NEW 5.3k 107.54
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Vanguard World Utilities Etf (VPU) 0.1 $564k NEW 3.3k 170.98
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Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.1 $561k NEW 16k 34.32
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Simplify Exchange Traded Fun High Yield Etf (CDX) 0.1 $560k NEW 28k 20.17
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Two Rds Shared Tr Libe On Inco Etf (LOTI) 0.1 $559k NEW 22k 25.20
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Dell Technologies CL C (DELL) 0.1 $558k NEW 1.0k 537.91
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $553k NEW 11k 51.87
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Nasdaq Omx (NDAQ) 0.1 $552k NEW 6.0k 92.01
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Ge Aerospace Com New (GE) 0.1 $549k +176% 1.8k 312.30
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Vanguard Wellington Us Momentum (VFMO) 0.1 $549k 2.4k 227.10
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Proshares Tr Invt Int Rt Hg (IGHG) 0.1 $547k 7.0k 77.74
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J P Morgan Exchange Traded F Mortgage Backed (JMTG) 0.1 $546k NEW 11k 48.34
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $545k NEW 1.8k 304.67
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Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.1 $543k NEW 7.6k 71.69
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $539k NEW 1.9k 277.88
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Automatic Data Processing (ADP) 0.1 $537k +94% 2.1k 259.71
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Block Cl A (XYZ) 0.1 $536k NEW 7.3k 73.53
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Quest Diagnostics Incorporated (DGX) 0.1 $534k NEW 2.3k 233.07
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Simplify Exchange Traded Fun Gold Strategy Et (YGLD) 0.1 $533k NEW 17k 30.59
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $527k NEW 4.6k 113.44
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Vanguard Index Fds Mrngstr Sml Cap (VB) 0.1 $526k +57% 1.8k 284.43
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Sea Sponsord Ads (SE) 0.1 $526k NEW 5.4k 97.36
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Saba Capital Income & Opport Com New (SABA) 0.1 $522k NEW 66k 7.97
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Republic Services (RSG) 0.1 $521k NEW 2.5k 209.87
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $519k NEW 4.4k 118.39
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Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.1 $517k NEW 10k 50.96
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Ishares Core Msci Emkt (IEMG) 0.1 $510k NEW 6.3k 81.16
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $508k NEW 2.4k 208.01
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $508k NEW 10k 50.79
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Ishares Tr Eafe Value Etf (EFV) 0.1 $507k NEW 6.4k 79.14
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $506k NEW 3.7k 137.68
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $505k +60% 5.6k 89.63
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Trulieve Cannabis Corp Sub Vtg Shs (TRLV) 0.1 $504k NEW 46k 10.90
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $497k NEW 6.9k 71.95
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Duke Energy Corp Com New (DUK) 0.1 $493k +116% 4.3k 114.01
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Gilead Sciences (GILD) 0.1 $491k +53% 3.3k 149.03
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $491k NEW 2.9k 168.39
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $484k NEW 7.5k 64.59
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Douglas Elliman (DOUG) 0.0 $479k NEW 315k 1.52
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Airbnb Com Cl A (ABNB) 0.0 $477k NEW 3.0k 160.65
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Blackrock (BLK) 0.0 $477k NEW 450.00 1059.21
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Us Bancorp Com New (USB) 0.0 $475k NEW 8.1k 58.30
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Cintas Corporation (CTAS) 0.0 $475k NEW 2.4k 195.05
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T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.0 $474k NEW 11k 42.27
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First Tr High Yield Opprt 20 (FTHY) 0.0 $470k NEW 37k 12.85
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International Business Machines (IBM) 0.0 $469k +55% 2.1k 219.95
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Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.0 $466k NEW 6.6k 70.18
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Ishares Tr Ishares Biotech (IBB) 0.0 $466k NEW 2.2k 210.58
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Pepsi (PEP) 0.0 $464k +83% 3.7k 126.73
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Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.0 $463k NEW 11k 42.82
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Spdr Series Trust St Port High Etf (SPHY) 0.0 $458k NEW 20k 22.59
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $455k NEW 8.2k 55.46
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $450k 4.7k 95.05
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Invesco Actively Managed Exc Total Return (GTO) 0.0 $446k NEW 10k 44.59
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $445k NEW 5.7k 77.78
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Vaneck Etf Trust Real Assets Etf (RAAX) 0.0 $444k NEW 11k 39.83
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Vanguard World Mrngstr Mega Cap (MGK) 0.0 $443k NEW 4.8k 92.64
