Partnership Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 187 141,619 AGG, LLY, IJH, IJR 13F-HR 10/8/2024 000201065624000006
Q2 2024 211 135,448 LLY, IWF, SPYV, RSP 13F-HR 7/3/2024 000201065624000004
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