Core Wealth Partners LLC Incresed Positions in Q3 2025

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
117
+ 1.76%
$133.81 - $152.16 $15.7K - $17.8K
6.78K $953M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.18K
+ 3.57%
$59.81 - $60.11 $70.6K - $71K
34.3K $2.05B
GLD
Spdr Gold Trust

ETFs
40
+ 3.64%
$300.96 - $355.47 $12K - $14.2K
1.14K $405M
Ge Vernova Inc
18
+ 3.5%
N/A
533 $328M
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.01%
$43.2 - $49.66 $43.2 - $49.7
8.29K $410M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.01%
$28.92 - $32.19 $57.8 - $64.4
17.4K $554M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
176
+ 6.61%
$108.46 - $120.63 $19.1K - $21.2K
2.84K $337M
CGDV
Capital Group Divid Value ETF

ETFs
17
+ 0.1%
$39.59 - $42.21 $673 - $718
17.9K $751M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
905
+ 4.88%
N/A
19.4K $972M
NU
Nu Holdings Ltd.

Financial Services
1K
+ 8.0%
$11.92 - $16.3 $11.9K - $16.3K
13.5K $216M
UNP
Union Pacific Corp

Industrials
22
+ 0.52%
$214.91 - $237.16 $4.73K - $5.22K
4.22K $999M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
350
+ 5.6%
$42.84 - $44.34 $15K - $15.5K
6.6K $293M
XLF
Financial Sector Spdr

ETFs
42
+ 0.3%
$51.37 - $54.25 $2.16K - $2.28K
14.2K $767M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.51%
$291.67 - $316.99 $2.63K - $2.85K
1.78K $542M
XLI
Industrial Sector Spdr

ETFs
13
+ 0.44%
$147.94 - $154.99 $1.92K - $2.01K
3K $462M
GILD
Gilead Sciences, Inc.

Healthcare
100
+ 0.53%
$108.22 - $120.47 $10.8K - $12K
18.8K $2.09B
SHV
Ishares Tr

ETFs
97
+ 0.39%
$110.06 - $110.49 $10.7K - $10.7K
25.1K $2.78B
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.29%
$129.01 - $139.72 $903 - $978
2.39K $333M
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.05%
$89.72 - $93.74 $179 - $187
3.97K $372M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
34
+ 0.08%
$9.87 - $10.65 $336 - $362
44.5K $471M
FDX
Fedex Corp

Industrials
4
+ 0.4%
$217.1 - $243.2 $868 - $973
994 $234M
FVD
First Tr Value Line Divid Inde

ETFs
3
+ 0.05%
$44.73 - $46.86 $134 - $141
5.81K $268M
VGIT
Vanguard Intermediate Term Tre

ETFs
25
+ 0.18%
$58.97 - $60.36 $1.47K - $1.51K
14K $841M
SCHO
Schwab Short Term Us Treasury

ETFs
115
+ 0.53%
$24.23 - $24.42 $2.79K - $2.81K
21.9K $535M
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.09%
$226.02 - $259.01 $226 - $259
1.09K $261M
DLR
Digital Realty Trust, Inc.

Real Estate
13
+ 0.83%
$161.21 - $180.02 $2.1K - $2.34K
1.59K $274M
SPOT
Spotify Technology S.A.

Communication Services
25
+ 7.86%
$620.01 - $738.53 $15.5K - $18.5K
343 $239M
ABT
Abbott Laboratories

Healthcare
7
+ 0.21%
$120.51 - $136.62 $844 - $956
3.4K $456M
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.28%
$121.72 - $136.77 $1.46K - $1.64K
4.24K $527M
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 2.1%
$157.77 - $183.27 $4.73K - $5.5K
1.46K $237M
OTIS
Otis Worldwide Corp

Industrials
100
+ 2.19%
$84.93 - $101.07 $8.49K - $10.1K
4.67K $427M
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
N/A
1.27K $234M
NFLX
Netflix Inc

Communication Services
33
+ 6.4%
$1147.87 - $1297.18 $37.9K - $42.8K
549 $658M
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 0.46%
$81.9 - $96.86 $2.21K - $2.62K
5.93K $501M
ACN
Accenture PLC

Technology
20
+ 2.3%
$232.56 - $304.78 $4.65K - $6.1K
890 $219M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.32%
$288.69 - $310.94 $3.75K - $4.04K
4.06K $1.19B
CARR
Carrier Global Corp

Industrials
8
+ 0.07%
$58.75 - $80.73 $470 - $646
11.4K $683M
MSTR
Microstrategy Inc

Technology
260
+ 4.26%
$300.7 - $455.9 $78.2K - $119K
6.37K $2.05B
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 3 Puts 0
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