Wealth Management Partners

Wealth Management Partners as of March 31, 2025

Portfolio Holdings for Wealth Management Partners

Wealth Management Partners holds 114 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.1 $20M 182k 108.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $17M 37k 468.92
Ishares Gold Tr Ishares New (IAU) 5.6 $12M 205k 58.96
Apple (AAPL) 5.4 $12M 53k 222.13
Ishares Tr Core S&p500 Etf (IVV) 4.9 $11M 19k 561.91
Microsoft Corporation (MSFT) 3.8 $8.2M 22k 375.39
First Tr Exchange-traded Dj Internt Idx (FDN) 3.4 $7.4M 33k 222.15
Amazon (AMZN) 2.9 $6.3M 33k 190.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.8 $5.9M 99k 60.17
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 2.4 $5.2M 52k 99.34
Tesla Motors (TSLA) 2.1 $4.6M 18k 259.16
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $3.9M 30k 128.96
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $3.7M 40k 92.29
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.5 $3.3M 41k 80.65
Exxon Mobil Corporation (XOM) 1.5 $3.1M 26k 118.93
Alphabet Cap Stk Cl C (GOOG) 1.4 $3.0M 19k 156.23
First Tr Multi Cap Growth Al Com Shs (FAD) 1.4 $3.0M 23k 129.37
Costco Wholesale Corporation (COST) 1.4 $3.0M 3.1k 945.78
JPMorgan Chase & Co. (JPM) 1.4 $2.9M 12k 245.30
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.8M 27k 104.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.8M 5.0k 559.42
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $2.8M 30k 93.66
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.3 $2.7M 36k 74.88
Chevron Corporation (CVX) 1.1 $2.4M 15k 167.29
Home Depot (HD) 1.1 $2.4M 6.5k 366.50
Palantir Technologies Cl A (PLTR) 1.0 $2.1M 25k 84.40
salesforce (CRM) 0.9 $2.0M 7.5k 268.35
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.9 $1.9M 20k 94.67
Summit Therapeutics (SMMT) 0.9 $1.9M 96k 19.29
Broadcom (AVGO) 0.8 $1.7M 10k 167.42
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.7 $1.6M 17k 94.58
Palo Alto Networks (PANW) 0.7 $1.5M 9.0k 170.64
Applied Materials (AMAT) 0.7 $1.5M 11k 145.12
Meta Platforms Cl A (META) 0.7 $1.5M 2.6k 576.32
Visa Com Cl A (V) 0.7 $1.5M 4.3k 350.45
Wal-Mart Stores (WMT) 0.6 $1.4M 16k 87.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.2M 21k 58.35
Ishares Tr U.s. Energy Etf (IYE) 0.6 $1.2M 25k 49.30
UnitedHealth (UNH) 0.5 $1.2M 2.2k 523.68
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.2M 2.8k 419.88
Caterpillar (CAT) 0.5 $1.2M 3.5k 329.80
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.1M 12k 92.38
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 6.6k 172.74
Ishares Tr Msci Kld400 Soc (DSI) 0.5 $1.1M 11k 102.41
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.5 $1.1M 17k 66.26
Advanced Micro Devices (AMD) 0.5 $1.1M 10k 102.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.1M 8.3k 127.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.0M 8.9k 117.49
Eli Lilly & Co. (LLY) 0.5 $1.0M 1.2k 825.91
Ishares Tr U.s. Finls Etf (IYF) 0.5 $1.0M 9.1k 112.85
Intuitive Surgical Com New (ISRG) 0.5 $1.0M 2.0k 495.27
Ishares Msci Em Asia Etf (EEMA) 0.5 $1.0M 14k 74.07
Shopify Cl A (SHOP) 0.5 $994k 10k 96.68
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $933k 9.6k 97.48
