Sponsored

The Analysis of PARTNERS WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, PARTNERS WEALTH MANAGEMENT, LLC holds 109 types of securities in its portfolio with a total value $97.0M. In the most recent quarter, they have increased their positions in AMAX (+237.8K shares, valued at $1.8M), RHRX (+56.0K shares, valued at $1.1M), LVHI (+9.8K shares, valued at $398.5K); decreased their positions in AGOX (-19.5K shares, valued at $518.9K), VNLA (-3.9K shares, valued at $190.5K), BP (-2.9K shares, valued at $135.1K); initiated new positions in LVHI (+9.8K shares, valued at $398.5K), IDMO (+4.4K shares, valued at $242.6K), SUN (+3.7K shares, valued at $240.1K).

1M P&L

+3.1M+3.45%

3M P&L

+5.0M+5.64%

HY P&L

+8.8M+10.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A55.5M

61.8%

2Consumer Electronics6.8M

7.5%

3Oil & Gas Integrated3.4M

3.8%

Top Industries by Stock Count

1N/A56 stocks

55.4%

2Oil & Gas Integrated3 stocks

3.0%

3Drug Manufacturers - General3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC26.6K shares0.17%2026-03-312026-04-24

AMAX STARBOARD INVT TR800.8K shares42.24%2026-03-312026-04-24

AGOX STARBOARD INVT TR212.2K shares-8.41%2026-03-312026-04-24

VNLA JANUS DETROIT STR TR88.6K shares-4.21%2026-03-312026-04-24

RHRX STARBOARD INVT TR194.9K shares40.35%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-0.88%2026-03-312026-04-24

IVE ISHARES TR11.9K shares1.37%2026-03-312026-04-24

LLY ELI LILLY & CO2.7K shares-3.70%2026-03-312026-04-24

Sponsored

T AT&T INC76.9K shares-2.00%2026-03-312026-04-24

XOM EXXON MOBIL CORP12.1K shares-0.16%2026-03-312026-04-24

VDE VANGUARD WORLD FD11.0K shares-0.40%2026-03-312026-04-24

IVW ISHARES TR16.6K shares2.24%2026-03-312026-04-24

MSFT MICROSOFT CORP5.0K shares1.13%2026-03-312026-04-24

NVDA NVIDIA CORPORATION9.5K shares-3.55%2026-03-312026-04-24

AMZN AMAZON COM INC7.7K shares-2.03%2026-03-312026-04-24

XTRE BONDBLOXX ETF TRUST31.8K shares-5.99%2026-03-312026-04-24

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD31.9K shares0.00%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares-0.14%2026-03-312026-04-24

BYLD ISHARES TR53.1K shares-6.61%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR18.9K shares-0.15%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-2.16%2026-03-312026-04-24

XHYI BONDBLOXX ETF TRUST28.0K shares6.22%2026-03-312026-04-24

SDVY FIRST TR EXCHANGE TRADED FD26.5K shares0.00%2026-03-312026-04-24

DWX SPDR INDEX SHS FDS22.2K shares-0.93%2026-03-312026-04-24

Sponsored

FHLC FIDELITY COVINGTON TRUST14.1K shares-0.75%2026-03-312026-04-24

XCCC BONDBLOXX ETF TRUST26.7K shares-0.48%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR31.7K shares-0.44%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO3.2K shares-0.03%2026-03-312026-04-24

