Sponsored

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

Currently, PARTNERS WEALTH MANAGEMENT, LLC holds 108 types of securities in its portfolio with a total value $102.0M. In the most recent quarter, they have increased their positions in ALL (+3.3K shares, valued at $786.8K), AMAX (+91.6K shares, valued at $678.2K), RHRX (+22.0K shares, valued at $485.5K); decreased their positions in LLY (-572 shares, valued at $686.0K), AAPL (-2.0K shares, valued at $586.8K), CAT (-187 shares, valued at $199.1K); initiated new positions in ALL (+3.3K shares, valued at $786.8K), MU (+261 shares, valued at $301.6K), TXN (+836 shares, valued at $249.2K).

1M P&L

+761.8K+0.77%

3M P&L

+2.4M+2.49%

HY P&L

+6.6M+7.14%

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/A61.2M

62.6%

2Consumer Electronics7.1M

7.3%

3Semiconductors3.7M

3.8%

Top Industries by Stock Count

1N/A53 stocks

54.1%

2Semiconductors5 stocks

5.1%

3Drug Manufacturers - General4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGOX STARBOARD INVT TR221.2K shares4.26%2026-06-302026-07-21

AAPL APPLE INC24.6K shares-7.62%2026-06-302026-07-21

AMAX STARBOARD INVT TR892.5K shares11.44%2026-06-302026-07-21

RHRX STARBOARD INVT TR217.0K shares11.30%2026-06-302026-07-21

VNLA JANUS DETROIT STR TR96.1K shares8.47%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL6.7K shares-1.51%2026-06-302026-07-21

IVE ISHARES TR12.7K shares6.59%2026-06-302026-07-21

LLY ELI LILLY & CO2.1K shares-21.13%2026-06-302026-07-21

Sponsored

IVW ISHARES TR17.3K shares4.68%2026-06-302026-07-21

NVDA NVIDIA CORPORATION9.5K shares-0.25%2026-06-302026-07-21

MSFT MICROSOFT CORP5.0K shares-0.92%2026-06-302026-07-21

AMZN AMAZON COM INC7.6K shares-1.43%2026-06-302026-07-21

VDE VANGUARD WORLD FD11.0K shares0.01%2026-06-302026-07-21

XTRE BONDBLOXX ETF TRUST32.5K shares2.26%2026-06-302026-07-21

T AT&T INC76.0K shares-1.24%2026-06-302026-07-21

VOO VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-21

Sponsored

QQQ INVESCO QQQ TR1.9K shares1.56%2026-06-302026-07-21

EMLP FIRST TR EXCHANGE-TRADED FD31.8K shares-0.31%2026-06-302026-07-21

SDVY FIRST TR EXCHANGE TRADED FD26.4K shares-0.57%2026-06-302026-07-21

BYLD ISHARES TR50.1K shares-5.73%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR31.4K shares-1.04%2026-06-302026-07-21

FHLC FIDELITY COVINGTON TRUST13.9K shares-1.34%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.2K shares0.00%2026-06-302026-07-21

DWX SPDR INDEX SHS FDS23.1K shares4.26%2026-06-302026-07-21

Sponsored

GLW CORNING INC4.0K shares-0.71%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.8K shares0.00%2026-06-302026-07-21

XCCC BONDBLOXX ETF TRUST27.7K shares3.71%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR18.7K shares6.63%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR18.7K shares-1.20%2026-06-302026-07-21

IXJ ISHARES TR9.9K shares-0.65%2026-06-302026-07-21

CSX CSX CORP20.5K shares-3.63%2026-06-302026-07-21

DWAS INVESCO EXCH TRADED FD TR II7.3K shares2.10%2026-06-302026-07-21

Sponsored

KORP AMERICAN CENTY ETF TR18.8K shares-0.92%2026-06-302026-07-21

PG PROCTER & GAMBLE CO5.8K shares0.02%2026-06-302026-07-21

KO COCA COLA CO9.9K shares0.00%2026-06-302026-07-21

POWA INVESCO EXCH TRD SLF IDX FD9.0K shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP3.3K sharesnew addition2026-06-302026-07-21

FSTA FIDELITY COVINGTON TRUST14.7K shares-0.55%2026-06-302026-07-21

XLY SELECT SECTOR SPDR TR6.4K shares2.16%2026-06-302026-07-21

CAT CATERPILLAR INC665 shares-21.95%2026-06-302026-07-21

Sponsored

XLG INVESCO EXCHANGE TRADED FD T10.6K shares0.00%2026-06-302026-07-21

IJJ ISHARES TR4.4K shares0.00%2026-06-302026-07-21

STRATEGY INC STRATEGY INC7.5K shares5.40%2026-06-302026-07-21

IYK ISHARES TR8.9K shares5.14%2026-06-302026-07-21

WMT WALMART INC5.5K shares0.04%2026-06-302026-07-21

MO ALTRIA GROUP INC8.7K shares-0.38%2026-06-302026-07-21

BP BP PLC16.9K shares-0.15%2026-06-302026-07-21

VFMO VANGUARD WELLINGTON FD2.4K shares-0.12%2026-06-302026-07-21

Sponsored

MS MORGAN STANLEY2.8K shares-3.52%2026-06-302026-07-21

IGHG PROSHARES TR7.0K shares0.00%2026-06-302026-07-21

IXC ISHARES TR11.2K shares-0.53%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC3.0K shares0.00%2026-06-302026-07-21

