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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
AMATApplied Matls Inc
Recent Activity
Increased 3.7%
0.71%
$1.64M
10,086 shares@ $162.63 avg price
ARKWArk Etf Tr
Recent Activity
Increased 52.23%
0.71%
$1.625M
15,052 shares@ $107.99 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 111.05%
0.69%
$1.589M
8,731 shares@ $181.97 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 1.09%
0.65%
$1.499M
15,468 shares@ $96.93 avg price
IEOIshares Tr
Recent Activity
Increased 16.07%
0.64%
$1.462M
16,313 shares@ $89.63 avg price
WMTWalmart Inc
Recent Activity
Increased 5.78%
0.61%
$1.401M
15,506 shares@ $90.36 avg price
METAMeta Platforms Inc
Recent Activity
Increased 19.71%
0.59%
$1.355M
2,315 shares@ $585.42 avg price
VVisa Inc
Recent Activity
Increased 0.03%
0.59%
$1.349M
4,268 shares@ $316.02 avg price
IJHIshares Tr
Recent Activity
Increased 1.63%
0.58%
$1.325M
21,270 shares@ $62.32 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.94%
0.54%
$1.249M
10,342 shares@ $120.79 avg price