Core Wealth Partners LLC Sells in Q2 2025

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-9.71K
- 31.57%
N/A
21K $2.22B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-16K
- 32.56%
$59.8 - $60.07 $956K - $960K
33.1K $1.98B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-16.9K
- 25.44%
$49.79 - $50.75 $841K - $857K
49.5K $2.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.82K
- 15.7%
$91.43 - $91.74 $806K - $809K
47.4K $4.34B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-6.72K
- 50.72%
$49.12 - $50.93 $330K - $342K
6.53K $325M
JNJ
Johnson & Johnson

Healthcare
-607
- 5.48%
$146.36 - $159.82 $88.8K - $97K
10.5K $1.6B
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.6K
- 19.26%
$50.28 - $50.47 $231K - $232K
19.3K $970M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-11.4K
- 30.81%
$19.58 - $19.93 $224K - $228K
25.6K $510M
KMB
Kimberly Clark Corp

Consumer Defensive
-360
- 7.85%
$126.84 - $145.22 $45.7K - $52.3K
4.23K $545M
BMY
Bristol Myers Squibb CO

Healthcare
-425
- 7.53%
$44.12 - $59.6 $18.8K - $25.3K
5.22K $242M
XLF
Financial Sector Spdr

ETFs
-2.44K
- 14.63%
$43.92 - $52.37 $107K - $128K
14.2K $744M
MRK
Merck & Co., Inc.

Healthcare
-114
- 1.6%
$73.47 - $87.12 $8.38K - $9.93K
7.03K $556M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.5K
- 9.7%
$58.63 - $59.9 $88K - $89.9K
14K $836M
VGLT
Vanguard Long Term Treasury Et

ETFs
-969
- 21.28%
$53.66 - $58.71 $52K - $56.9K
3.58K $201M
ABT
Abbott Laboratories

Healthcare
-434
- 11.33%
$123.95 - $138.08 $53.8K - $59.9K
3.4K $462M
PFE
Pfizer Inc

Healthcare
-995
- 6.03%
$21.59 - $24.84 $21.5K - $24.7K
15.5K $376M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-637
- 3.32%
N/A
18.5K $927M
O
Realty Income Corp

Real Estate
-498
- 9.37%
$52.27 - $58.52 $26K - $29.1K
4.82K $277M
QCOM
Qualcomm Inc

Technology
-351
- 7.4%
$124.66 - $159.48 $43.8K - $56K
4.4K $700M
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 4.62%
N/A
1.03K $211M
BAC
Bank Of America Corp

Financial Services
-440
- 6.68%
$34.39 - $47.46 $15.1K - $20.9K
6.14K $291M
DLR
Digital Realty Trust, Inc.

Real Estate
-54
- 3.32%
$136.11 - $177.69 $7.35K - $9.6K
1.57K $274M
CSCO
Cisco Systems, Inc.

Technology
-553
- 3.34%
$53.19 - $69.38 $29.4K - $38.4K
16K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-117
- 3.27%
$456.74 - $568.03 $53.4K - $66.5K
3.46K $1.97B
BA
Boeing CO

Industrials
-1
- 0.01%
$136.59 - $217.51 $137 - $218
14.3K $2.99B
ROK
Rockwell Automation, Inc

Industrials
-191
- 0.46%
$218.97 - $332.17 $41.8K - $63.4K
41.6K $13.8B
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 4 Puts 0
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