Core Wealth Partners LLC Purchases in Q2 2024

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.51K
+ 9.19%
$165.0 - $216.67 $908K - $1.19M
65.4K $13.8B
GILD
Gilead Sciences, Inc.

Healthcare
18.2K
New
$63.15 - $72.88 $1.15M - $1.32M
18.2K $1.25B
NVDA
Nvidia Corp

Technology
17.9K
+ 941.29%
$118.11 - $1224.4 $2.12M - $22M
19.8K $2.45B
VZ
Verizon Communications Inc

Communication Services
16.4K
New
$38.6 - $42.84 $634K - $704K
16.4K $678M
SHEL
Shell PLC

Energy
9.05K
New
$67.92 - $74.17 $615K - $671K
9.05K $653M
PG
Procter & Gamble CO

Consumer Defensive
3.85K
+ 68.13%
$155.33 - $168.56 $598K - $649K
9.5K $1.57B
MSTR
Microstrategy Inc

Technology
470
New
$1028.27 - $1727.24 $483K - $812K
470 $647M
CGCP
Capital Group Core Plus Income

ETFs
28.6K
+ 145.27%
$21.83 - $22.48 $625K - $643K
48.3K $1.07B
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 15.1%
$150.53 - $185.41 $210K - $259K
10.6K $1.94B
MSFT
Microsoft Corp

Technology
25
+ 0.13%
$389.33 - $452.85 $9.73K - $11.3K
18.7K $8.36B
LRCX
Lam Research Corp

Technology
400
New
$868.07 - $1089.58 $347K - $436K
400 $426M
MDT
Medtronic PLC

Healthcare
5.34K
New
$78.71 - $87.02 $420K - $465K
5.34K $420M
ETN
Eaton Corp PLC

Industrials
1.2K
New
$303.02 - $340.89 $364K - $409K
1.2K $376M
XOM
Exxon Mobil Corp

Energy
3.24K
+ 28.19%
$108.36 - $122.2 $351K - $395K
14.7K $1.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
549
+ 16.37%
$455.1 - $504.28 $250K - $277K
3.9K $1.95B
CSCO
Cisco Systems, Inc.

Technology
7.55K
+ 89.28%
$45.52 - $50.04 $344K - $378K
16K $761M
GOOG
Alphabet Inc.

Communication Services
722
+ 11.01%
$151.94 - $186.86 $110K - $135K
7.28K $1.34B
RTX
Raytheon Technologies Corp

Industrials
3.04K
+ 31.14%
$97.55 - $108.44 $296K - $329K
12.8K $1.28B
INTC
Intel Corp

Technology
10K
New
$29.85 - $44.52 $299K - $446K
10K $311M
USB
Us Bancorp \De\

Financial Services
7.75K
New
$38.45 - $43.95 $298K - $341K
7.75K $308M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.26K
+ 9.5%
$91.42 - $91.82 $298K - $299K
37.6K $3.45B
FDX
Fedex Corp

Industrials
976
New
$245.11 - $299.84 $239K - $293K
976 $293M
MRK
Merck & Co., Inc.

Healthcare
2.6K
+ 30.4%
$123.8 - $132.96 $322K - $346K
11.1K $1.38B
AVGO
Broadcom Inc.

Technology
41
+ 6.54%
$1204.71 - $1828.87 $49.4K - $75K
668 $1.07B
KMB
Kimberly Clark Corp

Consumer Defensive
1.51K
+ 59.21%
$123.89 - $141.67 $187K - $214K
4.06K $561M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
New
$127.7 - $179.69 $162K - $227K
1.27K $220M
SYY
Sysco Corp

Consumer Defensive
3.94K
+ 58.16%
$70.69 - $80.57 $278K - $317K
10.7K $764M
UPS
United Parcel Service Inc

Industrials
1.56K
New
$134.2 - $152.27 $209K - $237K
1.56K $213M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.9K
New
$22.12 - $22.75 $197K - $203K
8.9K $201M
QQQ
Invesco Qqq Trust, Series 1

ETFs
246
+ 11.98%
$414.65 - $485.21 $102K - $119K
2.3K $1.1B
TSLA
Tesla, Inc.

Consumer Cyclical
790
+ 67.06%
$142.05 - $197.88 $112K - $156K
1.97K $389M
ORCL
Oracle Corp

Technology
823
+ 25.24%
$113.75 - $144.64 $93.6K - $119K
4.08K $577M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
11.5K
New
$12.9 - $14.09 $148K - $162K
11.5K $149M
RIO
Rio Tinto PLC

Basic Materials
2K
+ 40.0%
$63.0 - $73.61 $126K - $147K
7K $462M
META
Meta Platforms, Inc.

Communication Services
242
+ 22.77%
$430.17 - $527.34 $104K - $128K
1.31K $658M
QCOM
Qualcomm Inc

Technology
16
+ 0.36%
$157.63 - $227.09 $2.52K - $3.63K
4.44K $885M
JPM
Jpmorgan Chase & CO

Financial Services
608
+ 9.96%
$180.08 - $204.79 $109K - $125K
6.71K $1.36B
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 10.99%
$495.16 - $548.49 $81.7K - $90.5K
1.67K $907M
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 16.19%
$163.33 - $183.11 $183K - $206K
8.06K $1.33B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.75K
+ 43.49%
$57.14 - $58.53 $100K - $103K
5.78K $337M
LLY
Eli Lilly & CO

Healthcare
70
+ 26.22%
$724.87 - $909.04 $50.7K - $63.6K
337 $305M
UNH
Unitedhealth Group Inc

Healthcare
154
+ 14.75%
$439.2 - $524.63 $67.6K - $80.8K
1.2K $610M
PFE
Pfizer Inc

Healthcare
3.1K
+ 19.7%
$25.26 - $29.6 $78.4K - $91.8K
18.8K $527M
CVX
Chevron Corp

Energy
556
+ 8.03%
$152.57 - $166.33 $84.8K - $92.5K
7.48K $1.17B
V
Visa Inc.

Financial Services
497
+ 13.77%
$262.47 - $281.5 $130K - $140K
4.11K $1.08B
IBM
International Business Machines Corp

Technology
1.03K
+ 15.99%
$164.43 - $190.9 $169K - $196K
7.46K $1.29B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
511
+ 1.68%
$100.29 - $100.75 $51.2K - $51.5K
31K $3.12B
AIQ
Global X Funds Global X Artifi

ETFs
1.01K
+ 14.65%
$31.46 - $35.95 $31.7K - $36.2K
7.89K $281M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
858
+ 10.33%
$47.58 - $48.41 $40.8K - $41.5K
9.17K $440M
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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