PARTNERS WEALTH MANAGEMENT, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$87.8B
Holdings
114
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 25,757 | $5.7B | 6.54% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,404 | $4.5B | 5.10% | |
| 3 | AGOXSTARBOARD INVT TR | 183,122 | $4.5B | 5.08% | |
| 4 | LLYELI LILLY & CO | 2,904 | $2.3B | 2.66% | |
| 5 | TAT&T INC | 81,488 | $2.3B | 2.64% | |
| 6 | AMAXSTARBOARD INVT TR | 304,637 | $2.3B | 2.59% | |
| 7 | IVEISHARES TR | 11,720 | $2.2B | 2.54% | |
| 8 | MIGAMICROSTRATEGY INC | 7,183 | $2.2B | 2.50% | |
| 9 | RHRXSTARBOARD INVT TR | 147,389 | $2.2B | 2.48% | |
| 10 | MSFTMICROSOFT CORP | 5,573 | $2.1B | 2.42% | |
| 11 | VDEVANGUARD WORLD FD | 12,567 | $1.6B | 1.86% | |
| 12 | VNLAJANUS DETROIT STR TR | 33,054 | $1.6B | 1.84% | |
| 13 | XOMEXXON MOBIL CORP | 12,278 | $1.5B | 1.66% | |
| 14 | AMZNAMAZON COM INC | 7,551 | $1.5B | 1.65% | |
| 15 | ACSVAMERICAN CENTY ETF TR | 40,916 | $1.4B | 1.63% | |
| 16 | IVWISHARES TR | 14,871 | $1.4B | 1.58% | |
| 17 | VOOVANGUARD INDEX FDS | 2,588 | $1.3B | 1.52% | |
| 18 | BYLDISHARES TR | 59,262 | $1.3B | 1.52% | |
| 19 | SGOVISHARES TR | 13,047 | $1.3B | 1.49% | |
| 20 | EMLPFIRST TR EXCHANGE-TRADED FD | 33,265 | $1.3B | 1.43% | |
| 21 | NVDANVIDIA CORPORATION | 9,614 | $1.1B | 1.21% | |
| 22 | PGPROCTER AND GAMBLE CO | 5,924 | $1.0B | 1.15% | |
| 23 | XLGINVESCO EXCHANGE TRADED FD T | 21,783 | $1.0B | 1.15% | |
| 24 | FHLCFIDELITY COVINGTON TRUST | 14,869 | $997.1M | 1.14% | |
| 25 | KORPAMERICAN CENTY ETF TR | 21,180 | $988.5M | 1.13% | |
| 26 | XLESELECT SECTOR SPDR TR | 10,329 | $970.9M | 1.11% | |
| 27 | XCCCBONDBLOXX ETF TRUST | 25,621 | $965.6M | 1.10% | |
| 28 | JPMJPMORGAN CHASE & CO. | 3,913 | $953.5M | 1.09% | |
| 29 | IXJISHARES TR | 10,547 | $946.2M | 1.08% | |
| 30 | NDQINVESCO QQQ TR | 2,000 | $945.4M | 1.08% | |
| 31 | HELOJ P MORGAN EXCHANGE TRADED F | 15,231 | $910.5M | 1.04% | |
| 32 | SCHVSCHWAB STRATEGIC TR | 33,415 | $887.9M | 1.01% | |
| 33 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,174 | $882.3M | 1.00% | |
| 34 | XLFSELECT SECTOR SPDR TR | 17,511 | $871.2M | 0.99% | |
| 35 | BPBP PLC | 24,852 | $840.2M | 0.96% | |
| 36 | DWXSPDR INDEX SHS FDS | 21,601 | $831.9M | 0.95% | |
| 37 | FSTAFIDELITY COVINGTON TRUST | 15,995 | $821.2M | 0.93% | |
| 38 | POWAINVESCO EXCH TRD SLF IDX FD | 9,376 | $771.3M | 0.88% | |
| 39 | KOCOCA COLA CO | 10,686 | $768.0M | 0.87% | |
| 40 | XTREBONDBLOXX ETF TRUST | 15,255 | $753.7M | 0.86% | |
| 41 | CSXCSX CORP | 24,105 | $712.1M | 0.81% | |
| 42 | IGHGPROSHARES TR | 8,716 | $665.2M | 0.76% | |
| 43 | XLYSELECT SECTOR SPDR TR | 3,200 | $638.5M | 0.73% | |
| 44 | WMTWALMART INC | 7,124 | $632.8M | 0.72% | |
| 45 | IYKISHARES TR | 8,307 | $595.2M | 0.68% | |
| 46 | DDTOINNOVATOR ETFS TRUST | 18,520 | $581.4M | 0.66% | |
| 47 | SOSOUTHERN CO | 6,012 | $552.1M | 0.63% | |
| 48 | IBMRISHARES TR | 21,536 | $539.3M | 0.61% | |
| 49 | IJJISHARES TR | 4,205 | $504.8M | 0.57% | |
