Core Wealth Partners LLC Purchases in Q3 2024

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
154K
+ 318.42%
$22.12 - $23.31 $3.4M - $3.59M
202K $4.67B
AAPL
Apple Inc.

Technology
2.49K
+ 3.81%
$207.23 - $234.82 $517K - $585K
67.9K $15.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.7K
New
$50.52 - $50.95 $1.15M - $1.16M
22.7K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 5.27%
$405.19 - $478.57 $252K - $297K
12.4K $5.71B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15K
+ 163.26%
$47.95 - $49.61 $717K - $742K
24.1K $1.19B
WM
Waste Management Inc

Industrials
3.51K
New
$196.96 - $223.45 $691K - $784K
3.51K $729M
FMB
First Tr Exchange Traded Fd Ii

ETFs
13.7K
+ 170.06%
$51.0 - $52.05 $698K - $712K
21.7K $1.13B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
34.6K
+ 143.06%
$19.74 - $20.07 $684K - $695K
58.9K $1.18B
LGOV
First Tr ETF Iv Long Duration

ETFs
28.7K
+ 252.77%
$20.77 - $22.83 $595K - $654K
40K $896M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
24K
New
$20.05 - $20.17 $482K - $485K
24K $483M
FSIG
First Tr ETF Iv LTD Duration I
23.7K
+ 107.44%
$18.72 - $19.32 $444K - $458K
45.8K $879M
First Tr Exchange Traded Fd
21K
New
N/A
21K $448M
IBM
International Business Machines Corp

Technology
365
+ 4.9%
$175.1 - $223.38 $63.9K - $81.5K
7.82K $1.73B
HYLS
First Tr Tactical High Yield L

ETFs
10.1K
New
$40.54 - $42.23 $409K - $426K
10.1K $423M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.25K
New
N/A
8.25K $413M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.95K
New
$89.91 - $101.33 $355K - $400K
3.95K $388M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.69K
New
$92.63 - $105.69 $342K - $390K
3.69K $384M
SHYD
Vaneck Short High Yield Muni E

ETFs
16.4K
New
$22.24 - $22.81 $364K - $373K
16.4K $372M
UNH
Unitedhealth Group Inc

Healthcare
447
+ 37.31%
$488.01 - $604.18 $218K - $270K
1.65K $962M
ORCL
Oracle Corp

Technology
1.36K
+ 33.4%
$125.9 - $170.35 $172K - $232K
5.45K $928M
MA
Mastercard Inc

Financial Services
712
New
$429.6 - $500.99 $306K - $357K
712 $352M
AVGO
Broadcom Inc.

Technology
7.5K
+ 1123.05%
$136.27 - $1745.86 $1.02M - $13.1M
8.17K $1.41B
WMT
Walmart Inc.

Consumer Defensive
2.35K
+ 24.53%
$66.91 - $81.4 $157K - $191K
11.9K $961M
XOM
Exxon Mobil Corp

Energy
2.35K
+ 15.98%
$109.72 - $119.0 $258K - $280K
17.1K $2B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.45K
New
$50.02 - $54.5 $272K - $297K
5.45K $297M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.9K
New
$48.27 - $49.43 $285K - $291K
5.9K $291M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 16.46%
$194.9 - $224.8 $215K - $248K
7.82K $1.65B
CSCO
Cisco Systems, Inc.

Technology
3.69K
+ 23.01%
$44.74 - $53.22 $165K - $196K
19.7K $1.05B
TSLA
Tesla, Inc.

Consumer Cyclical
604
+ 30.69%
$191.76 - $263.26 $116K - $159K
2.57K $673M
PG
Procter & Gamble CO

Consumer Defensive
1.16K
+ 12.24%
$160.76 - $177.82 $187K - $207K
10.7K $1.85B
RTX
Raytheon Technologies Corp

Industrials
69
+ 0.54%
$99.55 - $123.34 $6.87K - $8.51K
12.8K $1.56B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.22K
New
$46.9 - $51.96 $245K - $271K
5.22K $269M
META
Meta Platforms, Inc.

Communication Services
314
+ 24.06%
$453.41 - $572.44 $142K - $180K
1.62K $927M
Vanguard Calif Tax Free Fds
2.64K
New
N/A
2.64K $268M
MSTR
Microstrategy Inc

Technology
4.93K
+ 1048.94%
$114.3 - $1800.09 $563K - $8.87M
5.4K $910M
ABBV
Abb Vie Inc.

Healthcare
845
+ 27.81%
$163.84 - $199.33 $138K - $168K
3.88K $767M
CCI
Crown Castle International Corp

Real Estate
2.03K
New
$95.29 - $120.24 $193K - $244K
2.03K $241M
BMY
Bristol Myers Squibb CO

Healthcare
4.55K
New
$39.66 - $51.75 $180K - $235K
4.55K $235M
DHI
Horton D R Inc

Consumer Cyclical
1.23K
New
$135.21 - $197.06 $166K - $242K
1.23K $234M
ASML
Asml Holding Nv

Technology
275
New
$749.82 - $1098.95 $206K - $302K
275 $229M
SBUX
Starbucks Corp

Consumer Cyclical
1.42K
+ 32.02%
$72.51 - $98.6 $103K - $140K
5.86K $572M
V
Visa Inc.

Financial Services
634
+ 15.44%
$253.74 - $291.56 $161K - $185K
4.74K $1.3B
APD
Air Products & Chemicals, Inc.

Basic Materials
752
New
$247.34 - $300.11 $186K - $226K
752 $224M
VZ
Verizon Communications Inc

Communication Services
3.54K
+ 21.57%
$38.89 - $45.0 $138K - $159K
20K $897M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.14K
+ 6.9%
$100.3 - $100.74 $214K - $215K
33.1K $3.34B
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$179.99 - $201.6 $193K - $216K
1.07K $215M
PKG
Packaging Corp Of America

Consumer Cyclical
1K
New
$176.32 - $215.7 $176K - $216K
1K $215M
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
New
$182.15 - $182.15 $197K - $197K
1.08K $214M
CBRE
Cbre Group, Inc.

Real Estate
1.7K
New
$85.97 - $124.48 $146K - $212K
1.7K $212M
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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