Core Wealth Partners LLC Incresed Positions in Q3 2024

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
154K
+ 318.42%
$22.12 - $23.31 $3.4M - $3.59M
202K $4.67B
AAPL
Apple Inc.

Technology
2.49K
+ 3.81%
$207.23 - $234.82 $517K - $585K
67.9K $15.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 5.27%
$405.19 - $478.57 $252K - $297K
12.4K $5.71B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15K
+ 163.26%
$47.95 - $49.61 $717K - $742K
24.1K $1.19B
FMB
First Tr Exchange Traded Fd Ii

ETFs
13.7K
+ 170.06%
$51.0 - $52.05 $698K - $712K
21.7K $1.13B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
34.6K
+ 143.06%
$19.74 - $20.07 $684K - $695K
58.9K $1.18B
LGOV
First Tr ETF Iv Long Duration

ETFs
28.7K
+ 252.77%
$20.77 - $22.83 $595K - $654K
40K $896M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 14.02%
$145.48 - $167.38 $248K - $285K
13.8K $2.24B
FSIG
First Tr ETF Iv LTD Duration I
23.7K
+ 107.44%
$18.72 - $19.32 $444K - $458K
45.8K $879M
IBM
International Business Machines Corp

Technology
365
+ 4.9%
$175.1 - $223.38 $63.9K - $81.5K
7.82K $1.73B
ORCL
Oracle Corp

Technology
1.36K
+ 33.4%
$125.9 - $170.35 $172K - $232K
5.45K $928M
AVGO
Broadcom Inc.

Technology
7.5K
+ 1123.05%
$136.27 - $1745.86 $1.02M - $13.1M
8.17K $1.41B
WMT
Walmart Inc.

Consumer Defensive
2.35K
+ 24.53%
$66.91 - $81.4 $157K - $191K
11.9K $961M
XOM
Exxon Mobil Corp

Energy
2.35K
+ 15.98%
$109.72 - $119.0 $258K - $280K
17.1K $2B
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 16.46%
$194.9 - $224.8 $215K - $248K
7.82K $1.65B
CSCO
Cisco Systems, Inc.

Technology
3.69K
+ 23.01%
$44.74 - $53.22 $165K - $196K
19.7K $1.05B
TSLA
Tesla, Inc.

Consumer Cyclical
604
+ 30.69%
$191.76 - $263.26 $116K - $159K
2.57K $673M
PG
Procter & Gamble CO

Consumer Defensive
1.16K
+ 12.24%
$160.76 - $177.82 $187K - $207K
10.7K $1.85B
RTX
Raytheon Technologies Corp

Industrials
69
+ 0.54%
$99.55 - $123.34 $6.87K - $8.51K
12.8K $1.56B
META
Meta Platforms, Inc.

Communication Services
314
+ 24.06%
$453.41 - $572.44 $142K - $180K
1.62K $927M
MSTR
Microstrategy Inc

Technology
4.93K
+ 1048.94%
$114.3 - $1800.09 $563K - $8.87M
5.4K $910M
ABBV
Abb Vie Inc.

Healthcare
845
+ 27.81%
$163.84 - $199.33 $138K - $168K
3.88K $767M
SBUX
Starbucks Corp

Consumer Cyclical
1.42K
+ 32.02%
$72.51 - $98.6 $103K - $140K
5.86K $572M
V
Visa Inc.

Financial Services
634
+ 15.44%
$253.74 - $291.56 $161K - $185K
4.74K $1.3B
VZ
Verizon Communications Inc

Communication Services
3.54K
+ 21.57%
$38.89 - $45.0 $138K - $159K
20K $897M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.14K
+ 6.9%
$100.3 - $100.74 $214K - $215K
33.1K $3.34B
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
CVX
Chevron Corp

Energy
1.11K
+ 14.86%
$137.88 - $161.97 $153K - $180K
8.6K $1.27B
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
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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