ARTY ISHARES TR7.0K shares-2.77%2026-06-302026-07-21

FNDF SCHWAB STRATEGIC TR10.0K shares16.87%2026-06-302026-07-21

IYR ISHARES TR4.7K shares0.00%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T642 shares-0.47%2026-06-302026-07-21

Sponsored

ITA ISHARES TR1.9K shares-13.83%2026-06-302026-07-21

DBE INVESCO DB MULTI-SECTOR COMM17.0K shares0.25%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.2K shares-3.56%2026-06-302026-07-21

CVX CHEVRON CORPORATION2.6K shares0.00%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO4.5K shares0.00%2026-06-302026-07-21

FYX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-06-302026-07-21

IWB ISHARES TR1.0K shares-2.38%2026-06-302026-07-21

Sponsored

DAL DELTA AIR LINES INC4.4K shares0.00%2026-06-302026-07-21

LVHI LEGG MASON ETF INVT9.8K shares-0.52%2026-06-302026-07-21

MRK MERCK & CO INC3.1K shares0.00%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-1.22%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR12.1K shares0.00%2026-06-302026-07-21

WFC WELLS FARGO & CO4.4K shares0.00%2026-06-302026-07-21

VB VANGUARD INDEX FDS1.2K shares20.21%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS3.5K shares-9.95%2026-06-302026-07-21

Sponsored

GOOGL ALPHABET INC886 shares-9.22%2026-06-302026-07-21

LOW LOWES COS INC1.4K shares0.00%2026-06-302026-07-21

IXG ISHARES TR2.5K shares0.00%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC300 shares0.00%2026-06-302026-07-21

GLD SPDR GOLD TR821 shares-4.65%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC261 sharesnew addition2026-06-302026-07-21

HSBC HSBC HLDGS PLC3.1K shares0.00%2026-06-302026-07-21

HD HOME DEPOT INC814 shares0.37%2026-06-302026-07-21

Sponsored

GILD GILEAD SCIENCES INC2.1K shares0.00%2026-06-302026-07-21

PEP PEPSICO INC2.0K shares0.10%2026-06-302026-07-21

IDMO INVESCO EXCH TRADED FD TR II4.4K shares-0.29%2026-06-302026-07-21

IJR ISHARES TR1.8K shares0.00%2026-06-302026-07-21

VISA INC VISA INC741 shares-7.26%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW2.0K shares-4.87%2026-06-302026-07-21

TXN TEXAS INSTRS INC836 sharesnew addition2026-06-302026-07-21

PSX PHILLIPS 661.4K shares-8.17%2026-06-302026-07-21

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED469 shares-0.85%2026-06-302026-07-21

GE GE AEROSPACE636 shares-35.17%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-2.48%2026-06-302026-07-21

ISHARES TR ISHARES TR308 shares0.00%2026-06-302026-07-21

S&P GLOBAL INC S&P GLOBAL INC545 shares0.00%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC5.2K shares7.28%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP225 shares0.00%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION1.2K shares0.09%2026-06-302026-07-21

Sponsored

DVY ISHARES TR1.4K shares0.00%2026-06-302026-07-21

ADI ANALOG DEVICES INC544 sharesnew addition2026-06-302026-07-21

VRP INVESCO EXCH TRADED FD TR II8.8K shares0.00%2026-06-302026-07-21

SIVR ABRDN SILVER ETF TRUST3.8K shares0.00%2026-06-302026-07-21

DIS DISNEY WALT CO2.2K shares-2.89%2026-06-302026-07-21

THIR THOR FINL TECHNOLOGIES TR5.9K sharesnew addition2026-06-302026-07-21

EDIV SPDR INDEX SHS FDS5.0K shares-1.85%2026-06-302026-07-21

CLSE TRUST FOR PROFESSIONAL MANAG5.9K sharesnew addition2026-06-302026-07-21

Sponsored

FPE FIRST TR EXCH TRADED FD III11.3K shares0.00%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO597 sharesnew addition2026-06-302026-07-21

