PARTNERS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
56 positions ·
$41,802,341 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
26,612 | $6,753,859 | 16.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,760 | $3,239,392 | 7.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,707 | $2,489,817 | 5.96% | |
| T |
At&T Inc.
Communication Services
|
76,927 | $2,230,113 | 5.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,107 | $2,054,073 | 4.91% | |
| MSFT |
Microsoft Corp
Technology
|
4,997 | $1,849,739 | 4.42% | |
| NVDA |
Nvidia Corp
Technology
|
9,502 | $1,657,148 | 3.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,715 | $1,606,803 | 3.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,854 | $1,070,091 | 2.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,248 | $955,431 | 2.29% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DBE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,779 | 16,925 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $357,086 | 20,440 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $388,673 | 20,435 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $374,183 | 20,085 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $393,666 | 20,085 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $346,755 | 18,693 | Shares | Sole | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||