Wealth Management Partners, LLC holdings history

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202 is the total number of securities Wealth Management Partners, LLC has owned. The longest Wealth Management Partners, LLC has owned a single stock is 12 quarters.

Wealth Management Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC12125.94%6.78%7.55%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12125.29%6.72%8.69%Q4 2020Q3 202312
IVV ISHARES TR12123.88%5.56%6.87%Q4 2020Q3 202312
MSFT MICROSOFT CORP12124.08%4.53%4.87%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12122.27%3.71%5.94%Q4 2020Q3 202312
FDN FIRST TR EXCHANGE-TRAD...12123.04%3.69%5.00%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12122.49%3.20%3.79%Q4 2020Q3 202312
RWL INVESCO EXCH TRADED FD...12121.47%2.98%4.16%Q4 2020Q3 202312
USMV ISHARES TR12121.76%2.92%3.69%Q4 2020Q3 202312
IJR ISHARES TR12121.24%2.14%2.51%Q4 2020Q3 202312
AMZN AMAZON COM INC12121.56%1.90%2.33%Q4 2020Q3 202312
IUSV ISHARES TR12121.06%1.84%2.24%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12121.48%1.83%2.11%Q4 2020Q3 202312
TSLA TESLA INC12121.08%1.78%2.52%Q4 2020Q3 202312
HD HOME DEPOT INC12121.26%1.45%1.74%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.74%1.40%2.59%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.92%1.22%1.69%Q4 2020Q3 202312
GOOG ALPHABET INC12120.89%1.20%1.52%Q4 2020Q3 202312
CRM SALESFORCE INC12120.74%0.97%1.20%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.38%0.97%1.20%Q4 2020Q3 202312
IJS ISHARES TR12120.61%0.92%1.05%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.77%0.90%1.12%Q4 2020Q3 202312
IJH ISHARES TR12120.69%0.88%1.06%Q4 2020Q3 202312
DSI ISHARES TR12120.55%0.82%1.02%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.55%0.81%1.08%Q4 2020Q3 202312
IWP ISHARES TR12120.56%0.81%1.06%Q4 2020Q3 202312
DIA SPDR DOW JONES INDL AV...12120.62%0.79%0.89%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.28%0.77%1.13%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12120.53%0.76%1.02%Q4 2020Q3 202312
V VISA INC12120.63%0.72%0.79%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.61%0.71%0.82%Q4 2020Q3 202312
SYY SYSCO CORP12120.42%0.71%0.89%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.57%0.69%0.85%Q4 2020Q3 202312
IEFA ISHARES TR12120.44%0.67%0.84%Q4 2020Q3 202312
IUSG ISHARES TR12120.53%0.66%0.86%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.46%0.61%0.86%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.35%0.52%0.66%Q4 2020Q3 202312
PYPL PAYPAL HLDGS INC12120.26%0.51%0.81%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.15%0.51%0.77%Q4 2020Q3 202312
IWV ISHARES TR12120.42%0.50%0.54%Q4 2020Q3 202312
IYJ ISHARES TR12120.28%0.47%0.64%Q4 2020Q3 202312
SNOW SNOWFLAKE INC12120.21%0.44%0.69%Q4 2020Q3 202312
ABBV ABBVIE INC12120.23%0.43%0.63%Q4 2020Q3 202312
EXI ISHARES TR12120.22%0.43%0.62%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.26%0.42%0.54%Q4 2020Q3 202312
