Partnership Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Towson, MD
CIK
0002010656
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
210
142,619
LLY, IWF, SPYV, IJH
13F-HR
4/10/2024
000201065624000003
Q4 2023
210
132,643
LLY, BIG, IWF, SPYV
13F-HR
2/7/2024
000201065624000001