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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
DALDelta Air Lines Inc Del
Recent Activity
Decreased -39.08%
0.15%
$333,295
5,509 shares@ $60.51 avg price
IWDIshares Tr
Recent Activity
Decreased -2.06%
0.14%
$324,163
1,751 shares@ $185.14 avg price
CCitigroup Inc
Recent Activity
Decreased -35.54%
0.14%
$314,603
4,469 shares@ $70.4 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.65%
0.13%
$281,482
633 shares@ $444.68 avg price
FFord Mtr Co
Recent Activity
Decreased -2.04%
0.07%
$142,560
14,400 shares@ $9.9 avg price