IYF ISHARES TR12120.34%0.41%0.49%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.33%0.40%0.47%Q4 2020Q3 202312
WYNN WYNN RESORTS LTD12120.30%0.40%0.56%Q4 2020Q3 202312
IBB ISHARES TR12120.13%0.38%0.76%Q4 2020Q3 202312
SHW SHERWIN WILLIAMS CO12120.30%0.37%0.56%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.26%0.32%0.38%Q4 2020Q3 202312
IWF ISHARES TR12120.25%0.32%0.40%Q4 2020Q3 202312
PFE PFIZER INC12120.17%0.31%0.45%Q4 2020Q3 202312
DAL DELTA AIR LINES INC DEL12120.17%0.31%0.39%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.26%0.31%0.36%Q4 2020Q3 202312
BLK BLACKROCK INC12120.20%0.30%0.36%Q4 2020Q3 202312
WMT WALMART INC12120.22%0.29%0.44%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.20%0.28%0.37%Q4 2020Q3 202312
BDX BECTON DICKINSON & CO12120.18%0.25%0.31%Q4 2020Q3 202312
IWD ISHARES TR12120.17%0.25%0.32%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.22%0.25%0.28%Q4 2020Q3 202312
RSG REPUBLIC SVCS INC12120.18%0.22%0.28%Q4 2020Q3 202312
ABT ABBOTT LABS12120.13%0.21%0.29%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.17%0.20%0.24%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.17%0.20%0.23%Q4 2020Q3 202312
QQQJ INVESCO EXCH TRADED FD...11112.95%3.55%4.17%Q4 2020Q2 202311
RSP INVESCO EXCHANGE TRADE...11110.30%0.42%0.49%Q4 2020Q2 202311
ALK ALASKA AIR GROUP INC1010.15%0.34%0.64%Q4 2020Q3 202311
GOOGL ALPHABET INC830.19%0.24%0.29%Q4 2020Q3 202311
RTX RAYTHEON TECHNOLOGIES ...11110.17%0.23%0.28%Q4 2020Q2 202311
UNP UNION PAC CORP740.13%0.17%0.20%Q4 2020Q3 202311
IYM ISHARES TR10100.20%0.29%0.41%Q2 2021Q3 202310
EW EDWARDS LIFESCIENCES CORP10100.18%0.24%0.33%Q4 2020Q1 202310
IXC ISHARES TR10100.14%0.21%0.26%Q2 2021Q3 202310
IAU ISHARES GOLD TR634.10%4.59%5.35%Q2 2021Q3 20239
SDG ISHARES TR990.20%0.34%0.46%Q4 2020Q4 20229
JEPI J P MORGAN EXCHANGE-TR...990.25%0.32%0.39%Q3 2021Q3 20239
ALL ALLSTATE CORP540.16%0.21%0.26%Q4 2020Q3 20239
PEP PEPSICO INC990.15%0.18%0.21%Q3 2021Q3 20239
ITW ILLINOIS TOOL WKS INC540.14%0.16%0.18%Q1 2021Q3 20239
LUV SOUTHWEST AIRLS CO880.19%0.36%0.59%Q4 2020Q3 20228
NOW SERVICENOW INC530.16%0.32%0.48%Q4 2020Q3 20238
SRVR PACER FDS TR880.20%0.24%0.28%Q4 2020Q3 20228
MU MICRON TECHNOLOGY INC530.16%0.22%0.31%Q1 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...770.24%0.57%1.31%Q4 2020Q2 20227
IYE ISHARES TR770.43%0.54%0.67%Q1 2022Q3 20237
DUTCH BROS INC610.34%0.51%0.62%Q4 2021Q3 20237
BA BOEING CO610.19%0.23%0.27%Q4 2020Q4 20227
EHC ENCOMPASS HEALTH CORP770.18%0.23%0.27%Q1 2022Q3 20237
MDC M D C HLDGS INC770.13%0.20%0.26%Q1 2022Q3 20237
MCD MCDONALDS CORP610.14%0.17%0.19%Q4 2021Q3 20237
AVUS AMERICAN CENTY ETF TR660.63%0.73%0.86%Q2 2022Q3 20236
SWAV SHOCKWAVE MED INC660.34%0.65%0.84%Q2 2022Q3 20236
DOCU DOCUSIGN INC660.22%0.49%0.65%Q4 2020Q1 20226
NFLX NETFLIX INC660.25%0.35%0.41%Q4 2020Q1 20226
INTC INTEL CORP660.16%0.29%0.41%Q4 2020Q1 20226
MGM MGM RESORTS INTERNATIONAL510.20%0.24%0.29%Q1 2022Q3 20236
ARKW ARK ETF TR550.20%0.94%1.37%Q4 2020Q4 20215
