• 13F History

PARTNERS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$88.2M
Signature - Title
Chris Lein - CHIEF OPERATING OFFICER
Location
Carmel By The Sea, CA
Summary
This page shows a list of all the recent 13F filings made by PARTNERS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PARTNERS WEALTH MANAGEMENT, LLC reported 116 stock holdings with total value $88.2M as of Q1 2025. Top holdings included AAPL, AGOX, BRKB, LLY, and T.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 116 $88.2M +$3.36M -$2.4M +$963K AAPL, AGOX, BRKB, LLY, T 13F-HR 4/17/2025, 06:02 AM
Q4 2024 112 $87.9M $0 $0 AAPL, AGOX, BRKB, MSFT, LLY 13F-HR 2/4/2025, 10:00 AM