Abbvie (ABBV) 0.4 $891k 4.3k 209.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $873k 1.6k 532.58
Microstrategy Cl A New (MSTR) 0.4 $848k 2.9k 288.27
Ishares Tr Russell 3000 Etf (IWV) 0.4 $843k 2.7k 317.64
Vertiv Holdings Com Cl A (VRT) 0.4 $829k 12k 72.20
Micron Technology (MU) 0.4 $782k 9.0k 86.89
Vanguard Index Fds Growth Etf (VUG) 0.4 $759k 2.0k 370.82
Ishares Tr Core Msci Eafe (IEFA) 0.3 $739k 9.8k 75.65
Astera Labs (ALAB) 0.3 $715k 12k 59.67
United Parcel Service CL B (UPS) 0.3 $680k 6.2k 109.99
PNC Financial Services (PNC) 0.3 $678k 3.9k 175.77
Freeport-mcmoran CL B (FCX) 0.3 $659k 17k 37.86
Goldman Sachs (GS) 0.3 $624k 1.1k 546.29
SYSCO Corporation (SYY) 0.3 $602k 8.0k 75.04
Ishares Tr Us Aer Def Etf (ITA) 0.3 $602k 3.9k 153.10
Sherwin-Williams Company (SHW) 0.3 $571k 1.6k 349.19
Raytheon Technologies Corp (RTX) 0.3 $569k 4.3k 132.46
Alphabet Cap Stk Cl A (GOOGL) 0.3 $565k 3.7k 154.64
Republic Services (RSG) 0.3 $558k 2.3k 242.16
Carnival Corp Unit 99/99/9999 (CCL) 0.3 $546k 28k 19.53
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.3 $541k 8.5k 63.80
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $522k 2.8k 188.17
Spdr Gold Tr Gold Shs (GLD) 0.2 $520k 1.8k 288.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $515k 1.4k 361.09
Verizon Communications (VZ) 0.2 $508k 11k 45.36
Cloudflare Cl A Com (NET) 0.2 $480k 4.3k 112.69
Waste Management (WM) 0.2 $476k 2.1k 231.51
Servicenow (NOW) 0.2 $474k 595.00 796.14
Johnson & Johnson (JNJ) 0.2 $467k 2.8k 165.84
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $436k 5.7k 76.04
Ishares Tr Us Industrials (IYJ) 0.2 $432k 3.3k 130.18
Procter & Gamble Company (PG) 0.2 $429k 2.5k 170.42
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $360k 1.9k 193.99
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.2 $345k 2.6k 134.80
Cisco Systems (CSCO) 0.2 $340k 5.5k 61.71
Delta Air Lines Inc Del Com New (DAL) 0.2 $334k 7.7k 43.60
Intuit (INTU) 0.2 $333k 542.00 613.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $330k 1.8k 188.16
American Express Company (AXP) 0.2 $328k 1.2k 268.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $313k 5.5k 57.14
Sentinelone Cl A (S) 0.1 $298k 16k 18.18
Best Buy (BBY) 0.1 $294k 4.0k 73.61
Abbott Laboratories (ABT) 0.1 $293k 2.2k 132.65
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $288k 2.0k 145.38
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $275k 5.9k 46.81
Constellation Energy (CEG) 0.1 $271k 1.3k 201.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $265k 964.00 274.92
Wells Fargo & Company (WFC) 0.1 $264k 3.7k 71.80
Ishares Tr Global Energ Etf (IXC) 0.1 $259k 6.2k 42.07
Illinois Tool Works (ITW) 0.1 $248k 1.0k 248.01
Citigroup Com New (C) 0.1 $248k 3.5k 71.00
Union Pacific Corporation (UNP) 0.1 $238k 1.0k 236.24
Virtus Etf Tr Ii Seix Aaa Privaat (PCLO) 0.1 $230k 9.2k 24.93
Adobe Systems Incorporated (ADBE) 0.1 $228k 595.00 383.53
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $224k 4.3k 51.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $214k 1.8k 122.01
Allstate Corporation (ALL) 0.1 $211k 1.0k 207.07
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $197k 10k 18.96
Ford Motor Company (F) 0.1 $122k 12k 10.03
Fubotv (FUBO) 0.0 $53k 18k 2.92