PARTNERS WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Carmel By The Sea, CA
CIK
0002054714
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
116
88,195
AAPL, AGOX, BRK-B, LLY
13F-HR
4/17/2025
000121465925006036
Q4 2024
112
87,904
AAPL, AGOX, BRK-B, MSFT
13F-HR
2/4/2025
000121465925001854