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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 $120,148,366
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 21,814 $16,840,408 14.01%
2.
Ishares Trust
 IEF 172,041 $10,719,873 8.92%
3.
Ishares Trust
 IEF 80,338 $9,256,599 7.7%
4.
Spdr Series Trust
 137,833 $7,048,783 5.86%
5.
Ishares Trust
 IEF 17,129 $6,878,521 5.72%
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)