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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
TGTTarget Corp
Recent Activity
Exited
0%
$242,265
1,554 shares@ $155.9 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$239,430
1,408 shares@ $170.05 avg price
ALLAllstate Corp
Recent Activity
Exited
0%
$219,615
1,158 shares@ $189.66 avg price
LOWLowes Cos Inc
Recent Activity
Exited
0%
$216,951
801 shares@ $270.86 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$212,548
698 shares@ $304.52 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$212,503
5,432 shares@ $39.13 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$211,727
9,025 shares@ $23.47 avg price
BDXBecton Dickinson & Co
Recent Activity
Exited
0%
$201,319
835 shares@ $241.11 avg price
PLSEPulse Biosciences Inc
Recent Activity
Exited
0%
$180,153
10,271 shares@ $17.54 avg price