Portfolio (Quarterly)
Guide ↗
Wealth Management Partners, LLC
· CIK 0001843294| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,033.0 | $269K | 0.08% | +33.0 | +3.3% | $260.29 | -3.5% |
| 62 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,845.0 | $266K | 0.08% | +1K | +63.6% | $69.30 | +9.9% |
| 63 | WFC | WELLS FARGO & CO | Financial Services | 3,238.0 | $258K | 0.07% | +1K | +48.6% | $79.62 | -3.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.3%
Financial Services
26.6%
Consumer Cyclical
7.6%
Industrials
4.9%
Communication Services
4.8%
Energy
4.0%
Healthcare
3.0%
Consumer Defensive
3.0%
Basic Materials
1.4%
Utilities
1.3%