Core Wealth Partners LLC Sells in Q2 2024

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.95K
- 6.84%
$59.55 - $59.81 $414K - $416K
94.6K $5.64B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-7.57K
- 31.83%
$42.01 - $43.6 $318K - $330K
16.2K $698M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.08K
- 27.38%
$50.44 - $50.7 $206K - $207K
10.8K $547M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.03K
- 10.95%
$50.28 - $50.52 $203K - $204K
32.8K $1.65B
JNJ
Johnson & Johnson

Healthcare
-333
- 2.67%
$144.38 - $157.78 $48.1K - $52.5K
12.1K $1.77B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-10.6K
- 36.92%
$16.84 - $17.64 $178K - $186K
18.1K $312M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-5.23K
- 17.56%
$24.22 - $26.87 $127K - $141K
24.6K $616M
TGT
Target Corp

Consumer Defensive
-123
- 2.77%
$141.16 - $177.82 $17.4K - $21.9K
4.31K $638M
SHV
Ishares Tr

ETFs
-1.12K
- 4.22%
$110.04 - $110.51 $123K - $124K
25.4K $2.81B
UNP
Union Pacific Corp

Industrials
-90
- 2.08%
$221.38 - $247.4 $19.9K - $22.3K
4.24K $958M
FSIG
First Tr ETF Iv LTD Duration I
-4.63K
- 17.34%
$18.55 - $18.85 $85.9K - $87.3K
22.1K $414M
ACN
Accenture PLC

Technology
-39
- 4.5%
$281.76 - $339.17 $11K - $13.2K
827 $251M
FVD
First Tr Value Line Divid Inde

ETFs
-377
- 5.26%
$39.94 - $42.43 $15.1K - $16K
6.79K $277M
DVN
Devon Energy Corp

Energy
-51
- 0.91%
$45.56 - $54.51 $2.32K - $2.78K
5.56K $264M
WMT
Walmart Inc.

Consumer Defensive
-1.48K
- 13.37%
$58.85 - $68.9 $86.9K - $102K
9.56K $647M
FTCS
First Trust Capital Strength E

ETFs
-65
- 1.93%
$81.48 - $85.58 $5.3K - $5.56K
3.3K $277M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-10
- 0.55%
$113.43 - $115.88 $1.13K - $1.16K
1.8K $208M
CARR
Carrier Global Corp

Industrials
-997
- 8.0%
$53.38 - $66.22 $53.2K - $66K
11.5K $724M
IBB
Ishares Biotechnology ETF

ETFs
-1
- 0.02%
$124.64 - $139.96 $125 - $140
4.27K $587M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-75
- 1.11%
$30.78 - $35.11 $2.31K - $2.63K
6.66K $220M
GLD
Spdr Gold Trust

ETFs
-16
- 1.03%
$207.82 - $224.56 $3.33K - $3.59K
1.53K $329M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-400
- 2.28%
$49.92 - $56.01 $20K - $22.4K
17.1K $952M
TXN
Texas Instruments Inc

Technology
-20
- 1.41%
$159.68 - $202.54 $3.19K - $4.05K
1.4K $271M
AMGN
Amgen Inc

Healthcare
-1
- 0.09%
$262.75 - $319.31 $263 - $319
1.05K $329M
AMZN
Amazon Com Inc

Consumer Cyclical
-225
- 1.28%
$173.67 - $197.85 $39.1K - $44.5K
17.4K $3.36B
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.18%
$704.88 - $870.75 $3.52K - $4.35K
2.84K $2.42B
Activity Summary
Buys All Purchases 82 New Holdings 15 Increased Positions 67 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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