Core Wealth Partners LLC Reduced Holdings in Q3 2024

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-42.3K
- 44.71%
$59.61 - $60.15 $2.52M - $2.55M
52.3K $3.13B
BA
Boeing CO

Industrials
-220
- 1.5%
$152.04 - $190.6 $33.4K - $41.9K
14.5K $2.2B
SHV
Ishares Tr

ETFs
-3.02K
- 11.91%
$110.05 - $110.63 $333K - $335K
22.4K $2.47B
MRK
Merck & Co., Inc.

Healthcare
-1.12K
- 10.06%
$111.15 - $128.97 $125K - $145K
10K $1.14B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.08K
- 37.51%
$42.87 - $45.76 $261K - $278K
10.1K $458M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.66K
- 14.19%
$50.2 - $50.48 $234K - $235K
28.2K $1.41B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-1.51K
- 7.51%
N/A
18.6K $1.96B
TFLO
Ishares Treasury Floating Rate

ETFs
-3.06K
- 28.31%
$50.42 - $50.66 $154K - $155K
7.75K $392M
COST
Costco Wholesale Corp

Consumer Defensive
-244
- 8.58%
$801.83 - $917.05 $196K - $224K
2.6K $2.3B
MCD
Mcdonalds Corp

Consumer Cyclical
-720
- 29.06%
$245.82 - $304.51 $177K - $219K
1.76K $535M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-177
- 7.7%
$434.77 - $502.96 $77K - $89K
2.12K $1.04B
SCHO
Schwab Short Term Us Treasury

ETFs
-1.38K
- 11.37%
$47.93 - $49.06 $66K - $67.6K
10.7K $526M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-337
- 0.9%
$91.42 - $91.82 $30.8K - $30.9K
37.2K $3.42B
PFE
Pfizer Inc

Healthcare
-1.46K
- 7.74%
$27.7 - $31.39 $40.4K - $45.8K
17.4K $503M
ADBE
Adobe Inc.

Technology
-2
- 0.36%
$508.13 - $586.55 $1.02K - $1.17K
548 $284M
TXN
Texas Instruments Inc

Technology
-110
- 7.89%
$194.6 - $194.6 $21.4K - $21.4K
1.29K $265M
FVD
First Tr Value Line Divid Inde

ETFs
-582
- 8.57%
$40.45 - $45.49 $23.5K - $26.5K
6.21K $282M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-545
- 3.18%
$52.31 - $58.18 $28.5K - $31.7K
16.6K $965M
SKYY
First Trust Cloud Computing Et

ETFs
-4
- 0.16%
$86.45 - $102.48 $346 - $410
2.44K $249M
TGT
Target Corp

Consumer Defensive
-13
- 0.3%
$133.47 - $159.25 $1.74K - $2.07K
4.3K $670M
ACN
Accenture PLC

Technology
-27
- 3.26%
$295.44 - $355.81 $7.98K - $9.61K
800 $283M
MDT
Medtronic PLC

Healthcare
-311
- 5.82%
$76.84 - $91.03 $23.9K - $28.3K
5.03K $453M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-80
- 1.2%
$32.72 - $38.48 $2.62K - $3.08K
6.58K $253M
CAT
Caterpillar Inc

Industrials
-9
- 1.27%
$316.8 - $391.12 $2.85K - $3.52K
700 $274M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-108
- 2.77%
$475.2 - $527.7 $51.3K - $57K
3.79K $2B
LMT
Lockheed Martin Corp

Industrials
-20
- 3.44%
$460.3 - $584.56 $9.21K - $11.7K
561 $328M
UNP
Union Pacific Corp

Industrials
-56
- 1.32%
$221.78 - $256.09 $12.4K - $14.3K
4.18K $1.03B
KO
Coca Cola CO

Consumer Defensive
-1.29K
- 6.42%
$62.69 - $73.01 $80.7K - $94K
18.8K $1.35B
CARR
Carrier Global Corp

Industrials
-66
- 0.58%
$61.9 - $80.88 $4.09K - $5.34K
11.4K $918M
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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