Core Wealth Partners LLC Purchases and Sells in Q4 2024

Core Wealth Partners LLC

$174 Billion
Q4 2024

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	491 + 0.72%	$221.69 - $259.02 $109K - $127K	68.4K $17.1B
SGOV	13K + 39.34%	$100.16 - $100.7 $1.3M - $1.31M	46.1K $4.63B
TBIL	18.6K + 225.35%	N/A	26.9K $1.34B
MSTR	525 + 9.72%	$162.69 - $473.83 $85.4K - $249K	5.93K $1.72B
AMZN	821 + 4.54%	$180.88 - $232.93 $149K - $191K	18.9K $4.15B
CGCP	43K + 21.26%	$22.13 - $23.17 $951K - $996K	245K $5.44B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTHI	17.5K New	$22.89 - $24.02 $399K - $419K	17.5K $406M
IEF	4.2K New	$92.08 - $98.18 $387K - $413K	4.2K $388M
YPF	8.53K New	$21.67 - $44.88 $185K - $383K	8.53K $363M
WFC	4.24K New	$54.98 - $77.35 $233K - $328K	4.24K $298M
LAM RESEARCH CORP	4K New	N/A	4K $289M
TLH	2.66K New	$99.04 - $109.59 $263K - $291K	2.66K $264M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-4.77K - 25.07%	$406.35 - $454.46 $1.94M - $2.17M	14.2K $6B
UNH	-349 - 21.22%	$485.52 - $625.25 $169K - $218K	1.3K $656M
MRK	-1.56K - 15.55%	$96.31 - $114.76 $150K - $179K	8.47K $842M
FTSM	-3.93K - 7.51%	$59.74 - $60.03 $235K - $236K	48.4K $2.89B
IBM	-658 - 8.41%	$204.9 - $238.04 $135K - $157K	7.16K $1.57B
IRM	-790 - 20.17%	$101.62 - $128.14 $80.3K - $101K	3.13K $329M

Activity Summary All Purchases 85 New Holdings 9 Increased Positions 76 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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