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Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $438k NEW 35k 12.51
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $436k NEW 15k 29.31
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $434k NEW 1.6k 264.90
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $434k 1.0k 416.13
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Pacer Fds Tr Us Sm Cap Ca Etf (CALF) 0.0 $430k NEW 8.1k 53.28
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Cadence Design Systems (CDNS) 0.0 $428k NEW 1.3k 330.19
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Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.0 $427k NEW 11k 39.51
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Delta Air Lines Com New (DAL) 0.0 $426k +16% 5.1k 83.46
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Lockheed Martin Corporation (LMT) 0.0 $425k NEW 834.00 509.27
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First Tr Exchange-traded A Com Shs (FYX) 0.0 $425k +7% 3.2k 134.59
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Chubb (CB) 0.0 $424k NEW 1.3k 326.32
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Boot Barn Hldgs (BOOT) 0.0 $422k NEW 3.5k 120.47
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Amphenol Corp Cl A (APH) 0.0 $420k NEW 5.0k 84.42
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Colgate-Palmolive Company (CL) 0.0 $419k NEW 4.9k 85.32
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Waste Management (WM) 0.0 $417k NEW 2.0k 203.96
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Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.0 $416k NEW 1.8k 231.04
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $412k NEW 9.2k 44.57
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $411k NEW 7.9k 51.87
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Etf Opportunities Trust Idx Alternative (GLDB) 0.0 $410k NEW 18k 22.32
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Pacer Fds Tr Data & Digi Revo (TRFK) 0.0 $406k NEW 4.0k 100.84
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General Dynamics Corporation (GD) 0.0 $404k NEW 1.2k 331.83
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $402k +28% 4.1k 99.31
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Pfizer (PFE) 0.0 $396k NEW 14k 28.52
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Celestica (CLS) 0.0 $393k NEW 1.1k 361.43
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Etf Ser Solutions Distillate Us (DSTL) 0.0 $391k NEW 6.1k 63.98
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Ishares Tr Core Msci Euro (IEUR) 0.0 $391k NEW 5.3k 73.70
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $390k NEW 5.8k 66.79
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Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $389k NEW 4.2k 91.64
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Raytheon Technologies Corp (RTX) 0.0 $387k +80% 2.1k 185.62
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.0 $387k NEW 9.8k 39.44
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Applied Materials (AMAT) 0.0 $382k NEW 746.00 511.40
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W.W. Grainger (GWW) 0.0 $380k NEW 305.00 1245.76
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $376k NEW 2.5k 151.59
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Kla Corp Com New (KLAC) 0.0 $375k NEW 1.9k 194.93
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Mongodb Cl A (MDB) 0.0 $373k NEW 1.1k 348.61
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Tidal Trust Ii Yieldmax Target (SOXY) 0.0 $365k NEW 3.8k 96.77
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Emerson Electric (EMR) 0.0 $361k NEW 2.3k 155.13
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $358k NEW 3.4k 106.72
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $358k NEW 7.4k 48.14
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Constellation Energy (CEG) 0.0 $356k NEW 1.4k 253.97
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S&p Global (SPGI) 0.0 $356k +65% 902.00 394.47
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First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.0 $355k NEW 15k 23.75
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $353k NEW 10k 34.95
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Motorola Solutions Com New (MSI) 0.0 $352k NEW 787.00 447.01
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Sap Se Spon Adr (SAP) 0.0 $350k NEW 1.7k 208.48
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Emcor (EME) 0.0 $349k NEW 462.00 754.51
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McKesson Corporation (MCK) 0.0 $346k NEW 405.00 854.80
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Texas Instruments Incorporated (TXN) 0.0 $344k +47% 1.2k 280.14
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Ishares Tr Core Univrsl Usd (IUSB) 0.0 $343k NEW 7.8k 44.09
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Marvell Technology (MRVL) 0.0 $340k NEW 1.3k 264.21
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Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.0 $339k NEW 5.6k 60.86
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Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $336k NEW 14k 23.62
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Illinois Tool Works (ITW) 0.0 $335k NEW 1.3k 259.00
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Cleveland-cliffs (CLF) 0.0 $332k NEW 30k 11.01
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Monolithic Power Systems (MPWR) 0.0 $332k NEW 246.00 1349.37
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Williams Companies (WMB) 0.0 $329k NEW 4.8k 67.97
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Amgen (AMGN) 0.0 $328k NEW 778.00 421.76
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $328k NEW 6.2k 53.17
