PARTNERS WEALTH MANAGEMENT, LLC
110 holdingsFiling period: 2026-03-31Current AUM: $107.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 26.6K | $6.8M | $8.2M | 7.65% | +44 | 2026-03-31 |
| 2 | AMAX | STARBOARD INVT TR | 800.8K | $6.2M | $5.9M | 5.52% | +237.8K | 2026-03-31 |
| 3 | AGOX | STARBOARD INVT TR | 212.2K | $5.6M | $7.1M | 6.59% | -19,494 | 2026-03-31 |
| 4 | VNLA | JANUS DETROIT STR TR | 88.6K | $4.3M | $4.3M | 4.03% | -3,899 | 2026-03-31 |
| 5 | RHRX | STARBOARD INVT TR | 194.9K | $3.7M | $4.2M | 3.90% | +56.0K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.8K | $3.2M | $3.2M | 3.01% | -60 | 2026-03-31 |
| 7 | IVE | ISHARES TR | 11.9K | $2.5M | $2.8M | 2.57% | +161 | 2026-03-31 |
| 8 | LLY | ELI LILLY & CO | 2.7K | $2.5M | $3.1M | 2.89% | -104 | 2026-03-31 |
| 9 | T | AT&T INC | 76.9K | $2.2M | $1.8M | 1.66% | -1,572 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 12.1K | $2.1M | $1.9M | 1.75% | -20 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 12.1K | $2.1M | $1.9M | 1.75% | -20 | 2026-03-31 |
| 12 | VDE | VANGUARD WORLD FD | 11.0K | $1.9M | $1.8M | 1.72% | -44 | 2026-03-31 |
| 13 | IVW | ISHARES TR | 16.6K | $1.9M | $2.2M | 2.08% | +362 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 5.0K | $1.8M | $2.3M | 2.16% | +56 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 9.5K | $1.7M | $1.9M | 1.77% | -350 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 7.7K | $1.6M | $2.1M | 1.95% | -160 | 2026-03-31 |
| 17 | XTRE | BONDBLOXX ETF TRUST | 31.8K | $1.6M | $1.5M | 1.44% | -2,023 | 2026-03-31 |
| 18 | EMLP | FIRST TR EXCHANGE-TRADED FD | 31.9K | $1.4M | $1.4M | 1.31% | -- | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 2.2K | $1.3M | $1.5M | 1.40% | -3 | 2026-03-31 |
| 20 | BYLD | ISHARES TR | 53.1K | $1.2M | $1.2M | 1.10% | -3,763 | 2026-03-31 |
| 21 | XLE | SELECT SECTOR SPDR TR | 18.9K | $1.2M | $1.1M | 1.05% | -29 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 1.9K | $1.1M | $1.3M | 1.19% | -41 | 2026-03-31 |
| 23 | XHYI | BONDBLOXX ETF TRUST | 28.0K | $1.0M | $1.0M | 0.97% | +1.6K | 2026-03-31 |
| 24 | SDVY | FIRST TR EXCHANGE TRADED FD | 26.5K | $1.0M | $1.2M | 1.08% | -- | 2026-03-31 |
| 25 | DWX | SPDR INDEX SHS FDS | 22.2K | $1.0M | $1.1M | 0.99% | -207 | 2026-03-31 |
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