PARTNERS WEALTH MANAGEMENT, LLC

PARTNERS WEALTH MANAGEMENT, LLC is an institution, managing $100.1M across 121 long positions as of Q3 2025 with 57% ETF concentration.

Top Holdings

Largest long holdings in PARTNERS WEALTH MANAGEMENT, LLC's portfolio (36.6% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Adaptive Alpha Opportunities AGOX	ETF ETF	$7.0M	6.99%	+$1.4M Bought	— 228.2K shares	Q4 2024 Held for 11 months
2 Apple AAPL	Consumer Electronics Technology	$6.9M	6.86%	+$313.5K Bought	0.00% 27.0K shares	Q4 2024 Held for 11 months
3 Adaptive Hedged Multi-Asset Income AMAX	ETF ETF	$4.0M	4.04%	+$1.6M Bought	— 494.2K shares	Q4 2024 Held for 11 months
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$3.5M	3.52%	-$697.3K Sold	0.00% 7.0K shares	Q4 2024 Held for 11 months
5 Janus Henderson Short Duration Income VNLA	ETF ETF	$3.1M	3.11%	+$1.5M Bought	— 63.2K shares	Q4 2024 Held for 11 months
6 Microsoft MSFT	Software - Infrastructure Technology	$2.6M	2.59%	-$294.7K Sold	0.00% 5.0K shares	Q4 2024 Held for 11 months
7 RH Tactical Rotation RHRX	ETF ETF	$2.5M	2.54%	-$144.9K Sold	— 139.4K shares	Q4 2024 Held for 11 months
8 iShares S&P 500 Value IVE	ETF ETF	$2.4M	2.44%	+$22.1K Bought	— 11.8K shares	Q4 2024 Held for 11 months
9 MicroStrategy MSTR	Software - Application Technology	$2.3M	2.28%	-$33.5K Sold	0.00% 7.1K shares	Q4 2024 Held for 11 months
10 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$2.2M	2.25%	+$33.6K Bought	0.00% 2.9K shares	Q4 2024 Held for 11 months

Portfolio activity, position movements, and quarter-over-quarter changes in PARTNERS WEALTH MANAGEMENT, LLC's latest filing

Market Value

$100.1M

Prior: $87.4M

Q/Q Change

+14.53%

+$12.7M

Net Flows % of MV

+2.97%

Turnover Ratio

11.63%

New Purchases

17 stocks

$5.3M

Added To

37 stocks

+$7.4M

Sold Out Of

13 stocks

$4.6M

Reduced Holdings

51 stocks

-$5.1M

Position	Shares Δ	Change
1 WisdomTree Floating Rate Treasury Fund USFR	New	0 → 11.6K +$584.2K
2 SPDR Portfolio Developed World ex-US ETF SPDW	New	0 → 10.7K +$458.8K
3 XHYI BondBloxx USD High Yield Bond Industrial Sector XHYI	New	0 → 11.6K +$445.9K
4 WisdomTree International Hedged Quality Dividend Growth IHDG	New	0 → 8.5K +$393.5K
5 NEOS S&P 500 High Income SPYI	New	0 → 7.0K +$364.0K

Position	Shares Δ	Change
1 American Century Quality Preferred ETF QPFF	Sold	40.9K → 0 −$1.4M
2 iShares iBonds Dec 2029 Term Muni Bond IBMR	Sold	21.5K → 0 −$539.3K
3 iShares iBonds Dec 2026 Term Muni Bond IBMO	Sold	11.5K → 0 −$293.4K
4 iShares iBonds Dec 2027 Term Muni Bond ETF IBMP	Sold	11.6K → 0 −$293.1K
5 iShares iBonds Dec 2028 Term Muni Bond IBMQ	Sold	11.6K → 0 −$293.0K