PARTNERS WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationcarmel by the sea, CA
- Num holdings
114
- Value ($000)
$87,839
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $5.75M | 7 % | 25,757 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.48M | 5 % | 8,404 | ||
AGOX STARBOARD INVT TR | ADAPTIVE ALPHA | 85521B742 | $4.46M | 5 % | 183,122 | ||
LLY ELI LILLY & CO | COM | 532457108 | $2.34M | 3 % | 2,904 | ||
T AT&T INC | COM | 00206R102 | $2.32M | 3 % | 81,488 | ||
AMAX STARBOARD INVT TR | ADAPTIVE HDGD MU | 85521B783 | $2.27M | 3 % | 304,637 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $2.23M | 3 % | 11,720 | ||
MIGA MICROSTRATEGY INC | CL A NEW | 594972408 | $2.20M | 3 % | 7,183 | ||
RHRX STARBOARD INVT TR | RH TACTICAL ROT | 85521B775 | $2.18M | 3 % | 147,389 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.13M | 2 % | 5,573 |
Rows Per Page
10
- 10
- 50
- 100