Filer Name: PARTNERS WEALTH MANAGEMENT, LLC
CIK: 2054714
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 112
Portfolio Value: $0.09B

Partners Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 25,734 $6M 7.33% - -
AGOX US ADAPTIVE ALPHA OPPORTUNITIES 179,888 $5M 5.56% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 8,504 $4M 4.38% - -
MSFT US MICROSOFT CORP 5,582 $2M 2.68% - -
LLY US ELI LILLY & CO 3,017 $2M 2.65% - -
RHRX US RH TACTICAL ROTATION ETF 147,389 $2M 2.64% - -
AMAX US ADAPTIVE HEDGED MULTI-ASSET 289,199 $2M 2.56% - -
IVE US ISHARES S&P 500 VALUE ETF 11,440 $2M 2.48% - -
MSTR US MICROSTRATEGY INC-CL A 6,940 $2M 2.29% - -
T US AT&T INC 82,224 $2M 2.13% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 16,866 $2M 1.92% - -
AMZN US AMAZON.COM INC 7,341 $2M 1.83% - -
VNLA US JANUS HENDERSON SHORT DURATI 32,735 $2M 1.82% - -
VDE US VANGUARD ENERGY ETF 12,717 $2M 1.76% - -
QPFF US AMERICAN CENTURY QUAL PREF 41,422 $1M 1.69% - -
IVW US ISHARES S&P 500 GROWTH ETF 14,586 $1M 1.68% - -
VOO US VANGUARD S&P 500 ETF 2,538 $1M 1.56% - -
BYLD US ISHARES YIELD OPTIMIZED BOND 59,844 $1M 1.51% - -
XOM US EXXON MOBIL CORP 12,237 $1M 1.50% - -
NVDA US NVIDIA CORP 9,567 $1M 1.46% - -
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