Core Wealth Partners LLC Incresed Positions in Q4 2024

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
491
+ 0.72%
$221.69 - $259.02 $109K - $127K
68.4K $17.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13K
+ 39.34%
$100.16 - $100.7 $1.3M - $1.31M
46.1K $4.63B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.6K
+ 225.35%
N/A
26.9K $1.34B
MSTR
Microstrategy Inc

Technology
525
+ 9.72%
$162.69 - $473.83 $85.4K - $249K
5.93K $1.72B
AMZN
Amazon Com Inc

Consumer Cyclical
821
+ 4.54%
$180.88 - $232.93 $149K - $191K
18.9K $4.15B
CGCP
Capital Group Core Plus Income

ETFs
43K
+ 21.26%
$22.13 - $23.17 $951K - $996K
245K $5.44B
AVGO
Broadcom Inc.

Technology
573
+ 7.01%
$159.67 - $250.0 $91.5K - $143K
8.74K $2.03B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.22K
+ 16.71%
$91.29 - $91.8 $568K - $571K
43.4K $3.97B
TSLA
Tesla, Inc.

Consumer Cyclical
406
+ 15.79%
$213.65 - $479.86 $86.7K - $195K
2.98K $1.2B
GOOGL
Alphabet Inc.

Communication Services
799
+ 6.8%
$161.86 - $196.66 $129K - $157K
12.6K $2.38B
JPM
Jpmorgan Chase & CO

Financial Services
540
+ 6.91%
$205.18 - $250.29 $111K - $135K
8.36K $2B
V
Visa Inc.

Financial Services
466
+ 9.83%
$273.87 - $320.91 $128K - $150K
5.21K $1.65B
XLF
Financial Sector Spdr

ETFs
6.56K
+ 98.26%
$44.89 - $51.34 $295K - $337K
13.2K $640M
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 17.94%
$79.1 - $95.7 $169K - $204K
14K $1.27B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.41K
+ 100.75%
$115.08 - $119.55 $277K - $288K
4.8K $555M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.48K
+ 19.69%
$50.62 - $50.97 $227K - $228K
27.2K $1.38B
GOOG
Alphabet Inc.

Communication Services
237
+ 3.25%
$163.08 - $198.16 $38.6K - $47K
7.53K $1.43B
MRVL
Marvell Technology, Inc.

Technology
1
+ 0.02%
$70.31 - $124.78 $70.3 - $125
4.75K $525M
XOM
Exxon Mobil Corp

Energy
3.19K
+ 18.71%
$105.51 - $125.37 $337K - $400K
20.3K $2.18B
META
Meta Platforms, Inc.

Communication Services
255
+ 15.75%
$554.08 - $632.68 $141K - $161K
1.87K $1.1B
GILD
Gilead Sciences, Inc.

Healthcare
159
+ 0.88%
$83.95 - $97.9 $13.3K - $15.6K
18.3K $1.69B
MA
Mastercard Inc

Financial Services
251
+ 35.25%
$491.3 - $536.15 $123K - $135K
963 $507M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.69%
$873.59 - $994.69 $61.2K - $69.6K
2.67K $2.45B
HD
Home Depot, Inc.

Consumer Cyclical
425
+ 17.55%
$385.02 - $431.37 $164K - $183K
2.85K $1.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.84K
+ 46.58%
$87.1 - $98.49 $160K - $181K
5.79K $506M
LLY
Eli Lilly & CO

Healthcare
229
+ 42.02%
$727.2 - $932.06 $167K - $213K
774 $598M
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 8.21%
$567.81 - $607.81 $84.6K - $90.6K
1.96K $1.15B
HYLS
First Tr Tactical High Yield L

ETFs
2.65K
+ 26.24%
$41.29 - $42.03 $109K - $111K
12.7K $526M
NFLX
Netflix Inc

Communication Services
16
+ 3.5%
$687.65 - $936.56 $11K - $15K
473 $422M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.17K
+ 9.99%
$50.62 - $52.07 $110K - $113K
23.9K $1.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 3.68%
$481.22 - $538.17 $37.5K - $42K
2.2K $1.12B
BMY
Bristol Myers Squibb CO

Healthcare
1.07K
+ 23.52%
$51.92 - $59.94 $55.6K - $64.1K
5.62K $318M
ORCL
Oracle Corp

Technology
608
+ 11.16%
$165.41 - $192.43 $101K - $117K
6.06K $1.01B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13K
+ 352.03%
$25.93 - $105.3 $337K - $1.37M
16.7K $465M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
4.37K
+ 7.42%
$19.8 - $20.06 $86.5K - $87.7K
63.2K $1.25B
BAC
Bank Of America Corp

Financial Services
829
+ 10.38%
$39.22 - $47.77 $32.5K - $39.6K
8.82K $388M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.19%
$280.08 - $307.97 $2.24K - $2.46K
4.15K $1.21B
XLI
Industrial Sector Spdr

ETFs
542
+ 24.16%
$131.76 - $143.99 $71.4K - $78K
2.79K $367M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.65K
+ 6.82%
$48.48 - $49.47 $79.7K - $81.4K
25.8K $1.25B
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.44K
+ 142.38%
$25.33 - $51.16 $188K - $381K
12.7K $327M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.43K
+ 24.52%
$17.21 - $18.41 $76.2K - $81.5K
22.5K $388M
FSIG
First Tr ETF Iv LTD Duration I
3.82K
+ 8.33%
$18.8 - $19.23 $71.8K - $73.4K
49.6K $936M
SKYY
First Trust Cloud Computing Et

ETFs
110
+ 4.51%
$99.98 - $130.46 $11K - $14.4K
2.55K $303M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
283
+ 2.28%
$442.29 - $483.08 $125K - $137K
12.7K $5.75B
First Tr Exchange Traded Fd
2.53K
+ 12.06%
N/A
23.5K $480M
DLR
Digital Realty Trust, Inc.

Real Estate
30
+ 1.88%
$156.46 - $195.69 $4.69K - $5.87K
1.63K $288M
AIQ
Global X Funds Global X Artifi

ETFs
389
+ 4.93%
$36.57 - $40.57 $14.2K - $15.8K
8.29K $320M
CVX
Chevron Corp

Energy
316
+ 3.68%
$141.15 - $162.53 $44.6K - $51.4K
8.91K $1.29B
ABT
Abbott Laboratories

Healthcare
251
+ 5.06%
$111.93 - $119.39 $28.1K - $30K
5.21K $589M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email