The Analysis of Wealth Management Partners, LLC's Holdings


Currently, Wealth Management Partners, LLC holds 138 types of securities in its portfolio with a total value $314.7M. In the most recent quarter, they have increased their positions in CRWV (+20.5K shares, valued at $2.8M), ARTY (+47.7K shares, valued at $2.2M), OKLO (+7.6K shares, valued at $848.9K); decreased their positions in NVDA (-6.5K shares, valued at $1.2M), UNH (-1.7K shares, valued at $587.4K), AMZN (-1.7K shares, valued at $375.5K); initiated new positions in CRWV (+20.5K shares, valued at $2.8M), ARTY (+47.7K shares, valued at $2.2M), IREN (+10.4K shares, valued at $488.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION174.6K shares-3.58%2025-09-302025-10-21history
QQQ INVESCO QQQ TR39.8K shares0.16%2025-09-302025-10-21history
AVNM AMERICAN CENTY ETF TR330.0K shares0.28%2025-09-302025-10-21history
IAU ISHARES GOLD TR203.7K shares0.05%2025-09-302025-10-21history
AAPL APPLE INC51.9K shares-2.37%2025-09-302025-10-21history
IVV ISHARES TR19.5K shares0.76%2025-09-302025-10-21history
MSFT MICROSOFT CORP21.7K shares0.00%2025-09-302025-10-21history
FDN FIRST TR EXCHANGE-TRADED FD33.4K shares0.11%2025-09-302025-10-21history
Sponsored
TSLA TESLA INC17.8K shares0.46%2025-09-302025-10-21history
AMZN AMAZON COM INC31.4K shares-5.16%2025-09-302025-10-21history
RWL INVESCO EXCH TRADED FD TR II51.3K shares-1.41%2025-09-302025-10-21history
ALAB ASTERA LABS INC26.1K shares-1.11%2025-09-302025-10-21history
GOOG ALPHABET INC19.6K shares0.03%2025-09-302025-10-21history
VYM VANGUARD WHITEHALL FDS30.0K shares-1.50%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES INC22.8K shares3.82%2025-09-302025-10-21history
ARKW ARK ETF TR23.8K shares17.14%2025-09-302025-10-21history
Sponsored
IUSV ISHARES TR40.8K shares1.99%2025-09-302025-10-21history
FAD FIRST TR EXCHANGE-TRADED ALP24.7K shares2.94%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.12.1K shares-0.87%2025-09-302025-10-21history
AVGO BROADCOM INC10.9K shares-0.83%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR5.0K shares0.02%2025-09-302025-10-21history
FNY FIRST TR EXCHANGE-TRADED ALP36.3K shares0.77%2025-09-302025-10-21history
XOM EXXON MOBIL CORP25.9K shares-1.93%2025-09-302025-10-21history
IJR ISHARES TR24.2K shares-2.03%2025-09-302025-10-21history
Sponsored
CRWV COREWEAVE INC20.5K sharesnew addition2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW3.0K shares-2.44%2025-09-302025-10-21history
DFAS DIMENSIONAL ETF TRUST39.6K shares11.65%2025-09-302025-10-21history
USMV ISHARES TR28.0K shares-3.50%2025-09-302025-10-21history
HD HOME DEPOT INC6.3K shares-4.19%2025-09-302025-10-21history
VRT VERTIV HOLDINGS CO16.9K shares15.33%2025-09-302025-10-21history
AMAT APPLIED MATLS INC11.5K shares1.25%2025-09-302025-10-21history
CVX CHEVRON CORP NEW14.4K shares-1.33%2025-09-302025-10-21history
Sponsored
ARTY ISHARES TR47.7K sharesnew addition2025-09-302025-10-21history
CRM SALESFORCE INC8.3K shares8.25%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC9.3K shares0.99%2025-09-302025-10-21history
DIA SPDR DOW JONES INDL AVERAGE4.0K shares4.87%2025-09-302025-10-21history
ARKQ ARK ETF TR16.2K shares0.32%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC11.0K shares1.90%2025-09-302025-10-21history
WMT WALMART INC16.2K shares1.02%2025-09-302025-10-21history
