Partnership Wealth Management
Latest statistics and disclosures from Partnership Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, IWF, SPYV, IJH, HBI, and represent 24.56% of Partnership Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJH, MDT, TROW, BMY, IPGP, FOXF, SMTC, PLCE, ILMN, SAM.
- Started 2 new stock positions in FOXF, BWA.
- Reduced shares in these 10 stocks: BIG, FOSL, stock, HBI, PARA, JWN, FLR, SNBR, STRA, MHK.
- Sold out of its positions in TAP, stock.
- Partnership Wealth Management was a net buyer of stock by $5.4M.
- Partnership Wealth Management has $143M in assets under management (AUM), dropping by 7.52%.
- Central Index Key (CIK): 0002010656
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Portfolio Holdings for Partnership Wealth Management
Partnership Wealth Management holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co Stock (LLY) | 11.8 | $17M | 22k | 777.96 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.6 | $5.1M | 15k | 337.06 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 3.4 | $4.9M | 97k | 50.10 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 3.0 | $4.3M | +413% | 71k | 60.74 |
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| Hanesbrands Stock (HBI) | 2.7 | $3.9M | -11% | 672k | 5.80 |
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| Sleep Number Corp Stock (SNBR) | 2.6 | $3.7M | -9% | 234k | 16.03 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 2.6 | $3.7M | +2% | 34k | 110.52 |
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| Advance Auto Parts Stock (AAP) | 2.1 | $3.0M | 35k | 85.09 |
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| Paramount Global Class B Stock (PARA) | 2.0 | $2.8M | -15% | 239k | 11.77 |
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| Intel Corp Stock (INTC) | 1.9 | $2.7M | -4% | 62k | 44.17 |
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| Microsoft Corp Stock (MSFT) | 1.8 | $2.6M | 6.2k | 420.73 |
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| Nordstrom Stock (JWN) | 1.8 | $2.6M | -16% | 126k | 20.27 |
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| Bristol-myers Squibb Stock (BMY) | 1.8 | $2.5M | +140% | 47k | 54.23 |
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| V F Corp Stock (VFC) | 1.7 | $2.4M | 159k | 15.34 |
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| Fresenius Medical Care Adr (FMS) | 1.6 | $2.3M | -3% | 118k | 19.28 |
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| Proto Labs Stock (PRLB) | 1.6 | $2.2M | -7% | 62k | 35.75 |
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| Core Laboratories Stock (CLB) | 1.5 | $2.1M | 126k | 17.08 |
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| Price T Rowe Group Stock (TROW) | 1.5 | $2.1M | +463% | 17k | 121.92 |
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| Pepsico Stock (PEP) | 1.5 | $2.1M | 12k | 175.01 |
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| Illumina Stock (ILMN) | 1.5 | $2.1M | +46% | 15k | 137.32 |
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| Diamondback Energy Stock (FANG) | 1.5 | $2.1M | 11k | 198.17 |
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| Big Lots Stock (BIG) | 1.5 | $2.1M | -41% | 479k | 4.33 |
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| Norfolk Southn Corp Stock (NSC) | 1.4 | $2.0M | 8.0k | 254.87 |
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| Strategic Ed Stock (STRA) | 1.4 | $2.0M | -15% | 19k | 104.12 |
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| Sabre Corp Stock (SABR) | 1.4 | $2.0M | -6% | 814k | 2.42 |
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| Medtronic Stock (MDT) | 1.4 | $2.0M | +2174% | 23k | 87.15 |
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| Fluor Corp Stock (FLR) | 1.3 | $1.9M | -18% | 44k | 42.28 |
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| RPC Stock (RES) | 1.3 | $1.9M | -4% | 241k | 7.74 |
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| Nov Stock (NOV) | 1.3 | $1.8M | -2% | 93k | 19.52 |
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| Abbott Labs Stock (ABT) | 1.2 | $1.7M | 15k | 113.66 |
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| Johnson & Johnson Stock (JNJ) | 1.1 | $1.6M | 10k | 158.19 |
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| Ipg Photonics Corp Stock (IPGP) | 1.1 | $1.6M | +382% | 18k | 90.69 |
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| Trane Technologies Stock (TT) | 1.1 | $1.6M | 5.3k | 300.20 |
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| Colgate Palmolive Stock (CL) | 1.1 | $1.6M | 17k | 90.05 |
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| Childrens Pl Stock (PLCE) | 1.0 | $1.5M | +80% | 130k | 11.54 |
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| Ppg Inds Stock (PPG) | 1.0 | $1.4M | 10k | 144.90 |
