Wealth Management Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$216M
Signature - Title
Thomas Curtis - Managing Member and Chief Compliance Officer
Location
Tucson, AZ
Summary
This page shows a list of all the recent 13F filings made by Wealth Management Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Management Partners, LLC reported 111 stock holdings with total value $216M as of Q3 2024. Top holdings included NVDA, QQQ, AAPL, IVV, and IAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 111 $216M +$14.2M -$11.2M +$2.99M NVDA, QQQ, AAPL, IVV, IAU 13F-HR 10/21/2024, 12:29 PM
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 +$13.3M -$3.32M +$9.94M QQQ, AAPL, IVV, NVDA, IAU 13F-HR 4/14/2023, 02:31 PM
Q4 2022 97 $118M +$4.51M -$2.89M +$1.63M QQQ, IVV, AAPL, IAU, MSFT 13F-HR 1/20/2023, 04:00 PM
Q3 2022 92 $113M +$8M -$2.86M +$5.14M QQQ, AAPL, IVV, IAU, MSFT 13F-HR 10/20/2022, 06:43 PM
Q2 2022 92 $110M +$12.4M -$11.3M +$1.12M AAPL, QQQ, IVV, IAU, MSFT 13F-HR 7/15/2022, 09:52 AM
Q1 2022 110 $133M +$12.6M -$11.9M +$747K AAPL, IVV, QQQ, MSFT, NVDA 13F-HR 4/12/2022, 07:52 PM
Q4 2021 107 $137M +$4.89M -$7.29M -$2.4M 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 116 $134M +$12.9M -$11M +$1.91M AAPL, QQQ, FDN, QQQJ, MSFT 13F-HR 4/14/2021, 09:18 PM
Q4 2020 120 $122M $0 $0 AAPL, QQQ, FDN, IAU, IVV 13F-HR 2/4/2021, 03:08 PM