Partnership Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtowson, MD
- CIK0002010656
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $120.15M | LLY, IJH, IJR, SPYV | 13F-HR | Jan 8, 2025 | 000201065625000001 | ||
187 | $141.62M | AGG, LLY, IJH, IJR | 13F-HR | Oct 8, 2024 | 000201065624000006 | ||
211 | $135.45M | LLY, IWF, SPYV, RSP | 13F-HR | Jul 3, 2024 | 000201065624000004 | ||
210 | $142.62M | LLY, IWF, SPYV, IJH | 13F-HR | Apr 10, 2024 | 000201065624000003 | ||
210 | $132.64M | LLY, BIGGQ, IWF, SPYV | 13F-HR | Feb 7, 2024 | 000201065624000001 |