The Analysis of PARTNERS WEALTH MANAGEMENT, LLC's Holdings
Currently, PARTNERS WEALTH MANAGEMENT, LLC holds 107 types of securities in its portfolio with a total value $95.7M. In the most recent quarter, they have increased their positions in VNLA (+29.3K shares, valued at $1.4M), XHYI (+14.8K shares, valued at $563.6K), AMAX (+68.8K shares, valued at $543.6K); decreased their positions in N/A (-919 shares, valued at $318.1K), BUYW (-19.2K shares, valued at $275.1K), GLD (-403 shares, valued at $159.7K); initiated new positions in SIVR (+3.8K shares, valued at $256.0K), AXP (+647 shares, valued at $239.4K), VZ (+5.8K shares, valued at $238.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC26.6K shares-1.56%2025-12-312026-01-20
AGOX STARBOARD INVT TR231.7K shares1.54%2025-12-312026-01-20 VNLA JANUS DETROIT STR TR92.5K shares46.40%2025-12-312026-01-20 AMAX STARBOARD INVT TR563.0K shares13.92%2025-12-312026-01-20 LLY ELI LILLY & CO2.8K shares-4.65%2025-12-312026-01-20 RHRX STARBOARD INVT TR138.9K shares-0.39%2025-12-312026-01-20 IVE ISHARES TR11.7K shares-0.76%2025-12-312026-01-20 MSFT MICROSOFT CORP4.9K shares-1.26%2025-12-312026-01-20 IVW ISHARES TR16.2K shares-0.17%2025-12-312026-01-20 T AT&T INC78.5K shares-0.60%2025-12-312026-01-20 NVDA NVIDIA CORPORATION9.9K shares-3.12%2025-12-312026-01-20 AMZN AMAZON COM INC7.9K shares-0.52%2025-12-312026-01-20 XTRE BONDBLOXX ETF TRUST33.8K shares44.87%2025-12-312026-01-20 XOM EXXON MOBIL CORP12.1K shares-1.21%2025-12-312026-01-20 VDE VANGUARD WORLD FD11.1K shares-0.71%2025-12-312026-01-20 BYLD ISHARES TR56.9K shares-1.68%2025-12-312026-01-20 EMLP FIRST TR EXCHANGE-TRADED FD31.9K shares-0.82%2025-12-312026-01-20 MSTR STRATEGY INC7.1K shares-0.28%2025-12-312026-01-20 FHLC FIDELITY COVINGTON TRUST14.2K shares-0.11%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.3.2K shares-1.01%2025-12-312026-01-20 XCCC BONDBLOXX ETF TRUST26.8K shares12.31%2025-12-312026-01-20 SDVY FIRST TR EXCHANGE-TRADED FD26.5K shares0.00%2025-12-312026-01-20 XHYI BONDBLOXX ETF TRUST26.3K shares127.34%2025-12-312026-01-20 DWX SPDR INDEX SHS FDS22.4K shares-0.68%2025-12-312026-01-20 IXJ ISHARES TR10.0K shares0.02%2025-12-312026-01-20 KORP AMERICAN CENTY ETF TR20.6K shares-0.34%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR17.6K shares-1.22%2025-12-312026-01-20 SCHV SCHWAB STRATEGIC TR31.9K shares-2.45%2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR19.0K shares95.83%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO5.8K shares-3.32%2025-12-312026-01-20 XHYF BONDBLOXX ETF TRUST21.6K shares19.10%2025-12-312026-01-20 POWA INVESCO EXCH TRD SLF IDX FD9.1K shares0.00%2025-12-312026-01-20 CSX CSX CORP21.8K shares-1.51%2025-12-312026-01-20 XLY SELECT SECTOR SPDR TR6.3K shares97.60%2025-12-312026-01-20 FSTA FIDELITY COVINGTON TRUST14.9K shares0.03%2025-12-312026-01-20 KO COCA COLA CO9.9K shares-3.45%2025-12-312026-01-20 BP BP PLC19.8K shares-2.47%2025-12-312026-01-20 IGHG PROSHARES TR8.7K shares-0.30%2025-12-312026-01-20 DWAS INVESCO EXCH TRADED FD TR6.6K shares6.31%2025-12-312026-01-20 XLG INVESCO EXCHANGE TRADED FD10.6K shares0.00%2025-12-312026-01-20 WMT WALMART INC5.6K shares-1.75%2025-12-312026-01-20 IYK ISHARES TR8.5K shares1.81%2025-12-312026-01-20 IJJ ISHARES TR4.3K shares0.00%2025-12-312026-01-20 MS MORGAN STANLEY3.0K shares-0.33%2025-12-312026-01-20 IWB ISHARES TR1.4K shares0.00%2025-12-312026-01-20 MO ALTRIA GROUP INC8.7K shares0.39%2025-12-312026-01-20 