WM

Wealth Management Partners, LLC

13F
Wealth Management Partners, LLC
Last update 2024-10-21 111 Stocks (14 new)
Value $216.00 Mil Turnover 6 %
Countries:
Top Holdings: NVDA(10.52%)QQQ(8.08%)AAPL(5.88%)IVV(5.01%)IAU(4.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wealth Management Partners, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
186,922
22699.810
+0.55%
10.520
+0.06%
0.000
+49.84%
+199.31%
3625288.700
Semiconductors
QQQ 		INVESCO QQQ Trust
35,693
17420.920
-9.24%
8.080
-0.85%
0.010
+17.96%
+25.24%
309483.021
 
AAPL 		Apple Inc
54,462
12689.670
-2.97%
5.880
-0.17%
0.000
+8.37%
+18.41%
3430233.712
Hardware
IVV 		iShares Core S&P 500 ETF
18,734
10806.290
-9.02%
5.010
-0.49%
0.000
+14.71%
+25.25%
563065.774
 
IAU 		iShares Gold Trust
200,679
9973.750
+0.99%
4.620
+0.05%
0.030
+13.05%
+30.51%
33002.477
 
MSFT 		Microsoft Corp
22,605
9727.010
-1.58%
4.510
-0.08%
0.000
+6.74%
+13.51%
3155921.016
Software
FDN 		First Trust Dow Jones Internet Index Fund
33,231
7039.320
-3.01%
3.260
-0.10%
0.120
+27.87%
+26.14%
6523.473
 
AVEM 		Avantis Emerging Markets Equity ETF
99,098
6401.750
+6.42%
2.970
+0.18%
0.090
+10.81%
+13.99%
7077.677
 
RWL 		Invesco S&P 500 Revenue ETF
57,612
5650.010
-8.06%
2.620
-0.23%
0.150
+12.14%
+19.30%
4082.390
 
AMZN 		Amazon.com Inc
29,920
5574.990
+0.81%
2.580
+0.02%
0.000
+29.14%
+38.34%
2204577.206
Retail - Cyclical

Wealth Management Partners, LLC's Historical Top Holdings Breakdowns

Wealth Management Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTWO 		Vanguard Russell 2000 Index Fund2024-09-30New Buy
+1.60%
●
81.17 ($86.52) 90.77
$95.68
10.58%
New holding
38,532
38,532
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.85%
●
434.77 ($473.23) 502.96
$512.05
8.20%
Reduce -9.24%
35,693
-3,635
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.49%
●
520.18 ($556.01) 576.82
$597.71
7.50%
Reduce -9.02%
18,734
-1,857
EEMA 		iShares MSCI Emerging Markets Asia Index Fund2024-09-30New Buy
+0.48%
●
68.31 ($73.03) 80.1
$78.25
7.14%
New holding
13,187
13,187
SMMT 		Summit Therapeutics Inc2024-09-30Add
+0.47%
●
6.89 ($13.98) 31.93
$20.39
45.85%
Add 110.44%
88,383
46,383
SNOW 		Snowflake Inc2024-09-30Sold Out
-0.43%
●
108.56 ($122.97) 143.02
$123.69
0.59%
Sold Out
0
-6,544
PLTR 		Palantir Technologies Inc2024-09-30New Buy
+0.42%
●
24.09 ($30.69) 37.95
$54.48
77.52%
New holding
24,150
24,150
SHOP 		Shopify Inc2024-09-30New Buy
+0.40%
●
52.26 ($69.07) 80.75
$85.34
23.56%
New holding
10,654
10,654
ARKW 		ARK Next Generation Internet ETF2024-09-30New Buy
+0.39%
●
68.06 ($79.12) 85.67
$97.50
23.23%
New holding
9,888
9,888
ARKQ 		ARK Autonomous Technology & Robotics ETF2024-09-30Reduce
-0.28%
●
50.42 ($56.2) 61.06
$66.89
19.02%
Reduce -41.7%
14,348
-10,262

Wealth Management Partners, LLC Total Holding History ($B)

To

Wealth Management Partners, LLC's Asset Allocation

To

Wealth Management Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Management Partners, LLC's Hypothetical Growth since 2024-09-30

Wealth Management Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Management Partners, LLC's Holdings Heat Map

Size field:

Wealth Management Partners, LLC's Holdings Bubble Chart

Wealth Management Partners, LLC News

  • 1

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