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  Name: Wealth Management Partners LLC
  City: TUCSON
  State: AZ
  Zip: 85718
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,922,000
  Total Value Change : $17,636,000
  Securities Held Change : -1
   
All Securities Held : 117
  New Positions : 9
  Closed Positions : 10
  Increased Positions : 42
  Unchanged Positions : 12
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 55 New $1,180.48 $764,000 448 0.39% 764,000 448 0.003    Business Software & S...
   (BA)1 Year Chart         BA Boeing Co 82 New $178.51 $372,000 1,927 0.19% 372,000 1,927 0    Aerospace/Defense - M...
   (FB)1 Year Chart         FB Meta Platforms Inc 86 New $476.20 $347,000 715 0.18% 347,000 715 0    Internet Service Prov...
   (MRK)1 Year Chart         MRK Merck & Co Inc 106 New $131.20 $231,000 1,752 0.12% 231,000 1,752 0    Drug Manufacturers - ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 107 New $372.63 $229,000 574 0.12% 229,000 574 0    Medical Appliances & ...
   (RTX)1 Year Chart         RTX RTX Corp 110 New $101.02 $215,000 2,200 0.11% 215,000 2,200 0    Conglomerates
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 111 New $0.00 $214,000 3,951 0.11% 214,000 3,951 0.004    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 114 New $235.03 $204,000 801 0.1% 204,000 801 0.003    Home Improvement Stores
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 116 New $114.52 $202,000 1,752 0.1% 202,000 1,752 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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