All Stocks Held By Wealth Management Partners LLC

As of 03/31/2024, we find all stocks held by Wealth Management Partners LLC to be as follows, presented in the table below with each row detailing each Wealth Management Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Wealth Management Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Wealth Management Partners LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
INVESCO QQQ TR	38,928	+138	$17,284
QQQ	38,928	+138	$17,284
NVIDIA CORPORATION	19,111	-1,945	$17,268
NVDA	19,111	-1,945	$17,268
ISHARES TR (IVV)	20,304	-966	$10,675
IVV	20,304	-966	$10,675
MICROSOFT CORP	23,101	+403	$9,719
MSFT	23,101	+403	$9,719
APPLE INC	56,451	-2,014	$9,680
AAPL	56,451	-2,014	$9,680
ISHARES GOLD TR (IAU)	196,521	+5,111	$8,256
IAU	196,521	+5,111	$8,256
FIRST TR EXCHANGE TRADED FD (FDN)	32,371	+209	$6,639
FDN	32,371	+209	$6,639
INVESCO EXCH TRADED FD TR II (RWL)	63,962	-3,670	$5,995
RWL	63,962	-3,670	$5,995
AMERICAN CENTY ETF TR (AVEM)	92,667	+1,817	$5,371
AVEM	92,667	+1,817	$5,371
AMAZON COM INC	28,716	-366	$5,180
AMZN	28,716	-366	$5,180
VANGUARD WHITEHALL FDS (VYM)	34,781	-3,378	$4,208
VYM	34,781	-3,378	$4,208
ISHARES TR (IUSV)	42,767	-910	$3,868
IUSV	42,767	-910	$3,868
EXXON MOBIL CORP	33,003	+5	$3,836
XOM	33,003	+5	$3,836
ISHARES TR (USMV)	36,825	-1,134	$3,078
USMV	36,825	-1,134	$3,078
ISHARES TR (IJR)	27,295	-1,826	$3,017
IJR	27,295	-1,826	$3,017
ALPHABET INC	19,469	+365	$2,964
GOOG	19,469	+365	$2,964
SPDR S&P 500 ETF TR (SPY)	5,487	-115	$2,870
SPY	5,487	-115	$2,870
FIRST TR MULTI CAP GROWTH AL (FAD)	21,843	+14	$2,721
FAD	21,843	+14	$2,721
FIRST TR EXCHANGE TRADED ALP (FNY)	35,857	-1,129	$2,711
FNY	35,857	-1,129	$2,711
HOME DEPOT INC	6,412	-398	$2,460
HD	6,412	-398	$2,460
SALESFORCE INC	7,911	-131	$2,383
CRM	7,911	-131	$2,383
COSTCO WHSL CORP NEW	3,075	+88	$2,253
COST	3,075	+88	$2,253
JPMORGAN CHASE & CO	11,198	-282	$2,243
JPM	11,198	-282	$2,243
CHEVRON CORP NEW	13,242	+210	$2,089
CVX	13,242	+210	$2,089
TESLA INC	11,693	+223	$2,056
TSLA	11,693	+223	$2,056
APPLIED MATLS INC	9,561	+400	$1,972
AMAT	9,561	+400	$1,972
UNITED PARCEL SERVICE INC	10,097	+1,834	$1,501
UPS	10,097	+1,834	$1,501
UNITEDHEALTH GROUP INC	2,991	+121	$1,479
UNH	2,991	+121	$1,479
ISHARES TR (IEO)	13,554	+227	$1,450
IEO	13,554	+227	$1,450
SNOWFLAKE INC	8,634	+1,248	$1,395
SNOW	8,634	+1,248	$1,395
ARK ETF TR (ARKQ)	25,079	-958	$1,372
ARKQ	25,079	-958	$1,372
ADVANCED MICRO DEVICES INC	7,482	+708	$1,350
AMD	7,482	+708	$1,350
AMERICAN CENTY ETF TR (AVUS)	15,074	+1,139	$1,349
AVUS	15,074	+1,139	$1,349
SHOCKWAVE MED INC	3,984	+115	$1,297
SWAV	3,984	+115	$1,297
ISHARES TR (IJH)	20,880	+16,521	$1,268
IJH	20,880	+16,521	$1,268
ELI LILLY & CO	1,573	-69	$1,224
LLY	1,573	-69	$1,224
VISA INC	4,366	UNCH	$1,219
V	4,366	UNCH	$1,219
CATERPILLAR INC	3,258	-320	$1,194
CAT	3,258	-320	$1,194
SPDR DOW JONES INDL AVERAGE (DIA)	2,892	-66	$1,150
DIA	2,892	-66	$1,150
SHOPIFY INC	14,602	+680	$1,127
