Instuitional Investor - Partnership Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Partnership Wealth Management, Llc |
| Portfolio Value | $131,136,602 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco S&P 500 Equal Weight Etf - ETF | 115,387 | $22,145,073 | 16.89% | |
| 2. | LLY | 21,162 | $19,464,173 | 14.84% | |
| 3. | IEF | 161,928 | $10,934,993 | 8.34% | |
| 4. | State Street Spdr Portfolio Developed World Ex-Us Etf - ETF | 210,834 | $9,624,569 | 7.34% | |
| 5. | IEF | 70,338 | $8,743,657 | 6.67% |