The Analysis of PARTNERS WEALTH MANAGEMENT, LLC's Holdings
Currently, PARTNERS WEALTH MANAGEMENT, LLC holds 123 types of securities in its portfolio with a total value $101.3M. In the most recent quarter, they have increased their positions in AMAX (+189.6K shares, valued at $1.6M), VNLA (+30.2K shares, valued at $1.5M), AGOX (+45.0K shares, valued at $1.4M); decreased their positions in BRK.B (-1.4K shares, valued at $697.3K), XLG (-11.2K shares, valued at $641.6K), HELO (-6.5K shares, valued at $424.4K); initiated new positions in THIR (+27.8K shares, valued at $873.9K), USFR (+11.6K shares, valued at $584.2K), SPDW (+10.7K shares, valued at $458.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGOX STARBOARD INVT TR228.2K shares24.59%2025-09-302025-10-29
AAPL APPLE INC27.0K shares4.78%2025-09-302025-10-29 AMAX STARBOARD INVT TR494.2K shares62.22%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares-16.50%2025-09-302025-10-29 VNLA JANUS DETROIT STR TR63.2K shares91.22%2025-09-302025-10-29 MSFT MICROSOFT CORP5.0K shares-10.21%2025-09-302025-10-29 RHRX STARBOARD INVT TR139.4K shares-5.39%2025-09-302025-10-29 IVE ISHARES TR11.8K shares0.91%2025-09-302025-10-29 MSTR STRATEGY INC7.1K shares-1.45%2025-09-302025-10-29 LLY ELI LILLY & CO2.9K shares1.52%2025-09-302025-10-29 T AT&T INC79.0K shares-3.09%2025-09-302025-10-29 IVW ISHARES TR16.2K shares9.04%2025-09-302025-10-29 NVDA NVIDIA CORPORATION10.2K shares5.77%2025-09-302025-10-29 AMZN AMAZON COM INC7.9K shares4.83%2025-09-302025-10-29 SGOV ISHARES TR14.6K shares12.02%2025-09-302025-10-29 VDE VANGUARD WORLD FD11.1K shares-11.40%2025-09-302025-10-29 XOM EXXON MOBIL CORP12.3K shares-0.02%2025-09-302025-10-29 VOO VANGUARD INDEX FDS2.2K shares-15.46%2025-09-302025-10-29 BYLD ISHARES TR57.9K shares-2.34%2025-09-302025-10-29 EMLP FIRST TR EXCHANGE-TRADED FD32.2K shares-3.23%2025-09-302025-10-29 XTRE BONDBLOXX ETF TRUST23.3K shares52.82%2025-09-302025-10-29 QQQ INVESCO QQQ TR1.9K shares-5.35%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.3.3K shares-16.13%2025-09-302025-10-29 SDVY FIRST TR EXCHANGE-TRADED FD26.5K shares1.28%2025-09-302025-10-29 KORP AMERICAN CENTY ETF TR20.6K shares-2.60%2025-09-302025-10-29 DWX SPDR INDEX SHS FDS22.5K shares4.25%2025-09-302025-10-29 XLF SELECT SECTOR SPDR TR17.8K shares1.66%2025-09-302025-10-29 FHLC FIDELITY COVINGTON TRUST14.2K shares-4.19%2025-09-302025-10-29 SCHV SCHWAB STRATEGIC TR32.7K shares-2.18%2025-09-302025-10-29 XCCC BONDBLOXX ETF TRUST23.9K shares-6.84%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO6.0K shares1.22%2025-09-302025-10-29 IXJ ISHARES TR10.0K shares-4.91%2025-09-302025-10-29 THIR THOR FINL TECHNOLOGIES TR27.8K sharesnew addition2025-09-302025-10-29 XLE SELECT SECTOR