Wealth Management Partners, LLC
Q1 2025 13F Holdings
- Locationtucson, AZ
- Num holdings
114
- Value ($000)
$215,895
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001843294
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.70M | 9 % | 181,810 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.11M | 8 % | 36,483 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $12.06M | 6 % | 204,605 | ||
AAPL APPLE INC | COM | 037833100 | $11.75M | 5 % | 52,883 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.48M | 5 % | 18,646 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.24M | 4 % | 21,954 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $7.40M | 3 % | 33,320 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.25M | 3 % | 32,865 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.95M | 3 % | 98,820 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $5.17M | 2 % | 52,071 |
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