Partners Wealth Management, LLC Top Holdings and 13F Report (2025) About Partners Wealth Management, LLCInvestment ActivityPartners Wealth Management, LLC has $88.20 million in total holdings as of March 31, 2025.Partners Wealth Management, LLC owns shares of 116 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Partners Wealth Management, LLC has purchased 112 new stocks and bought additional shares in 43 stocks.Partners Wealth Management, LLC sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $5,721,306Adaptive Growth Opportunities ETF $4,480,178Berkshire Hathaway $4,475,555Eli Lilly and Company $2,398,723AT&T $2,304,488 Largest New Holdings this Quarter 09789C309 - BondBloxx USD High Yield Bond Financial & REIT Sector ETF $314,206 Holding74347W601 - ProShares Ultra Gold $270,312 Holding00287Y109 - AbbVie $235,081 Holding375558103 - Gilead Sciences $234,072 Holding892356106 - Tractor Supply $205,799 Holding Largest Purchases this Quarter BondBloxx USD High Yield Bond Financial & REIT Sector ETF 8,390 shares (about $314.21K)ProShares Ultra Gold 2,100 shares (about $270.31K)AbbVie 1,122 shares (about $235.08K)Gilead Sciences 2,089 shares (about $234.07K)Tractor Supply 3,735 shares (about $205.80K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 3,819 shares (about $384.46K)iShares iBonds Dec 2027 Term Muni Bond ETF 9,954 shares (about $251.64K)iShares iBonds Dec 2028 Term Muni Bond ETF 9,916 shares (about $250.78K)Eli Lilly and Company 113 shares (about $93.34K)Broadcom 433 shares (about $72.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartners Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$5,721,306$5,109 ▲0.1%25,7576.5%Computer and TechnologyAGOXAdaptive Growth Opportunities ETF$4,480,178$79,122 ▲1.8%183,1225.1%ETFBRK.BBerkshire Hathaway$4,475,555$53,255 ▼-1.2%8,4045.1%FinanceLLYEli Lilly and Company$2,398,723$93,339 ▼-3.7%2,9042.7%MedicalTAT&T$2,304,488$20,814 ▼-0.9%81,4882.6%Computer and TechnologyAMAXRH Hedged Multi-Asset Income ETF$2,271,772$130,338 ▲6.1%306,8012.6%ETFIVEiShares S&P 500 Value ETF$2,233,559$53,361 ▲2.4%11,7202.5%ETFRHRXRH Tactical Rotation ETF$2,176,0860.0%147,3892.5%ETFMSFTMicrosoft$2,092,048$3,379 ▼-0.2%5,5732.4%Computer and TechnologyMSTRStrategy$2,070,643$70,050 ▲3.5%7,1832.3%Computer and TechnologyVDEVanguard Energy ETF$1,630,063$19,456 ▼-1.2%12,5671.8%ETFVNLAJanus Henderson Short Duration Income ETF$1,624,589$15,679 ▲1.0%33,0541.8%ETFXOMExxon Mobil$1,460,223$4,876 ▲0.3%12,2781.7%EnergyQPFFAmerican Century Quality Preferred ETF$1,447,600$17,902 ▼-1.2%40,9161.6%ETFAMZNAmazon.com$1,436,600$39,953 ▲2.9%7,5511.6%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,380,443$26,456 ▲2.0%14,8711.6%ETFVOOVanguard S&P 500 ETF$1,330,223$25,700 ▲2.0%2,5881.5%ETFBYLDiShares Yield Optimized Bond ETF$1,328,953$13,051 ▼-1.0%59,2621.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,313,431$384,456 ▼-22.6%13,0471.5%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,247,105$3,599 ▲0.3%33,2651.4%ETFNVDANVIDIA$1,063,664$26,770 ▲2.6%9,8141.2%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$1,015,850$24,732 ▲2.5%14,8691.2%ETFPGProcter & Gamble$1,009,571$10,736 ▼-1.1%5,9241.1%Consumer StaplesXLGInvesco S&P 500 Top 50 ETF$1,002,4540.0%21,7831.1%ETFKORPAmerican Century Diversified Corporate Bond ETF$989,975$3,506 ▼-0.4%21,1801.1%ETFXCCCBondBloxx CCC Rated USD High Yield Corporate Bond ETF$969,480$46,618 ▲5.1%25,6211.1%ETFXLEEnergy Select Sector SPDR Fund$965,205$39,341 ▲4.2%10,3291.1%ETFIXJiShares Global Healthcare ETF$961,883$32,649 ▼-3.3%10,5471.1%ETFJPMJPMorgan Chase & Co.$959,933$33,363 ▼-3.4%3,9131.1%FinanceQQQInvesco QQQ$937,824$22,039 ▲2.4%2,0001.1%FinanceJ P MORGAN EXCHANGE TRADED F$908,986$202,017 ▲28.6%15,2311.0%HEDGED EQUITY LASCHVSchwab U.S. Large-Cap Value ETF$888,1840.0%33,4151.0%ETFXLFFinancial Select Sector SPDR Fund$883,878$16,637 ▲1.9%17,7451.