Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Wealth Management Partners, LLCInvestment ActivityWealth Management Partners, LLC has $215.90 million in total holdings as of March 31, 2025.Wealth Management Partners, LLC owns shares of 114 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 3.33% of the portfolio was purchased this quarter.About 3.88% of the portfolio was sold this quarter.This quarter, Wealth Management Partners, LLC has purchased 113 new stocks and bought additional shares in 37 stocks.Wealth Management Partners, LLC sold shares of 51 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $19,704,565Invesco QQQ $17,107,535iShares Gold Trust $12,063,511Apple $11,746,903iShares Core S&P 500 ETF $10,477,329 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $714,906 Holding693475105 - The PNC Financial Services Group $677,593 Holding464287523 - iShares Semiconductor ETF $522,362 Holding381430438 - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $435,633 Holding46438F101 - ISHARES BITCOIN TRUST ETF $274,728 Holding Largest Purchases this Quarter ASTERA LABS INC 11,981 shares (about $714.91K)The PNC Financial Services Group 3,855 shares (about $677.59K)Vertiv 8,705 shares (about $628.50K)iShares Semiconductor ETF 2,776 shares (about $522.36K)ARK Next Generation Internet ETF 5,281 shares (about $499.95K) Largest Sales this Quarter Microsoft 990 shares (about $371.64K)Apple 1,449 shares (about $321.87K)Avantis U.S. Equity ETF 3,204 shares (about $295.99K)UnitedHealth Group 544 shares (about $284.88K)Exxon Mobil 2,131 shares (about $253.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$19,704,565$161,703 ▼-0.8%181,8109.1%Computer and TechnologyQQQInvesco QQQ$17,107,535$160,370 ▲0.9%36,4837.9%FinanceIAUiShares Gold Trust$12,063,511$129,889 ▲1.1%204,6055.6%FinanceAAPLApple$11,746,903$321,866 ▼-2.7%52,8835.4%Computer and TechnologyIVViShares Core S&P 500 ETF$10,477,329$107,324 ▼-1.0%18,6464.9%ETFMSFTMicrosoft$8,241,361$371,638 ▼-4.3%21,9543.8%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$7,402,038$3,999 ▼-0.1%33,3203.4%ETFAMZNAmazon.com$6,252,895$26,446 ▲0.4%32,8652.9%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$5,946,007$22,564 ▼-0.4%98,8202.8%ETFRWLInvesco S&P 500 Revenue ETF$5,172,733$1,788 ▼0.0%52,0712.4%ETFTSLATesla$4,620,564$300,626 ▲7.0%17,8292.1%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$3,907,411$76,474 ▼-1.9%30,2991.8%ETFIUSViShares Core S&P U.S. Value ETF$3,674,485$21,226 ▲0.6%39,8151.7%ManufacturingVTWOVanguard Russell 2000 ETF$3,273,498$57,826 ▼-1.7%40,5891.5%ETFXOMExxon Mobil$3,143,592$253,443 ▼-7.5%26,4321.5%EnergyGOOGAlphabet$2,972,134$12,186 ▲0.4%19,0241.4%Computer and TechnologyFADFirst Trust MultiCap Growth AlphaDEX Fund$2,969,541$97,544 ▲3.4%22,9541.4%ETFCOSTCostco Wholesale$2,968,803$13,241 ▲0.4%3,1391.4%Retail/WholesaleJPMJPMorgan Chase & Co.$2,921,572$22,568 ▲0.8%11,9101.4%FinanceIJRiShares Core S&P Small-Cap ETF$2,812,306$83,342 ▼-2.9%26,8941.3%ETFSPYSPDR S&P 500 ETF Trust$2,796,005$35,803 ▼-1.3%4,9981.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$2,773,725$121,664 ▼-4.2%29,6151.3%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$2,722,094$32,123 ▲1.2%36,3531.3%ETFCVXChevron$2,419,510$177,494 ▲7.9%14,4631.1%EnergyHDHome Depot$2,384,436$13,194 ▲0.6%6,5061.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$2,101,307$19,665 ▼-0.9%24,8971.0%CL ACRMSalesforce$2,025,255$12,076 ▼-0.6%7,5470.9%Computer and TechnologyARKWARK Next Generation Internet ETF$1,924,925$499,952 ▲35.1%20,3330.9%ETFSMMTSummit Therapeutics$1,857,299$21,219 ▼-1.1%96,2830.9%MedicalAVGOBroadcom$1,735,181$103,301 ▲6.3%10,3640.8%Computer and TechnologyIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,561,137$18,254 ▲1.2%16,5060.7%ETFPANWPalo Alto Networks$1,541,220$51,363 ▲3.4%9,0320.7%Computer and TechnologyAMATApplied Materials$1,533,495$69,803 ▲4.8%10,5670.7%Computer and TechnologyMETAMeta Platforms$1,515,711$181,540 ▲13.6%2,6300.7%Computer and TechnologyVVisa$1,491,881$3,855 ▼-0.3%4,2570.7%Business ServicesWMTWalmart$1,393,196$31,955 ▲2.3%15,8700.6%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,240,638$467 ▼0.0%21,2620.6%ETFIYEiShares