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Home > Institutional Investor > Partnership Wealth Management, Llc > Profile

Instuitional Investor - Partnership Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Partnership Wealth Management, Llc
Portfolio Value $123,522,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 21,764 $16,965,691 13.73%
2.
Ishares Trust
 IEF 168,794 $10,468,630 8.48%
3.
Spdr Portfolio Developed World Ex-Us Etf - ETF
 214,253 $8,675,099 7.02%
4.
Ishares Trust
 IEF 72,076 $7,877,210 6.38%
5.
Ishares Trust
 IEF 18,058 $7,667,269 6.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)