Core Wealth Partners LLC Portfolio Holdings

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

Core Wealth Partners LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.8B, Rockwell Automation, Inc with a value of $11.3B, Microsoft Corp with a value of $8.18B, Berkshire Hathaway Inc Class B with a value of $5.71B, and Capital Group Core Plus Income with a value of $4.67B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $146B to 165B.

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 $165 Billion
ETFs: $44.6 Billion
Technology: $38.8 Billion
Industrials: $24.5 Billion
Financial Services: $15.6 Billion
Consumer Defensive: $10.2 Billion
Healthcare: $10 Billion
Consumer Cyclical: $6.8 Billion
Communication Services: $5.52 Billion
Other: $6.42 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.5M
$17.1 Million 0.01% of portfolio
11,400
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $165 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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