Partnership Wealth Management, LLC Top Holdings and 13F Report (2025) About Partnership Wealth Management, LLCInvestment ActivityPartnership Wealth Management, LLC has $117.81 million in total holdings as of March 31, 2025.Partnership Wealth Management, LLC owns shares of 72 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 1.20% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Partnership Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 18 stocks.Partnership Wealth Management, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Eli Lilly and Company $18,027,138iShares Core S&P Mid-Cap ETF $10,082,756iShares Core S&P Small-Cap ETF $8,460,695SPDR Portfolio S&P 500 Value ETF $7,031,534SPDR Portfolio Developed World ex-US ETF $6,422,575 Largest New Holdings this Quarter 29364G103 - Entergy $427,450 Holding718172109 - Philip Morris International $224,152 Holding902681105 - UGI $223,223 Holding410345102 - Hanesbrands $61,604 Holding Largest Purchases this Quarter Entergy 5,000 shares (about $427.45K)Philip Morris International 1,412 shares (about $224.15K)UGI 6,750 shares (about $223.22K)SPDR Portfolio Developed World ex-US ETF 1,847 shares (about $67.25K)Hanesbrands 10,677 shares (about $61.60K) Largest Sales this Quarter Apple 435 shares (about $96.62K)Microsoft 113 shares (about $42.42K)SPDR S&P 500 ETF Trust 59 shares (about $32.99K)NVIDIA 255 shares (about $27.64K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 219 shares (about $14.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartnership Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$18,027,138$10,737 ▲0.1%21,82715.3%MedicalIJHiShares Core S&P Mid-Cap ETF$10,082,756$44,171 ▲0.4%172,7988.6%ETFIJRiShares Core S&P Small-Cap ETF$8,460,695$59,710 ▲0.7%80,9097.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,031,534$7,609 ▼-0.1%137,6846.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,422,575$67,249 ▲1.1%176,3965.5%ETFRSPInvesco S&P 500 Equal Weight ETF$6,288,249$9,354 ▼-0.1%36,3005.3%ETFIWFiShares Russell 1000 Growth ETF$6,187,602$2,528 ▲0.0%17,1365.3%ETFMSFTMicrosoft$3,163,469$42,420 ▼-1.3%8,4272.7%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$2,504,743$42,502 ▲1.7%39,4262.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,220,383$60,078 ▲2.8%56,3981.9%ETFABTAbbott Laboratories$1,980,0670.0%14,9271.7%MedicalNSCNorfolk Southern$1,903,0900.0%8,0351.6%TransportationPEPPepsiCo$1,788,3340.0%11,9271.5%Consumer StaplesTTTrane Technologies$1,768,8300.0%5,2501.5%ConstructionBMYBristol-Myers Squibb$1,721,416$21,834 ▲1.3%28,2251.5%MedicalFANGDiamondback Energy$1,690,8910.0%10,5761.4%EnergyJNJJohnson & Johnson$1,658,4000.0%10,0001.4%MedicalCLColgate-Palmolive$1,616,7000.0%17,2541.4%Consumer StaplesBRK.BBerkshire Hathaway$1,509,864$22,901 ▲1.5%2,8351.3%FinanceXLEEnergy Select Sector SPDR Fund$1,468,100$25,232 ▲1.7%15,7101.2%ETFMDTMedtronic$1,395,795$19,859 ▲1.4%15,5331.2%MedicalCTRACoterra Energy$1,277,582$9,826 ▲0.8%44,2071.1%EnergyDISWalt Disney$1,196,244$4,244 ▼-0.4%12,1201.0%Consumer