| 50 | MOALTRIA GROUP INC | 8,561 | $503.3M | 0.57% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 3,044 | $481.2M | 0.55% | |
| 52 | IXCISHARES TR | 11,227 | $474.5M | 0.54% | |
| 53 | BUFDFIRST TR EXCHNG TRADED FD VI | 18,296 | $456.9M | 0.52% | |
| 54 | IYRISHARES TR | 4,710 | $451.3M | 0.51% | |
| 55 | PEPPEPSICO INC | 2,836 | $424.5M | 0.48% | |
| 56 | DWASINVESCO EXCH TRADED FD TR II | 5,448 | $422.9M | 0.48% | |
| 57 | IWBISHARES TR | 1,352 | $416.2M | 0.47% | |
| 58 | VNQVANGUARD INDEX FDS | 4,516 | $409.1M | 0.47% | |
| 59 | BUYWNORTHERN LTS FD TR IV | 29,592 | $407.5M | 0.46% | |
| 60 | DBEINVESCO DB MULTI-SECTOR COMM | 20,085 | $391.8M | 0.45% | |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 1,556 | $389.5M | 0.44% | |
| 62 | AVGOBROADCOM INC | 2,276 | $383.6M | 0.44% | |
| 63 | WFCWELLS FARGO CO NEW | 5,281 | $376.6M | 0.43% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 1,217 | $373.1M | 0.42% | |
| 65 | ITA*ISHARES TR | 2,392 | $368.9M | 0.42% | |
| 66 | SPYSPDR S&P 500 ETF TR | 657 | $368.6M | 0.42% | |
| 67 | SCHDSCHWAB STRATEGIC TR | 13,061 | $364.0M | 0.41% | |
| 68 | XHYEBONDBLOXX ETF TRUST | 9,358 | $359.5M | 0.41% | |
| 69 | CVXCHEVRON CORP NEW | 2,121 | $357.5M | 0.41% | |
| 70 | VFMOVANGUARD WELLINGTON FD | 2,307 | $351.2M | 0.40% | |
| 71 | DWDMORGAN STANLEY | 3,009 | $348.3M | 0.40% | |
| 72 | JNJJOHNSON & JOHNSON | 2,173 | $333.0M | 0.38% | |
| 73 | CATCATERPILLAR INC | 970 | $320.7M | 0.37% | |
| 74 | LOWLOWES COS INC | 1,368 | $320.1M | 0.36% | |
| 75 | XHYFBONDBLOXX ETF TRUST | 8,255 | $307.7M | 0.35% | |
| 76 | HDHOME DEPOT INC | 841 | $307.4M | 0.35% | |
| 77 | MRKMERCK & CO INC | 3,505 | $305.4M | 0.35% | |
| 78 | MCDMCDONALDS CORP | 969 | $303.9M | 0.35% | |
| 79 | IBMOISHARES TR | 11,489 | $293.4M | 0.33% | |
| 80 | IBMPISHARES TR | 11,604 | $293.1M | 0.33% | |
| 81 | IBMQISHARES TR | 11,593 | $293.0M | 0.33% | |
| 82 | DUKDUKE ENERGY CORP NEW | 2,413 | $292.1M | 0.33% | |
| 83 | TLTISHARES TR | 3,161 | $289.2M | 0.33% | |
| 84 | GQ9SPDR GOLD TR | 1,004 | $288.7M | 0.33% | |
| 85 | VBVANGUARD INDEX FDS | 1,285 | $285.9M | 0.33% | |
| 86 | MAMASTERCARD INCORPORATED | 510 | $279.7M | 0.32% | |
| 87 | VVISA INC | 802 | $277.8M | 0.32% | |
| 88 | MUBISHARES TR | 2,586 | $272.8M | 0.31% | |
| 89 | SPGIS&P GLOBAL INC | 527 | $269.2M | 0.31% | |
| 90 | FYXFIRST TR EXCHANGE-TRADED ALP | 2,874 | $260.7M | 0.30% | |
| 91 | DISDISNEY WALT CO | 2,646 | $258.5M | 0.29% | |
| 92 | DALDELTA AIR LINES INC DEL | 6,077 | $257.8M | 0.29% | |
| 93 | GEGE AEROSPACE | 1,257 | $256.2M | 0.29% | |
| 94 | IXGISHARES TR | 2,467 | $253.9M | 0.29% | |
| 95 | UGLPROSHARES TR II | 1,954 | $250.6M | 0.29% | |
| 96 | ABTABBOTT LABS | 1,883 | $248.0M | 0.28% | |
| 97 | IVVISHARES TR | 439 | $247.6M | 0.28% | |
| 98 | HCMTDIREXION SHS ETF TR | 7,784 | $237.9M | 0.27% | |
| 99 | GILDGILEAD SCIENCES INC | 2,089 | $232.5M | 0.26% | |
| 100 | ABBVABBVIE INC | 1,122 | $231.4M | 0.26% |
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