{"url":"https://nivawealth.com/firms/partnership-wealth-management-285718","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285718","regulatoryAum":234906000,"crd":"285718","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3070255","suffix":null,"lastName":"DERRICKS","firstName":"ELLWOOD","middleName":"JOHN"},{"crd":"6667318","suffix":null,"lastName":"DOYLE","firstName":"DEBORAH","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-13","regulatoryAum":156459800,"clients":109,"employees":3,"offices":1},{"filedOn":"2022-02-11","regulatoryAum":173178000,"clients":123,"employees":4,"offices":1},{"filedOn":"2023-03-09","regulatoryAum":190976000,"clients":145,"employees":4,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":189400000,"clients":142,"employees":6,"offices":1},{"filedOn":"2025-03-11","regulatoryAum":193200000,"clients":132,"employees":3,"offices":1},{"filedOn":"2026-08-27","regulatoryAum":234906000,"clients":139,"employees":3,"offices":1}],"secFileNumber":"801-121083","legalName":"Partnership Wealth Management, LLC","displayName":"Partnership Wealth Management","slug":"partnership-wealth-management-285718","website":"https://partnershipwealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2005","organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"606 E Joppa Road","city":"Towson","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21286"},"tradeNames":[],"registration":{"secApproved":"3 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1689971.2230215827,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":234906000,"discretionary":225841000,"discretionaryAccounts":454,"nonDiscretionary":9065000,"nonDiscretionaryAccounts":31,"wrapProgram":223252000,"nonUsClientsPct":2,"nonAumClients":7},"clientTypes":[{"label":"Individuals (other than HNW)","clients":77,"regulatoryAum":25607000},{"label":"High-net-worth individuals","clients":62,"regulatoryAum":209299000}],"feePrograms":[{"role":"main","program":"Asset Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","versionId":1056280,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-27","documentName":"FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Fixed Fees","summary":"One-time comprehensive financial planning fee of $1,000 to $15,000; ongoing planning for clients under $1,000,000 is $400 to $1,750 per quarter; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","versionId":1056280,"submittedOn":"2026-08-27","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Hourly Fee","summary":"Investment advisory or financial planning advice billed hourly at $125 to $500 per hour, depending on complexity and staff seniority, agreed in advance and negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","versionId":1056280,"submittedOn":"2026-08-27","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:37:21.510946+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","versionId":1056280,"submittedOn":"2026-08-27"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056279","versionId":1056279,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":226844000}],"custodyNote":"Partnership Wealth Management has custody of $56.5M in client assets for 69 clients.","otherCustodians":[],"leadership":[{"name":"Ellwood Derricks","title":"President / CCO","crd":"3070255"}],"ownership":[{"label":"Ellwood Derricks","detail":"President / cco in the 75% or more ownership band and a control person, since September 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"606 E Joppa Road","city":"Towson","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-732-2633","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":44},{"label":"Cash and cash equivalents","percent":15},{"label":"Other","percent":3,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"27 