&Partners Top Holdings and 13F Report (2025) About &PartnersInvestment Activity&Partners has $9.41 billion in total holdings as of March 31, 2025.&Partners owns shares of 1,753 different stocks, but just 243 companies or ETFs make up 80% of its holdings.Approximately 15.85% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, &Partners has purchased 1,641 new stocks and bought additional shares in 1,123 stocks.&Partners sold shares of 416 stocks and completely divested from 69 stocks this quarter.Largest Holdings Apple $354,968,026iShares Core S&P 500 ETF $299,141,792Microsoft $296,779,014iShares Core S&P Mid-Cap ETF $245,778,470iShares Core U.S. Aggregate Bond ETF $195,713,233 Largest New Holdings this Quarter 33738D788 - FIRST TR EXCHANGE-TRADED FD $15,048,447 Holding33738D606 - First Trust Long Duration Opportunities ETF $4,501,191 Holding33738D796 - FIRST TR EXCHANGE-TRADED FD $4,487,806 Holding14020R107 - CAPITAL GROUP GLOBAL EQUITY $2,800,167 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $1,954,232 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 149,358 shares (about $83.52M)Dimensional International Core Equity Market ETF 1,526,551 shares (about $48.33M)iShares Core S&P Mid-Cap ETF 814,174 shares (about $47.58M)Apple 175,358 shares (about $38.20M)iShares Core U.S. Aggregate Bond ETF 374,146 shares (about $37.08M) Largest Sales this Quarter First Trust TCW Opportunistic Fixed Income ETF 177,771 shares (about $7.75M)UnitedHealth Group 13,311 shares (about $6.86M)Eversource Energy 87,337 shares (about $5.34M)iShares Core S&P Total U.S. Stock Market ETF 42,118 shares (about $5.06M)John Hancock Multifactor Mid Cap ETF 78,842 shares (about $4.49M) Sector Allocation Over TimeMap of 500 Largest Holdings of&Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$354,968,026$38,196,533 ▲12.1%1,629,6373.8%Computer and TechnologyIVViShares Core S&P 500 ETF$299,141,792$83,521,459 ▲38.7%534,9433.2%ETFMSFTMicrosoft$296,779,014$34,235,832 ▲13.0%783,1103.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$245,778,470$47,579,184 ▲24.0%4,205,7562.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$195,713,233$37,080,337 ▲23.4%1,974,7752.1%FinanceIEFAiShares Core MSCI EAFE ETF$181,733,498$34,856,985 ▲23.7%2,373,5531.9%ETFDFAIDimensional International Core Equity Market ETF$178,960,443$48,329,779 ▲37.0%5,652,6691.9%ETFJPMJPMorgan Chase & Co.$137,033,121$11,004,465 ▲8.7%564,0611.5%FinanceNVDANVIDIA$119,517,229$10,226,040 ▲9.4%1,091,0551.3%Computer and TechnologyAMZNAmazon.com$110,855,080$9,907,489 ▲9.8%576,3241.2%Retail/WholesaleAVGOBroadcom$94,276,562$12,795,026 ▲15.7%557,0891.0%Computer and TechnologyBNDXVanguard Total International Bond ETF$81,318,370$30,137,358 ▲58.9%1,655,6350.9%ETFVIGVanguard Dividend Appreciation ETF$78,391,013$20,623,677 ▲35.7%407,5720.8%ETFJNJJohnson & Johnson$76,901,893$7,247,531 ▲10.4%469,3250.8%MedicalVUGVanguard Growth ETF$76,727,776$19,560,813 ▲34.2%207,1760.8%ETFLLYEli Lilly and Company$76,157,653$20,958,210 ▲38.0%92,5380.8%MedicalWMTWalmart$72,198,316$9,405,528 ▲15.0%847,3480.8%Retail/WholesaleVOOVanguard S&P 500 ETF$70,718,200$21,917,484 ▲44.9%137,9260.8%ETFBLACKROCK INC$69,752,862$11,597,980 ▲19.9%73,5660.7%COMBRK.BBerkshire Hathaway$67,926,325$12,286,384 ▲22.1%129,0980.7%FinanceCOSTCostco Wholesale$65,236,960$8,955,023 ▲15.9%70,1250.7%Retail/WholesaleMETAMeta Platforms$64,745,982$8,324,475 ▲14.8%112,2490.7%Computer and TechnologyAMGNAmgen$63,159,046$7,634,161 ▲13.7%205,5480.7%MedicalMCDMcDonald's$62,026,499$5,403,940 ▲9.5%201,7720.7%Retail/WholesalePGProcter & Gamble$60,857,351$5,855,318 ▲10.6%362,0270.6%Consumer StaplesCVXChevron$60,238,573$1,672,593 ▲2.9%362,7440.6%EnergyVTVVanguard Value ETF$60,207,887$11,601,479 ▲23.9%351,8910.6%ETFVVisa$58,713,329$19,088,201 ▲48.2%171,2290.6%Business ServicesHDHome Depot$58,640,592$12,193,741 ▲26.3%163,5710.6%Retail/WholesaleABTAbbott Laboratories$55,037,992$5,783,421 ▲11.7%421,0390.6%MedicalAFLAflac$55,005,536$9,065,762 ▲19.7%500,1230.6%FinanceADPAutomatic Data Processing$54,901,033$2,245,129 ▲4.3%182,3490.6%Business ServicesACNAccenture$53,623,503$9,322,015 ▲21.0%176,1830.6%Computer and TechnologyPEPPepsiCo$52,439,734$8,915,554 ▲20.5%350,9450.6%Consumer StaplesGOOGLAlphabet$52,020,935$4,564,466 ▲9.6%337,8280.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$51,198,728$4,211,578 ▲9.0%493,3660.5%ETFUNHUnitedHealth Group$50,580,129$6,857,458 ▼-11.9%98,1810.5%MedicalADIAnalog Devices$49,634,164$8,445,881 ▲20.5%245,8060.5%Computer and TechnologyVOVanguard Mid-Cap ETF$48,905,289$4,849,658 ▲11.0%190,8550.5%ETFLOWLowe's Companies$48,588,811$629,094 ▼-1.3%212,9400.5%Retail/WholesaleABBVAbbVie$47,943,447$5,081,458 ▲11.9%233,4780.5%MedicalXOMExxon Mobil$47,915,167$5,307,205 ▲12.5%407,6830.5%EnergyNEENextEra Energy$45,834,587$7,129,784 ▲18.4%649,3730.5%UtilitiesCBChubb$45,481,675$6,753,940 ▲17.4%153,1670.5%FinanceBSVVanguard Short-Term Bond ETF$45,387,402$11,311,809 ▲33.2%577,6720.5%ETFMRKMerck & Co., Inc.$44,835,062$7,199,465 ▲19.1%501,7790.5%MedicalCSCOCisco Systems$43,374,320$3,450,226 ▼-7.4%712,8260.5%Computer and TechnologyCGDVCapital Group Dividend Value ETF$43,106,452$16,298,440 ▲60.8%1,214,9910.5%ETFPAYXPaychex$42,374,680$5,388,875 ▲14.6%280,2660.5%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$42,255,267$5,063,395 ▼-10.7%351,4850.4%ETFVZVerizon Communications$41,711,575$8,383,383 ▲25.2%926,4840.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$37,675,983$1,891,335 ▲5.3%461,1950.4%ETFBNDVanguard Total Bond Market ETF$37,598,800$2,149,302 ▲6.1%512,2620.4%ETFCMCSAComcast$36,591,418$6,046,864 ▲19.8%997,6000.4%Consumer DiscretionaryGOOGAlphabet$35,027,040$4,286,472 ▲13.9%224,8070.4%Computer and TechnologyCGGRCapital Group Growth ETF$35,018,990$16,931,577 ▲93.6%1,020,4220.4%ETFGDGeneral Dynamics$34,286,426$1,173,888 ▼-3.3%127,3450.4%AerospaceJEPIJPMorgan Equity Premium Income ETF$34,164,431$4,171,308 ▲13.9%603,1940.4%ETFPNCThe PNC Financial Services Group$34,004,163$10,426,031 ▲44.2%197,5210.4%FinanceGSThe Goldman Sachs Group$31,997,796$10,588,201 ▲49.5%58,8660.3%FinanceQQQInvesco QQQ$31,813,655$2,426,919 ▲8.3%68,2830.3%FinancePSXPhillips 66$31,593,356$3,146,704 ▼-9.1%259,6180.3%EnergySPYSPDR S&P 500 ETF Trust$31,519,113$6,545,551 ▲26.2%56,7200.3%FinanceMORGAN STANLEY ETF TRUST$30,050,028$8,890,343 ▲42.0%579,3990.3%EATON VANCE INTEAMTAmerican Tower$29,898,955$7,451,569 ▲33.2%138,4010.3%FinanceXLKTechnology Select Sector SPDR Fund$29,848,883$3,208,724 ▲12.0%144,0200.3%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$29,844,892$7,748,743 ▼-20.6%684,6990.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$29,124,321$2,948,785 ▲11.3%568,7410.3%ETFGLDSPDR Gold Shares$29,037,678$1,758,708 ▲6.4%102,4330.3%FinanceMDTMedtronic$28,690,037$5,818,054 ▲25.4%326,9490.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$28,675,166$824,724 ▼-2.8%531,0680.3%ETFIBMInternational Business Machines$27,961,147$1,567,748 ▲5.9%114,6270.3%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$27,523,319$1,433,571 ▲5.5%300,0440.3%ETFVWOVanguard FTSE Emerging Markets ETF$27,404,724$449,936 ▲1.7%604,4510.3%ETFIUSBiShares Core Total USD Bond Market ETF$27,117,558$1,022,993 ▼-3.6%589,7510.3%ManufacturingSBUXStarbucks$26,977,931$379,266 ▼-1.4%276,0630.3%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$26,768,703$3,817,541 ▲16.6%1,074,5090.3%ETFCOPConocoPhillips$26,557,354$6,927,350 ▲35.3%258,9930.3%EnergyLINDE PLC$26,275,581$1,497,543 ▼-5.4%57,2870.3%SHSTJXTJX Companies$25,896,736$5,646,721 ▲27.9%219,2870.3%Retail/WholesaleITWIllinois Tool Works$25,233,978$1,472,167 ▼-5.5%102,4500.3%IndustrialsLHXL3Harris Technologies$24,942,677$4,030,047 ▲19.3%119,8720.3%AerospaceQCOMQUALCOMM$24,795,067$12,061,712 ▲94.7%162,0290.3%Computer and TechnologyETNEaton$24,702,948$9,046,859 ▲57.8%89,7670.3%IndustrialsEMREmerson Electric$24,670,845$254,311 ▲1.0%227,1020.3%IndustrialsGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$24,304,638$1,737,975 ▼-6.7%224,0590.3%ETFRSPInvesco S&P 500 Equal Weight ETF$23,932,525$8,755 ▲0.0%139,4130.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$23,871,104$2,985,456 ▲14.3%650,6580.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$23,272,214$1,044,046 ▲4.7%295,0360.2%ETFEOGEOG Resources$23,238,316$6,760,325 ▲41.0%182,9620.2%EnergyIWBiShares Russell 1000 ETF$22,926,562$14,960,074 ▲187.8%75,0550.2%ETFAPDAir Products and Chemicals$21,743,415$6,096,222 ▲39.0%74,2980.2%Basic MaterialsNKENIKE$21,710,858$4,110,760 ▲23.4%342,4030.2%Consumer DiscretionaryGRMNGarmin$21,539,133$1,257,046 ▲6.2%100,4780.2%Computer and TechnologyRTXRTX$21,512,352$182,791 ▼-0.8%163,3510.2%AerospaceCOWZPacer US Cash Cows 100 ETF$21,418,689$1,605,953 ▲8.1%394,6970.2%ETFTGTTarget$21,306,176$3,033,167 ▲16.6%201,5300.2%Retail/WholesaleVVVanguard Large-Cap ETF$20,667,777$1,368,668 ▼-6.2%81,3170.2%ETFCEGConstellation Energy$20,636,858$7,885,947 ▲61.8%100,1860.2%EnergyPALANTIR TECHNOLOGIES INC$20,562,055$2,101,442 ▲11.4%239,3640.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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