Core Wealth Partners LLC Purchases in Q2 2025

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
472
+ 3.21%
$354.56 - $497.45 $167K - $235K
15.2K $7.54B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.9K
New
$96.84 - $99.46 $1.93M - $1.98M
19.9K $1.98B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
85.1K
New
$22.68 - $23.28 $1.93M - $1.98M
85.1K $1.98B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
77.2K
New
$24.98 - $25.66 $1.93M - $1.98M
77.2K $1.98B
CGCP
Capital Group Core Plus Income

ETFs
84.8K
+ 58.42%
$21.92 - $22.56 $1.86M - $1.91M
230K $5.18B
NVDA
Nvidia Corp

Technology
3.49K
+ 14.58%
$94.31 - $157.99 $329K - $551K
27.4K $4.33B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
31K
+ 148.28%
$42.72 - $44.24 $1.32M - $1.37M
51.9K $2.28B
AVGO
Broadcom Inc.

Technology
1.29K
+ 13.96%
$146.29 - $275.65 $188K - $355K
10.5K $2.9B
AMZN
Amazon Com Inc

Consumer Cyclical
2.39K
+ 12.81%
$167.32 - $223.3 $400K - $533K
21K $4.61B
ORCL
Oracle Corp

Technology
2.11K
+ 30.43%
$122.82 - $218.63 $259K - $461K
9.03K $1.97B
JPM
Jpmorgan Chase & CO

Financial Services
1.6K
+ 18.5%
$210.28 - $289.91 $336K - $463K
10.2K $2.96B
META
Meta Platforms, Inc.

Communication Services
633
+ 31.92%
$484.66 - $738.09 $307K - $467K
2.62K $1.93B
MSTR
Microstrategy Inc

Technology
85
+ 1.41%
$237.95 - $421.61 $20.2K - $35.8K
6.11K $2.47B
COST
Costco Wholesale Corp

Consumer Defensive
606
+ 21.43%
$908.13 - $1056.85 $550K - $640K
3.43K $3.4B
TSLA
Tesla, Inc.

Consumer Cyclical
1.54K
+ 41.78%
$221.86 - $362.89 $342K - $560K
5.24K $1.66B
ABBV
Abb Vie Inc.

Healthcare
4.22K
+ 126.21%
$170.16 - $206.27 $718K - $870K
7.56K $1.4B
TQQQ
Proshares Ultrapro Qqq

ETFs
8.41K
New
$38.9 - $83.0 $327K - $698K
8.41K $698M
Ishares Bitcoin Trust ETF
7.13K
+ 56.83%
N/A
19.7K $1.2B
MA
Mastercard Inc

Financial Services
863
+ 72.46%
$479.92 - $590.74 $414K - $510K
2.05K $1.15B
WMT
Walmart Inc.

Consumer Defensive
3.54K
+ 23.65%
$81.79 - $99.98 $290K - $354K
18.5K $1.81B
IEF
Ishares Barclays

ETFs
5.02K
+ 94.21%
$93.15 - $96.56 $468K - $485K
10.4K $992M
IBM
International Business Machines Corp

Technology
355
+ 4.81%
$221.03 - $294.78 $78.5K - $105K
7.74K $2.28B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.05K
+ 110.21%
$97.29 - $105.63 $394K - $428K
7.72K $785M
First Tr Exchange Traded Fd
14.9K
New
N/A
14.9K $399M
V
Visa Inc.

Financial Services
1.05K
+ 18.66%
$308.27 - $373.31 $322K - $390K
6.65K $2.36B
LLY
Eli Lilly & CO

Healthcare
540
+ 59.02%
$713.71 - $898.95 $385K - $485K
1.46K $1.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 11.48%
$416.06 - $551.64 $121K - $161K
2.84K $1.56B
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 34.25%
$335.24 - $380.78 $336K - $381K
3.92K $1.44B
FTCS
First Trust Capital Strength E

ETFs
3.97K
New
$81.6 - $92.39 $324K - $367K
3.97K $361M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.72K
+ 49.74%
$116.93 - $119.39 $318K - $325K
8.2K $976M
PG
Procter & Gamble CO

Consumer Defensive
2.75K
+ 24.78%
$157.66 - $172.39 $433K - $473K
13.8K $2.2B
FTQI
First Trust ETF Vi First Trust

ETFs
14.9K
+ 64.16%
$16.83 - $19.58 $251K - $292K
38.1K $746M
NET
Cloudflare, Inc.

Technology
1.44K
New
$97.08 - $195.83 $140K - $282K
1.44K $282M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 74.97%
N/A
25.3K $624M
Ge Vernova Inc
515
New
N/A
515 $273M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.19K
New
$141.37 - $228.57 $168K - $272K
1.19K $270M
NFLX
Netflix Inc

Communication Services
53
+ 11.45%
$855.86 - $1339.13 $45.4K - $71K
516 $691M
GKOS
Glaukos Corp

Healthcare
2.45K
New
$82.27 - $103.29 $202K - $253K
2.45K $253M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.22K
New
$30.53 - $40.65 $190K - $253K
6.22K $253M
WMB
Williams Companies, Inc.

Energy
4K
New
$54.33 - $62.87 $218K - $252K
4K $252M
SPY
Spdr S&P 500 ETF Trust

ETFs
224
+ 11.75%
$496.48 - $617.85 $111K - $138K
2.13K $1.32B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3K
New
$82.21 - $83.12 $247K - $249K
3K $249M
SPOT
Spotify Technology S.A.

Communication Services
318
New
$503.3 - $775.9 $160K - $247K
318 $244M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.31K
+ 5.09%
$100.35 - $100.71 $232K - $232K
47.6K $4.79B
GLW
Corning Inc

Technology
4.34K
New
$39.07 - $52.59 $169K - $228K
4.34K $228M
FTHI
First Trust Exchange Traded Fd

ETFs
8.62K
+ 33.58%
$19.66 - $22.85 $170K - $197K
34.3K $784M
PLTR
Palantir Technologies Inc.

Technology
1.61K
New
$74.01 - $144.25 $119K - $232K
1.61K $219M
XOM
Exxon Mobil Corp

Energy
4.12K
+ 20.2%
$99.93 - $119.04 $412K - $491K
24.5K $2.64B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.06K
New
$37.24 - $41.76 $189K - $211K
5.06K $211M
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 4 Puts 0
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