&Partners Top Holdings and 13F Report (2025) About &PartnersInvestment Activity&Partners has $8.34 billion in total holdings as of December 31, 2024.&Partners owns shares of 1,641 different stocks, but just 240 companies or ETFs make up 80% of its holdings.Approximately 39.49% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, &Partners has purchased 1,389 new stocks and bought additional shares in 1,140 stocks.&Partners sold shares of 173 stocks and completely divested from 52 stocks this quarter.Largest Holdings Apple $354,472,877Microsoft $293,279,120iShares Core S&P 500 ETF $230,779,488iShares Core S&P Mid-Cap ETF $214,073,644iShares Core U.S. Aggregate Bond ETF $154,839,174 Largest New Holdings this Quarter BLACKROCK INC $62,670,628 HoldingMORGAN STANLEY ETF TRUST $21,295,007 HoldingWisdomTree Bloomberg Floating Rate Treasury Fund $6,800,620 HoldingTexas Pacific Land $4,956,328 HoldingiShares Morningstar Growth ETF $4,624,263 Holding Largest Purchases this Quarter Apple 536,464 shares (about $130.76M)Microsoft 252,488 shares (about $106.89M)iShares Core S&P 500 ETF 114,828 shares (about $68.73M)BLACKROCK INC 61,334 shares (about $62.67M)iShares Core S&P Mid-Cap ETF 977,389 shares (about $61.69M) Largest Sales this Quarter ALPS O'Shares U.S. Quality Dividend ETF 66,393 shares (about $3.53M)iShares 1-3 Year Treasury Bond ETF 38,498 shares (about $3.14M)SPDR Portfolio Long Term Corporate Bond ETF 120,757 shares (about $2.68M)John Hancock Multifactor Mid Cap ETF 37,471 shares (about $2.26M)Invesco Total Return Bond ETF 18,625 shares (about $863.71K) Sector Allocation Over TimeMap of 500 Largest Holdings of&Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$354,472,877$130,760,286 ▲58.5%1,454,2794.3%Computer and TechnologyMSFTMicrosoft$293,279,120$106,888,642 ▲57.3%692,7723.5%Computer and TechnologyIVViShares Core S&P 500 ETF$230,779,488$68,726,603 ▲42.4%385,5852.8%ETFIJHiShares Core S&P Mid-Cap ETF$214,073,644$61,691,926 ▲40.5%3,391,5822.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$154,839,174$57,082,537 ▲58.4%1,600,6291.9%FinanceNVDANVIDIA$144,144,936$42,188,815 ▲41.4%997,7031.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$135,000,843$48,582,453 ▲56.2%1,918,2991.6%ETFJPMJPMorgan Chase & Co.$126,235,645$48,752,046 ▲62.9%518,7641.5%FinanceDFAIDimensional International Core Equity Market ETF$122,058,688$43,211,711 ▲54.8%4,126,1181.5%ETFAMZNAmazon.com$117,427,146$40,225,403 ▲52.1%524,8161.4%Retail/WholesaleAVGOBroadcom$112,138,945$47,375,177 ▲73.2%481,4821.3%Computer and TechnologyWMTWalmart$66,891,887$28,676,263 ▲75.0%736,9610.8%Retail/WholesaleVUGVanguard Growth ETF$64,322,151$32,382,971 ▲101.4%154,3590.8%ETFBLACKROCK INC$62,670,628$62,670,628 ▲New Holding61,3340.8%COMJNJJohnson & Johnson$61,271,914$24,893,958 ▲68.4%425,0940.7%MedicalMETAMeta Platforms$59,110,406$22,912,481 ▲63.3%97,8170.7%Computer and TechnologyGOOGLAlphabet$59,099,244$23,551,409 ▲66.3%308,1860.