WEALTH MANAGEMENT PARTNERS, LLC 13F Portfolio
WEALTH MANAGEMENT PARTNERS, LLC runs WEALTH MANAGEMENT PARTNERS, LLC and currently holds 154 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $425.00M. Their top holdings are NVDA, QQQ, AVMC, IVV, AAPL. The top five represent 24.6% of reported portfolio weight. WEALTH MANAGEMENT PARTNERS, LLC ranks #236 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH MANAGEMENT PARTNERS, LLC initiated 1 new position. They added to 43 existing positions. They trimmed 49 positions. Their current best-performing preview position is ALAB with returns of +340.83%.
Portfolio Value
$425.00M
Alpha Score
83.9
#236 of 1000
Holdings
154
WEALTH MANAGEMENT PARTNERS, LLC Current 13F Holdings
Reported holdings from WEALTH MANAGEMENT PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
154 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 7.21% | $15.02 | $229.28 | +1,426.50% | Trimmed -3.18% |
 QQQ INVESCO QQQ TR | 6.32% | $339.82 | $751.27 | +121.08% | Trimmed -2.24% |
AV AVMC AMERICAN CENTY ETF TR | 4.12% | $70.70 | $78.08 | +10.44% | Added +0.52% |
 IVV ISHARES TR | 3.49% | $421.47 | $781.99 | +85.54% | Added +0.26% |
 AAPL APPLE INC | 3.45% | $136.43 | $336.68 | +146.78% | Trimmed -0.97% |
 DFAS DIMENSIONAL ETF TRUST | 2.97% | $68.79 | $78.35 | +13.90% | Added +3.52% |
 ALAB ASTERA LABS INC | 2.93% | $98.09 | $342.21 | +248.87% | Trimmed -38.84% |
 MU MICRON TECHNOLOGY INC | 2.58% | $152.66 | $1,029.00 | +574.05% | Added +5.95% |
 MSFT MICROSOFT CORP | 1.99% | $245.68 | $535.07 | +117.79% | Added +5.17% |
 AMAT APPLIED MATLS INC | 1.87% | $137.77 | $507.03 | +268.03% | Added +0.21% |
Showing 1-10 of 154