| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ELI LILLY & CO COM | 3 | Q2 2024 | 15.5% |
| ISHARES RUSSELL 1000 GROWTH ETF | 3 | Q2 2024 | 8.7% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 3 | Q2 2024 | 7.9% |
| ISHARES CORE S&P MID-CAP ETF | 3 | Q2 2024 | 3.0% |
| ISHARES CORE S&P SMALL CAP ETF | 3 | Q2 2024 | 2.6% |
| HANESBRANDS INC COM | 3 | Q2 2024 | 2.7% |
| MICROSOFT CORP COM | 3 | Q2 2024 | 3.1% |
| PARAMOUNT GLOBAL CLASS B COM | 3 | Q2 2024 | 3.1% |
| NORDSTROM INC COM | 3 | Q2 2024 | 2.1% |
| INTEL CORP COM | 3 | Q2 2024 | 2.1% |
View Partnership Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-03 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-07 |
View Partnership Wealth Management, 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.