Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Wealth Management Partners, LLCInvestment ActivityWealth Management Partners, LLC has $231.73 million in total holdings as of December 31, 2024.Wealth Management Partners, LLC owns shares of 113 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 5.28% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Wealth Management Partners, LLC has purchased 111 new stocks and bought additional shares in 53 stocks.Wealth Management Partners, LLC sold shares of 35 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $24,615,622Invesco QQQ $18,476,283Apple $13,605,720iShares Core S&P 500 ETF $11,089,113iShares Gold Trust $10,020,923 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $1,500,727 HoldingRio Tinto Group $988,740 HoldingASML $913,479 HoldingJanus Henderson AAA CLO ETF $526,319 HoldingRTX $498,522 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 7,599 shares (about $1.50M)Rio Tinto Group 16,812 shares (about $988.74K)ASML 1,318 shares (about $913.48K)Tesla 2,123 shares (about $857.35K)Palo Alto Networks 4,594 shares (about $835.92K) Largest Sales this Quarter Invesco S&P 500 Revenue ETF 5,523 shares (about $540.81K)NVIDIA 3,620 shares (about $486.13K)United Parcel Service 3,461 shares (about $436.40K)iShares Core S&P U.S. Value ETF 3,031 shares (about $280.64K)Exxon Mobil 2,463 shares (about $264.95K) 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$24,615,622$486,130 ▼-1.9%183,30210.6%Computer and TechnologyQQQInvesco QQQ$18,476,283$229,030 ▲1.3%36,1418.0%FinanceAAPLApple$13,605,720$32,554 ▼-0.2%54,3325.9%Computer and TechnologyIVViShares Core S&P 500 ETF$11,089,113$60,635 ▲0.5%18,8374.8%ETFIAUiShares Gold Trust$10,020,923$85,306 ▲0.9%202,4024.3%FinanceMSFTMicrosoft$9,670,701$142,886 ▲1.5%22,9444.2%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$8,106,801$26,019 ▲0.3%33,3383.5%ETFAMZNAmazon.com$7,179,757$615,608 ▲9.4%32,7263.1%Retail/WholesaleTSLATesla$6,731,609$857,352 ▲14.6%16,6692.9%Auto/Tires/TrucksAVEMAvantis Emerging Markets Equity ETF$5,831,681$5,703 ▲0.1%99,1952.5%ETFRWLInvesco S&P 500 Revenue ETF$5,100,555$540,812 ▼-9.6%52,0892.2%ETFVYMVanguard High Dividend Yield ETF$3,941,488$219,581 ▼-5.3%30,8921.7%ETFVTWOVanguard Russell 2000 ETF$3,689,883$247,803 ▲7.2%41,3061.6%ETFIUSViShares Core S&P U.S. Value ETF$3,665,181$280,641 ▼-7.1%39,5851.6%ManufacturingGOOGAlphabet$3,607,999$21,900 ▲0.6%18,9461.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,190,557$85,148 ▲2.7%27,6911.4%ETFXOMExxon Mobil$3,072,532$264,946 ▼-7.9%28,5631.3%Oils/EnergyFADFirst Trust MultiCap Growth AlphaDEX Fund$3,068,189$47,405 ▲1.6%22,2001.3%ETFSPYSPDR S&P 500 ETF Trust$2,966,917$22,859 ▲0.8%5,0621.3%FinanceFNYFirst Trust Mid Cap Growth AlphaDEX Fund$2,873,900$16,560 ▲0.6%35,9241.2%ETFCOSTCostco Wholesale$2,863,344$104,455 ▲3.8%3,1251.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,832,862$135,435 ▲5.0%11,8181.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$2,744,889$71,388 ▼-2.5%30,9141.2%ETFCRMSalesforce$2,538,299$55,166 ▼-2.1%7,5921.1%Computer and TechnologyHDHome Depot$2,516,642$29,173 ▲1.2%6,4701.1%Retail/WholesaleAVGOBroadcom$2,259,848$56,572 ▲2.6%9,7471.0%Computer and TechnologyCVXChevron$1,941,173$48,812 ▼-2.5%13,4020.8%Oils/EnergyPALANTIR TECHNOLOGIES INC$1,900,582$74,117 ▲4.1%25,1300.8%CL ASMMTSummit Therapeutics$1,737,800$160,605 ▲10.2%97,3830.7%MedicalAMATApplied Materials$1,640,269$58,384 ▲3.7%10,0860.7%Computer and TechnologyARKWARK Next Generation Internet ETF$1,625,315$557,609 ▲52.2%15,0520.7%ETFPANWPalo Alto Networks$1,588,693$835,924 ▲111.0%8,7310.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,500,727$1,500,727 ▲New Holding7,5990.6%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,499,313$16,090 ▲1.1%15,4680.6%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,462,134$202,385 ▲16.1%16,3130.6%ETFUNHUnitedHealth Group$1,405,091$61,201 ▼-4.2%2,7780.6%MedicalWMTWalmart$1,400,995$76,438 ▲5.8%15,5060.6%Retail/WholesaleMETAMeta Platforms$1,355,226$223,042 ▲19.7%2,3150.6%Computer and TechnologyVVisa$1,348,733$316 ▲0.0%4,2680.6%Business ServicesIJHiShares Core S&P Mid-Cap ETF$1,325,334$21,248 ▲1.6%21,2700.6%ETFAMDAdvanced Micro Devices$1,249,210$69,937 ▲5.9%10,3420.5%Computer and TechnologyARKQARK Autonomous Technology & Robotics ETF$1,247,279$138,896 ▲12.5%16,1460.5%ETFIUSGiShares Core S&P U.S. Growth ETF$1,197,556$139 ▲0.0%8,5940.5%ManufacturingDSIiShares MSCI KLD 400 Social ETF$1,191,251$220 ▼0.0%10,8050.