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| Biogen Stock (BIIB) | 1.0 | $1.4M | -2% | 6.3k | 215.61 |
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| Procter And Gamble Stock (PG) | 0.7 | $1.1M | 6.5k | 162.24 |
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| Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX) | 0.7 | $1.0M | 1.0M | 1.00 |
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| Mohawk Inds Stock (MHK) | 0.7 | $995k | -26% | 7.6k | 130.89 |
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| Chevron Corp Stock (CVX) | 0.7 | $931k | 5.9k | 157.74 |
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| Emerson Elec Stock (EMR) | 0.7 | $929k | 8.2k | 113.42 |
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| Mcdonalds Corp Stock (MCD) | 0.6 | $878k | 3.1k | 281.95 |
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| Cencora Stock (COR) | 0.6 | $875k | 3.6k | 242.99 |
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| Fox Factory Hldg Corp Stock (FOXF) | 0.6 | $859k | NEW | 17k | 52.07 |
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| Semtech Corp Stock (SMTC) | 0.6 | $843k | +377% | 31k | 27.49 |
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| Apple Stock (AAPL) | 0.6 | $835k | 4.9k | 171.47 |
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| Constellation Energy Corp Stock (CEG) | 0.6 | $830k | 4.5k | 184.85 |
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| Meta Platforms Inc Cl A Stock (META) | 0.6 | $819k | -5% | 1.7k | 485.59 |
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| Pfizer Stock (PFE) | 0.6 | $817k | 30k | 27.75 |
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| Bath & Body Works Stock (BBWI) | 0.6 | $786k | -8% | 16k | 50.02 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.5 | $730k | -26% | 1.7k | 418.01 |
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.5 | $708k | +6% | 20k | 35.84 |
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| Upbound Group Stock (UPBD) | 0.5 | $663k | -8% | 19k | 35.21 |
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| American Express Stock (AXP) | 0.4 | $627k | 2.8k | 227.68 |
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| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.4 | $615k | 8.0k | 76.81 |
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| Fedex Corp Stock (FDX) | 0.4 | $609k | 2.1k | 289.74 |
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| Albemarle Corp Stock (ALB) | 0.4 | $527k | 4.0k | 131.74 |
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| Automatic Data Processing Stock (ADP) | 0.4 | $523k | 2.1k | 249.74 |
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| Nextera Energy Stock (NEE) | 0.4 | $511k | 8.0k | 63.91 |
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| Exelon Corp Stock (EXC) | 0.4 | $506k | 14k | 37.57 |
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| Air Prods & Chems Stock (APD) | 0.3 | $485k | 2.0k | 242.27 |
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| Cisco Sys Stock (CSCO) | 0.3 | $484k | 9.7k | 49.91 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $472k | +9% | 902.00 | 523.05 |
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| Ingersoll Rand Stock (IR) | 0.3 | $455k | 4.8k | 94.95 |
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| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 0.3 | $453k | 7.1k | 64.15 |
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| Dril-quip Stock (DRQ) | 0.3 | $451k | 20k | 22.53 |
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| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.3 | $448k | 7.1k | 63.33 |
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| Tenaris S A Adr (TS) | 0.3 | $444k | -12% | 11k | 39.27 |
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| At&t Stock (T) | 0.3 | $438k | 25k | 17.60 |
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| Buckle Stock (BKE) | 0.3 | $436k | 11k | 40.27 |
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| First Trust Health Care Alphadex Fund Etf (FXH) | 0.3 | $430k | +2% | 3.9k | 109.58 |
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| Abbvie Stock (ABBV) | 0.3 | $428k | 2.3k | 182.10 |
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| General Mls Stock (GIS) | 0.3 | $422k | 6.0k | 69.97 |
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| Boston Beer Inc Cl A Stock (SAM) | 0.3 | $420k | +40% | 1.4k | 304.42 |
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| Sysco Corp Stock (SYY) | 0.3 | $406k | 5.0k | 81.18 |
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| Wec Energy Group Stock (WEC) | 0.3 | $402k | 4.9k | 82.12 |
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| Masco Corp Stock (MAS) | 0.3 | $394k | 5.0k | 78.88 |
