Instuitional Investor - Partnership Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Partnership Wealth Management, Llc |
| Portfolio Value | $132,643,184 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | LLY | 21,700 | $14,009,737 | 10.56% | |
| 2. | BIG | 818,518 | $4,698,295 | 3.54% | |
| 3. | IEF | 15,029 | $4,667,294 | 3.51% | |
| 4. | Spdr Series Trust | 96,085 | $4,492,956 | 3.38% | |
| 5. | PARAA,PARA | 282,048 | $4,115,080 | 3.1% |
