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

Instuitional Investor - Wealth Management Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Management Partners, Llc
Portfolio Value $215,895,350
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 181,810 $19,704,565 9.13%
2.
Invesco Qqq Tr
 36,483 $17,107,535 7.92%
3.
Ishares Trust
 IAU 204,605 $12,063,511 5.59%
4.
Apple Inc.
 AAPL 52,883 $11,746,903 5.44%
5.
Ishares Trust
 IEF 18,646 $10,477,329 4.85%
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)