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$58,887,113$24,595,362 ▲71.7%300,3450.7%ETFUNHUnitedHealth Group$56,972,830$23,847,012 ▲72.0%111,4920.7%MedicalCOSTCostco Wholesale$55,472,489$24,213,912 ▲77.5%60,4990.7%Retail/WholesaleMCDMcDonald's$54,343,192$24,337,352 ▲81.1%184,1930.7%Retail/WholesalePGProcter & Gamble$54,091,628$22,630,220 ▲71.9%327,1950.6%Consumer StaplesLOWLowe's Companies$53,410,954$20,181,301 ▲60.7%215,6970.6%Retail/WholesaleLLYEli Lilly and Company$52,675,080$21,797,424 ▲70.6%67,0720.6%MedicalIJRiShares Core S&P Small-Cap ETF$52,434,923$14,337,376 ▲37.6%452,7820.6%ETFCVXChevron$51,946,216$24,263,475 ▲87.6%352,6720.6%Oils/EnergyVOOVanguard S&P 500 ETF$51,818,888$19,149,997 ▲58.6%95,1790.6%ETFBNDXVanguard Total International Bond ETF$51,589,762$37,394,175 ▲263.4%1,042,0410.6%ETFACNAccenture$51,542,529$22,598,259 ▲78.1%145,5550.6%Computer and TechnologyADPAutomatic Data Processing$51,046,255$21,770,808 ▲74.4%174,8920.6%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$50,736,382$25,696,054 ▲102.6%393,6030.6%ETFHDHome Depot$50,656,279$24,280,278 ▲92.1%129,5580.6%Retail/WholesaleVTVVanguard Value ETF$48,387,157$27,666,107 ▲133.5%284,0850.6%ETFBRK.BBerkshire Hathaway$47,960,555$27,108,120 ▲130.0%105,7470.6%FinanceAMGNAmgen$47,207,163$23,980,423 ▲103.2%180,7030.6%MedicalVOVanguard Mid-Cap ETF$45,774,677$15,921,789 ▲53.3%171,9290.5%ETFCSCOCisco Systems$45,143,690$18,700,951 ▲70.7%769,5280.5%Computer and TechnologyADIAnalog Devices$44,019,673$17,307,339 ▲64.8%203,9790.5%Computer and TechnologyPEPPepsiCo$43,641,376$20,454,343 ▲88.2%291,2790.5%Consumer StaplesAFLAflac$43,171,371$16,203,876 ▲60.1%417,6950.5%FinanceABTAbbott Laboratories$42,885,470$17,109,982 ▲66.4%376,7960.5%MedicalMRKMerck & Co., Inc.$41,822,684$18,199,205 ▲77.0%421,2050.5%MedicalNEENextEra Energy$39,489,922$15,343,069 ▲63.5%548,3600.5%UtilitiesXOMExxon Mobil$39,078,788$12,066,847 ▲44.7%362,5270.5%Oils/EnergyGOOGAlphabet$38,025,799$16,752,313 ▲78.7%197,2960.5%Computer and TechnologyABBVAbbVie$37,795,559$16,175,359 ▲74.8%208,7320.5%MedicalFIXDFirst Trust TCW Opportunistic Fixed Income ETF$36,650,184$13,630,263 ▲59.2%862,4700.4%ManufacturingVVisa$36,422,132$14,409,878 ▲65.5%115,5610.4%Business ServicesCBChubb$35,462,456$13,278,776 ▲59.9%130,4220.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$35,187,624$16,427,393 ▲87.6%438,0430.4%ETFBNDVanguard Total Bond Market ETF$34,687,318$10,765,243 ▲45.0%482,9790.4%ETFGDGeneral Dynamics$34,658,762$13,535,877 ▲64.1%131,7050.4%AerospacePAYXPaychex$34,185,860$14,054,376 ▲69.8%244,6240.4%Business ServicesBSVVanguard Short-Term Bond ETF$33,635,422$12,452,396 ▲58.8%433,7000.4%ETFPSXPhillips 66$33,049,588$11,289,670 ▲51.9%285,4760.4%Oils/EnergyQQQInvesco QQQ$33,004,269$6,911,776 ▲26.5%63,0740.4%FinanceCMCSAComcast$31,364,707$12,527,457 ▲66.5%832,7430.4%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$30,717,318$12,552,726 ▲69.1%529,5470.4%ETFXLKTechnology Select Sector SPDR Fund$30,310,803$16,128,126 ▲113.7%128,5380.4%ETFVZVerizon Communications$29,837,877$9,581,736 ▲47.3%740,2750.