Partnership Wealth Management, LLC has disclosed 69 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-06-30. The current portfolio value is calculated to be $124.00 Mil. The turnover rate is 2%.
In Partnership Wealth Management, LLC's current portfolio as of 2025-06-30, the top 5 holdings are
Eli Lilly and Co (LLY), iShares Core S&P Mid-Cap ETF (IJH), SPDR Portfolio Developed World ex-US ETF (SPDW), iShares Core S&P Small-Cap ETF (IJR), iShares Russell 1000 Growth ETF (IWF), not including call and put options.
Partnership Wealth Management, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Partnership Wealth Management, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Partnership Wealth Management, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Partnership Wealth Management, LLC.