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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
ABBVAbbvie Inc
Recent Activity
Increased 11.27%
0.33%
$761,765
4,287 shares@ $177.7 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -36.51%
0.33%
$758,807
6,018 shares@ $126.09 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.13%
0.33%
$748,365
1,651 shares@ $453.28 avg price
CCLCarnival Corp
Recent Activity
Decreased -9.37%
0.32%
$735,015
29,495 shares@ $24.92 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 8.88%
0.32%
$734,348
19,284 shares@ $38.09 avg price
MUMicron Technology Inc
Recent Activity
Increased 9.88%
0.32%
$729,339
8,666 shares@ $84.17 avg price
IEFAIshares Tr
Recent Activity
Increased 0.06%
0.31%
$698,766
9,943 shares@ $70.28 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.15%
0.31%
$695,621
3,675 shares@ $189.29 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 24.73%
0.28%
$644,198
1,125 shares@ $572.63 avg price
NOWServicenow Inc
Recent Activity
Decreased -3.07%
0.28%
$633,952
598 shares@ $1060.13 avg price