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NetApp (NTAP) 0.0 $323k NEW 1.5k 210.08
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Astrazeneca Ord (AZN) 0.0 $323k NEW 2.0k 161.47
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Tractor Supply Company (TSCO) 0.0 $321k NEW 10k 31.29
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $321k NEW 1.9k 166.31
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Ishares Tr Global Finls Etf (IXG) 0.0 $320k 2.5k 127.00
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Wynn Resorts (WYNN) 0.0 $318k NEW 4.0k 79.43
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Core Scientific (CORZ) 0.0 $318k NEW 20k 15.98
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Paypal Holdings (PYPL) 0.0 $312k NEW 5.9k 52.53
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Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 0.0 $311k NEW 6.2k 49.86
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $310k NEW 2.4k 127.92
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $310k NEW 4.0k 78.29
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Ishares Tr 20+ Year Tr Bd (TLTW) 0.0 $309k NEW 15k 20.27
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $308k +42% 5.4k 57.31
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Ssga Active Etf Tr St Str Total Etf (TOTL) 0.0 $308k NEW 8.2k 37.42
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $305k NEW 6.1k 50.37
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Bluerock Pvt Real Estate (BPRE) 0.0 $305k NEW 24k 12.54
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Ishares Tr Core Div Grwth (DGRO) 0.0 $304k NEW 4.0k 75.39
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Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $304k NEW 2.8k 110.31
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $303k NEW 2.0k 154.62
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Ishares Msci Emrg Chn (EMXC) 0.0 $302k NEW 3.0k 99.08
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Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.0 $301k NEW 10k 29.81
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Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $299k NEW 2.4k 123.32
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Cardinal Health (CAH) 0.0 $298k NEW 1.3k 222.43
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Rivian Automotive Com Cl A (RIVN) 0.0 $297k NEW 20k 14.94
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Direxion Shares Etf Trust Auspce Cmd Stg (COM) 0.0 $294k NEW 8.4k 34.83
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Main Street Capital Corporation (MAIN) 0.0 $292k NEW 5.3k 55.05
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.0 $291k NEW 6.8k 43.16
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Unilever Spon Adr New (UL) 0.0 $289k NEW 4.8k 60.74
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Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $289k NEW 2.3k 123.08
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $288k NEW 4.1k 70.51
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Sofi Technologies (SOFI) 0.0 $287k NEW 18k 15.72
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Northrop Grumman Corporation (NOC) 0.0 $287k NEW 593.00 483.47
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Bristol Myers Squibb (BMY) 0.0 $287k NEW 4.6k 62.40
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $281k NEW 2.8k 102.20
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Steel Dynamics (STLD) 0.0 $277k NEW 1.2k 222.17
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $276k NEW 2.7k 103.25
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $276k NEW 3.1k 89.09
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $275k NEW 5.3k 51.90
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $274k NEW 6.9k 39.56
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Shell Spon Ads (SHEL) 0.0 $273k NEW 2.9k 95.05
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Vanguard Wellington Us Minimum (VFMV) 0.0 $270k NEW 1.9k 141.55
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Vale S A Sponsored Ads (VALE) 0.0 $268k NEW 20k 13.41
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Abbott Laboratories (ABT) 0.0 $267k NEW 2.7k 98.85
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Managed Portfolio Ser Kens He Prem Etf (KHPI) 0.0 $266k NEW 10k 26.01
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $264k NEW 13k 20.43
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Zscaler Incorporated (ZS) 0.0 $263k NEW 1.3k 199.42
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AmerisourceBergen (COR) 0.0 $258k NEW 860.00 300.25
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PNC Financial Services (PNC) 0.0 $257k NEW 1.2k 222.26
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Capital Group Dividend Value Shs Creat Unit (CGDV) 0.0 $254k NEW 5.2k 49.00
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M&T Bank Corporation (MTB) 0.0 $253k NEW 1.2k 217.60
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Ishares Tr Glb Infrastr Etf (IGF) 0.0 $253k NEW 4.1k 61.56
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Ishares Tr New York Mun Etf (NYF) 0.0 $252k NEW 5.0k 50.52
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Harbor Etf Trust Comm All Wea Etf (HGER) 0.0 $251k NEW 7.1k 35.26
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.0 $249k NEW 3.2k 78.42
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Spdr Series Trust ST STR SP400GRW (MDYG) 0.0 $248k NEW 2.4k 104.53
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Paychex (PAYX) 0.0 $247k NEW 2.5k 98.48
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Lowe's Companies (LOW) 0.0 $244k -5% 1.3k 184.29
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $242k NEW 11k 22.10