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285718/PDF/285718.pdf","brochureDate":"27 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056280","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Partnership Wealth Management have?","answer":"Partnership Wealth Management has 139 clients and manages $235 million for them, as of August 2026. They include 77 individual clients and 62 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partnership Wealth Management offer?","answer":"Partnership Wealth Management provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Partnership Wealth Management charge?","answer":"Partnership Wealth Management charges 0.50%–1.25% a year for its Asset Management Fees. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 27 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Partnership Wealth Management use?","answer":"Partnership Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $227M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Partnership Wealth Management have?","answer":"Partnership Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Partnership Wealth Management invest in?","answer":"At the end of its last fiscal year, Partnership Wealth Management’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 15% cash and equivalents, 3% other and 2% U.S. government and agency bonds. The 3% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partnership Wealth Management?","answer":"Partnership Wealth Management’s direct owner is Ellwood Derricks (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partnership Wealth Management get paid?","answer":"Partnership Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Partnership Wealth Management?","answer":"Partnership Wealth Management’s main office is at 606 E Joppa Road, Towson, MD 21286. Its phone number is 410-732-2633. Its website is partnershipwealthmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/partnership-wealth-management-285718/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2010656/000201065626000004/0002010656-26-000004-index.html","totalValue":147947821,"positionCount":67,"top10Share":0.6758959363112215,"top10":[{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":25382338,"shares":21162,"shareType":"SH","priorValue":19464173,"priorShares":21162},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ETF","titleOfClass":"ETF","cusip":"46137V357","value":25285800,"shares":118841,"shareType":"SH","priorValue":22145073,"priorShares":115387},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"ETF","cusip":"464287507","value":12633046,"shares":163831,"shareType":"SH","priorValue":10934993,"priorShares":161928},{"issuer":"STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF","titleOfClass":"ETF","cusip":"78463X889","value":10989660,"shares":218092,"shareType":"SH","priorValue":9624569,"priorShares":210834},{"issuer":"ISHARES CORE S&P SMALL CAP ETF","titleOfClass":"ETF","cusip":"464287804","value":10510641,"shares":70869,"shareType":"SH","priorValue":8743657,"priorShares":70338},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF","titleOfClass":"ETF","cusip":"78464A508","value":3200025,"shares":52641,"shareType":"SH","priorValue":3143220,"priorShares":55554},{"issuer":"ISHARES MSCI EAFE SMALL-CAP ETF","titleOfClass":"ETF","cusip":"464288273","value":3185203,"shares":38716,"shareType":"SH","priorValue":2914353,"priorShares":37168},{"issuer":"ISHARES RUSSELL 1000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287614","value":3184543,"shares":25647,"shareType":"SH","priorValue":2846208,"priorShares":6675},{"issuer":"STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"78463X509","value":3047485,"shares":58854,"shareType":"SH","priorValue":2674270,"priorShares":57009},{"issuer":"TRANE