Partnership Wealth Management, LLC
Q1 2025 13F Holdings
- Locationtowson, MD
- Num holdings
72
- Value ($000)
$117,812
- Date Filed04/07/2025
- Form type13F-HR
- CIK0002010656
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO COM | STOCK | 532457108 | $18.03 M | 15 % | 21,827 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $10.08 M | 9 % | 172,798 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $8.46 M | 7 % | 80,909 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $7.03 M | 6 % | 137,684 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $6.42 M | 6 % | 176,396 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $6.29 M | 5 % | 36,300 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $6.19 M | 5 % | 17,136 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.16 M | 3 % | 8,427 | ||
SCZ ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 | $2.50 M | 2 % | 39,426 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $2.22 M | 2 % | 56,398 |
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