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
FMB
First Tr Exchange Traded Fd Ii

ETFs
815
+ 11.27%
$50.47 - $51.43 $41.1K - $41.9K
8.05K $411M
IRM
Iron Mountain Inc

Real Estate
13
+ 0.33%
$74.42 - $89.62 $967 - $1.17K
3.91K $350M
MBB
Ishares Tr

ETFs
425
+ 14.11%
$89.41 - $92.64 $38K - $39.4K
3.44K $316M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.88K
+ 8.42%
$19.67 - $19.84 $37K - $37.3K
24.2K $479M
LMT
Lockheed Martin Corp

Industrials
61
+ 11.73%
$447.57 - $471.51 $27.3K - $28.8K
581 $272M
LGOV
First Tr ETF Iv Long Duration

ETFs
1.26K
+ 12.54%
$20.17 - $21.44 $25.5K - $27.1K
11.3K $238M
XLE
Energy Sector Spdr

ETFs
288
+ 9.96%
$88.04 - $98.08 $25.4K - $28.2K
3.18K $290M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$497.53 - $549.64 $498 - $550
756 $414M
CAT
Caterpillar Inc

Industrials
100
+ 16.42%
$321.47 - $379.3 $32.1K - $37.9K
709 $236M
BFLY
Butterfly Network, Inc.

Healthcare
13.4K
New
$0.7 - $1.08 $9.38K - $14.5K
13.4K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.28%
$245.23 - $269.4 $736 - $808
1.06K $283M
BA
Boeing CO

Industrials
858
+ 6.19%
$164.33 - $191.42 $141K - $164K
14.7K $2.68B
SCHO
Schwab Short Term Us Treasury

ETFs
72
+ 0.6%
$47.75 - $48.13 $3.44K - $3.47K
12.1K $583M
FTGC
First Trust Global Tactical CO

ETFs
10
+ 0.12%
$23.62 - $24.89 $236 - $249
8.58K $205M
O
Realty Income Corp

Real Estate
57
+ 1.4%
$50.8 - $55.45 $2.9K - $3.16K
4.12K $218M
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.27%
$138.43 - $147.09 $969 - $1.03K
2.61K $381M
MRVL
Marvell Technology, Inc.

Technology
1
+ 0.02%
$62.13 - $78.33 $62.1 - $78.3
4.75K $332M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 1.91%
$102.13 - $110.88 $5.11K - $5.54K
2.66K $284M
XLF
Financial Sector Spdr

ETFs
19
+ 0.29%
$39.59 - $42.49 $752 - $807
6.66K $274M
ABT
Abbott Laboratories

Healthcare
240
+ 7.43%
$100.73 - $112.44 $24.2K - $27K
3.47K $361M
HD
Home Depot, Inc.

Consumer Cyclical
226
+ 10.49%
$325.1 - $368.03 $73.5K - $83.2K
2.38K $820M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$192.84 - $209.44 $193 - $209
1.09K $222M
XLI
Industrial Sector Spdr

ETFs
7
+ 0.31%
$120.47 - $125.94 $843 - $882
2.24K $272M
MCD
Mcdonalds Corp

Consumer Cyclical
194
+ 8.49%
$249.37 - $280.22 $48.4K - $54.4K
2.48K $632M
GE
General Electric CO

Industrials
125
+ 6.52%
$136.47 - $175.36 $17.1K - $21.9K
2.04K $324M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
356
+ 3.12%
$396.73 - $420.24 $141K - $150K
11.8K $4.79B
SBUX
Starbucks Corp

Consumer Cyclical
445
+ 11.14%
$72.5 - $91.53 $32.3K - $40.7K
4.44K $346M
ABBV
Abb Vie Inc.

Healthcare
58
+ 1.95%
$154.79 - $180.76 $8.98K - $10.5K
3.04K $521M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.19%
$237.3 - $254.02 $1.9K - $2.03K
4.14K $988M
NOC
Northrop Grumman Corp

Industrials
40
+ 1.99%
$423.42 - $488.06 $16.9K - $19.5K
2.05K $894M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.0%
$254.39 - $288.52 $254 - $289
42.1K $11.6B
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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