IXJ ISHARES TR10.0K shares-0.35%2026-03-312026-04-24

KORP AMERICAN CENTY ETF TR19.0K shares-7.57%2026-03-312026-04-24

MSTR STRATEGY INC7.1K shares0.27%2026-03-312026-04-24

CSX CSX CORP21.3K shares-2.29%2026-03-312026-04-24

Sponsored

XLF SELECT SECTOR SPDR TR17.5K shares-0.51%2026-03-312026-04-24

PG PROCTER & GAMBLE CO5.8K shares-0.41%2026-03-312026-04-24

XHYF BONDBLOXX ETF TRUST22.1K shares2.28%2026-03-312026-04-24

BP BP PLC16.9K shares-14.54%2026-03-312026-04-24

POWA INVESCO EXCH TRD SLF IDX FD9.0K shares-0.36%2026-03-312026-04-24

FSTA FIDELITY COVINGTON TRUST14.8K shares-0.62%2026-03-312026-04-24

KO COCA COLA CO9.9K shares0.00%2026-03-312026-04-24

DWAS INVESCO EXCH TRADED FD TR II7.2K shares9.24%2026-03-312026-04-24

Sponsored

WMT WALMART INC5.5K shares-1.11%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR6.2K shares-1.61%2026-03-312026-04-24

IXC ISHARES TR11.2K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC852 shares0.00%2026-03-312026-04-24

IYK ISHARES TR8.5K shares0.00%2026-03-312026-04-24

IJJ ISHARES TR4.4K shares2.33%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T10.6K shares0.00%2026-03-312026-04-24

MO ALTRIA GROUP INC8.7K shares0.46%2026-03-312026-04-24

Sponsored

GLW CORNING INC4.1K shares-0.05%2026-03-312026-04-24

IGHG PROSHARES TR7.0K shares-18.99%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.6K shares-3.87%2026-03-312026-04-24

DBE INVESCO DB MULTI-SECTOR COMM16.9K shares-17.20%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC3.0K shares-1.06%2026-03-312026-04-24

ITA ISHARES TR2.2K shares-3.81%2026-03-312026-04-24

MS MORGAN STANLEY2.9K shares-2.72%2026-03-312026-04-24

VFMO VANGUARD WELLINGTON FD2.4K shares-1.02%2026-03-312026-04-24

Sponsored

XHYT BONDBLOXX ETF TRUST13.3K shares5.55%2026-03-312026-04-24

IYR ISHARES TR4.7K shares0.00%2026-03-312026-04-24

SO SOUTHERN CO4.5K shares-8.82%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T645 shares3.20%2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR8.5K shares10.13%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.7K shares-0.12%2026-03-312026-04-24

LVHI LEGG MASON ETF INVT9.8K sharesnew addition2026-03-312026-04-24

XHYE BONDBLOXX ETF TRUST9.7K shares6.66%2026-03-312026-04-24

Sponsored

IWB ISHARES TR1.1K shares-22.19%2026-03-312026-04-24

BROADCOM INC BROADCOM INC1.2K shares-12.53%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR12.1K shares0.00%2026-03-312026-04-24

GLD SPDR GOLD TR861 shares32.26%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC3.1K shares0.82%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.8K shares0.00%2026-03-312026-04-24

WFC WELLS FARGO & CO4.4K shares0.00%2026-03-312026-04-24

FYX FIRST TR EXCHANGE-TRADED ALP2.9K shares1.74%2026-03-312026-04-24

Sponsored

VNQ VANGUARD INDEX FDS3.9K shares-9.33%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-5.70%2026-03-312026-04-24

ARTY ISHARES TR7.2K shares-1.03%2026-03-312026-04-24

LOW LOWES COS INC1.4K shares1.08%2026-03-312026-04-24

PEP PEPSICO INC2.0K shares3.52%2026-03-312026-04-24

GILD GILEAD SCIENCES INC2.1K shares0.00%2026-03-312026-04-24

DAL DELTA AIR LINES INC4.4K shares0.00%2026-03-312026-04-24

PSX PHILLIPS 661.6K shares0.06%2026-03-312026-04-24

Sponsored

IXG ISHARES TR2.5K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC976 shares1.14%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE981 shares0.00%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares-0.05%2026-03-312026-04-24

SIVR ABRDN SILVER ETF TRUST3.8K shares0.00%2026-03-312026-04-24

HD HOME DEPOT INC811 shares0.00%2026-03-312026-04-24

HSBC HSBC HLDGS PLC3.1K shares0.00%2026-03-312026-04-24

VB VANGUARD INDEX FDS975 shares4.17%2026-03-312026-04-24

Sponsored

GS GOLDMAN SACHS GROUP INC300 shares0.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC4.8K shares-17.11%2026-03-312026-04-24

