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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 $231,729,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 183,302 $24,615,622 10.62%
2.
Invesco Qqq Tr
 36,141 $18,476,283 7.97%
3.
Apple Inc.
 AAPL 54,332 $13,605,720 5.87%
4.
Ishares Trust
 IEF 18,837 $11,089,113 4.78%
5.
Ishares Trust
 IAU 202,402 $10,020,923 4.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)