TECHNOLOGIES PLC SHS","titleOfClass":"Stock","cusip":"G8994E103","value":2578590,"shares":5250,"shareType":"SH","priorValue":2187885,"priorShares":5250}],"positionsListed":67,"positions":[{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":25382338,"shares":21162,"shareType":"SH","priorValue":19464173,"priorShares":21162},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ETF","titleOfClass":"ETF","cusip":"46137V357","value":25285800,"shares":118841,"shareType":"SH","priorValue":22145073,"priorShares":115387},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"ETF","cusip":"464287507","value":12633046,"shares":163831,"shareType":"SH","priorValue":10934993,"priorShares":161928},{"issuer":"STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF","titleOfClass":"ETF","cusip":"78463X889","value":10989660,"shares":218092,"shareType":"SH","priorValue":9624569,"priorShares":210834},{"issuer":"ISHARES CORE S&P SMALL CAP ETF","titleOfClass":"ETF","cusip":"464287804","value":10510641,"shares":70869,"shareType":"SH","priorValue":8743657,"priorShares":70338},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF","titleOfClass":"ETF","cusip":"78464A508","value":3200025,"shares":52641,"shareType":"SH","priorValue":3143220,"priorShares":55554},{"issuer":"ISHARES MSCI EAFE SMALL-CAP ETF","titleOfClass":"ETF","cusip":"464288273","value":3185203,"shares":38716,"shareType":"SH","priorValue":2914353,"priorShares":37168},{"issuer":"ISHARES RUSSELL 1000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287614","value":3184543,"shares":25647,"shareType":"SH","priorValue":2846208,"priorShares":6675},{"issuer":"STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"78463X509","value":3047485,"shares":58854,"shareType":"SH","priorValue":2674270,"priorShares":57009},{"issuer":"TRANE TECHNOLOGIES PLC SHS","titleOfClass":"Stock","cusip":"G8994E103","value":2578590,"shares":5250,"shareType":"SH","priorValue":2187885,"priorShares":5250},{"issuer":"JOHNSON & JOHNSON COM","titleOfClass":"Stock","cusip":"478160104","value":2539700,"shares":10000,"shareType":"SH","priorValue":2486871,"priorShares":10174},{"issuer":"NORFOLK SOUTHN CORP COM","titleOfClass":"Stock","cusip":"655844108","value":2527731,"shares":8035,"shareType":"SH","priorValue":2306045,"priorShares":8035},{"issuer":"MICROSOFT CORP COM","titleOfClass":"Stock","cusip":"594918104","value":2258609,"shares":6055,"shareType":"SH","priorValue":2241352,"priorShares":6055},{"issuer":"MOLINA HEALTHCARE INC COM","titleOfClass":"Stock","cusip":"60855R100","value":2121879,"shares":9278,"shareType":"SH","priorValue":1238624,"priorShares":9292},{"issuer":"DIAMONDBACK ENERGY INC COM","titleOfClass":"Stock","cusip":"25278X109","value":1859049,"shares":10576,"shareType":"SH","priorValue":2091827,"priorShares":10576},{"issuer":"BRISTOL-MYERS SQUIBB CO COM","titleOfClass":"Stock","cusip":"110122108","value":1806705,"shares":31356,"shareType":"SH","priorValue":1855011,"priorShares":30586},{"issuer":"CORNING INC COM","titleOfClass":"Stock","cusip":"219350105","value":1660295,"shares":6500,"shareType":"SH","priorValue":883805,"priorShares":6500},{"issuer":"PEPSICO INC COM","titleOfClass":"Stock","cusip":"713448108","value":1620907,"shares":11971,"shareType":"SH","priorValue":1858777,"priorShares":11970},{"issuer":"COLGATE PALMOLIVE CO COM","titleOfClass":"Stock","cusip":"194162103","value":1581847,"shares":17254,"shareType":"SH","priorValue":1470558,"priorShares":17254},{"issuer":"BERKSHIRE HATHAWAY INC DEL CL B NEW","titleOfClass":"Stock","cusip":"084670702","value":1504172,"shares":3006,"shareType":"SH","priorValue":1381534,"priorShares":2883},{"issuer":"ABBOTT LABORATORIES