SPDR TR9.7K shares-6.29%2025-09-302025-10-29 POWA INVESCO EXCH TRD SLF IDX FD9.1K shares-3.20%2025-09-302025-10-29 CSX CSX CORP22.1K shares-8.21%2025-09-302025-10-29 IBIT ISHARES BITCOIN TRUST ETF12.0K shares176.44%2025-09-302025-10-29 XLY SELECT SECTOR SPDR TR3.2K shares0.25%2025-09-302025-10-29 AVGO BROADCOM INC2.3K shares1.05%2025-09-302025-10-29 FSTA FIDELITY COVINGTON TRUST14.9K shares-7.06%2025-09-302025-10-29 BP BP PLC20.3K shares-18.41%2025-09-302025-10-29 XHYF BONDBLOXX ETF TRUST18.1K shares119.65%2025-09-302025-10-29 IGHG PROSHARES TR8.7K shares0.00%2025-09-302025-10-29 KO COCA COLA CO10.3K shares-3.95%2025-09-302025-10-29 XLG INVESCO EXCHANGE TRADED FD T10.6K shares-51.21%2025-09-302025-10-29 WMT WALMART INC5.7K shares-19.92%2025-09-302025-10-29 USFR WISDOMTREE TR11.6K sharesnew addition2025-09-302025-10-29 DWAS INVESCO EXCH TRADED FD TR II6.2K shares13.77%2025-09-302025-10-29 MO ALTRIA GROUP INC8.6K shares0.86%2025-09-302025-10-29 IYK ISHARES TR8.3K shares0.00%2025-09-302025-10-29 HELO J P MORGAN EXCHANGE TRADED F8.7K shares-42.87%2025-09-302025-10-29 IJJ ISHARES TR4.3K shares2.12%2025-09-302025-10-29 SO SOUTHERN CO5.5K shares-7.87%2025-09-302025-10-29 IWB ISHARES TR1.4K shares0.00%2025-09-302025-10-29 PM PHILIP MORRIS INTL INC3.0K shares-0.59%2025-09-302025-10-29 ITA ISHARES TR2.3K shares-3.51%2025-09-302025-10-29 MS MORGAN STANLEY3.0K shares0.40%2025-09-302025-10-29 BALT INNOVATOR ETFS TRUST14.6K shares-21.15%2025-09-302025-10-29 BUYW NORTHERN LTS FD TR IV33.0K shares11.63%2025-09-302025-10-29 IXC ISHARES TR11.2K shares0.00%2025-09-302025-10-29 UGL PROSHARES TR II10.1K shares416.02%2025-09-302025-10-29 VFMO VANGUARD WELLINGTON FD2.4K shares5.03%2025-09-302025-10-29 SPDW SPDR INDEX SHS FDS10.7K sharesnew addition2025-09-302025-10-29 IYR ISHARES TR4.7K shares0.00%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR16.4K shares25.72%2025-09-302025-10-29 XHYI BONDBLOXX ETF TRUST11.6K sharesnew addition2025-09-302025-10-29 XHYT BONDBLOXX ETF TRUST12.2K sharesnew addition2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR637 shares-3.04%2025-09-302025-10-29 CAT CATERPILLAR INC877 shares-9.59%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-8.48%2025-09-302025-10-29 BUFD FIRST TR EXCHNG TRADED FD VI14.5K shares-20.75%2025-09-302025-10-29 VNQ VANGUARD INDEX FDS4.4K shares-2.99%2025-09-302025-10-29 IHDG WISDOMTREE TR8.5K sharesnew addition2025-09-302025-10-29 DBE INVESCO DB MULTI-SECTOR COMM20.4K shares1.74%2025-09-302025-10-29 CVX CHEVRON CORP NEW2.4K shares14.47%2025-09-302025-10-29 GLD SPDR GOLD TR1.1K shares4.98%2025-09-302025-10-29 WFC WELLS FARGO CO NEW4.4K shares-16.36%2025-09-302025-10-29 XHYE BONDBLOXX ETF TRUST9.4K shares0.05%2025-09-302025-10-29 SPYI NEOS ETF