PARTNERS WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationcarmel by the sea, CA
- Num holdings
112
- Value ($000)
$87,904
- Date Filed02/04/2025
- Form type13F-HR
- CIK0002054714
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $6.44M | 7 % | 25,734 | ||
AGOX STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 | $4.89M | 6 % | 179,888 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.85M | 4 % | 8,504 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.35M | 3 % | 5,582 | ||
LLY ELI LILLY & CO | COM | 532457108 | $2.33M | 3 % | 3,017 | ||
RHRX STARBOARD INVT TR | RH TACTICAL ROT | 85521B775 | $2.32M | 3 % | 147,389 | ||
AMAX STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 | $2.25M | 3 % | 289,199 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $2.18M | 3 % | 11,440 | ||
MIGA MICROSTRATEGY INC | CL A NEW | 594972408 | $2.01M | 2 % | 6,940 | ||
T AT&T INC | COM | 00206R102 | $1.87M | 2 % | 82,224 |
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