DiscretionaryPGProcter & Gamble$1,144,159$1,534 ▲0.1%6,7141.0%Consumer StaplesTROWT. Rowe Price Group$1,135,220$10,197 ▲0.9%12,3571.0%FinancePPGPPG Industries$1,093,5000.0%10,0000.9%Basic MaterialsNVDANVIDIA$1,035,463$27,637 ▼-2.6%9,5540.9%Computer and TechnologyCORCencora$1,001,1240.0%3,6000.8%MedicalMCDMcDonald's$973,218$312 ▲0.0%3,1160.8%Retail/WholesaleELEstée Lauder Companies$971,124$51,678 ▲5.6%14,7140.8%Consumer StaplesCVXChevron$970,2820.0%5,8000.8%EnergyAAPLApple$941,566$96,622 ▼-9.3%4,2390.8%Computer and TechnologyCEGConstellation Energy$905,1170.0%4,4890.8%EnergyEMREmerson Electric$898,2810.0%8,1930.8%IndustrialsPFEPfizer$746,3140.0%29,4520.6%MedicalTAT&T$702,9840.0%24,8580.6%Computer and TechnologyILMNIllumina$672,168$29,911 ▲4.7%8,4720.6%MedicalMKCMcCormick & Company, Incorporated$658,4800.0%8,0000.6%Consumer StaplesADPAutomatic Data Processing$624,1980.0%2,0430.5%Business ServicesEXCExelon$620,5590.0%13,4670.5%UtilitiesCSCOCisco Systems$598,5870.0%9,7000.5%Computer and TechnologyAPDAir Products and Chemicals$589,8400.0%2,0000.5%Basic MaterialsAXPAmerican Express$587,995$11,033 ▼-1.8%2,1850.5%FinanceNEENextEra Energy$567,1200.0%8,0000.5%UtilitiesWECWEC Energy Group$534,0020.0%4,9000.5%UtilitiesKKellanova$519,6870.0%6,3000.4%Consumer DiscretionaryFDXFedEx$511,9380.0%2,1000.4%TransportationABBVAbbVie$492,1620.0%2,3490.4%MedicalSPYSPDR S&P 500 ETF Trust$439,995$32,986 ▼-7.0%7870.4%FinanceETREntergy$427,450$427,450 ▲New Holding5,0000.4%UtilitiesIRIngersoll Rand$383,3440.0%4,7900.3%IndustrialsSYYSysco$375,2000.0%5,0000.3%Consumer StaplesRTXRTX$361,0440.0%2,7260.3%AerospaceGISGeneral Mills$358,7400.0%6,0000.3%Consumer StaplesKMBKimberly-Clark$355,5500.0%2,5000.3%Consumer StaplesMASMasco$347,7000.0%5,0000.3%ConstructionVZVerizon Communications$337,5690.0%7,4420.3%Computer and TechnologyDUKDuke Energy$318,5860.0%2,6120.3%UtilitiesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$315,168$14,895 ▼-4.5%4,6340.3%ETFGLWCorning$297,5700.0%6,5000.3%Computer and TechnologyMMM3M$293,7200.0%2,0000.2%Multi-Sector ConglomeratesALBAlbemarle$288,0800.0%4,0000.2%Basic MaterialsKOCoca-Cola$286,4800.0%4,0000.2%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$283,400$6,012 ▼-2.1%4,1480.2%ETFVBVanguard Small-Cap ETF$273,292$444 ▲0.2%1,2320.2%ETFALLEAllegion$234,9580.0%1,8010.2%IndustrialsLOWLowe's Companies$233,2300.0%1,0000.2%Retail/WholesalePMPhilip Morris International$224,152$224,152 ▲New Holding1,4120.2%Consumer StaplesUGIUGI$223,223$223,223 ▲New Holding6,7500.2%UtilitiesTHE CAMPBELLS COMPANY COM$207,5840.0%5,2000.2%StockHBIHanesbrands$61,604$61,604 ▲New Holding10,6770.1%Consumer DiscretionaryFOSLFossil Group$24,5610.0%21,3570.0%Retail/WholesaleSCHWAB CHARLES FAMILY FD AMT TAX FREE MNY$0$1,867,629 ▼-100.0%00.0%Money Market FundSPLGSPDR Portfolio S&P 500 ETF$0$379,170 ▼-100.0%00.0%ETFHDHome Depot$0$212,000 ▼-100.0%00.0%Retail/WholesaleHPQHP$0$208,832 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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