Core Wealth Partners LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rockwell Automation, Inc with a value of $12.3B, Apple Inc. with a value of $10.3B, Microsoft Corp with a value of $7.85B, First Tr Enhanced Traded Fd Iv with a value of $6.06B, and Berkshire Hathaway Inc Class B with a value of $4.8B.
Examining the 13F form we can see an increase of $10.3B in the current position value, from $122B to 132B.
Core Wealth Partners LLC is based out at Santa Rosa, CA
Below you can find more details about Core Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$132 Billion
ETFs: $36.9 Billion
Technology: $28.7 Billion
Industrials: $24.6 Billion
Financial Services: $12.9 Billion
Consumer Defensive: $7.91 Billion
Healthcare: $6.28 Billion
Consumer Cyclical: $5.71 Billion
Communication Services: $3.19 Billion
Other: $5.09 Billion
Stock Holdings Table Market Cap. of $200 Billions or more