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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
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -9.58%
2.21%
$5.101M
52,089 shares@ $97.93 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -5.27%
1.71%
$3.941M
30,892 shares@ $127.59 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 7.2%
1.6%
$3.69M
41,306 shares@ $89.34 avg price
IUSVIshares Tr
Recent Activity
Decreased -7.11%
1.59%
$3.665M
39,585 shares@ $92.6 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.62%
1.56%
$3.608M
18,946 shares@ $190.44 avg price
IJRIshares Tr
Recent Activity
Increased 2.75%
1.38%
$3.191M
27,691 shares@ $115.22 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -7.93%
1.33%
$3.073M
28,563 shares@ $107.58 avg price
FADFirst Tr Multi Cap Growth Al
Recent Activity
Increased 1.57%
1.33%
$3.068M
22,200 shares@ $138.21 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.78%
1.29%
$2.967M
5,062 shares@ $586.12 avg price
FNYFirst Tr Exchange-traded Alp
Recent Activity
Increased 0.58%
1.25%
$2.874M
35,924 shares@ $80.0 avg price