Core Wealth Partners LLC Purchases in Q3 2024

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
1K
New
$175.14 - $206.36 $175K - $206K
1K $206M
ABT
Abbott Laboratories

Healthcare
1.49K
+ 42.89%
$100.07 - $118.13 $149K - $176K
4.96K $565M
O
Realty Income Corp

Real Estate
2.45K
+ 59.5%
$52.36 - $63.42 $128K - $156K
6.58K $417M
LLY
Eli Lilly & CO

Healthcare
208
+ 61.72%
$772.14 - $960.02 $161K - $200K
545 $483M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 1.68%
$333.64 - $405.2 $13.3K - $16.2K
2.42K $981M
AMGN
Amgen Inc

Healthcare
449
+ 42.68%
$309.38 - $337.38 $139K - $151K
1.5K $484M
MBB
Ishares Tr

ETFs
1.37K
+ 39.92%
$90.85 - $96.66 $125K - $133K
4.81K $461M
NVDA
Nvidia Corp

Technology
1.48K
+ 7.44%
$98.91 - $134.91 $146K - $199K
21.3K $2.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 8.94%
$517.38 - $573.86 $77.1K - $85.5K
1.82K $1.04B
IRM
Iron Mountain Inc

Real Estate
12
+ 0.31%
$89.69 - $119.32 $1.08K - $1.43K
3.92K $465M
BAC
Bank Of America Corp

Financial Services
2.25K
+ 39.28%
$36.65 - $44.13 $82.6K - $99.4K
7.99K $317M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
588
+ 32.61%
$114.73 - $120.23 $67.5K - $70.7K
2.39K $286M
SYY
Sysco Corp

Consumer Defensive
31
+ 0.29%
$69.16 - $78.98 $2.14K - $2.45K
10.7K $838M
GE
General Electric CO

Industrials
25
+ 1.22%
$156.66 - $189.66 $3.92K - $4.74K
2.07K $390M
FTCS
First Trust Capital Strength E

ETFs
444
+ 13.45%
$83.58 - $90.94 $37.1K - $40.4K
3.75K $340M
USB
Us Bancorp \De\

Financial Services
250
+ 3.23%
$39.04 - $47.23 $9.76K - $11.8K
8K $366M
CGDV
Capital Group Divid Value ETF

ETFs
188
+ 1.26%
$32.96 - $36.48 $6.2K - $6.86K
15.1K $549M
PEP
Pepsico Inc

Consumer Defensive
72
+ 0.89%
$161.9 - $179.3 $11.7K - $12.9K
8.13K $1.38B
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.05%
$135.09 - $149.47 $270 - $299
4.28K $623M
XLI
Industrial Sector Spdr

ETFs
8
+ 0.36%
$120.56 - $135.44 $964 - $1.08K
2.24K $304M
XLF
Financial Sector Spdr

ETFs
19
+ 0.29%
$40.84 - $45.74 $776 - $869
6.68K $303M
IWM
Ishares Russell 2000 ETF

ETFs
28
+ 2.56%
$200.87 - $224.6 $5.62K - $6.29K
1.12K $248M
DLR
Digital Realty Trust, Inc.

Real Estate
49
+ 3.17%
$144.47 - $162.98 $7.08K - $7.99K
1.6K $258M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$520.18 - $576.82 $520 - $577
757 $437M
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.27%
$143.3 - $157.24 $1K - $1.1K
2.62K $404M
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.27%
$135.05 - $148.35 $1.49K - $1.63K
4.07K $579M
VGIT
Vanguard Intermediate Term Tre

ETFs
24
+ 0.41%
$57.8 - $60.8 $1.39K - $1.46K
5.81K $351M
AIQ
Global X Funds Global X Artifi

ETFs
7
+ 0.09%
$31.85 - $37.36 $223 - $262
7.9K $293M
MRVL
Marvell Technology, Inc.

Technology
3
+ 0.06%
$56.15 - $76.24 $168 - $229
4.75K $342M
AMZN
Amazon Com Inc

Consumer Cyclical
698
+ 4.01%
$161.02 - $200.0 $112K - $140K
18.1K $3.37B
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 10.39%
$148.65 - $191.18 $164K - $211K
11.8K $1.95B
FTGC
First Trust Global Tactical CO

ETFs
11
+ 0.13%
$22.3 - $24.39 $245 - $268
8.59K $204M
XLE
Energy Sector Spdr

ETFs
15
+ 0.47%
$84.35 - $93.39 $1.27K - $1.4K
3.2K $281M
FENY
Fidelity Covington Tr Msci Ene

ETFs
37
+ 0.15%
$23.09 - $25.75 $854 - $953
24.6K $592M
FDX
Fedex Corp

Industrials
6
+ 0.61%
$254.64 - $313.52 $1.53K - $1.88K
982 $268M
QCOM
Qualcomm Inc

Technology
327
+ 7.36%
$156.12 - $209.64 $51.1K - $68.6K
4.77K $811M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.08%
$149.54 - $192.66 $897 - $1.16K
7.29K $1.22B
MSFT
Microsoft Corp

Technology
320
+ 1.71%
$395.15 - $467.56 $126K - $150K
19K $8.18B
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.0%
$248.27 - $294.37 $497 - $589
42.1K $11.3B
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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