IEO ISHARES TR550.60%0.72%0.80%Q3 2022Q3 20235
RIO RIO TINTO PLC310.24%0.54%0.69%Q4 2020Q3 20235
CCL CARNIVAL CORP310.34%0.52%0.68%Q4 2020Q3 20235
SHOP SHOPIFY INC310.35%0.44%0.53%Q4 2020Q3 20235
BABA ALIBABA GROUP HLDG LTD310.13%0.43%1.41%Q4 2020Q3 20235
ARKQ ARK ETF TR550.31%0.41%0.60%Q4 2020Q4 20215
TGT TARGET CORP550.22%0.31%0.40%Q3 2022Q3 20235
SQ SQUARE INC550.22%0.24%0.26%Q1 2021Q1 20225
SATS ECHOSTAR CORP550.15%0.19%0.22%Q1 2021Q1 20225
IYK ISHARES TR310.14%0.16%0.18%Q4 2020Q4 20225
AXP AMERICAN EXPRESS CO210.13%0.15%0.16%Q2 2021Q2 20235
F FORD MTR CO DEL550.12%0.13%0.14%Q3 2022Q3 20235
BBVA BANCO BILBAO VIZCAYA A...310.04%0.05%0.06%Q4 2020Q3 20235
PTBD PACER FDS TR440.52%0.56%0.61%Q3 2021Q2 20224
AMAT APPLIED MATLS INC440.17%0.54%0.78%Q4 2022Q3 20234
DVN DEVON ENERGY CORP NEW440.22%0.28%0.32%Q4 2022Q3 20234
FCX FREEPORT-MCMORAN INC440.17%0.26%0.33%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.22%0.25%0.28%Q4 2020Q3 20214
MRK MERCK & CO. INC440.22%0.23%0.26%Q4 2020Q3 20214
MELI MERCADOLIBRE INC440.18%0.22%0.26%Q4 2020Q3 20214
EMR EMERSON ELEC CO440.20%0.22%0.22%Q4 2020Q3 20214
PING PING IDENTITY HLDG CORP440.18%0.20%0.23%Q4 2020Q3 20214
T AT&T INC440.15%0.20%0.28%Q4 2020Q3 20214
ORCL ORACLE CORP440.16%0.18%0.22%Q2 2021Q1 20224
LULU LULULEMON ATHLETICA INC220.14%0.17%0.20%Q4 2020Q4 20214
IYH ISHARES TR310.14%0.17%0.21%Q4 2020Q4 20214
ISRG INTUITIVE SURGICAL INC440.15%0.16%0.18%Q2 2021Q1 20224
INTU INTUIT220.14%0.16%0.19%Q4 2021Q3 20234
APA APA CORPORATION440.13%0.15%0.19%Q4 2022Q3 20234
NYCB NEW YORK CMNTY BANCORP...440.11%0.12%0.13%Q4 2020Q3 20214
IEMG ISHARES INC330.78%1.44%1.80%Q4 2020Q2 20213
PICK ISHARES INC330.36%1.28%1.76%Q4 2020Q2 20213
ARKK ARK ETF TR330.28%0.52%0.72%Q2 2021Q4 20213
RNG RINGCENTRAL INC330.35%0.38%0.43%Q4 2020Q2 20213
ZM ZOOM VIDEO COMMUNICATI...330.29%0.35%0.39%Q4 2020Q2 20213
AMD ADVANCED MICRO DEVICES...330.28%0.34%0.38%Q1 2023Q3 20233
MOBILEYE GLOBAL INC330.28%0.28%0.30%Q1 2023Q3 20233
IAT ISHARES TR330.27%0.27%0.28%Q1 2023Q3 20233
SYLD CAMBRIA ETF TR330.20%0.23%0.27%Q1 2023Q3 20233
FIS FIDELITY NATL INFORMAT...330.17%0.20%0.21%Q1 2021Q3 20213
C CITIGROUP INC330.17%0.19%0.21%Q1 2023Q3 20233
GMOM CAMBRIA ETF TR330.16%0.19%0.21%Q1 2023Q3 20233
AEYE AUDIOEYE INC210.08%0.17%0.23%Q4 2020Q3 20213
NCLH NORWEGIAN CRUISE LINE ...330.12%0.17%0.22%Q1 2023Q3 20233
VTI VANGUARD INDEX FDS210.15%0.16%0.17%Q4 2020Q3 20233
PANW PALO ALTO NETWORKS INC330.14%0.15%0.16%Q1 2023Q3 20233
IAU ISHARES GOLD TRUST224.11%4.20%4.28%Q4 2020Q1 20212
PBW INVESCO EXCHANGE TRADE...220.81%1.11%1.41%Q4 2020Q1 20212
REET ISHARES TR220.83%0.87%0.91%Q4 2020Q1 20212
EEMA ISHARES INC220.57%0.59%0.61%Q1 2021Q2 20212
GXTG GLOBAL X FDS220.46%0.48%0.49%Q1 2021Q2 20212
PROF PROFOUND MED CORP110.16%0.30%0.43%Q4 2020Q1 20222
TDOC TELADOC HEALTH INC220.22%0.27%0.32%Q4 2020Q1 20212
QCLN FIRST TR EXCHANGE-TRAD...220.22%0.25%0.28%Q4 2020Q1 20212
CADENCE BANK220.20%0.21%0.22%Q2 2022Q3 20222
