Instuitional Investor - Partnership Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Partnership Wealth Management, Llc |
| Portfolio Value | $147,947,821 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | LLY | 21,162 | $25,382,338 | 17.16% | |
| 2. | Invesco S&P 500 Equal Weight Etf - ETF | 118,841 | $25,285,800 | 17.09% | |
| 3. | IEF | 163,831 | $12,633,046 | 8.54% | |
| 4. | State Street Spdr Portfolio Developed World Ex-Us Etf - ETF | 218,092 | $10,989,660 | 7.43% | |
| 5. | IEF | 70,869 | $10,510,641 | 7.1% |
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