TRUST7.0K sharesnew addition2025-09-302025-10-29 ORCL ORACLE CORP1.3K sharesnew addition2025-09-302025-10-29 LOW LOWES COS INC1.4K shares1.46%2025-09-302025-10-29 HD HOME DEPOT INC836 shares-0.59%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON1.8K shares-16.34%2025-09-302025-10-29 GLW CORNING INC4.1K sharesnew addition2025-09-302025-10-29 ARTY ISHARES TR7.2K shares9.65%2025-09-302025-10-29 ADP AUTOMATIC DATA PROCESSING IN1.1K shares-10.60%2025-09-302025-10-29 V VISA INC930 shares15.96%2025-09-302025-10-29 FYX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2025-09-302025-10-29 PEP PEPSICO INC2.2K shares-23.13%2025-09-302025-10-29 AMD ADVANCED MICRO DEVICES INC1.9K sharesnew addition2025-09-302025-10-29 DIS DISNEY WALT CO2.6K shares0.00%2025-09-302025-10-29 GE GE AEROSPACE1.0K shares-19.89%2025-09-302025-10-29 MA MASTERCARD INCORPORATED522 shares2.35%2025-09-302025-10-29 DUK DUKE ENERGY CORP NEW2.3K shares-3.44%2025-09-302025-10-29 IXG ISHARES TR2.5K shares0.00%2025-09-302025-10-29 TLT ISHARES TR3.2K shares1.36%2025-09-302025-10-29 YGLD SIMPLIFY EXCHANGE TRADED FUN6.9K sharesnew addition2025-09-302025-10-29 IVV ISHARES TR392 shares-10.71%2025-09-302025-10-29 FNDF SCHWAB STRATEGIC TR6.1K sharesnew addition2025-09-302025-10-29 VB VANGUARD INDEX FDS1.0K shares-20.93%2025-09-302025-10-29 SPGI S&P GLOBAL INC526 shares-0.19%2025-09-302025-10-29 HSBC HSBC HLDGS PLC3.6K sharesnew addition2025-09-302025-10-29 MRK MERCK & CO INC3.0K shares-14.29%2025-09-302025-10-29 DAL DELTA AIR LINES INC DEL4.4K shares-27.86%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC300 sharesnew addition2025-09-302025-10-29 GOOGL ALPHABET INC966 sharesnew addition2025-09-302025-10-29 GILD GILEAD SCIENCES INC2.1K shares0.00%2025-09-302025-10-29 GDMA EA SERIES TRUST5.8K sharesnew addition2025-09-302025-10-29 MCD MCDONALDS CORP720 shares-25.70%2025-09-302025-10-29 VRP INVESCO EXCH TRADED FD TR II8.8K shares0.00%2025-09-302025-10-29 TSLA TESLA INC485 sharesnew addition2025-09-302025-10-29 HCMT DIREXION SHS ETF TR5.7K shares-27.12%2025-09-302025-10-29 TSCO TRACTOR SUPPLY CO3.7K shares0.00%2025-09-302025-10-29 PSX PHILLIPS 661.6K sharesnew addition2025-09-302025-10-29 MUB ISHARES TR2.0K shares-24.48%2025-09-302025-10-29 DVY ISHARES TR1.5K sharesnew addition2025-09-302025-10-29 AGG ISHARES TR2.1K shares0.54%2025-09-302025-10-29 FPE FIRST TR EXCH TRADED FD III11.3K shares0.00%2025-09-302025-10-29 IJR ISHARES TR1.7K sharesnew addition2025-09-302025-10-29 SHLD GLOBAL X FDS2.9K sharesnew addition2025-09-302025-10-29 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-10-29 F FORD MTR CO10.8K shares-23.56%2025-09-302025-10-29 PLUG PLUG POWER INC10.4K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available