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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
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.94%
0.54%
$1.249M
10,342 shares@ $120.79 avg price
ARKQArk Etf Tr
Recent Activity
Increased 12.54%
0.54%
$1.247M
16,146 shares@ $77.26 avg price
IUSGIshares Tr
Recent Activity
Increased 0.02%
0.52%
$1.198M
8,594 shares@ $139.35 avg price
DSIIshares Tr
Recent Activity
Decreased -0.01%
0.52%
$1.191M
10,805 shares@ $110.25 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.44%
0.51%
$1.182M
2,777 shares@ $425.51 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
VTVVanguard Index Fds
Recent Activity
Increased 5.13%
0.49%
$1.116M
6,589 shares@ $169.31 avg price
CATCaterpillar Inc
Recent Activity
Decreased -11.27%
0.48%
$1.091M
3,007 shares@ $362.75 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 4.05%
0.47%
$1.075M
2,059 shares@ $521.97 avg price