IDMO INVESCO EXCH TRADED FD TR II4.4K sharesnew addition2026-03-312026-04-24

V VISA INC799 shares-10.63%2026-03-312026-04-24

SUN SUNOCO LP/SUNOCO FIN CORP3.7K sharesnew addition2026-03-312026-04-24

MA MASTERCARD INCORPORATED473 shares0.21%2026-03-312026-04-24

SPGI S&P GLOBAL INC545 shares3.61%2026-03-312026-04-24

IJR ISHARES TR1.8K shares-2.92%2026-03-312026-04-24

Sponsored

RTX RTX CORPORATION1.2K shares-3.43%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2026-03-312026-04-24

GEV GE VERNOVA INC249 sharesnew addition2026-03-312026-04-24

DIS DISNEY WALT CO2.2K shares-4.26%2026-03-312026-04-24

SHLD GLOBAL X FDS3.0K sharesnew addition2026-03-312026-04-24

VRP INVESCO EXCH TRADED FD TR II8.8K shares0.00%2026-03-312026-04-24

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-04-24

PH PARKER-HANNIFIN CORP225 sharesnew addition2026-03-312026-04-24

Sponsored

FPE FIRST TR EXCH TRADED FD III11.3K shares0.00%2026-03-312026-04-24

IVV ISHARES TR308 shares-20.41%2026-03-312026-04-24

EDIV SPDR INDEX SHS FDS5.1K sharesnew addition2026-03-312026-04-24

ET ENERGY TRANSFER L P10.1K sharesnew addition2026-03-312026-04-24

PLUG PLUG PWR INC10.4K shares0.00%2026-03-312026-04-24

AAPL

APPLE INC

0.17%

Shares26.6K

Event2026-03-31

Filed2026-04-24

AMAX

STARBOARD INVT TR

42.24%

Shares800.8K

Event2026-03-31

Filed2026-04-24

AGOX

STARBOARD INVT TR

-8.41%

Shares212.2K

Event2026-03-31

Filed2026-04-24

VNLA

JANUS DETROIT STR TR

-4.21%

Shares88.6K

Event2026-03-31

Filed2026-04-24

RHRX

STARBOARD INVT TR

40.35%

Shares194.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-0.88%

Shares6.8K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

1.37%

Shares11.9K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-3.70%

Shares2.7K

Event2026-03-31

Filed2026-04-24

AT&T INC

-2.00%

Shares76.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.16%

Shares12.1K

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

-0.40%

Shares11.0K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

2.24%

Shares16.6K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.13%

Shares5.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-3.55%

Shares9.5K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-2.03%

Shares7.7K

Event2026-03-31

Filed2026-04-24

XTRE

BONDBLOXX ETF TRUST

-5.99%

Shares31.8K

Event2026-03-31

Filed2026-04-24

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares31.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BYLD