ITA ISHARES TR2.3K shares0.00%2025-12-312026-01-20 CAT CATERPILLAR INC852 shares-2.85%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC3.0K shares0.00%2025-12-312026-01-20 BROADCOM INC BROADCOM INC1.4K shares-39.96%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS10.7K shares-0.58%2025-12-312026-01-20 VFMO VANGUARD WELLINGTON FD2.5K shares1.65%2025-12-312026-01-20 IXC ISHARES TR11.2K shares0.00%2025-12-312026-01-20 IYR ISHARES TR4.7K shares0.00%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS1.5K shares3.51%2025-12-312026-01-20 XHYT BONDBLOXX ETF TRUST12.6K shares3.28%2025-12-312026-01-20 SO SOUTHERN CO5.0K shares-9.93%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR625 shares-1.88%2025-12-312026-01-20 CVX CHEVRON CORP NEW2.7K shares12.77%2025-12-312026-01-20 WFC WELLS FARGO CO NEW4.4K shares0.00%2025-12-312026-01-20 IHDG WISDOMTREE TR8.2K shares-4.37%2025-12-312026-01-20 VNQ VANGUARD INDEX FDS4.3K shares-2.12%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC1.8K shares-6.57%2025-12-312026-01-20 DBE INVESCO DB MULTI-SECTOR20.4K shares0.02%2025-12-312026-01-20 GLW CORNING INC4.1K shares-0.12%2025-12-312026-01-20 ARTY ISHARES TR7.3K shares1.75%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR7.8K shares27.16%2025-12-312026-01-20 XHYE BONDBLOXX ETF TRUST9.1K shares-3.10%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.7K shares-8.64%2025-12-312026-01-20 LOW LOWES COS INC1.4K shares0.00%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR12.1K shares-26.34%2025-12-312026-01-20 FYX FIRST TR EXCHANGE-TRADED2.9K shares0.00%2025-12-312026-01-20 V VISA INC894 shares-3.87%2025-12-312026-01-20 DAL DELTA AIR LINES INC DEL4.4K shares0.00%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE981 shares-2.58%2025-12-312026-01-20 ALPHABET INC ALPHABET INC965 shares-0.10%2025-12-312026-01-20 IXG ISHARES TR2.5K shares0.00%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING1.1K shares0.00%2025-12-312026-01-20 HD HOME DEPOT INC811 shares-2.99%2025-12-312026-01-20 PEP PEPSICO INC1.9K shares-11.47%2025-12-312026-01-20 SPGI S&P GLOBAL INC526 shares0.00%2025-12-312026-01-20 MA MASTERCARD INCORPORATED472 shares-9.58%2025-12-312026-01-20 DIS DISNEY WALT CO2.3K shares-11.34%2025-12-312026-01-20 IVV ISHARES TR387 shares-1.28%2025-12-312026-01-20 GILD GILEAD SCIENCES INC2.1K shares2.92%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC300 shares0.00%2025-12-312026-01-20 GLD SPDR GOLD TR651 shares-38.24%2025-12-312026-01-20 SIVR ABRDN SILVER ETF TRUST3.8K sharesnew addition2025-12-312026-01-20 ORCL ORACLE CORP1.3K shares2.39%2025-12-312026-01-20 HSBC HSBC HLDGS PLC3.1K shares-12.38%2025-12-312026-01-20 VB VANGUARD INDEX FDS936 shares-7.87%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO647 sharesnew addition2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC5.8K sharesnew addition2025-12-312026-01-20 IJR ISHARES TR1.8K shares7.26%2025-12-312026-01-20 RTX RTX CORPORATION1.2K shares0.00%2025-12-312026-01-20 VRP INVESCO EXCH TRADED FD TR8.8K shares0.00%2025-12-312026-01-20 MUB ISHARES TR2.0K shares0.00%2025-12-312026-01-20 FPE FIRST TR EXCH TRADED FD III11.3K shares0.43%2025-12-312026-01-20 AGG ISHARES TR2.1K shares0.15%2025-12-312026-01-20 PSX PHILLIPS 661.6K shares0.13%2025-12-312026-01-20 BUYW NORTHERN LTS FD TR IV13.8K shares-58.14%2025-12-312026-01-20 PLUG PLUG POWER INC10.4K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available