Partnership Wealth Management, LLC Top Holdings and 13F Report (2025) About Partnership Wealth Management, LLCInvestment ActivityPartnership Wealth Management, LLC has $123.52 million in total holdings as of June 30, 2025.Partnership Wealth Management, LLC owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Partnership Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 18 stocks.Partnership Wealth Management, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Eli Lilly and Company $16,965,691iShares Core S&P Mid-Cap ETF $10,468,630SPDR Portfolio Developed World ex-US ETF $8,675,099iShares Core S&P Small-Cap ETF $7,877,210iShares Russell 1000 Growth ETF $7,667,269 Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 37,857 shares (about $1.53M)Illumina 6,307 shares (about $601.75K)iShares Russell 1000 Growth ETF 922 shares (about $391.47K)Estee Lauder Companies 1,643 shares (about $132.75K)SPDR Portfolio Emerging Markets ETF 1,554 shares (about $66.42K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 8,833 shares (about $965.36K)iShares Core S&P Mid-Cap ETF 4,004 shares (about $248.33K)T. Rowe Price Group 658 shares (about $63.50K)Vanguard Small-Cap ETF 250 shares (about $59.27K)Berkshire Hathaway 104 shares (about $50.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartnership Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$16,965,691$49,110 ▼-0.3%21,76413.7%MedicalIJHiShares Core S&P Mid-Cap ETF$10,468,630$248,329 ▼-2.3%168,7948.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,675,099$1,532,829 ▲21.5%214,2537.0%ETFIJRiShares Core S&P Small-Cap ETF$7,877,210$965,362 ▼-10.9%72,0766.4%ETFIWFiShares Russell 1000 Growth ETF$7,667,269$391,473 ▲5.4%18,0586.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,270,385$64,012 ▲0.9%138,9075.9%ETFRSPInvesco S&P 500 Equal Weight ETF$6,599,525$2,363 ▲0.0%36,3135.3%ETFMSFTMicrosoft$4,240,994$49,244 ▲1.2%8,5263.4%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$2,921,617$56,109 ▲2.0%40,1982.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,476,889$66,419 ▲2.8%57,9522.0%ETFTTTrane Technologies$2,296,4030.0%5,2501.9%ConstructionNSCNorfolk Southern$2,056,7190.0%8,0351.7%TransportationABTAbbott Laboratories$2,030,2210.0%14,9271.6%MedicalPEPPepsiCo$1,574,8410.0%11,9271.3%Consumer StaplesCLColgate-Palmolive$1,568,3890.0%17,2541.3%Consumer StaplesNVDANVIDIA$1,563,945$54,507 ▲3.6%9,8991.3%Computer and TechnologyJNJJohnson & Johnson$1,527,5000.0%10,0001.2%MedicalDISWalt Disney$1,474,603$28,398 ▼-1.9%11,8911.2%Consumer DiscretionaryFANGDiamondback Energy$1,453,1420.0%10,5761.2%EnergyCEGConstellation Energy$1,448,8700.0%4,4891.2%EnergyILMNIllumina$1,410,064$601,751 ▲74.4%14,7791.1%MedicalMDTMedtronic$1,342,418$11,594 ▼-0.9%15,4001.1%MedicalXLEEnergy Select Sector SPDR Fund$1,331,941$424 ▼0.0%15,7051.1%ETFBMYBristol Myers Squibb$1,330,725$24,209 ▲1.9%28,7481.1%MedicalBRK.BBerkshire Hathaway$1,326,638$50,520 ▼-3.7%2,7311.1%FinanceELEstee Lauder Companies$1,321,646$132,754 ▲11.2%16,3571.1%Consumer StaplesPPGPPG Industries$1,137,5000.0%10,0000.9%Basic MaterialsTROWT. Rowe Price Group$1,128,945$63,497 ▼-5.3%11,6990.9%FinanceCTRACoterra Energy$1,120,958$1,015 ▼-0.1%44,1670.9%EnergyEMREmerson Electric$1,092,3730.0%8,1930.9%IndustrialsCORCencora$1,079,4600.0%3,6000.9%MedicalPGProcter & Gamble$1,071,057$1,434 ▲0.1%6,7230.9%Consumer StaplesMCDMcDonald's$910,4040.0%3,1160.7%Retail/WholesaleAAPLApple$869,899$205 ▲0.0%4,2400.7%Computer and TechnologyCVXChevron$830,5020.0%5,8000.7%EnergyTAT&T$719,3910.0%24,8580.6%Computer and TechnologyPFEPfizer$713,9160.0%29,4520.6%MedicalAXPAmerican Express$713,811$16,904 ▲2.4%2,2380.6%FinanceCSCOCisco Systems$672,9860.0%9,7000.5%Computer and TechnologyADPAutomatic Data Processing$630,0610.0%2,0430.5%Computer and TechnologyMKCMcCormick & Company, Incorporated$606,5600.0%8,0000.5%Consumer StaplesEXCExelon$584,7370.0%13,4670.5%UtilitiesAPDAir Products and Chemicals$564,1200.0%2,0000.5%Basic MaterialsNEENextEra Energy$555,3600.0%8,0000.4%UtilitiesSPYSPDR S&P 500 ETF Trust$516,429$30,269 ▲6.2%8360.4%FinanceWECWEC Energy Group$510,5800.0%4,9000.4%UtilitiesKKellanova$501,0390.0%6,3000.4%Consumer DiscretionaryFDXFedEx$477,3510.0%2,1000.4%TransportationABBVAbbVie$436,0210.0%2,3490.4%MedicalIRIngersoll Rand$398,4320.0%4,7900.3%IndustrialsRTXRTX$398,0250.0%2,7260.3%AerospaceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$389,521$42,465 ▲12.2%5,2010.3%ETFSYYSysco$378,7000.0%5,0000.3%Consumer StaplesGLWCorning$341,8350.0%6,5000.3%Computer and TechnologyKMBKimberly-Clark$322,3000.0%2,5000.3%Consumer StaplesVZVerizon Communications$322,0150.0%7,4420.3%Computer and TechnologyMASMasco$321,8000.0%5,0000.3%ConstructionGISGeneral Mills$310,8600.0%6,0000.3%Consumer StaplesDUKDuke Energy$308,2160.0%2,6120.2%UtilitiesMMM3M$304,4800.0%2,0000.2%Multi-Sector ConglomeratesKOCocaCola$283,0000.0%4,0000.2%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$278,203$12,919 ▲4.9%4,3500.2%ETFALLEAllegion$259,5600.0%1,8010.2%IndustrialsPMPhilip Morris International$257,698$546 ▲0.2%1,4150.2%Consumer StaplesALBAlbemarle$250,6800.0%4,0000.2%Basic MaterialsUGIUGI$245,8350.0%6,7500.2%UtilitiesVBVanguard Small-Cap ETF$232,817$59,271 ▼-20.3%9820.2%ETFLOWLowe's Companies$221,8700.0%1,0000.2%Retail/WholesaleFOSLFossil Group$31,6080.0%21,3570.0%Retail/WholesaleETREntergy$0$427,450 ▼-100.0%00.0%UtilitiesTHE CAMPBELLS COMPANY COM$0$207,584 ▼-100.0%00.0%StockHBIHanesbrands$0$61,604 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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