Wealth Management Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$206M
Signature - Title
Thomas Curtis - Managing Member and Chief Compliance Officer
Location
1980 E River Road, Suite 120, Tucson, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 107 $206M +$27.8M -$9.72M +$18M NVDA, QQQ, AAPL, IVV, MSFT 13F-HR 7/12/2024, 02:33 PM
Q1 2024 117 $197M +$7.55M -$9.15M -$1.61M QQQ, NVDA, IVV, MSFT, AAPL 13F-HR 4/12/2024, 02:36 PM
Q4 2023 118 $179M +$4.69M -$4.24M +$452K QQQ, AAPL, NVDA, IVV, MSFT 13F-HR 1/10/2024, 02:47 PM
Q3 2023 116 $160M +$15.9M -$9.43M +$6.44M QQQ, AAPL, IVV, NVDA, MSFT 13F-HR 10/24/2023, 09:42 PM
Q2 2023 113 $159M +$5.51M -$4M +$1.51M QQQ, AAPL, NVDA, IVV, MSFT 13F-HR 7/24/2023, 01:46 PM
Q1 2023 112 $143M +$13.4M -$3.73M +$9.69M QQQ, AAPL, IVV, NVDA, IAU 13F-HR 4/14/2023, 02:31 PM
Q4 2022 97 $119M +$4.95M -$2.89M +$2.06M QQQ, IVV, AAPL, IAU, MSFT 13F-HR 1/20/2023, 04:00 PM
Q3 2022 92 $113M +$9.4M -$2.86M +$6.54M QQQ, AAPL, IVV, IAU, MSFT 13F-HR 10/20/2022, 06:43 PM
Q2 2022 87 $113M +$12.4M -$12.6M -$144K AAPL, QQQ, IVV, IAU, MSFT 13F-HR 7/15/2022, 09:52 AM
Q1 2022 101 $136M +$13.4M -$12.2M +$1.12M AAPL, IVV, QQQ, MSFT, NVDA 13F-HR 4/12/2022, 07:52 PM
Q4 2021 97 $139M +$5.7M -$7.55M -$1.85M AAPL, IVV, QQQ, MSFT, IAU 13F-HR 1/18/2022, 06:45 PM
Q3 2021 111 $135M +$8.29M -$12.9M -$4.63M AAPL, QQQ, IVV, MSFT, IAU Restatement 10/29/2021, 05:16 PM
Q2 2021 115 $144M +$15.5M -$13M +$2.54M AAPL, QQQ, IVV, FDN, MSFT 13F-HR 7/13/2021, 08:44 PM
Q1 2021 115 $134M +$14.5M -$10.5M +$4.03M AAPL, QQQ, FDN, QQQJ, MSFT 13F-HR 4/14/2021, 09:18 PM
Q4 2020 117 $127M $0 $0 AAPL, QQQ, FDN, IAUXXXX, IVV 13F-HR 2/4/2021, 03:08 PM