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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 $117,811,745
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 21,827 $18,027,138 15.3%
2.
Ishares Trust
 IEF 172,798 $10,082,756 8.56%
3.
Ishares Trust
 IEF 80,909 $8,460,695 7.18%
4.
Spdr Series Trust
 137,684 $7,031,534 5.97%
5.
Spdr Portfolio Developed World Ex-Us Etf - ETF
 176,396 $6,422,575 5.45%
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)