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$876,8270.0%26,1741.0%ETFBPBP$839,749$19,531 ▲2.4%24,8521.0%EnergyDWXSPDR S&P International Dividend ETF$828,624$8,363 ▼-1.0%21,6010.9%ETFFSTAFidelity MSCI Consumer Staples Index ETF$817,800$8,181 ▲1.0%15,9950.9%ETFPOWAInvesco Bloomberg Pricing Power ETF$770,171$3,779 ▲0.5%9,3760.9%ETFKOCoca-Cola$765,331$9,024 ▼-1.2%10,6860.9%Consumer StaplesXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$760,571$37,692 ▲5.2%15,3560.9%ETFCSXCSX$709,414$5,857 ▼-0.8%24,1050.8%TransportationIGHGProShares Investment Grade Interest Rate Hedged$670,140$5,459 ▼-0.8%8,7160.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$634,676$18,167 ▼-2.8%3,2140.7%FinanceWMTWalmart$625,399$14,748 ▼-2.3%7,1240.7%Retail/WholesaleIYKiShares U.S. Consumer Staples ETF$594,504$26,837 ▲4.7%8,3070.7%ETFBALTInnovator Defined Wealth Shield ETF$581,158$152,130 ▲35.5%18,5200.7%ETFSOSouthern$552,836$17,288 ▼-3.0%6,0120.6%UtilitiesIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$539,2610.0%21,5360.6%ETFMOAltria Group$513,808$12,003 ▼-2.3%8,5610.6%Consumer StaplesIJJiShares S&P Mid-Cap 400 Value ETF$503,4650.0%4,2050.6%ETFPMPhilip Morris International$483,174$29,365 ▼-5.7%3,0440.5%Consumer StaplesIXCiShares Global Energy ETF$472,320$2,314 ▲0.5%11,2270.5%ETFBUFDFT Vest Laddered Deep Buffer ETF$456,485$37,974 ▲9.1%18,2960.5%ETFVNQVanguard Real Estate ETF$454,412$19,647 ▲4.5%5,0190.5%ETFIYRiShares U.S. Real Estate ETF$451,0200.0%4,7100.5%ETFDWASInvesco DWA SmallCap Momentum ETF$444,357$12,478 ▲2.9%5,6980.5%ManufacturingPEPPepsiCo$425,230$34,336 ▼-7.5%2,8360.5%Consumer StaplesIWBiShares Russell 1000 ETF$414,7120.0%1,3520.5%ETFBUYWMain BuyWrite ETF$406,298$47,959 ▲13.4%29,5920.5%ETFDBEInvesco DB Energy Fund$393,666$27,283 ▲7.4%20,0850.4%FinanceIBMInternational Business Machines$386,9150.0%1,5560.4%Computer and TechnologyAVGOBroadcom$381,071$72,497 ▼-16.0%2,2760.4%Computer and TechnologyWFCWells Fargo & Company$379,123$8,040 ▲2.2%5,2810.4%FinanceADPAutomatic Data Processing$371,8300.0%1,2170.4%Business ServicesSPYSPDR S&P 500 ETF Trust$367,519$1,678 ▲0.5%6570.4%FinanceITAiShares U.S. Aerospace & Defense ETF$366,278$13,781 ▼-3.6%2,3920.4%ETFXHYEBondBloxx USD High Yield Bond Energy Sector ETF$366,142$78,917 ▲27.5%9,4880.4%ETFSCHDSchwab US Dividend Equity ETF$365,1790.0%13,0610.4%ETFJNJJohnson & Johnson$360,370$9,950 ▼-2.7%2,1730.4%MedicalCVXChevron$354,895$9,872 ▼-2.7%2,1210.4%EnergyMSMorgan Stanley$351,0600.0%3,0090.4%FinanceVFMOVanguard U.S. Momentum Factor ETF$349,9220.0%2,3070.4%ETFCATCaterpillar$319,9060.0%9700.4%IndustrialsLOWLowe's Companies$319,020$466 ▲0.1%1,3680.4%Retail/WholesaleMRKMerck & Co., Inc.$314,609$62,832 ▼-16.6%3,5050.4%MedicalXHYFBondBloxx USD High Yield Bond Financial & REIT Sector ETF$314,206$314,206 ▲New Holding8,3900.4%ETFHDHome Depot$308,2180.0%8410.3%Retail/WholesaleMCDMcDonald's$302,687$2,187 ▲0.7%9690.3%Retail/WholesaleDUKDuke Energy$294,314$16,222 ▼-5.2%2,4130.3%UtilitiesIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$293,6590.0%11,4890.3%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$293,349$251,637 ▼-46.2%11,6040.3%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$293,187$250,776 ▼-46.1%11,5930.3%ETFTLTiShares 20+ Year Treasury Bond ETF$287,7460.0%3,1610.3%ETFVBVanguard Small-Cap ETF$284,9750.0%1,2850.3%ETFVVisa$281,069$16,121 ▲6.1%8020.3%Business ServicesMAMastercard$279,5410.0%5100.3%Business ServicesMUBiShares National Muni Bond ETF$272,658$10,122 ▼-3.6%2,5860.3%ETFUGLProShares Ultra Gold$270,312$270,312 ▲New Holding2,1000.3%ETFSPGIS&P Global$267,769$508 ▼-0.2%5270.3%Business ServicesGLDSPDR Gold Shares$265,6650.0%9220.3%FinanceDALDelta Air Lines$264,958$50,227 ▲23.4%6,0770.3%TransportationDISWalt Disney$261,1600.0%2,6460.3%Consumer DiscretionaryFYXFirst Trust Small Cap Core AlphaDEX Fund$258,9190.0%2,8740.3%ManufacturingIXGiShares Global Financials ETF$254,1500.0%2,4670.3%ETFGEGeneral Electric$251,582$4,203 ▼-1.6%1,2570.3%TransportationABTAbbott Laboratories$249,8380.0%1,8830.3%MedicalIVViShares Core S&P 500 ETF$246,7330.0%4390.3%ETFABBVAbbVie$235,081$235,081 ▲New Holding1,1220.3%MedicalHCMTDirexion HCM Tactical Enhanced U.S. ETF$234,804$47,462 ▲25.3%7,7720.3%ETFGILDGilead Sciences$234,072$234,072 ▲New Holding2,0890.3%MedicalShowing 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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