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Thomas Curtis

@Wealth Management Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$231.729MTotal holdings113
Assets growth rate7.43%Assets growth rate (2-Q avg)6.17%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Management Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Wealth Management Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 231.729M in assets, with a quarterly growth rate of 7.43% and a 2-quarter average growth rate of 6.17%. The portfolio is managed by Thomas Curtis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.65%
$1.501M
7,599 shares@ $197.5 avg price
RIORio Tinto Plc
Recent Activity
New Position
0.43%
$988,740
16,812 shares@ $58.82 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.4%
$913,479
1,318 shares@ $693.08 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.23%
$526,319
10,379 shares@ $50.71 avg price
RTXRtx Corporation
Recent Activity
New Position
0.22%
$498,522
4,308 shares@ $115.73 avg price
BBYBest Buy Inc
Recent Activity
New Position
0.15%
$343,200
4,000 shares@ $85.8 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.14%
$315,836
2,780 shares@ $113.62 avg price
IONQIonq Inc
Recent Activity
New Position
0.11%
$233,912
5,600 shares@ $41.77 avg price
IWMIshares Tr
Recent Activity
New Position
0.1%
$219,413
993 shares@ $220.96 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.1%
$216,826
567 shares@ $382.41 avg price