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| Vanguard Small-cap Etf Etf (VB) | 0.3 | $379k | 1.7k | 228.55 |
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| Kellanova Stock (K) | 0.3 | $361k | 6.3k | 57.29 |
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| Vontier Corporation Stock (VNT) | 0.2 | $342k | -11% | 7.5k | 45.36 |
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| Hasbro Stock (HAS) | 0.2 | $337k | +51% | 6.0k | 56.52 |
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| Apogee Enterprises Stock (APOG) | 0.2 | $326k | -7% | 5.5k | 59.20 |
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| Kimberly-clark Corp Stock (KMB) | 0.2 | $323k | 2.5k | 129.35 |
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| Verizon Communications Stock (VZ) | 0.2 | $312k | 7.4k | 41.96 |
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| Delta Air Lines Inc Del Stock (DAL) | 0.2 | $296k | -9% | 6.2k | 47.87 |
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| Cvs Health Corp Stock (CVS) | 0.2 | $285k | -5% | 3.6k | 79.75 |
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| Merck & Co Stock (MRK) | 0.2 | $280k | 2.1k | 131.95 |
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| Affiliated Managers Group Stock (AMG) | 0.2 | $280k | -7% | 1.7k | 167.47 |
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| Incyte Corp Stock (INCY) | 0.2 | $273k | +30% | 4.8k | 56.97 |
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| Rtx Corporation Stock (RTX) | 0.2 | $266k | 2.7k | 97.53 |
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| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.2 | $259k | +9% | 7.2k | 36.19 |
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| Southwest Airls Stock (LUV) | 0.2 | $257k | -5% | 8.8k | 29.19 |
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| Coca Cola Stock (KO) | 0.2 | $257k | 4.2k | 61.18 |
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| Lowes Cos Stock (LOW) | 0.2 | $255k | 1.0k | 254.73 |
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| Capri Holdings Stock (CPRI) | 0.2 | $255k | -53% | 5.6k | 45.30 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $253k | 2.6k | 96.71 |
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| Allegion Plc Ord Stock (ALLE) | 0.2 | $243k | 1.8k | 134.71 |
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| Campbell Soup Stock (CPB) | 0.2 | $231k | 5.2k | 44.45 |
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| Corning Stock (GLW) | 0.2 | $214k | 6.5k | 32.96 |
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| 3M Stock (MMM) | 0.1 | $212k | 2.0k | 106.07 |
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| Imax Corp Stock (IMAX) | 0.1 | $209k | +63% | 13k | 16.17 |
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| Home Depot Stock (HD) | 0.1 | $209k | 545.00 | 383.60 |
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| Polaris Stock (PII) | 0.1 | $205k | 2.0k | 100.12 |
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| HP Stock (HPQ) | 0.1 | $193k | 6.4k | 30.22 |
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| Enphase Energy Stock (ENPH) | 0.1 | $187k | 1.5k | 120.98 |
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| First Trust Water Etf Etf (FIW) | 0.1 | $172k | 1.7k | 102.08 |
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| Ugi Corp Stock (UGI) | 0.1 | $166k | 6.8k | 24.54 |
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| American Woodmark Corporation Stock (AMWD) | 0.1 | $162k | -20% | 1.6k | 101.66 |
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| Ecolab Stock (ECL) | 0.1 | $162k | 700.00 | 230.90 |
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| Carrier Global Corporation Stock (CARR) | 0.1 | $147k | 2.5k | 58.12 |
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| Clorox Co Del Stock (CLX) | 0.1 | $138k | 900.00 | 153.11 |
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| Amazon Stock (AMZN) | 0.1 | $137k | 760.00 | 180.38 |
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| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $136k | 1.9k | 73.14 |
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| Philip Morris Intl Stock (PM) | 0.1 | $128k | 1.4k | 91.63 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $124k | 280.00 | 444.01 |
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| Texas Instrs Stock (TXN) | 0.1 | $111k | 638.00 | 174.21 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $102k | 409.00 | 250.15 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $101k | 1.4k | 70.02 |
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| Mckesson Corp Stock (MCK) | 0.1 | $97k | -18% | 181.00 | 536.85 |
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| Allstate Corp Stock (ALL) | 0.1 | $96k | 556.00 | 173.01 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.1 | $96k | 1.6k | 60.41 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $95k | 1.2k | 79.88 |