META META PLATFORMS INC2.2K shares-9.62%2025-09-302025-10-21history
Sponsored
MU MICRON TECHNOLOGY INC9.7K shares2.05%2025-09-302025-10-21history
AVEM AMERICAN CENTY ETF TR21.2K shares-1.83%2025-09-302025-10-21history
AVUS AMERICAN CENTY ETF TR14.3K shares0.43%2025-09-302025-10-21history
SMMT SUMMIT THERAPEUTICS INC74.6K shares-1.38%2025-09-302025-10-21history
CAT CATERPILLAR INC3.2K shares-8.01%2025-09-302025-10-21history
SHOP SHOPIFY INC10.1K shares-1.77%2025-09-302025-10-21history
JOET VIRTUS ETF TR II34.8K shares24.44%2025-09-302025-10-21history
IEO ISHARES TR15.9K shares0.33%2025-09-302025-10-21history
Sponsored
OKLO OKLO INC12.9K shares143.90%2025-09-302025-10-21history
V VISA INC4.2K shares0.02%2025-09-302025-10-21history
DSI ISHARES TR10.9K shares-0.02%2025-09-302025-10-21history
IUSG ISHARES TR8.3K shares-0.28%2025-09-302025-10-21history
IJH ISHARES TR19.9K shares-5.23%2025-09-302025-10-21history
NET CLOUDFLARE INC5.9K shares9.19%2025-09-302025-10-21history
IWP ISHARES TR8.7K shares-1.40%2025-09-302025-10-21history
VTV VANGUARD INDEX FDS6.6K shares0.00%2025-09-302025-10-21history
Sponsored
EEMA ISHARES INC13.3K shares-1.10%2025-09-302025-10-21history
IYF ISHARES TR9.2K shares0.54%2025-09-302025-10-21history
RGTI RIGETTI COMPUTING INC38.0K shares131.77%2025-09-302025-10-21history
COWZ PACER FDS TR18.9K shares2.85%2025-09-302025-10-21history
JEPQ J P MORGAN EXCHANGE TRADED F18.3K shares23.37%2025-09-302025-10-21history
VUG VANGUARD INDEX FDS2.2K shares2.86%2025-09-302025-10-21history
IJS ISHARES TR9.3K shares-1.11%2025-09-302025-10-21history
IYE ISHARES TR21.1K shares1.62%2025-09-302025-10-21history
Sponsored
IWV ISHARES TR2.6K shares-0.26%2025-09-302025-10-21history
ABBV ABBVIE INC4.2K shares-0.69%2025-09-302025-10-21history
IEFA ISHARES TR11.0K shares17.10%2025-09-302025-10-21history
ISRG INTUITIVE SURGICAL INC2.1K shares-1.18%2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC1.2K shares-0.85%2025-09-302025-10-21history
LLY ELI LILLY & CO1.2K shares2.70%2025-09-302025-10-21history
JAAA JANUS DETROIT STR TR17.6K shares7.20%2025-09-302025-10-21history
ITA ISHARES TR4.1K shares3.84%2025-09-302025-10-21history
Sponsored
GOOGL ALPHABET INC3.5K shares-2.86%2025-09-302025-10-21history
QBTS D-WAVE QUANTUM INC33.3K shares103.22%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares-0.31%2025-09-302025-10-21history
RTX RTX CORPORATION4.4K shares0.36%2025-09-302025-10-21history
FCX FREEPORT-MCMORAN INC18.6K shares3.80%2025-09-302025-10-21history
NFLT ETFIS SER TR I30.4K shares-10.34%2025-09-302025-10-21history
AVMC AMERICAN CENTY ETF TR10.0K shares213.97%2025-09-302025-10-21history
IONQ IONQ INC11.3K shares9.66%2025-09-302025-10-21history
Sponsored
UPS UNITED PARCEL SERVICE INC8.1K shares5.97%2025-09-302025-10-21history
ORCL ORACLE CORP2.4K shares77.28%2025-09-302025-10-21history
IWF ISHARES TR1.4K shares-1.56%2025-09-302025-10-21history
GLD SPDR GOLD TR1.8K shares0.00%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS INC13.7K shares12.75%2025-09-302025-10-21history
DAL DELTA AIR LINES INC DEL10.5K shares19.22%2025-09-302025-10-21history
NOW SERVICENOW INC628 shares4.67%2025-09-302025-10-21history
PNC PNC FINL SVCS GROUP INC2.7K shares0.00%2025-09-302025-10-21history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF8.2K shares57.65%2025-09-302025-10-21history
