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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
QQQInvesco Qqq Tr
Recent Activity
Increased 1.26%
7.98%
$18.476M
36,141 shares@ $511.23 avg price
IVVIshares Tr
Recent Activity
Increased 0.55%
4.79%
$11.089M
18,837 shares@ $588.69 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.86%
4.33%
$10.021M
202,402 shares@ $49.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.5%
4.18%
$9.671M
22,944 shares@ $421.5 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.33%
3.5%
$8.107M
33,338 shares@ $243.17 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.38%
3.1%
$7.18M
32,726 shares@ $219.39 avg price
TSLATesla Inc
Recent Activity
Increased 14.6%
2.91%
$6.732M
16,669 shares@ $403.85 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 0.1%
2.52%
$5.832M
99,195 shares@ $58.8 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 7.2%
1.6%
$3.69M
41,306 shares@ $89.34 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.62%
1.56%
$3.608M
18,946 shares@ $190.44 avg price