HoldingsChannel.com
Wealth Management Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Wealth Management Partners LLC top holdings by largest position size, as per the latest 13f filing made by Wealth Management Partners LLC. In the Wealth Management Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealth Management Partners LLC in that top holding, then the share count change between reporting periods, and finally the Wealth Management Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 60,000 -1,000 $8,175
     AAPL60,000-1,000$8,175
INVESCO QQQ TR 25,000 UNCH $7,159
     QQQ25,000UNCH$7,159
ISHARES TR (IVV) 19,000 -2,000 $6,965
     IVV19,000-2,000$6,965
ISHARES GOLD TR (IAU) 178,000 +178,000 $6,121
     IAU178,000+178,000$6,121
MICROSOFT CORP 20,000 -2,000 $5,539
     MSFT20,000-2,000$5,539
INVESCO EXCH TRADED FD TR II (RWL) 60,000 -10,000 $4,365
     RWL60,000-10,000$4,365
VANGUARD WHITEHALL FDS (VYM) 40,000 -5,000 $4,333
     VYM40,000-5,000$4,333
FIRST TR EXCHANGE TRADED FD (FDN) 29,000 +1,000 $3,678
     FDN29,000+1,000$3,678
INVESCO EXCH TRADED FD TR II (QQQJ) 157,000 -13,000 $3,652
     QQQJ157,000-13,000$3,652
ISHARES TR (USMV) 50,000 -4,000 $3,577
     USMV50,000-4,000$3,577
NVIDIA CORPORATION      $3,510
     NVDA23,000+2,000$3,504
     Call3,000+3,000$6
ISHARES TR (IJR) 30,000 -3,000 $2,778
     IJR30,000-3,000$2,778
SPDR S&P 500 ETF TR (SPY) 7,000 +1,000 $2,399
     SPY7,000+1,000$2,399
ISHARES TR (IUSV) 35,000 -4,000 $2,299
     IUSV35,000-4,000$2,299
AMAZON COM INC      $2,184
     AMZN21,000+20,200$2,179
     Call2,000+2,000$5
TESLA INC 3,000 -200 $2,158
     TSLA3,000-200$2,158
HOME DEPOT INC 6,000 UNCH $1,692
     HD6,000UNCH$1,692
ALPHABET INC 1,000 UNCH $1,571
     GOOG1,000UNCH$1,571
CHEVRON CORP NEW 11,000 -1,000 $1,551
     CVX11,000-1,000$1,551
EXXON MOBIL CORP 17,000 -1,000 $1,485
     XOM17,000-1,000$1,485
BERKSHIRE HATHAWAY INC DEL      $1,282
     BRK.B5,000UNCH$1,282
ISHARES TR (IJS) 13,000 UNCH $1,171
     IJS13,000UNCH$1,171
UNITEDHEALTH GROUP INC 2,000 UNCH $1,130
     UNH2,000UNCH$1,130
VERIZON COMMUNICATIONS INC 22,000 UNCH $1,114
     VZ22,000UNCH$1,114
SALESFORCE INC 7,000 UNCH $1,107
     CRM7,000UNCH$1,107
COSTCO WHSL CORP NEW 2,000 UNCH $1,078
     COST2,000UNCH$1,078
SPDR DOW JONES INDL AVERAGE (DIA) 3,000 UNCH $1,004
     DIA3,000UNCH$1,004
ISHARES TR (IJH) 5,000 UNCH $1,001
     IJH5,000UNCH$1,001
AMERICAN CENTY ETF TR (AVUS) 15,000 +15,000 $989
     AVUS15,000+15,000$989
JPMORGAN CHASE & CO 9,000 UNCH $975
     JPM9,000UNCH$975
SYSCO CORP 11,000 -1,000 $967
     SYY11,000-1,000$967
ISHARES TR (DSI) 13,000 -3,000 $946
     DSI13,000-3,000$946
VISA INC 4,000 -1,000 $883
     V4,000-1,000$883
ISHARES TR (IWP) 11,000 UNCH $870
     IWP11,000UNCH$870
UNITED PARCEL SERVICE INC 5,000 UNCH $841
     UPS5,000UNCH$841
VANGUARD INDEX FDS (VTV) 6,000 -2,000 $825
     VTV6,000-2,000$825
ISHARES TR (IEFA) 13,000 -1,000 $793
     IEFA13,000-1,000$793
JOHNSON & JOHNSON 4,000 UNCH $777
     JNJ4,000UNCH$777
ISHARES TR (IUSG) 9,000 UNCH $766
     IUSG9,000UNCH$766
DUTCH BROS INC      $694
     BROS22,000+22,000$691
     Call1,000+1,000$3
SHOCKWAVE MED INC      $676
     SWAV2,000+2,000$385
     Call600+600$291
ISHARES TR (IYE) 17,000 -1,000 $645
     IYE17,000-1,000$645
SHERWIN WILLIAMS CO 3,000 +1,000 $645
     SHW3,000+1,000$645
ABBVIE INC 4,000 UNCH $641
     ABBV4,000UNCH$641
CATERPILLAR INC 4,000 +1,000 $634
     CAT4,000+1,000$634
LILLY ELI & CO 2,000 UNCH $618
     LLY2,000UNCH$618
PACER FDS TR 29,000 -1,000 $613
     PTBD29,000-1,000$613
ISHARES TR (IWV) 3,000 UNCH $610
     IWV3,000UNCH$610
ISHARES TR (IYJ) 7,000 -1,000 $606
     IYJ7,000-1,000$606
INVESCO EXCHANGE TRADED FD T (RSP) 4,000 UNCH $561
     RSP4,000UNCH$561

See Full List: All Stocks Held By Wealth Management Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth Management Partners LLC

Size ($ in 1000's)
At 06/30/2022: $114,436
At 03/31/2022: $140,322

Wealth Management Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Management Partners LLC 13F filings. Link to 13F filings: SEC filings

Wealth Management Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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