COM","titleOfClass":"Stock","cusip":"002824100","value":1354476,"shares":14927,"shareType":"SH","priorValue":1532555,"priorShares":14927},{"issuer":"APPLE INC COM","titleOfClass":"Stock","cusip":"037833100","value":1340687,"shares":4633,"shareType":"SH","priorValue":1248450,"priorShares":4919},{"issuer":"DISNEY WALT CO COM","titleOfClass":"Stock","cusip":"254687106","value":1331234,"shares":13831,"shareType":"SH","priorValue":1294383,"priorShares":13430},{"issuer":"MEDTRONIC PLC SHS","titleOfClass":"Stock","cusip":"G5960L103","value":1266935,"shares":16195,"shareType":"SH","priorValue":1341169,"priorShares":15478},{"issuer":"PPG INDS INC COM","titleOfClass":"Stock","cusip":"693506107","value":1212900,"shares":10000,"shareType":"SH","priorValue":1068800,"priorShares":10000},{"issuer":"EMERSON ELEC CO COM","titleOfClass":"Stock","cusip":"291011104","value":1172828,"shares":8193,"shareType":"SH","priorValue":1073447,"priorShares":8193},{"issuer":"CISCO SYS INC COM","titleOfClass":"Stock","cusip":"17275R102","value":1139362,"shares":9700,"shareType":"SH","priorValue":752623,"priorShares":9700},{"issuer":"INTEL CORP COM","titleOfClass":"Stock","cusip":"458140100","value":1117040,"shares":8000,"shareType":"SH","priorValue":353040,"priorShares":8000},{"issuer":"CONSTELLATION ENERGY CORP COM","titleOfClass":"Stock","cusip":"21037T109","value":1114933,"shares":4489,"shareType":"SH","priorValue":1253553,"priorShares":4489},{"issuer":"CENCORA INC COM","titleOfClass":"Stock","cusip":"03073E105","value":1018728,"shares":3600,"shareType":"SH","priorValue":1130904,"priorShares":3600},{"issuer":"CHEVRON CORPORATION COM","titleOfClass":"Stock","cusip":"166764100","value":961408,"shares":5800,"shareType":"SH","priorValue":1200020,"priorShares":5800},{"issuer":"PROCTER & GAMBLE CO COM","titleOfClass":"Stock","cusip":"742718109","value":891212,"shares":6078,"shareType":"SH","priorValue":891381,"priorShares":6171},{"issuer":"MCDONALDS CORP COM","titleOfClass":"Stock","cusip":"580135101","value":852828,"shares":3155,"shareType":"SH","priorValue":980542,"priorShares":3155},{"issuer":"PFIZER INC COM","titleOfClass":"Stock","cusip":"717081103","value":713105,"shares":29614,"shareType":"SH","priorValue":831561,"priorShares":29614},{"issuer":"NEXTERA ENERGY INC COM","titleOfClass":"Stock","cusip":"65339F101","value":702160,"shares":8000,"shareType":"SH","priorValue":748937,"priorShares":8063},{"issuer":"FEDEX CORP COM","titleOfClass":"Stock","cusip":"31428X106","value":657573,"shares":2100,"shareType":"SH","priorValue":747978,"priorShares":2100},{"issuer":"EXELON CORP COM","titleOfClass":"Stock","cusip":"30161N101","value":627832,"shares":13467,"shareType":"SH","priorValue":660152,"priorShares":13467},{"issuer":"ABBVIE INC COM","titleOfClass":"Stock","cusip":"00287Y109","value":591102,"shares":2349,"shareType":"SH","priorValue":510884,"priorShares":2349},{"issuer":"AIR PRODUCTS AND CHEMICALS INC COM","titleOfClass":"Stock","cusip":"009158106","value":586360,"shares":2000,"shareType":"SH","priorValue":580980,"priorShares":2000},{"issuer":"WEC ENERGY GROUP INC COM","titleOfClass":"Stock","cusip":"92939U106","value":572173,"shares":4900,"shareType":"SH","priorValue":567273,"priorShares":4900},{"issuer":"ALBEMARLE CORP COM","titleOfClass":"Stock","cusip":"012653101","value":540120,"shares":4000,"shareType":"SH","priorValue":718120,"priorShares":4000},{"issuer":"RTX CORPORATION COM","titleOfClass":"Stock","cusip":"75513E101","value":517260,"shares":2726,"shareType":"SH","priorValue":525879,"priorShares":2726},{"issuer":"AT&T INC COM","titleOfClass":"Stock","cusip":"00206R102","value":514561,"shares":24858,"shareType":"SH","priorValue":727112,"priorShares":25081},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF","titleOfClass":"ETF","cusip":"78464A805","value":492163,"shares":5421,"shareType":"SH","priorValue":421315,"priorShares":5329},{"issuer":"AUTOMATIC