Wealth Management Partners, LLC

Q4 2024 13F Holdings

  • Location
    tucson, AZ
  • Num holdings

    113

  • Value ($000)

    $231,729

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001843294
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$24.62M
11 %

183,302

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.48M
8 %

36,141

AAPL
AAPL

APPLE INC

COM
037833100
$13.61M
6 %

54,332

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.09M
5 %

18,837

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$10.02M
4 %

202,402

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.67M
4 %

22,944

FDN
FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
33733E302
$8.11M
4 %

33,338

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.18M
3 %

32,726

TSLA
TSLA

TESLA INC

COM
88160R101
$6.73M
3 %

16,669

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$5.83M
3 %

99,195

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