U.S. Energy ETF$1,231,563$402,682 ▲48.6%24,9810.6%ETFUNHUnitedHealth Group$1,169,911$284,884 ▼-19.6%2,2340.5%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$1,166,0070.0%2,7770.5%FinanceCATCaterpillar$1,161,233$169,518 ▲17.1%3,5210.5%IndustrialsAVUSAvantis U.S. Equity ETF$1,132,948$295,985 ▼-20.7%12,2640.5%ETFVTVVanguard Value ETF$1,131,447$6,737 ▼-0.6%6,5500.5%ETFDSIiShares ESG MSCI KLD 400 ETF$1,106,5400.0%10,8050.5%ETFARKQARK Autonomous Technology & Robotics ETF$1,104,620$34,786 ▲3.3%16,6710.5%ETFAMDAdvanced Micro Devices$1,057,400$5,137 ▼-0.5%10,2920.5%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,057,304$34,820 ▼-3.2%8,3200.5%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$1,045,162$14,803 ▼-1.4%8,8960.5%ETFLLYEli Lilly and Company$1,029,910$82,591 ▼-7.4%1,2470.5%MedicalIYFiShares U.S. Financials ETF$1,026,960$25,166 ▲2.5%9,1000.5%ETFISRGIntuitive Surgical$1,010,351$9,410 ▼-0.9%2,0400.5%MedicalEEMAiShares MSCI Emerging Markets Asia ETF$1,008,136$94,585 ▼-8.6%13,6110.5%ManufacturingSHOPShopify$993,774$29,487 ▼-2.9%10,2790.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$932,981$27,587 ▼-2.9%9,5710.4%ETFABBVAbbVie$891,447$6,704 ▼-0.7%4,2550.4%MedicalBRK.BBerkshire Hathaway$872,899$6,391 ▼-0.7%1,6390.4%FinanceMSTRStrategy$847,514$181,610 ▼-17.6%2,9400.4%Computer and TechnologyIWViShares Russell 3000 ETF$843,334$2,859 ▼-0.3%2,6550.4%ETFVRTVertiv$829,217$628,501 ▲313.1%11,4850.4%Computer and TechnologyMUMicron Technology$781,503$28,500 ▲3.8%8,9940.4%Computer and TechnologyVUGVanguard Growth ETF$758,698$5,933 ▲0.8%2,0460.4%ETFIEFAiShares Core MSCI EAFE ETF$738,541$13,616 ▼-1.8%9,7630.3%ETFASTERA LABS INC$714,906$714,906 ▲New Holding11,9810.3%COMUPSUnited Parcel Service$680,174$18,258 ▲2.8%6,1840.3%TransportationPNCThe PNC Financial Services Group$677,593$677,593 ▲New Holding3,8550.3%FinanceFCXFreeport-McMoRan$659,149$70,950 ▼-9.7%17,4100.3%Basic MaterialsGSThe Goldman Sachs Group$624,409$9,833 ▲1.6%1,1430.3%FinanceSYYSysco$602,162$14,707 ▼-2.4%8,0250.3%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$601,683$1,225 ▼-0.2%3,9300.3%ETFSHWSherwin-Williams$571,2750.0%1,6360.3%Basic MaterialsRTXRTX$568,916$1,722 ▼-0.3%4,2950.3%AerospaceGOOGLAlphabet$564,730$3,557 ▼-0.6%3,6520.3%Computer and TechnologyRSGRepublic Services$558,1790.0%2,3050.3%Business ServicesCCLCarnival Co. &$546,352$29,686 ▼-5.2%27,9750.3%Consumer DiscretionarySYLDCambria Shareholder Yield ETF$541,361$5,870 ▲1.1%8,4850.3%ETFSOXXiShares Semiconductor ETF$522,362$522,362 ▲New Holding2,7760.2%ETFGLDSPDR Gold Shares$519,8050.0%1,8040.2%FinanceIWFiShares Russell 1000 Growth ETF$514,553$28,526 ▲5.9%1,4250.2%ETFVZVerizon Communications$507,812$23,996 ▲5.0%11,1950.2%Computer and TechnologyNETCloudflare$479,947$80,010 ▲20.0%4,2590.2%Computer and TechnologyWMWaste Management$475,7530.0%2,0550.2%Business ServicesNOWServiceNow$473,703$2,388 ▼-0.5%5950.2%Computer and TechnologyJNJJohnson & Johnson$466,840$118,078 ▼-20.2%2,8150.2%MedicalGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$435,633$435,633 ▲New Holding5,7290.2%ETFIYJiShares U.S. Industrials ETF$432,3280.0%3,3210.2%ETFPGProcter & Gamble$429,288$17,212 ▲4.2%2,5190.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$359,657$3,104 ▼-0.9%1,8540.2%ETFIYMiShares U.S. Basic Materials ETF$344,9530.0%2,5590.2%ETFCSCOCisco Systems$339,652$4,135 ▼-1.2%5,5040.2%Computer and TechnologyDALDelta Air Lines$333,845$93,653 ▲39.0%7,6570.2%TransportationINTUIntuit$332,783$14,122 ▼-4.1%5420.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$329,4680.0%1,7510.2%ETFAXPAmerican Express$328,406$269 ▲0.1%1,2210.2%FinanceJEPIJPMorgan Equity Premium Income ETF$313,188$2,286 ▲0.7%5,4810.1%ETFSSentinelOne$297,516$28,524 ▲10.6%16,3650.1%Computer and TechnologyBBYBest Buy$294,4400.0%4,0000.1%Retail/WholesaleABTAbbott Laboratories$292,4930.0%2,2050.1%MedicalEXIiShares Global Industrials ETF$288,4340.0%1,9840.1%ETFISHARES BITCOIN TRUST ETF$274,728$274,728 ▲New Holding5,8690.1%SHS BEN INTCEGConstellation Energy$270,789$270,789 ▲New Holding1,3430.1%EnergyShowing 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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