DATA PROCESSING INC COM","titleOfClass":"Stock","cusip":"053015103","value":457530,"shares":2043,"shareType":"SH","priorValue":415097,"priorShares":2043},{"issuer":"VANGUARD ULTRA-SHORT BOND ETF","titleOfClass":"ETF","cusip":"92203C303","value":449912,"shares":9038,"shareType":"SH"},{"issuer":"SYSCO CORP COM","titleOfClass":"Stock","cusip":"871829107","value":417900,"shares":5000,"shareType":"SH","priorValue":356650,"priorShares":5000},{"issuer":"FIDELITY MSCI HEALTH CARE INDEX ETF","titleOfClass":"ETF","cusip":"316092600","value":413676,"shares":5355,"shareType":"SH","priorValue":365369,"priorShares":5193},{"issuer":"MASCO CORP COM","titleOfClass":"Stock","cusip":"574599106","value":406850,"shares":5000,"shareType":"SH","priorValue":301850,"priorShares":5000},{"issuer":"MCCORMICK & CO INC COM NON VTG","titleOfClass":"Stock","cusip":"579780206","value":403360,"shares":8000,"shareType":"SH","priorValue":403520,"priorShares":8000},{"issuer":"INGERSOLL RAND INC COM","titleOfClass":"Stock","cusip":"45687V106","value":392732,"shares":4790,"shareType":"SH","priorValue":383775,"priorShares":4790},{"issuer":"AMERICAN EXPRESS CO COM","titleOfClass":"Stock","cusip":"025816109","value":341622,"shares":1010,"shareType":"SH","priorValue":305495,"priorShares":1010},{"issuer":"DUKE ENERGY CORP NEW COM NEW","titleOfClass":"Stock","cusip":"26441C204","value":330627,"shares":2612,"shareType":"SH","priorValue":342015,"priorShares":2612},{"issuer":"ALPHABET INC CAP STK CL A","titleOfClass":"Stock","cusip":"02079K305","value":329121,"shares":921,"shareType":"SH","priorValue":264811,"priorShares":921},{"issuer":"COCA COLA CO COM","titleOfClass":"Stock","cusip":"191216100","value":325080,"shares":4000,"shareType":"SH","priorValue":304200,"priorShares":4000},{"issuer":"3M CO COM","titleOfClass":"Stock","cusip":"88579Y101","value":323820,"shares":2000,"shareType":"SH","priorValue":290460,"priorShares":2000},{"issuer":"VERIZON COMMUNICATIONS INC COM","titleOfClass":"Stock","cusip":"92343V104","value":315094,"shares":7442,"shareType":"SH","priorValue":373588,"priorShares":7442},{"issuer":"VANGUARD SMALL-CAP ETF","titleOfClass":"ETF","cusip":"922908751","value":295597,"shares":975,"shareType":"SH","priorValue":260293,"priorShares":994},{"issuer":"KIMBERLY-CLARK CORP COM","titleOfClass":"Stock","cusip":"494368103","value":274425,"shares":2500,"shareType":"SH","priorValue":241175,"priorShares":2500},{"issuer":"PHILIP MORRIS INTL INC COM","titleOfClass":"Stock","cusip":"718172109","value":257967,"shares":1426,"shareType":"SH","priorValue":253509,"priorShares":1533},{"issuer":"MERCK & CO INC COM","titleOfClass":"Stock","cusip":"58933Y105","value":257000,"shares":2000,"shareType":"SH","priorValue":240580,"priorShares":2000},{"issuer":"ALLEGION PLC ORD SHS","titleOfClass":"Stock","cusip":"G0176J109","value":253022,"shares":1801,"shareType":"SH","priorValue":261667,"priorShares":1801},{"issuer":"UGI CORP NEW COM","titleOfClass":"Stock","cusip":"902681105","value":233145,"shares":6750,"shareType":"SH","priorValue":245835,"priorShares":6750},{"issuer":"LOWES COS INC COM","titleOfClass":"Stock","cusip":"548661107","value":220490,"shares":1000,"shareType":"SH","priorValue":236280,"priorShares":1000},{"issuer":"GENERAL MILLS INC COM","titleOfClass":"Stock","cusip":"370334104","value":208800,"shares":6000,"shareType":"SH","priorValue":223320,"priorShares":6000},{"issuer":"INVESCO QQQ TRUST SERIES I","titleOfClass":"ETF","cusip":"46090E103","value":206192,"shares":280,"shareType":"SH"},{"issuer":"FOSSIL GROUP INC COM","titleOfClass":"Stock","cusip":"34988V106","value":66654,"shares":16100,"shareType":"SH","priorValue":69391,"priorShares":16100}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}