Wealth Management Partners, LLC Portfolio Holdings
Q3 2025•137 long positions•$314.3M portfolio value
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Holding148 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $32.6M 10.37% | -$1.2M Sold | 0.001% 174.6K shares | 181.1K → 174.6K −$1.2M | -3.58% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $23.9M 7.6% | +$37.2K Bought | — 39.8K shares | 39.7K → 39.8K +$37.2K | +0.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $23.3M 7.41% | +$65.9K Bought | — 330.0K shares | 329.1K → 330.0K +$65.9K | +0.28% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $14.8M 4.72% | +$7.1K Bought | — 203.7K shares | 203.6K → 203.7K +$7.1K | +0.05% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $13.2M 4.2% | -$320.1K Sold | 0.0% 51.9K shares | 53.1K → 51.9K −$320.1K | -2.37% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.1M 4.16% | +$98.4K Bought | — 19.5K shares | 19.4K → 19.5K +$98.4K | +0.76% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $11.3M 3.58% | +$517.9 Bought | 0.0% 21.7K shares | 21.7K → 21.7K +$517.9 | +0.0% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.4M 2.98% | +$10.6K Bought | — 33.4K shares | 33.4K → 33.4K +$10.6K | +0.11% | — — | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $7.9M 2.52% | +$36.0K Bought | 0.001% 17.8K shares | 17.7K → 17.8K +$36.0K | +0.46% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $6.9M 2.19% | -$375.5K Sold | 0.0% 31.4K shares | 33.1K → 31.4K −$375.5K | -5.16% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.7M 1.8% | -$81.3K Sold | — 51.3K shares | 52.0K → 51.3K −$81.3K | -1.41% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $5.1M 1.62% | -$57.2K Sold | 0.016% 26.1K shares | 26.4K → 26.1K −$57.2K | -1.11% | $32.5B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.8M 1.52% | +$1.2K Bought | 0.0% 19.6K shares | 19.6K → 19.6K +$1.2K | +0.03% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.2M 1.34% | -$64.3K Sold | — 30.0K shares | 30.4K → 30.0K −$64.3K | -1.5% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $4.2M 1.32% | +$153.1K Bought | 0.001% 22.8K shares | 22.0K → 22.8K +$153.1K | +3.82% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.2M 1.32% | +$608.0K Bought | — 23.8K shares | 20.3K → 23.8K +$608.0K | +17.14% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.1M 1.3% | +$79.5K Bought | — 40.8K shares | 40.0K → 40.8K +$79.5K | +1.99% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.0M 1.26% | +$113.2K Bought | — 24.7K shares | 24.0K → 24.7K +$113.2K | +2.94% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $3.8M 1.21% | -$33.4K Sold | 0.0% 12.1K shares | 12.2K → 12.1K −$33.4K | -0.87% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $3.6M 1.15% | -$30.4K Sold | 0.0% 10.9K shares | 11.0K → 10.9K −$30.4K | -0.83% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.3M 1.06% | +$666.2 Bought | — 5.0K shares | 5.0K → 5.0K +$666.2 | +0.02% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.3M 1.06% | +$25.3K Bought | — 36.3K shares | 36.1K → 36.3K +$25.3K | +0.77% | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Integrated Energy | $2.9M 0.931% | -$57.7K Sold | 0.001% 26.0K shares | 26.5K → 26.0K −$57.7K | -1.93% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.9M 0.914% | -$59.7K Sold | — 24.2K shares | 24.7K → 24.2K −$59.7K | -2.03% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.8M 0.894% | +$2.8M New | 0.004% 20.5K shares | 0 → 20.5K +$2.8M | New | $67.8B Large Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $2.8M 0.893% | -$70.3K Sold | 0.001% 3.0K shares | 3.1K → 3.0K −$70.3K | -2.44% | $410.27B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 0.862% | +$282.6K Bought | — 39.6K shares | 35.4K → 39.6K +$282.6K | +11.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 0.847% | -$96.6K Sold | — 28.0K shares | 29.0K → 28.0K −$96.6K | -3.5% | — — | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $2.6M 0.819% | -$112.6K Sold | 0.001% 6.4K shares | 6.6K → 6.4K −$112.6K | -4.19% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
Electrical Equipment & Parts Industrials | $2.6M 0.813% | +$339.6K Bought | 0.004% 16.9K shares | 14.7K → 16.9K +$339.6K | +15.33% | $57.6B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.3M 0.746% | +$28.9K Bought | 0.001% 11.5K shares | 11.3K → 11.5K +$28.9K | +1.25% | $163.10B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $2.2M 0.712% | -$30.1K Sold | 0.001% 14.4K shares | 14.6K → 14.4K −$30.1K | -1.33% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.2M 0.695% | +$2.2M New | — 47.7K shares | 0 → 47.7K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $2.0M 0.627% | +$150.3K Bought | 0.001% 8.3K shares | 7.7K → 8.3K +$150.3K | +8.25% | $225.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $1.9M 0.605% | +$18.7K Bought | 0.001% 9.3K shares | 9.3K → 9.3K +$18.7K | +0.99% | $137.82B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.591% | +$86.3K Bought | — 4.0K shares | 3.8K → 4.0K +$86.3K | +4.87% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.8M 0.576% | +$5.8K Bought | — 16.2K shares | 16.2K → 16.2K +$5.8K | +0.32% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.8M 0.568% | +$33.3K Bought | 0.001% 11.0K shares | 10.8K → 11.0K +$33.3K | +1.9% | $262.56B Mega Cap | Q1 2023 Held for 2y 8m | |
Discount Stores Consumer Defensive | $1.7M 0.53% | +$16.8K Bought | 0.0% 16.2K shares | 16.0K → 16.2K +$16.8K | +1.02% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $1.6M 0.522% | -$174.8K Sold | 0.0% 2.2K shares | 2.5K → 2.2K −$174.8K | -9.62% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.6M 0.516% | +$32.6K Bought | 0.001% 9.7K shares | 9.5K → 9.7K +$32.6K | +2.05% | $187.25B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.507% | -$29.7K Sold | — 21.2K shares | 21.6K → 21.2K −$29.7K | -1.83% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.6M 0.495% | +$6.7K Bought | — 14.3K shares | 14.3K → 14.3K +$6.7K | +0.43% | — — | Q2 2022 Held for 3y 5m | |
Biotechnology Healthcare | $1.5M 0.49% | -$21.5K Sold | 0.01% 74.6K shares | 75.6K → 74.6K −$21.5K | -1.38% | $15.3B Large Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $1.5M 0.484% | -$132.7K Sold | 0.001% 3.2K shares | 3.5K → 3.2K −$132.7K | -8.01% | $223.53B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Application Technology | $1.5M 0.478% | -$27.0K Sold | 0.001% 10.1K shares | 10.3K → 10.1K −$27.0K | -1.77% | $193.14B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.5M 0.476% | +$294.0K Bought | — 34.8K shares | 28.0K → 34.8K +$294.0K | +24.44% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.469% | +$4.8K Bought | — 15.9K shares | 15.9K → 15.9K +$4.8K | +0.33% | — — | Q3 2022 Held for 3y 2m | |
Regulated Electric Utilities | $1.4M 0.458% | +$848.9K Bought | 0.009% 12.9K shares | 5.3K → 12.9K +$848.9K | +143.9% | $16.5B Large Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $1.4M 0.454% | +$341.4 Bought | 0.0% 4.2K shares | 4.2K → 4.2K +$341.4 | +0.02% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m |