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| Tesla Stock (TSLA) | 0.1 | $91k | +10% | 518.00 | 175.79 |
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| Phillips 66 Stock (PSX) | 0.1 | $90k | 550.00 | 163.34 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.1 | $90k | 884.00 | 101.41 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $86k | 570.00 | 150.93 |
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| Fidelity Msci Health Care Index Etf Etf (FHLC) | 0.1 | $85k | 1.2k | 69.79 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $84k | 341.00 | 247.52 |
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| Ishares Global Infrastructure Etf Etf (IGF) | 0.1 | $80k | 1.7k | 47.62 |
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| Adient Plc Ord Stock (ADNT) | 0.1 | $79k | 2.4k | 32.92 |
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| Ollies Bargain Outlet Hldgs In Stock (OLLI) | 0.1 | $74k | 935.00 | 79.57 |
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| Thermo Fisher Scientific Stock (TMO) | 0.0 | $69k | 119.00 | 581.97 |
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| Canadian Natl Ry Stock (CNI) | 0.0 | $69k | 525.00 | 131.73 |
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| Mattel Stock (MAT) | 0.0 | $68k | 3.4k | 19.81 |
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| Carnival Corp Paired Ctf Stock (CCL) | 0.0 | $66k | 4.1k | 16.34 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $66k | 315.00 | 210.30 |
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| Altria Group Stock (MO) | 0.0 | $60k | 1.4k | 43.63 |
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| First Trust Large Cap Core Alphadex Fund Etf (FEX) | 0.0 | $58k | 584.00 | 99.24 |
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| Canadian Pacific Kansas City Stock (CP) | 0.0 | $57k | 642.00 | 88.17 |
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| Qualcomm Stock (QCOM) | 0.0 | $56k | 330.00 | 169.30 |
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| Westrock Stock (WRK) | 0.0 | $55k | 1.1k | 49.45 |
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| First Trust Dorsey Wright Focus 5 Etf Etf (FV) | 0.0 | $54k | 950.00 | 57.23 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $53k | -5% | 55.00 | 962.49 |
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| Exxon Mobil Corp Stock (XOM) | 0.0 | $52k | 450.00 | 116.24 |
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| Target Corp Stock (TGT) | 0.0 | $52k | 290.00 | 177.49 |
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| Reliance Stock (RS) | 0.0 | $50k | 150.00 | 334.18 |
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| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.0 | $50k | 1.2k | 43.04 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $47k | 650.00 | 72.34 |
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| First Trust Nasdaq Cybersecurity Etf Etf (CIBR) | 0.0 | $46k | 823.00 | 56.39 |
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| Fossil Group Stock (FOSL) | 0.0 | $46k | -95% | 45k | 1.02 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $46k | 100.00 | 454.87 |
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| Morgan Stanley Stock (MS) | 0.0 | $44k | 468.00 | 94.16 |
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| Disney Walt Stock (DIS) | 0.0 | $42k | 340.00 | 122.36 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $42k | 207.00 | 200.30 |
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $41k | 104.00 | 397.76 |
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| Sap Se Adr (SAP) | 0.0 | $39k | -23% | 200.00 | 195.03 |
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| Lam Research Corp Stock (LRCX) | 0.0 | $39k | 40.00 | 971.58 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $36k | 392.00 | 91.25 |
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| Walmart Stock (WMT) | 0.0 | $33k | +200% | 546.00 | 60.17 |
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| Caterpillar Stock (CAT) | 0.0 | $32k | 88.00 | 366.43 |
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| Discover Finl Svcs Stock (DFS) | 0.0 | $31k | 234.00 | 131.09 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $31k | 170.00 | 179.42 |
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| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.0 | $30k | 252.00 | 118.29 |
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| Wk Kellogg Stock (KLG) | 0.0 | $30k | 1.6k | 18.80 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $27k | 162.00 | 169.37 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $27k | 180.00 | 152.26 |
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| Nvidia Corporation Stock (NVDA) | 0.0 | $27k | +50% | 30.00 | 903.57 |