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$28,714,315$18,129,307 ▲171.3%546,3420.3%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$27,672,189$14,438,511 ▲109.1%240,0810.3%ETFEMREmerson Electric$27,658,588$11,217,208 ▲68.2%224,7610.3%Industrial ProductsIUSBiShares Core Total USD Bond Market ETF$27,610,535$10,620,283 ▲62.5%611,9990.3%ManufacturingITWIllinois Tool Works$27,256,026$5,659,496 ▲26.2%108,4270.3%Industrial ProductsPNCThe PNC Financial Services Group$26,972,326$12,939,367 ▲92.2%136,9590.3%FinanceCGDVCapital Group Dividend Value ETF$26,719,443$3,734,928 ▲16.2%755,6060.3%ETFSPYSPDR S&P 500 ETF Trust$26,583,185$7,280,933 ▲37.7%44,9410.3%FinanceVWOVanguard FTSE Emerging Markets ETF$26,186,937$318,810 ▲1.2%594,5270.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$25,973,984$7,199,887 ▲38.4%284,4160.3%ETFSBUXStarbucks$25,809,011$13,736,367 ▲113.8%279,9440.3%Retail/WholesaleLINDE PLC$25,004,910$9,800,527 ▲64.5%60,5520.3%SHSRSPInvesco S&P 500 Equal Weight ETF$24,582,746$8,063,187 ▲48.8%139,3620.3%ETFVEAVanguard FTSE Developed Markets ETF$24,525,273$6,803,889 ▲38.4%511,1570.3%ETFIBMInternational Business Machines$24,089,281$8,972,478 ▲59.4%108,2000.3%Computer and TechnologyVVVanguard Large-Cap ETF$23,612,475$733,413 ▲3.2%86,7020.3%ETFIVWiShares S&P 500 Growth ETF$23,493,877$4,671,177 ▲24.8%227,6320.3%ETFTGTTarget$23,464,016$9,346,237 ▲66.2%172,8400.3%Retail/WholesaleGLDSPDR Gold Shares$23,426,694$3,347,401 ▲16.7%96,2290.3%FinanceGSThe Goldman Sachs Group$22,856,169$5,670,665 ▲33.0%39,3870.3%FinanceCGXUCapital Group International Focus Equity ETF$22,850,177$15,350,554 ▲204.7%921,2710.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,980,248$7,184,530 ▲48.6%281,8000.3%ETFORCLOracle$21,687,499$8,983,724 ▲70.7%130,1990.3%Computer and TechnologyMORGAN STANLEY ETF TRUST$21,295,007$21,295,007 ▲New Holding407,9830.3%EATON VANCE INTEMDTMedtronic$21,102,426$8,541,541 ▲68.0%260,6470.3%MedicalLHXL3Harris Technologies$21,074,803$8,390,373 ▲66.1%100,5040.3%AerospaceTSLATesla$21,058,040$7,305,449 ▲53.1%51,3260.3%Auto/Tires/TrucksUSHYiShares Broad USD High Yield Corporate Bond ETF$21,043,560$13,662,606 ▲185.1%569,2830.3%ETFTJXTJX Companies$20,897,828$7,901,278 ▲60.8%171,4720.3%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$20,823,653$6,840,608 ▲48.9%365,1030.2%ETFIWMiShares Russell 2000 ETF$20,465,151$9,568,603 ▲87.8%91,2340.2%FinanceNKENIKE$20,383,509$10,123,974 ▲98.7%277,5720.2%Consumer DiscretionaryGRMNGarmin$19,708,886$7,619,086 ▲63.0%94,6140.2%Computer and TechnologySPGIS&P Global$19,691,462$5,839,342 ▲42.2%39,6740.2%Business ServicesCGGRCapital Group Growth ETF$19,638,277$2,806,698 ▲16.7%527,0510.2%ETFETNEaton$19,634,596$14,624,827 ▲291.9%56,8920.2%Industrial ProductsLMTLockheed Martin$19,628,051$7,954,726 ▲68.1%40,7330.2%AerospaceCOPConocoPhillips$19,460,992$6,710,848 ▲52.6%191,4360.2%Oils/EnergyRTXRTX$19,067,707$9,039,449 ▲90.1%164,7390.2%AerospaceAMTAmerican Tower$18,938,866$6,186,827 ▲48.5%103,9080.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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