SHOP	14,602	+680	$1,127
ISHARES TR (DSI)	11,033	UNCH	$1,112
DSI	11,033	UNCH	$1,112
ISHARES TR (IJS)	10,749	-127	$1,105
IJS	10,749	-127	$1,105
ISHARES TR (IWP)	9,579	-74	$1,093
IWP	9,579	-74	$1,093
CARNIVAL CORP	64,745	+9,475	$1,058
CCL	64,745	+9,475	$1,058
ISHARES TR (IUSG)	8,960	+5	$1,050
IUSG	8,960	+5	$1,050
VANGUARD INDEX FDS (VTV)	6,271	-378	$1,021
VTV	6,271	-378	$1,021
MICRON TECHNOLOGY INC	7,759	+423	$915
MU	7,759	+423	$915
SYSCO CORP	10,822	-227	$879
SYY	10,822	-227	$879
WALMART INC	13,976	+9,515	$841
WMT	13,976	+9,515	$841
ISHARES TR (IWV)	2,703	-10	$811
IWV	2,703	-10	$811
FREEPORT MCMORAN INC	17,075	+2,100	$803
FCX	17,075	+2,100	$803
ISHARES TR (IYE)	16,217	+309	$801
IYE	16,217	+309	$801
ABBVIE INC	4,341	-364	$790
ABBV	4,341	-364	$790
CVS HEALTH CORP	9,724	-1,378	$776
CVS	9,724	-1,378	$776
MICROSTRATEGY INC	448	+448	$764
MSTR	448	+448	$764
ISHARES TR (IEFA)	10,177	-104	$755
IEFA	10,177	-104	$755
ISHARES TR (IYF)	7,495	-38	$717
IYF	7,495	-38	$717
BERKSHIRE HATHAWAY INC DEL			$705
BRK.B	1,677	+3	$705
SHERWIN WILLIAMS CO	2,020	-155	$702
SHW	2,020	-155	$702
VANGUARD INDEX FDS (VUG)	1,984	-105	$683
VUG	1,984	-105	$683
BROADCOM INC	489	+242	$648
AVGO	489	+242	$648
BLACKROCK INC	754	-36	$628
BLK	754	-36	$628
JOHNSON & JOHNSON	3,961	-336	$627
JNJ	3,961	-336	$627
DUTCH BROS INC	18,790	+756	$620
BROS	18,790	+756	$620
PALO ALTO NETWORKS INC	2,042	+1,014	$580
PANW	2,042	+1,014	$580
ISHARES TR (IAT)	12,875	+80	$559
IAT	12,875	+80	$559
J P MORGAN EXCHANGE TRADED F (JEPI)	9,635	-185	$557
JEPI	9,635	-185	$557
DELTA AIR LINES INC DEL	11,594	+2,800	$555
DAL	11,594	+2,800	$555
WYNN RESORTS LTD	4,817	-710	$492
WYNN	4,817	-710	$492
VERIZON COMMUNICATIONS INC	11,669	-1,009	$490
VZ	11,669	-1,009	$490
VANGUARD SPECIALIZED FUNDS (VIG)	2,677	UNCH	$489
VIG	2,677	UNCH	$489
ALPHABET INC	3,162	-43	$477
GOOGL	3,162	-43	$477
ISHARES TR (IWF)	1,354	-148	$456
IWF	1,354	-148	$456
CAMBRIA ETF TR (SYLD)	6,156	-20	$451
SYLD	6,156	-20	$451
ISHARES TR (IYJ)	3,538	-1,452	$445
IYJ	3,538	-1,452	$445
SERVICENOW INC	581	+50	$443
NOW	581	+50	$443
REPUBLIC SVCS INC	2,305	UNCH	$441
RSG	2,305	UNCH	$441
WASTE MGMT INC DEL	2,055	UNCH	$438
WM	2,055	UNCH	$438
PROCTER AND GAMBLE CO	2,476	-188	$402
PG	2,476	-188	$402
INTUIT	608	+3	$395
INTU	608	+3	$395
GOLDMAN SACHS GROUP INC	912	+38	$381
GS	912	+38	$381
BOEING CO	1,927	+1,927	$372
BA	1,927	+1,927	$372
ISHARES TR (IYM)	2,511	-24	$371
IYM	2,511	-24	$371
SPDR GOLD TR (GLD)	1,720	+51	$354
GLD	1,720	+51	$354
TARGET CORP	1,975	-546	$350
TGT	1,975	-546	$350
META PLATFORMS INC	715	+715	$347
META	715	+715	$347
ISHARES TR (ITA)	2,586	-36	$341
ITA	2,586	-36	$341
ISHARES TR (EXI)	2,417	-115	$338
EXI	2,417	-115	$338
CLOUDFLARE INC	3,452	+483	$334
NET	3,452	+483	$334
BLOCK INC	3,821	+246	$323
SQ	3,821	+246	$323
ISHARES TR (IWD)	1,788	UNCH	$320
IWD	1,788	UNCH	$320
DEVON ENERGY CORP NEW	6,327	-696	$317
DVN	6,327	-696	$317
ADOBE INC	620	+78	$313
ADBE	620	+78	$313