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Tempus Ai Cl A (TEM) 0.0 $241k NEW 2.9k 81.89
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Ea Series Trust Bridgeway Blue (BBLU) 0.0 $241k NEW 14k 17.11
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $240k NEW 1.5k 160.79
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Draftkings Com Cl A (DKNG) 0.0 $239k NEW 13k 19.00
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L3harris Technologies (LHX) 0.0 $239k NEW 1.0k 236.87
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Best Buy (BBY) 0.0 $239k NEW 2.7k 89.14
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $237k NEW 3.4k 69.26
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $237k NEW 4.1k 57.44
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Leidos Holdings (LDOS) 0.0 $237k NEW 1.9k 121.83
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Innovator Etfs Trust Growth 100 Power (NSEP) 0.0 $234k NEW 7.3k 32.33
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $230k NEW 4.9k 46.49
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Flowserve Corporation (FLS) 0.0 $229k NEW 3.1k 73.34
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.0 $229k NEW 3.2k 71.56
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $229k NEW 4.5k 51.12
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $228k NEW 374.00 609.76
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Citigroup Com New (C) 0.0 $227k NEW 1.8k 129.48
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Ishares Silver Tr Ishares (SLV) 0.0 $226k NEW 4.2k 54.51
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Te Connectivity Ord Shs (TEL) 0.0 $224k NEW 1.1k 211.08
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Etf Opportunities Trust Idx Dy Fi In Etf (DYFI) 0.0 $221k NEW 10k 22.19
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Innovator Etfs Trust Equity Dual Dirc (DDFS) 0.0 $221k NEW 9.9k 22.31
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3M Company (MMM) 0.0 $220k NEW 1.3k 164.15
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Doordash Cl A (DASH) 0.0 $220k NEW 1.2k 183.55
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Global X Fds Defense Tech Etf (SHLD) 0.0 $219k NEW 3.6k 60.08
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $219k +13% 13k 17.05
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $218k NEW 4.4k 49.68
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Ishares Tr Core Divid Etf (DIVB) 0.0 $218k NEW 3.4k 64.51
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Mondelez Intl Cl A (MDLZ) 0.0 $218k NEW 3.7k 58.35
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Strategy Day Hagan Smart (SSUS) 0.0 $218k NEW 3.9k 56.08
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Kimberly-Clark Corporation (KMB) 0.0 $215k NEW 2.2k 98.63
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Talen Energy Corp (TLN) 0.0 $215k NEW 686.00 312.69
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Capital Group Growth Etf Shs Creat Unit (CGGR) 0.0 $213k NEW 4.5k 47.43
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $213k NEW 4.2k 50.74
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $212k +2% 9.0k 23.71
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Teledyne Technologies Incorporated (TDY) 0.0 $212k NEW 349.00 606.81
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Honeywell International (HON) 0.0 $211k NEW 1.0k 210.93
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $208k NEW 1.9k 110.26
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Coupang Cl A (CPNG) 0.0 $208k NEW 15k 13.87
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Ishares Tr National Mun Etf (MUB) 0.0 $207k NEW 2.0k 101.10
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Spdr Series Trust St Str Sp400val (MDYV) 0.0 $206k NEW 2.3k 88.51
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $206k NEW 7.5k 27.47
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $206k NEW 2.2k 94.71
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $205k NEW 2.9k 71.57
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Spdr Series Trust St Str P500etf (SPYM) 0.0 $204k NEW 2.3k 89.76
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Jabil Circuit (JBL) 0.0 $203k NEW 709.00 286.86
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Travelers Companies (TRV) 0.0 $203k NEW 570.00 356.29
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Ecolab (ECL) 0.0 $202k NEW 734.00 275.32
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Elf Beauty (ELF) 0.0 $202k NEW 2.0k 100.97
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $201k NEW 913.00 220.31
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Cipher Mining (CIFR) 0.0 $158k NEW 10k 15.82
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Iovance Biotherapeutics (IOVA) 0.0 $148k NEW 10k 14.82
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Teladoc (TDOC) 0.0 $58k NEW 10k 5.80
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Glass House Brands Sub Reg Ltd Vtg (GLAS) 0.0 $56k NEW 10k 5.61
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Hertz Global Hldgs Com New (HTZ) 0.0 $50k NEW 30k 1.67
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Opendoor Technologies (OPEN) 0.0 $47k NEW 20k 2.37
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Opko Health (OPK) 0.0 $44k NEW 27k 1.61
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Overstock (NXH) 0.0 $29k NEW 10k 2.94
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Wrap Technologies (WRAP) 0.0 $29k NEW 20k 1.43
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Plug Pwr Com New (PLUG) 0.0 $19k -3% 10k 1.94
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Past Filings by Partners Wealth Management

SEC 13F filings are viewable for Partners Wealth Management going back to 2025