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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
SYYSysco Corp
Recent Activity
Decreased -7.36%
0.28%
$628,564
8,221 shares@ $76.46 avg price
ITAIshares Tr
Recent Activity
Decreased -0.75%
0.25%
$572,388
3,938 shares@ $145.35 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -10.4%
0.24%
$556,125
1,636 shares@ $339.93 avg price
IWFIshares Tr
Recent Activity
Decreased -0.29%
0.24%
$540,527
1,346 shares@ $401.59 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.03%
0.23%
$510,075
3,527 shares@ $144.63 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -4.39%
0.21%
$471,621
6,714 shares@ $70.25 avg price
IYJIshares Tr
Recent Activity
Decreased -2.6%
0.2%
$443,420
3,321 shares@ $133.53 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.14%
0.18%
$405,378
2,418 shares@ $167.66 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -3.95%
0.16%
$366,202
1,870 shares@ $195.83 avg price
INTUIntuit
Recent Activity
Decreased -11.44%
0.16%
$355,103
565 shares@ $628.51 avg price