0002010656-24-000001.txt : 20240207 0002010656-24-000001.hdr.sgml : 20240207 20240207173051 ACCESSION NUMBER: 0002010656-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Partnership Wealth Management, LLC CENTRAL INDEX KEY: 0002010656 ORGANIZATION NAME: IRS NUMBER: 510552488 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23630 FILM NUMBER: 24605970 BUSINESS ADDRESS: STREET 1: 606 E JOPPA ROAD CITY: TOWSON STATE: MD ZIP: 21286 BUSINESS PHONE: 4107322633 MAIL ADDRESS: STREET 1: 606 E JOPPA ROAD CITY: TOWSON STATE: MD ZIP: 21286 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002010656 XXXXXXXX 12-31-2023 12-31-2023 Partnership Wealth Management, LLC

606 E JOPPA ROAD TOWSON MD 21286

13F HOLDINGS REPORT 028-23630 N Ellwood Derricks (410) 732-2633 ELLWOOD DERRICKS TOWSON MD 02-07-2024 0 210 132643184 false INFORMATION TABLE 2 pwmquarter4_2023.xml AMAZON COM INC COM Stock 023135106 117952 760 SH SOLE 0 0 760 PARAMOUNT GLOBAL CLASS B COM Stock 92556H206 4115080 282048 SH SOLE 0 0 282047 INVESCO QQQ TRUST SERIES I ETF 46090E103 116752 280 SH SOLE 0 0 280 STARBUCKS CORP COM Stock 855244109 11071 119 SH SOLE 0 0 119 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 15406 280 SH SOLE 0 0 280 JOHNSON & JOHNSON COM Stock 478160104 1602348 10084 SH SOLE 0 0 10084 WASTE MGMT INC DEL COM Stock 94106L109 16335 88 SH SOLE 0 0 88 COSTCO WHSL CORP NEW COM Stock 22160K105 15982 23 SH SOLE 0 0 23 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 393765 3846 SH SOLE 0 0 3846 PROCTER AND GAMBLE CO COM Stock 742718109 1038896 6611 SH SOLE 0 0 6611 COCA COLA CO COM Stock 191216100 249858 4200 SH SOLE 0 0 4200 GENERAL MLS INC COM Stock 370334104 391537 6032 SH SOLE 0 0 6032 PPG INDS INC 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