ET ENERGY TRANSFER L P10.1K shares0.20%2026-06-302026-07-21

PLUG PLUG PWR INC10.4K shares0.00%2026-06-302026-07-21

AGOX

STARBOARD INVT TR

4.26%

Shares221.2K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-7.62%

Shares24.6K

Event2026-06-30

Filed2026-07-21

AMAX

STARBOARD INVT TR

11.44%

Shares892.5K

Event2026-06-30

Filed2026-07-21

RHRX

STARBOARD INVT TR

11.30%

Shares217.0K

Event2026-06-30

Filed2026-07-21

VNLA

JANUS DETROIT STR TR

8.47%

Shares96.1K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.51%

Shares6.7K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

6.59%

Shares12.7K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-21.13%

Shares2.1K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

4.68%

Shares17.3K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-0.25%

Shares9.5K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-0.92%

Shares5.0K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-1.43%

Shares7.6K

Event2026-06-30

Filed2026-07-21

VDE

VANGUARD WORLD FD

0.01%

Shares11.0K

Event2026-06-30

Filed2026-07-21

XTRE

BONDBLOXX ETF TRUST

2.26%

Shares32.5K

Event2026-06-30

Filed2026-07-21

AT&T INC

-1.24%

Shares76.0K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

1.56%

Shares1.9K

Event2026-06-30

Filed2026-07-21

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.31%

Shares31.8K

Event2026-06-30

Filed2026-07-21

SDVY

FIRST TR EXCHANGE TRADED FD

-0.57%

Shares26.4K

Event2026-06-30

Filed2026-07-21

BYLD

ISHARES TR

-5.73%

Shares50.1K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

-1.04%

Shares31.4K

Event2026-06-30

Filed2026-07-21

FHLC

FIDELITY COVINGTON TRUST

-1.34%

Shares13.9K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

DWX

SPDR INDEX SHS FDS

4.26%

Shares23.1K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

-0.71%

Shares4.0K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

XCCC

BONDBLOXX ETF TRUST

3.71%

Shares27.7K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

6.63%

Shares18.7K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

-1.20%

Shares18.7K

Event2026-06-30

Filed2026-07-21

IXJ

ISHARES TR

-0.65%

Shares9.9K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

-3.63%

Shares20.5K

Event2026-06-30

Filed2026-07-21

DWAS

INVESCO EXCH TRADED FD TR II

2.10%

Shares7.3K

Event2026-06-30

Filed2026-07-21

KORP

AMERICAN CENTY ETF TR

-0.92%

Shares18.8K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.02%

Shares5.8K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-21

POWA

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-21

FSTA

FIDELITY COVINGTON TRUST

-0.55%

Shares14.7K

Event2026-06-30

Filed2026-07-21

XLY

SELECT SECTOR SPDR TR

2.16%

Shares6.4K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-21.95%

Shares665

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

STRATEGY INC

5.40%

Shares7.5K

Event2026-06-30

Filed2026-07-21

IYK

ISHARES TR

5.14%

Shares8.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.04%

Shares5.5K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

-0.38%

Shares8.7K

Event2026-06-30

Filed2026-07-21

BP PLC

-0.15%

Shares16.9K

Event2026-06-30

Filed2026-07-21

VFMO

VANGUARD WELLINGTON FD

-0.12%

Shares2.4K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

-3.52%

Shares2.8K

Event2026-06-30

Filed2026-07-21

IGHG

PROSHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

IXC

ISHARES TR

-0.53%

Shares11.2K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ARTY

ISHARES TR

-2.77%

Shares7.0K

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB STRATEGIC TR

16.87%

Shares10.0K

Event2026-06-30

Filed2026-07-21

IYR

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.47%

Shares642

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

-13.83%

Shares1.9K

Event2026-06-30

Filed2026-07-21

DBE

INVESCO DB MULTI-SECTOR COMM

0.25%

Shares17.0K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-3.56%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

FYX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

-2.38%

Shares1.0K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

LVHI

LEGG MASON ETF INVT

-0.52%

Shares9.8K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-1.22%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

20.21%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-9.95%

Shares3.5K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-9.22%

Shares886

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IXG

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

-4.65%

Shares821

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares261

Event2026-06-30

Filed2026-07-21

HSBC

HSBC HLDGS PLC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

0.37%

Shares814

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-21

IDMO

INVESCO EXCH TRADED FD TR II

-0.29%

Shares4.4K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

VISA INC

-7.26%

Shares741

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

-4.87%

Shares2.0K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

New

Shares836

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

-8.17%

Shares1.4K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

-0.85%

Shares469

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-35.17%

Shares636

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

-2.48%

Shares1.1K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares308

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

0.00%

Shares545

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

7.28%

Shares5.2K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

0.00%

Shares225

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

New

Shares544

Event2026-06-30

Filed2026-07-21

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-21

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-2.89%

Shares2.2K

Event2026-06-30

Filed2026-07-21

THIR

THOR FINL TECHNOLOGIES TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-21

EDIV

SPDR INDEX SHS FDS

-1.85%

Shares5.0K

Event2026-06-30

Filed2026-07-21

CLSE

TRUST FOR PROFESSIONAL MANAG

New

Shares5.9K

Event2026-06-30

Filed2026-07-21

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

New

Shares597

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P

0.20%

Shares10.1K

Event2026-06-30

Filed2026-07-21

PLUG

PLUG PWR INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available