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| Baxter Intl Stock (BAX) | 0.0 | $25k | 589.00 | 42.74 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $25k | 498.00 | 50.12 |
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| Borgwarner Stock (BWA) | 0.0 | $23k | NEW | 660.00 | 34.74 |
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| Copart Stock (CPRT) | 0.0 | $21k | 362.00 | 57.92 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $19k | 88.00 | 213.15 |
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| Union Pac Corp Stock (UNP) | 0.0 | $18k | 75.00 | 245.93 |
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| Paychex Stock (PAYX) | 0.0 | $18k | 147.00 | 122.80 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $18k | 130.00 | 137.22 |
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| Boeing Stock (BA) | 0.0 | $17k | 88.00 | 192.99 |
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| Costco Whsl Corp Stock (COST) | 0.0 | $17k | 23.00 | 732.61 |
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| Baker Hughes Company Cl A Stock (BKR) | 0.0 | $17k | 500.00 | 33.50 |
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| Monster Beverage Corp Stock (MNST) | 0.0 | $17k | 280.00 | 59.28 |
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| Clene Stock (CLNN) | 0.0 | $16k | 38k | 0.43 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $15k | 264.00 | 58.06 |
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| Dow Stock (DOW) | 0.0 | $14k | 249.00 | 57.93 |
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| Amgen Stock (AMGN) | 0.0 | $14k | 50.00 | 284.32 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $14k | 92.00 | 148.63 |
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| Gatx Corp Stock (GATX) | 0.0 | $13k | 100.00 | 134.03 |
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| Stanley Black & Decker Stock (SWK) | 0.0 | $13k | 135.00 | 97.93 |
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| Visa Inc Com Cl A Stock (V) | 0.0 | $12k | 44.00 | 279.09 |
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| Csx Corp Stock (CSX) | 0.0 | $11k | 300.00 | 37.07 |
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| Solaredge Technologies Stock (SEDG) | 0.0 | $11k | 155.00 | 70.98 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $11k | 119.00 | 91.39 |
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| Hilltop Holdings Stock (HTH) | 0.0 | $10k | 330.00 | 31.35 |
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| Nike Inc Cl B Stock (NKE) | 0.0 | $10k | 106.00 | 93.98 |
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| Docusign Stock (DOCU) | 0.0 | $8.9k | 150.00 | 59.55 |
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| Bank America Corp Stock (BAC) | 0.0 | $8.7k | 230.00 | 37.95 |
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| Lyft Inc Cl A Stock (LYFT) | 0.0 | $7.7k | 400.00 | 19.35 |
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| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $7.6k | 100.00 | 75.65 |
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| Smucker J M Stock (SJM) | 0.0 | $5.7k | 45.00 | 125.87 |
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| Hershey Stock (HSY) | 0.0 | $5.6k | 29.00 | 194.52 |
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| Quantumscape Corp Com Cl A Stock (QS) | 0.0 | $5.0k | 790.00 | 6.29 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $4.1k | 99.00 | 41.89 |
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| Honeywell Intl Stock (HON) | 0.0 | $4.1k | 20.00 | 205.25 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $3.4k | 7.00 | 481.57 |
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| Five Below Stock (FIVE) | 0.0 | $2.7k | 15.00 | 181.40 |
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| Otis Worldwide Corp Stock (OTIS) | 0.0 | $1.2k | 12.00 | 95.92 |
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| Proshares Ultrashort Real Estate Etf (SRS) | 0.0 | $524.998800 | 36.00 | 14.58 |
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| Bowflex Stock (BFXXQ) | 0.0 | $171.000000 | 9.0k | 0.02 |
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| United States Natural Gas Fund Etf (UNG) | 0.0 | $58.000000 | 4.00 | 14.50 |
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| Penn Entertainment Stock (PENN) | 0.0 | $54.999900 | 3.00 | 18.33 |
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| Heliogen Stock (HLGN) | 0.0 | $41.000400 | 28.00 | 1.46 |
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Past Filings by Partnership Wealth Management
SEC 13F filings are viewable for Partnership Wealth Management going back to 2023
- Partnership Wealth Management 2024 Q1 filed April 10, 2024
- Partnership Wealth Management 2023 Q4 filed Feb. 7, 2024