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,181,614$5,106 ▲0.4%2,7770.5%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,143,507$17,618 ▼-1.5%9,0220.5%ETFSHOPShopify$1,125,397$7,443 ▼-0.7%10,5840.5%Computer and TechnologyVTVVanguard Value ETF$1,115,518$54,345 ▲5.1%6,5890.5%ETFCATCaterpillar$1,090,765$138,567 ▼-11.3%3,0070.5%Industrial ProductsISRGIntuitive Surgical$1,074,716$41,757 ▲4.0%2,0590.5%MedicalIJSiShares S&P Small-Cap 600 Value ETF$1,070,269$22,374 ▼-2.0%9,8540.5%ETFEEMAiShares MSCI Emerging Markets Asia ETF$1,066,695$121,873 ▲12.9%14,8880.5%ManufacturingLLYEli Lilly and Company$1,039,884$26,248 ▲2.6%1,3470.4%MedicalMSTRMicroStrategy$1,033,943$208,526 ▼-16.8%3,5700.4%Computer and TechnologyRIORio Tinto Group$988,740$988,740 ▲New Holding16,8120.4%Basic MaterialsIYFiShares U.S. Financials ETF$981,641$148,402 ▲17.8%8,8770.4%ETFASMLASML$913,479$913,479 ▲New Holding1,3180.4%Computer and TechnologyIWViShares Russell 3000 ETF$890,442$2,006 ▼-0.2%2,6640.4%ETFVUGVanguard Growth ETF$833,193$126,005 ▲17.8%2,0300.4%ETFIYEiShares U.S. Energy ETF$766,168$4,603 ▲0.6%16,8130.3%ETFABBVAbbVie$761,765$77,118 ▲11.3%4,2870.3%MedicalUPSUnited Parcel Service$758,807$436,396 ▼-36.5%6,0180.3%TransportationBRK.BBerkshire Hathaway$748,365$907 ▲0.1%1,6510.3%FinanceCCLCarnival Co. &$735,015$76,006 ▼-9.4%29,4950.3%Consumer DiscretionaryFCXFreeport-McMoRan$734,348$59,863 ▲8.9%19,2840.3%Basic MaterialsMUMicron Technology$729,339$65,561 ▲9.9%8,6660.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$698,766$351 ▲0.1%9,9430.3%ETFGOOGLAlphabet$695,621$21,200 ▲3.1%3,6750.3%Computer and TechnologyGSThe Goldman Sachs Group$644,198$127,694 ▲24.7%1,1250.3%FinanceNOWServiceNow$633,952$20,142 ▼-3.1%5980.3%Computer and TechnologySYYSysco$628,564$50,004 ▼-7.4%8,2210.3%Consumer StaplesSYLDCambria Shareholder Yield ETF$574,670$126,670 ▲28.3%8,3930.2%ETFITAiShares U.S. Aerospace & Defense ETF$572,388$4,360 ▼-0.8%3,9380.2%ETFSHWSherwin-Williams$556,125$64,587 ▼-10.4%1,6360.2%Basic MaterialsIWFiShares Russell 1000 Growth ETF$540,527$1,606 ▼-0.3%1,3460.2%ETFJAAAJanus Henderson AAA CLO ETF$526,319$526,319 ▲New Holding10,3790.2%ETFJNJJohnson & Johnson$510,075$5,351 ▼-1.0%3,5270.2%MedicalRTXRTX$498,522$498,522 ▲New Holding4,3080.2%AerospaceWFCWells Fargo & Company$471,621$21,706 ▼-4.4%6,7140.2%FinanceRSGRepublic Services$463,7200.0%2,3050.2%Business ServicesIYJiShares U.S. Industrials ETF$443,420$11,883 ▼-2.6%3,3210.2%ETFGLDSPDR Gold Shares$436,803$36,077 ▲9.0%1,8040.2%FinanceVZVerizon Communications$426,522$41,588 ▲10.8%10,6660.2%Computer and TechnologyWMWaste Management$414,6780.0%2,0550.2%Business ServicesPGProcter & Gamble$405,378$4,694 ▼-1.1%2,4180.2%Consumer StaplesNETCloudflare$382,156$12,276 ▲3.3%3,5490.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$366,202$15,079 ▼-4.0%1,8700.2%ETFAXPAmerican Express$362,1960.0%1,2200.2%FinanceINTUIntuit$355,103$45,881 ▼-11.4%5650.2%Computer and TechnologyBBYBest Buy$343,200$343,200 ▲New Holding4,0000.1%Retail/WholesaleDALDelta Air Lines$333,295$213,868 ▼-39.1%5,5090.1%TransportationIYMiShares U.S. Basic Materials ETF$332,4910.0%2,5590.1%ETFCSCOCisco Systems$329,8030.0%5,5710.1%Computer and TechnologySSentinelOne$328,471$39,627 ▲13.7%14,7960.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$324,163$6,850 ▼-2.1%1,7510.1%ETFVRTVertiv$315,836$315,836 ▲New Holding2,7800.1%Computer and TechnologyCCitigroup$314,603$173,528 ▼-35.5%4,4690.1%FinanceJEPIJPMorgan Equity Premium Income ETF$313,004$345 ▲0.1%5,4410.1%ETFVTIVanguard Total Stock Market ETF$296,2310.0%1,0220.1%ETFADBEAdobe$281,482$10,672 ▼-3.7%6330.1%Computer and TechnologyShowing largest 100 holdings. 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