| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 15 | Q2 2024 | 9.2% |
| APPLE INC | 15 | Q2 2024 | 7.5% |
| ISHARES TR | 15 | Q2 2024 | 6.9% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 11.2% |
| MICROSOFT CORP | 15 | Q2 2024 | 5.0% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q2 2024 | 5.0% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 3.8% |
| INVESCO EXCH TRADED FD TR II | 15 | Q2 2024 | 4.2% |
| ISHARES TR | 15 | Q2 2024 | 3.7% |
| AMAZON COM INC | 15 | Q2 2024 | 2.8% |
View Wealth Management Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-15 |
View Wealth Management Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.