Partners Wealth Management, LLC Top Holdings and 13F Report (2025) About Partners Wealth Management, LLCInvestment ActivityPartners Wealth Management, LLC has $87.90 million in total holdings as of December 31, 2024.Partners Wealth Management, LLC owns shares of 112 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $6,444,194Adaptive Growth Opportunities ETF $4,885,375Berkshire Hathaway $3,854,482Microsoft $2,352,813Eli Lilly and Company $2,328,862 Sector AllocationMap of 500 Largest Holdings ofPartners Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$6,444,19425,7347.3%Computer and TechnologyAGOXAdaptive Growth Opportunities ETF$4,885,375179,8885.6%ETFBRK.BBerkshire Hathaway$3,854,4828,5044.4%FinanceMSFTMicrosoft$2,352,8135,5822.7%Computer and TechnologyLLYEli Lilly and Company$2,328,8623,0172.6%MedicalRHRXRH Tactical Rotation ETF$2,324,301147,3892.6%ETFAMAXRH Hedged Multi-Asset Income ETF$2,248,525289,1992.6%ETFIVEiShares S&P 500 Value ETF$2,183,62811,4402.5%ETFMSTRMicroStrategy$2,009,9636,9402.3%Computer and TechnologyTAT&T$1,872,23782,2242.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,691,96416,8661.9%ETFAMZNAmazon.com$1,610,4817,3411.8%Retail/WholesaleVNLAJanus Henderson Short Duration Income ETF$1,601,08632,7351.8%ETFVDEVanguard Energy ETF$1,542,72512,7171.8%ETFQPFFAmerican Century Quality Preferred ETF$1,489,89241,4221.7%ETFIVWiShares S&P 500 Growth ETF$1,480,88114,5861.7%ETFVOOVanguard S&P 500 ETF$1,367,7352,5381.6%ETFBYLDiShares Yield Optimized Bond ETF$1,326,45159,8441.5%ETFXOMExxon Mobil$1,316,33412,2371.5%Oils/EnergyNVDANVIDIA$1,284,7219,5671.5%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$1,182,47533,1691.3%ETFXLGInvesco S&P 500 Top 50 ETF$1,088,27921,7831.2%ETFPGProcter & Gamble$1,003,6805,9871.1%Consumer StaplesQQQInvesco QQQ$998,4621,9531.1%FinanceKORPAmerican Century Diversified Corporate Bond ETF$976,47621,2551.1%ETFJPMJPMorgan Chase & Co.$970,6584,0491.1%FinanceXCCCBondBloxx CCC Rated USD High Yield Corporate Bond ETF$955,05424,3891.1%ETFFHLCFidelity MSCI Health Care Index ETF$948,03214,5071.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$938,33626,1741.1%ETFIXJiShares Global Healthcare ETF$937,50010,9051.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$871,14233,4151.0%ETFXLEEnergy Select Sector SPDR Fund$848,7019,9081.0%ETFXLFFinancial Select Sector SPDR Fund$841,47417,4111.0%ETFCSXCSX$784,28624,3040.9%TransportationFSTAFidelity MSCI Consumer Staples Index ETF$782,70015,8350.9%ETFDWXSPDR S&P International Dividend ETF$762,77521,8190.9%ETFPOWAInvesco Bloomberg Pricing Power ETF$758,2349,3300.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$741,7463,3060.8%FinanceJ P MORGAN EXCHANGE TRADED F$734,92611,8460.8%HEDGED EQUITY LABPBP$717,53924,2740.8%Oils/EnergyXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$711,78914,5950.8%ETFIGHGProShares Investment Grade Interest Rate Hedged$686,8468,7870.8%ETFKOCoca-Cola$673,15510,8120.8%Consumer StaplesWMTWalmart$658,8357,2920.7%Retail/WholesaleAVGOBroadcom$628,0552,7090.7%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$541,96821,5580.6%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$541,59721,5090.6%ETFIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$537,96921,5360.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$525,4574,2050.6%ETFIYKiShares U.S. Consumer Staples ETF$520,2357,9320.6%ETFSOSouthern$510,3556,2000.6%UtilitiesDWASInvesco DWA SmallCap Momentum ETF$505,5965,5380.6%ManufacturingPEPPepsiCo$466,0643,0650.5%Consumer StaplesMOAltria Group$458,0998,7610.5%Consumer StaplesIYRiShares U.S. Real Estate ETF$438,3494,7100.5%ETFIWBiShares Russell 1000 ETF$435,5601,3520.5%ETFBALTInnovator Defined Wealth Shield ETF$429,57413,6720.5%ETFBUFDFT Vest Laddered Deep Buffer ETF$428,07216,7740.5%ETFVNQVanguard Real Estate ETF$427,7854,8020.5%ETFIXCiShares Global Energy ETF$426,54711,1720.5%ETFMRKMerck & Co., Inc.$418,3134,2050.5%MedicalPMPhilip Morris International$388,6103,2290.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$383,2966540.4%FinanceVFMOVanguard U.S. Momentum Factor ETF$379,1232,3070.4%ETFMSMorgan Stanley$378,2913,0090.4%FinanceBUYWMain BuyWrite ETF$363,82026,0990.4%ETFWFCWells Fargo & Company$363,0715,1690.4%FinanceITAiShares U.S. Aerospace & Defense ETF$360,7952,4820.4%ETFSCHDSchwab US Dividend Equity ETF$356,82013,0610.4%ETFADPAutomatic Data Processing$356,2521,2170.4%Business ServicesCATCaterpillar$351,8779700.4%Industrial ProductsDBEInvesco DB Energy Fund$346,75518,6930.4%FinanceIBMInternational Business Machines$342,0551,5560.4%Computer and TechnologyLOWLowe's Companies$337,1601,3660.4%Retail/WholesaleHDHome Depot$327,1418410.4%Retail/WholesaleJNJJohnson & Johnson$322,9362,2330.4%MedicalCVXChevron$315,8142,1800.4%Oils/EnergyVBVanguard Small-Cap ETF$308,7881,2850.4%ETFDALDelta Air Lines$297,9634,9250.3%TransportationDISWalt Disney$294,6322,6460.3%Consumer DiscretionaryIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$292,51011,4890.3%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$290,4462,8740.3%ManufacturingXHYEBondBloxx USD High Yield Bond Energy Sector ETF$287,1417,4430.3%ETFMUBiShares National Muni Bond ETF$285,7672,6820.3%ETFMCDMcDonald's$278,8749620.3%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$276,0503,1610.3%ETFDUKDuke Energy$274,3062,5460.3%UtilitiesMAMastercard$268,5515100.3%Business ServicesSPGIS&P Global$262,9605280.3%Business ServicesIVViShares Core S&P 500 ETF$258,4924390.3%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$243,1696,5600.3%ManufacturingVVisa$238,9267560.3%Business ServicesMETAMeta Platforms$238,3154070.3%Computer and TechnologyIXGiShares Global Financials ETF$236,9712,4670.3%ETFIWRiShares Russell Mid-Cap ETF$235,6942,6660.3%ETFHCMTDirexion HCM Tactical Enhanced U.S. ETF$223,7866,2010.3%ETFGLDSPDR Gold Shares$223,2449220.3%FinanceGNKGenco Shipping & Trading$221,06115,8580.3%TransportationIJRiShares Core S&P Small-Cap ETF$214,8851,8650.2%ETFSYYSysco$214,7002,8080.2%Consumer StaplesShowing 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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