ISHARES TR

-6.61%

Shares53.1K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-0.15%

Shares18.9K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-2.16%

Shares1.9K

Event2026-03-31

Filed2026-04-24

XHYI

BONDBLOXX ETF TRUST

6.22%

Shares28.0K

Event2026-03-31

Filed2026-04-24

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares26.5K

Event2026-03-31

Filed2026-04-24

DWX

SPDR INDEX SHS FDS

-0.93%

Shares22.2K

Event2026-03-31

Filed2026-04-24

FHLC

FIDELITY COVINGTON TRUST

-0.75%

Shares14.1K

Event2026-03-31

Filed2026-04-24

XCCC

BONDBLOXX ETF TRUST

-0.48%

Shares26.7K

Event2026-03-31

Filed2026-04-24

SCHV

SCHWAB STRATEGIC TR

-0.44%

Shares31.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-24

IXJ

ISHARES TR

-0.35%

Shares10.0K

Event2026-03-31

Filed2026-04-24

KORP

AMERICAN CENTY ETF TR

-7.57%

Shares19.0K

Event2026-03-31

Filed2026-04-24

MSTR

STRATEGY INC

0.27%

Shares7.1K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

-2.29%

Shares21.3K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

-0.51%

Shares17.5K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-0.41%

Shares5.8K

Event2026-03-31

Filed2026-04-24

XHYF

BONDBLOXX ETF TRUST

2.28%

Shares22.1K

Event2026-03-31

Filed2026-04-24

BP PLC

-14.54%

Shares16.9K

Event2026-03-31

Filed2026-04-24

POWA

INVESCO EXCH TRD SLF IDX FD

-0.36%

Shares9.0K

Event2026-03-31

Filed2026-04-24

FSTA

FIDELITY COVINGTON TRUST

-0.62%

Shares14.8K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-24

DWAS

INVESCO EXCH TRADED FD TR II

9.24%

Shares7.2K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-1.11%

Shares5.5K

Event2026-03-31

Filed2026-04-24

XLY

SELECT SECTOR SPDR TR

-1.61%

Shares6.2K

Event2026-03-31

Filed2026-04-24

IXC

ISHARES TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.00%

Shares852

Event2026-03-31

Filed2026-04-24

IYK

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-24

IJJ

ISHARES TR

2.33%

Shares4.4K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.46%

Shares8.7K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

-0.05%

Shares4.1K

Event2026-03-31

Filed2026-04-24

IGHG

PROSHARES TR

-18.99%

Shares7.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-3.87%

Shares2.6K

Event2026-03-31

Filed2026-04-24

DBE

INVESCO DB MULTI-SECTOR COMM

-17.20%

Shares16.9K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-1.06%

Shares3.0K

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

-3.81%

Shares2.2K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-2.72%

Shares2.9K

Event2026-03-31

Filed2026-04-24

VFMO

VANGUARD WELLINGTON FD

-1.02%

Shares2.4K

Event2026-03-31

Filed2026-04-24

XHYT

BONDBLOXX ETF TRUST

5.55%

Shares13.3K

Event2026-03-31

Filed2026-04-24

IYR

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

-8.82%

Shares4.5K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

3.20%

Shares645

Event2026-03-31

Filed2026-04-24

FNDF

SCHWAB STRATEGIC TR

10.13%

Shares8.5K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-24

LVHI

LEGG MASON ETF INVT

New

Shares9.8K

Event2026-03-31

Filed2026-04-24

XHYE

BONDBLOXX ETF TRUST

6.66%

Shares9.7K

Event2026-03-31

Filed2026-04-24

IWB

ISHARES TR

-22.19%

Shares1.1K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-12.53%

Shares1.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

32.26%

Shares861

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.82%

Shares3.1K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

FYX

FIRST TR EXCHANGE-TRADED ALP

1.74%

Shares2.9K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

-9.33%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-5.70%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ARTY

ISHARES TR

-1.03%

Shares7.2K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

1.08%

Shares1.4K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

3.52%

Shares2.0K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

DAL

DELTA AIR LINES INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-24

IXG

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

1.14%

Shares976

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

0.00%

Shares981

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-24

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

0.00%

Shares811

Event2026-03-31

Filed2026-04-24

HSBC

HSBC HLDGS PLC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

4.17%

Shares975

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-17.11%

Shares4.8K

Event2026-03-31

Filed2026-04-24

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares4.4K

Event2026-03-31

Filed2026-04-24

VISA INC

-10.63%

Shares799

Event2026-03-31

Filed2026-04-24

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

0.21%

Shares473

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

3.61%

Shares545

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-2.92%

Shares1.8K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-3.43%

Shares1.2K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

New

Shares249

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-4.26%

Shares2.2K

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

New

Shares3.0K

Event2026-03-31

Filed2026-04-24

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

PARKER-HANNIFIN CORP

New

Shares225

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-20.41%

Shares308

Event2026-03-31

Filed2026-04-24

EDIV

SPDR INDEX SHS FDS

New

Shares5.1K

Event2026-03-31

Filed2026-04-24

ENERGY TRANSFER L P

New

Shares10.1K

Event2026-03-31

Filed2026-04-24

PLUG

PLUG PWR INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available