Core Wealth Partners LLC Purchases in Q1 2025

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
39.2K
+ 143.83%
$50.48 - $51.04 $1.98M - $2M
66.4K $3.37B
First Tr Exchange Traded Fd
77.3K
New
N/A
77.3K $1.62B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
13.1K
+ 73.93%
N/A
30.8K $3.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
576
+ 4.54%
$442.66 - $534.52 $255K - $308K
13.3K $7.06B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.7K
+ 29.32%
$91.45 - $91.75 $1.16M - $1.17M
56.2K $5.15B
Ishares Bitcoin Trust ETF
12.5K
New
N/A
12.5K $587M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.64K
+ 164.99%
$57.44 - $59.4 $554K - $572K
15.5K $919M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.3K
+ 118.63%
$42.4 - $44.11 $481K - $500K
20.9K $916M
LFVN
Lifevantage Corp

Consumer Defensive
32.9K
New
$14.42 - $25.62 $475K - $844K
32.9K $480M
UNH
Unitedhealth Group Inc

Healthcare
797
+ 61.5%
$461.52 - $548.18 $368K - $437K
2.09K $1.1B
FPX
First Trust Us Equity Opportun

ETFs
4.14K
New
$106.21 - $143.53 $440K - $594K
4.14K $394M
First Tr Exch Traded Fd Iii
20.2K
New
N/A
20.2K $384M
GILD
Gilead Sciences, Inc.

Healthcare
156
+ 0.85%
$89.14 - $117.41 $13.9K - $18.3K
18.5K $2.07B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.4K
New
N/A
14.4K $342M
V
Visa Inc.

Financial Services
399
+ 7.66%
$306.92 - $362.71 $122K - $145K
5.61K $1.96B
First Tr Exchange Traded Fd
12.5K
+ 53.2%
N/A
36K $747M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.55K
New
$53.99 - $58.43 $246K - $266K
4.55K $262M
IBM
International Business Machines Corp

Technology
224
+ 3.13%
$217.4 - $264.74 $48.7K - $59.3K
7.39K $1.84B
XOM
Exxon Mobil Corp

Energy
148
+ 0.73%
$105.44 - $118.93 $15.6K - $17.6K
20.4K $2.43B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.62K
+ 73.78%
$49.22 - $51.73 $227K - $239K
10.9K $549M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 5.96%
$890.62 - $1076.86 $142K - $171K
2.83K $2.67B
CHKP
Check Point Software Technologies LTD

Technology
1K
New
$179.88 - $231.31 $180K - $231K
1K $228M
PM
Philip Morris International Inc.

Consumer Defensive
1.43K
New
$117.15 - $158.79 $168K - $227K
1.43K $227M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.05%
$114.1 - $135.66 $685 - $814
12.9K $1.71B
SHV
Ishares Tr

ETFs
1.89K
+ 8.32%
$110.11 - $110.51 $208K - $209K
24.6K $2.71B
XLF
Financial Sector Spdr

ETFs
3.4K
+ 25.7%
$47.32 - $52.19 $161K - $178K
16.6K $829M
LLY
Eli Lilly & CO

Healthcare
141
+ 18.22%
$725.72 - $929.72 $102K - $131K
915 $756M
FTHI
First Trust Exchange Traded Fd

ETFs
8.23K
+ 47.14%
$21.62 - $23.74 $178K - $195K
25.7K $561M
MA
Mastercard Inc

Financial Services
228
+ 23.68%
$504.67 - $576.31 $115K - $131K
1.19K $653M
IEF
Ishares Barclays

ETFs
1.13K
+ 26.92%
$91.17 - $95.39 $103K - $108K
5.33K $509M
NU
Nu Holdings Ltd.

Financial Services
11.5K
New
$10.12 - $13.95 $116K - $160K
11.5K $118M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.02K
+ 38.28%
$97.25 - $104.79 $98.9K - $107K
3.67K $381M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 3.21%
$225.19 - $279.95 $60.4K - $75K
8.63K $2.12B
PG
Procter & Gamble CO

Consumer Defensive
485
+ 4.58%
$158.56 - $176.26 $76.9K - $85.5K
11.1K $1.89B
CGDV
Capital Group Divid Value ETF

ETFs
2.46K
+ 16.32%
$34.95 - $37.36 $86K - $91.9K
17.5K $625M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
673
+ 14.02%
$114.57 - $118.14 $77.1K - $79.5K
5.47K $647M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.26K
+ 5.74%
$20.41 - $21.7 $46.1K - $49.1K
41.7K $896M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
13.1K
New
$5.29 - $10.87 $69.1K - $142K
13.1K $69.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
343
+ 15.59%
$468.34 - $539.52 $161K - $185K
2.54K $1.19B
TMUS
T Mobile Us, Inc.

Communication Services
60
+ 6.0%
$211.3 - $272.83 $12.7K - $16.4K
1.06K $283M
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.24%
$124.46 - $147.4 $1.37K - $1.62K
4.59K $653M
WMT
Walmart Inc.

Consumer Defensive
941
+ 6.7%
$84.5 - $105.05 $79.5K - $98.9K
15K $1.32B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
711
+ 1.47%
$59.78 - $60.03 $42.5K - $42.7K
49.1K $2.94B
META
Meta Platforms, Inc.

Communication Services
109
+ 5.82%
$576.36 - $736.67 $62.8K - $80.3K
1.98K $1.14B
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 0.17%
$91.75 - $115.81 $918 - $1.16K
5.88K $577M
IWM
Ishares Russell 2000 ETF

ETFs
315
+ 28.61%
$198.1 - $229.79 $62.4K - $72.4K
1.42K $282M
HYLS
First Tr Tactical High Yield L

ETFs
747
+ 5.87%
$40.95 - $41.77 $30.6K - $31.2K
13.5K $553M
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.44%
$53.9 - $63.11 $1.35K - $1.58K
5.65K $344M
XLI
Industrial Sector Spdr

ETFs
188
+ 6.75%
$128.78 - $141.67 $24.2K - $26.6K
2.97K $390M
Activity Summary
Buys All Purchases 75 New Holdings 12 Increased Positions 63 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 3 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