Core Wealth Partners LLC Reduced Holdings in Q3 2025

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-1.65K
- 21.34%
$234.77 - $292.47 $388K - $483K
6.09K $1.72B
IEF
Ishares Barclays

ETFs
-3.69K
- 35.64%
$93.91 - $97.26 $347K - $359K
6.67K $643M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.88K
- 35.12%
$117.65 - $120.08 $339K - $346K
5.32K $635M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.37K
- 30.73%
$98.52 - $103.93 $234K - $247K
5.35K $551M
CSCO
Cisco Systems, Inc.

Technology
-3.06K
- 19.07%
$66.2 - $71.79 $202K - $219K
13K $887M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-11.8K
- 52.47%
$17.13 - $17.98 $202K - $212K
10.7K $190M
IWM
Ishares Russell 2000 ETF

ETFs
-985
- 50.41%
$214.92 - $244.84 $212K - $241K
969 $235M
QCOM
Qualcomm Inc

Technology
-1.13K
- 25.6%
$145.84 - $173.55 $164K - $195K
3.27K $544M
MDT
Medtronic PLC

Healthcare
-2K
- 40.0%
$87.67 - $95.74 $175K - $191K
3K $286M
KO
Coca Cola CO

Consumer Defensive
-970
- 5.62%
$65.67 - $71.67 $63.7K - $69.5K
16.3K $1.08B
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.68K
- 8.71%
$50.23 - $50.48 $84.4K - $84.8K
17.6K $885M
PFE
Pfizer Inc

Healthcare
-4K
- 25.76%
$23.29 - $25.88 $93.1K - $103K
11.5K $293M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-521
- 17.37%
$82.38 - $83.0 $42.9K - $43.2K
2.48K $206M
WMB
Williams Companies, Inc.

Energy
-702
- 17.53%
$56.52 - $64.01 $39.7K - $44.9K
3.3K $209M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-406
- 0.86%
$91.44 - $91.77 $37.1K - $37.3K
46.9K $4.31B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-213
- 1.01%
N/A
20.8K $2.2B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-1.38K
- 8.86%
$62.88 - $68.43 $86.6K - $94.2K
14.2K $969M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-1.25K
- 3.73%
$10.9 - $11.58 $13.6K - $14.5K
32.2K $371M
VZ
Verizon Communications Inc

Communication Services
-176
- 1.1%
$40.84 - $45.06 $7.19K - $7.93K
15.9K $697M
O
Realty Income Corp

Real Estate
-129
- 2.68%
$56.13 - $60.79 $7.24K - $7.84K
4.69K $285M
BAC
Bank Of America Corp

Financial Services
-126
- 2.05%
$44.92 - $52.42 $5.66K - $6.6K
6.02K $310M
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.06%
$77.6 - $87.37 $310 - $349
7.03K $590M
IBB
Ishares Biotechnology ETF

ETFs
-291
- 6.8%
$127.63 - $144.37 $37.1K - $42K
3.99K $576M
TQQQ
Proshares Ultrapro Qqq

ETFs
-780
- 9.27%
$80.89 - $104.72 $63.1K - $81.7K
7.63K $789M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-235
- 1.67%
$459.11 - $506.91 $108K - $119K
13.8K $6.95B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 0.72%
$567.77 - $614.76 $14.2K - $15.4K
3.44K $2.1B
ORCL
Oracle Corp

Technology
-192
- 2.13%
$218.96 - $328.33 $42K - $63K
8.84K $2.49B
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 3 Puts 0
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