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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
DSIIshares Tr
Recent Activity
Decreased -0.01%
0.52%
$1.191M
10,805 shares@ $110.25 avg price
IWPIshares Tr
Recent Activity
Decreased -1.51%
0.5%
$1.144M
9,022 shares@ $126.75 avg price
SHOPShopify Inc
Recent Activity
Decreased -0.65%
0.49%
$1.125M
10,584 shares@ $106.34 avg price
CATCaterpillar Inc
Recent Activity
Decreased -11.27%
0.48%
$1.091M
3,007 shares@ $362.75 avg price
IJSIshares Tr
Recent Activity
Decreased -2.04%
0.47%
$1.07M
9,854 shares@ $108.62 avg price
MSTRMicrostrategy Inc
Recent Activity
Decreased -16.78%
0.45%
$1.034M
3,570 shares@ $289.62 avg price
IWVIshares Tr
Recent Activity
Decreased -0.22%
0.39%
$890,442
2,664 shares@ $334.25 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -36.51%
0.33%
$758,807
6,018 shares@ $126.09 avg price
CCLCarnival Corp
Recent Activity
Decreased -9.37%
0.32%
$735,015
29,495 shares@ $24.92 avg price
NOWServicenow Inc
Recent Activity
Decreased -3.07%
0.28%
$633,952
598 shares@ $1060.13 avg price