SMG SCOTTS MIRACLE-GRO CO220.15%0.20%0.24%Q4 2021Q1 20222
XMMO INVESCO EXCHANGE TRADE...220.19%0.19%0.20%Q4 2022Q1 20232
CCXI CHEMOCENTRYX INC220.18%0.19%0.20%Q4 2020Q1 20212
DT DYNATRACE INC220.16%0.17%0.18%Q4 2020Q1 20212
GS GOLDMAN SACHS GROUP INC220.16%0.17%0.18%Q2 2023Q3 20232
FB META PLATFORMS INC220.17%0.17%0.17%Q4 2021Q1 20222
DG DOLLAR GEN CORP NEW220.17%0.17%0.17%Q2 2021Q3 20212
LOW LOWES COS INC220.15%0.16%0.17%Q3 2021Q4 20212
BKNG BOOKING HOLDINGS INC220.14%0.16%0.17%Q1 2021Q2 20212
MMM 3M CO220.15%0.16%0.16%Q1 2021Q2 20212
TRTY CAMBRIA ETF TR220.13%0.13%0.14%Q1 2023Q2 20232
CCL CARNIVAL CORP110.00%0.03%0.06%Q4 2020Q3 20212
WYNN WYNN RESORTS LTD110.00%0.02%0.04%Q3 2021Q2 20222
AVEM AMERICAN CENTY ETF TR113.00%3.00%3.00%Q3 2023Q3 20231
FNY FIRST TR EXCHANGE-TRAD...111.42%1.42%1.42%Q3 2023Q3 20231
FAD FIRST TR MULTI CAP GRO...111.38%1.38%1.38%Q3 2023Q3 20231
VIAC VIACOMCBS INC110.43%0.43%0.43%Q2 2021Q2 20211
SWAV SHOCKWAVE MED INC110.25%0.25%0.25%Q2 2022Q2 20221
TWLO TWILIO INC110.22%0.22%0.22%Q1 2021Q1 20211
JCI JOHNSON CTLS INTL PLC110.21%0.21%0.21%Q1 2022Q1 20221
COIN COINBASE GLOBAL INC110.20%0.20%0.20%Q2 2021Q2 20211
KR KROGER CO110.20%0.20%0.20%Q2 2022Q2 20221
BUD ANHEUSER BUSCH INBEV S...110.18%0.18%0.18%Q4 2020Q4 20201
FANG DIAMONDBACK ENERGY INC110.18%0.18%0.18%Q3 2022Q3 20221
EPD ENTERPRISE PRODS PARTN...110.17%0.17%0.17%Q4 2020Q4 20201
MCHI ISHARES TR110.17%0.17%0.17%Q1 2021Q1 20211
FROG JFROG LTD110.17%0.17%0.17%Q4 2020Q4 20201
PXD PIONEER NAT RES CO110.16%0.16%0.16%Q1 2022Q1 20221
AZO AUTOZONE INC110.15%0.15%0.15%Q3 2021Q3 20211
DAR DARLING INGREDIENTS INC110.15%0.15%0.15%Q1 2022Q1 20221
ADBE ADOBE INC110.14%0.14%0.14%Q3 2023Q3 20231
RBLX ROBLOX CORP110.14%0.14%0.14%Q1 2022Q1 20221
FLR FLUOR CORP NEW110.14%0.14%0.14%Q3 2023Q3 20231
WAL WESTERN ALLIANCE BANCORP110.14%0.14%0.14%Q4 2021Q4 20211
BP BP PLC110.14%0.14%0.14%Q3 2023Q3 20231
AVGO BROADCOM INC110.13%0.13%0.13%Q2 2023Q2 20231
NET CLOUDFLARE INC110.13%0.13%0.13%Q3 2023Q3 20231
GILD GILEAD SCIENCES INC110.13%0.13%0.13%Q3 2023Q3 20231
BDJ BLACKROCK ENHANCED EQU...110.11%0.11%0.11%Q4 2020Q4 20201
LADR LADDER CAP CORP110.11%0.11%0.11%Q4 2020Q4 20201
VBIV VBI VACCINES INC110.03%0.03%0.03%Q4 2020Q4 20201
VYNE VYNE THERAPEUTICS INC110.02%0.02%0.02%Q4 2020Q4 20201
BABA ALIBABA GROUP HLDG LTD110.02%0.02%0.02%Q4 2020Q4 20201
NVDA NVIDIA CORPORATION110.01%0.01%0.01%Q2 2022Q2 20221
AMZN AMAZON COM INC110.00%0.00%0.00%Q2 2022Q2 20221
DAL DELTA AIR LINES INC DEL110.00%0.00%0.00%Q4 2020Q4 20201
DUTCH BROS INC110.00%0.00%0.00%Q2 2022Q2 20221
AAPL APPLE INC110.00%0.00%0.00%Q4 2020Q4 20201
PYPL PAYPAL HLDGS INC110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including APPLE INC, INVESCO QQQ TR, and ISHARES TR, are the highest-conviction holdings of Wealth Management Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wealth Management Partners, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealth Management Partners, LLC owns currently or has owned in the past.