CISCO SYS INC	6,231	+1,145	$311
CSCO	6,231	+1,145	$311
VANGUARD INDEX FDS (VTI)	1,134	UNCH	$295
VTI	1,134	UNCH	$295
AMERICAN EXPRESS CO	1,219	UNCH	$278
AXP	1,219	UNCH	$278
DISNEY WALT CO	2,229	-100	$273
DIS	2,229	-100	$273
BECTON DICKINSON & CO	1,085	UNCH	$268
BDX	1,085	UNCH	$268
ILLINOIS TOOL WKS INC	1,000	UNCH	$268
ITW	1,000	UNCH	$268
ISHARES TR (IXC)	6,151	-724	$264
IXC	6,151	-724	$264
ABBOTT LABS	2,205	UNCH	$251
ABT	2,205	UNCH	$251
PEPSICO INC	1,430	-123	$250
PEP	1,430	-123	$250
UNION PAC CORP	1,009	UNCH	$248
UNP	1,009	UNCH	$248
FLUOR CORP NEW	5,537	-612	$234
FLR	5,537	-612	$234
NORWEGIAN CRUISE LINE HLDG L	11,100	-4,100	$232
NCLH	11,100	-4,100	$232
MERCK & CO INC	1,752	+1,752	$231
MRK	1,752	+1,752	$231
INTUITIVE SURGICAL INC	574	+574	$229
ISRG	574	+574	$229
ALLSTATE CORP	1,314	-1,016	$227
ALL	1,314	-1,016	$227
MCDONALDS CORP	780	-77	$220
MCD	780	-77	$220
RTX CORPORATION	2,200	+2,200	$215
RTX	2,200	+2,200	$215
J P MORGAN EXCHANGE TRADED F (JEPQ)	3,951	+3,951	$214
JEPQ	3,951	+3,951	$214
MOBILEYE GLOBAL INC	6,562	-2,626	$211
MBLY	6,562	-2,626	$211
FORD MTR CO DEL	15,411	-1,200	$205
F	15,411	-1,200	$205
ENCOMPASS HEALTH CORP	2,466	-1,563	$204
EHC	2,466	-1,563	$204
LOWES COS INC	801	+801	$204
LOW	801	+801	$204
ISHARES TR (ITOT)	1,752	+1,752	$202
ITOT	1,752	+1,752	$202
SUMMIT THERAPEUTICS INC	44,000	+29,000	$182
SMMT	44,000	+29,000	$182
BANCO BILBAO VIZCAYA ARGENTA			$0 (exited)
BBVA	0	-11,086	$0
CITIGROUP INC			$0 (exited)
C	0	-5,934	$0
FORTRESS BIOTECH INC			$0 (exited)
FBIO	0	-20,000	$0
GILEAD SCIENCES INC			$0 (exited)
GILD	0	-2,603	$0
ISHARES TR			$0 (exited)
IBB	0	-1,755	$0
M D C HLDGS INC			$0 (exited)
MDC	0	-4,318	$0
MGM RESORTS INTERNATIONAL			$0 (exited)
MGM	0	-7,214	$0
PFIZER INC			$0 (exited)
PFE	0	-7,832	$0
RIO TINTO PLC			$0 (exited)
RIO	0	-15,912	$0
TOAST INC	0	-10,443	$0 (exited)
TOST	0	-10,443	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MSTR	+448	+$764
BA	+1,927	+$372
META	+715	+$347
MRK	+1,752	+$231
ISRG	+574	+$229
RTX	+2,200	+$215
JEPQ	+3,951	+$214
LOW	+801	+$204
ITOT	+1,752	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RIO	-15,912	-$1,185
MGM	-7,214	-$322
C	-5,934	-$305
MDC	-4,318	-$239
IBB	-1,755	-$238
PFE	-7,832	-$225
GILD	-2,603	-$211
TOST	-10,443	-$191
BBVA	-11,086	-$101
FBIO	-20,000	-$60

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SMMT	+29,000	+$143
IJH	+16,521	+$60
WMT	+9,515	+$138
CCL	+9,475	+$33
IAU	+5,111	+$785
DAL	+2,800	+$201
FCX	+2,100	+$166
UPS	+1,834	+$202
AVEM	+1,817	+$248
SNOW	+1,248	-$75

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
NCLH	-4,100	-$73
RWL	-3,670	+$223
VYM	-3,378	-$52
MBLY	-2,626	-$187
AAPL	-2,014	-$1,576
NVDA	-1,945	+$6,841
IJR	-1,826	-$135
EHC	-1,563	-$65
IYJ	-1,452	-$126

Wealth Management Partners LLC Info

Size ($ in 1000's)
At 03/31/2024: $196,922
At 12/31/2023: $179,286

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

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