PARTNERS WEALTH MANAGEMENT, LLC - Portfolio overview

PARTNERS WEALTH MANAGEMENT, LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.32%
2. AMAX - STARBOARD INVT TR, 5.75%
3. AGOX - STARBOARD INVT TR, 5.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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