SYLD CAMBRIA ETF TR7.8K shares-2.84%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC1.5K shares-52.47%2025-09-302025-10-21history
CCL CARNIVAL CORP18.3K shares-23.80%2025-09-302025-10-21history
RSG REPUBLIC SVCS INC2.3K shares0.00%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON2.7K shares-6.04%2025-09-302025-10-21history
IREN IREN LIMITED10.4K sharesnew addition2025-09-302025-10-21history
IYJ ISHARES TR3.3K shares-0.15%2025-09-302025-10-21history
Sponsored
NEE NEXTERA ENERGY INC6.4K shares0.00%2025-09-302025-10-21history
SYY SYSCO CORP5.8K shares-21.49%2025-09-302025-10-21history
WM WASTE MGMT INC DEL2.1K shares0.00%2025-09-302025-10-21history
GEV GE VERNOVA INC709 shares47.71%2025-09-302025-10-21history
MSTR STRATEGY INC1.3K shares-36.34%2025-09-302025-10-21history
CRDO CREDO TECHNOLOGY GROUP HOLDI3.0K sharesnew addition2025-09-302025-10-21history
C CITIGROUP INC4.1K shares0.00%2025-09-302025-10-21history
VIRTUS ETF TR II VIRTUS ETF TR II16.5K shares-6.69%2025-09-302025-10-21history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2025-09-302025-10-21history
SHW SHERWIN WILLIAMS CO1.1K shares-15.21%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO2.5K shares-3.36%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO1.1K shares-6.31%2025-09-302025-10-21history
IYM ISHARES TR2.5K shares3.43%2025-09-302025-10-21history
INTU INTUIT531 shares-1.85%2025-09-302025-10-21history
JEPI J P MORGAN EXCHANGE TRADED F6.3K shares13.63%2025-09-302025-10-21history
IWD ISHARES TR1.8K shares0.00%2025-09-302025-10-21history
Sponsored
EXI ISHARES TR2.0K shares2.22%2025-09-302025-10-21history
CSCO CISCO SYS INC5.1K shares0.00%2025-09-302025-10-21history
NBIS NEBIUS GROUP N.V.2.9K sharesnew addition2025-09-302025-10-21history
VTI VANGUARD INDEX FDS964 shares0.00%2025-09-302025-10-21history
CEG CONSTELLATION ENERGY CORP958 shares-12.99%2025-09-302025-10-21history
ABT ABBOTT LABS2.3K shares0.00%2025-09-302025-10-21history
LEU CENTRUS ENERGY CORP975 sharesnew addition2025-09-302025-10-21history
SOXX ISHARES TR1.0K shares7.05%2025-09-302025-10-21history
Sponsored
SCHD SCHWAB STRATEGIC TR10.2K sharesnew addition2025-09-302025-10-21history
ITW ILLINOIS TOOL WKS INC1.0K shares0.00%2025-09-302025-10-21history
IXC ISHARES TR6.2K shares0.00%2025-09-302025-10-21history
ITOT ISHARES TR1.8K shares0.00%2025-09-302025-10-21history
IWM ISHARES TR993 shares0.00%2025-09-302025-10-21history
FLR FLUOR CORP NEW5.5K shares0.00%2025-09-302025-10-21history
TOST TOAST INC6.3K shares14.55%2025-09-302025-10-21history
UNP UNION PAC CORP936 shares0.00%2025-09-302025-10-21history
Sponsored
NVTS NAVITAS SEMICONDUCTOR CORP30.2K shares37.27%2025-09-302025-10-21history
ALL ALLSTATE CORP999 sharesnew addition2025-09-302025-10-21history
IYW ISHARES TR1.1K sharesnew addition2025-09-302025-10-21history
TOL TOLL BROTHERS INC1.5K sharesnew addition2025-09-302025-10-21history
HOOD ROBINHOOD MKTS INC1.4K sharesnew addition2025-09-302025-10-21history
S SENTINELONE INC11.2K shares-25.87%2025-09-302025-10-21history
RCAT RED CAT HLDGS INC10.9K sharesnew addition2025-09-302025-10-21history
BBDC BARINGS BDC INC10.5K sharesnew addition2025-09-302025-10-21history
Sponsored
IBRX IMMUNITYBIO INC10.5K shares-34.38%2025-09-302025-10-21history
DVLT DATAVAULT AI INC11.3K shares0.00%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available