Core Wealth Partners LLC Purchases in Q3 2025

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
208
+ 0.32%
$202.38 - $256.87 $42.1K - $53.4K
64.7K $16.5B
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 17.99%
$174.36 - $254.72 $512K - $748K
19.2K $4.68B
PCQ
Pimco California Municipal Income Fund

Financial Services
129K
+ 371.78%
$8.19 - $8.8 $1.06M - $1.14M
164K $1.43B
TSLA
Tesla, Inc.

Consumer Cyclical
768
+ 14.67%
$293.94 - $444.72 $226K - $342K
6K $2.67B
NVDA
Nvidia Corp

Technology
299
+ 1.09%
$153.3 - $186.58 $45.8K - $55.8K
27.7K $5.17B
ROK
Rockwell Automation, Inc

Industrials
64
+ 0.15%
$328.67 - $358.52 $21K - $22.9K
41.7K $14.6B
Ishares Bitcoin Trust ETF
10.2K
+ 51.99%
N/A
29.9K $1.94B
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 14.19%
$282.78 - $316.06 $410K - $459K
11.7K $3.68B
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 14.19%
$155.17 - $185.42 $230K - $275K
11.9K $2.22B
AVGO
Broadcom Inc.

Technology
8
+ 0.08%
$264.74 - $369.57 $2.12K - $2.96K
10.5K $3.47B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.41K
+ 11.35%
$100.37 - $100.74 $542K - $544K
53K $5.34B
KMI
Kinder Morgan, Inc.

Energy
18.4K
New
$26.23 - $28.5 $483K - $525K
18.4K $521M
MSFT
Microsoft Corp

Technology
368
+ 2.43%
$491.09 - $535.64 $181K - $197K
15.5K $8.05B
GOOG
Alphabet Inc.

Communication Services
16
+ 0.21%
$175.16 - $255.24 $2.8K - $4.08K
7.55K $1.84B
XOM
Exxon Mobil Corp

Energy
2.65K
+ 10.79%
$105.83 - $117.22 $280K - $310K
27.2K $3.06B
CGCP
Capital Group Core Plus Income

ETFs
14.9K
+ 6.46%
$22.27 - $22.95 $331K - $341K
245K $5.56B
ABBV
Abb Vie Inc.

Healthcare
90
+ 1.19%
$184.85 - $231.54 $16.6K - $20.8K
7.65K $1.77B
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 7.78%
$211.65 - $238.24 $346K - $390K
22.7K $4.98B
HD
Home Depot, Inc.

Consumer Cyclical
492
+ 12.54%
$357.4 - $423.42 $176K - $208K
4.42K $1.79B
Ishares Tr
11.3K
New
N/A
11.3K $345M
SPY
Spdr S&P 500 ETF Trust

ETFs
360
+ 16.89%
$617.65 - $666.84 $222K - $240K
2.49K $1.66B
GLW
Corning Inc

Technology
2.33K
+ 53.81%
$51.6 - $82.03 $120K - $191K
6.67K $547M
FTGS
First Tr Exchange Traded Fd Gr
8.76K
New
N/A
8.76K $315M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.75K
+ 13.79%
$97.75 - $100.75 $269K - $277K
22.7K $2.28B
QQQ
Invesco Qqq Trust, Series 1

ETFs
261
+ 9.21%
$546.99 - $602.2 $143K - $157K
3.1K $1.86B
LMT
Lockheed Martin Corp

Industrials
535
+ 78.79%
$410.74 - $499.21 $220K - $267K
1.21K $606M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.6K
+ 13.62%
$22.9 - $23.58 $265K - $273K
96.7K $2.27B
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.08%
$144.19 - $167.33 $1.44K - $1.67K
12.9K $2.16B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.88K
+ 12.8%
$25.21 - $25.99 $249K - $257K
87.1K $2.25B
COST
Costco Wholesale Corp

Consumer Defensive
528
+ 15.38%
$915.95 - $994.57 $484K - $525K
3.96K $3.67B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
New
$225.11 - $247.9 $236K - $260K
1.05K $259M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.1K
+ 9.84%
$43.36 - $44.8 $221K - $229K
57K $2.53B
APO
Apollo Global Management, Inc.

Financial Services
1.67K
New
$131.55 - $156.05 $220K - $260K
1.67K $222M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.59K
+ 73.73%
$40.2 - $44.58 $184K - $204K
10.8K $475M
WMT
Walmart Inc.

Consumer Defensive
1.17K
+ 6.29%
$94.4 - $104.27 $110K - $122K
19.7K $2.03B
NOC
Northrop Grumman Corp

Industrials
356
New
$498.9 - $609.32 $178K - $217K
356 $217M
WCC
Wesco International Inc

Industrials
1.02K
New
$189.22 - $227.19 $192K - $231K
1.02K $215M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.58K
New
$45.06 - $46.5 $206K - $213K
4.58K $213M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.02K
+ 27.8%
N/A
32.3K $834M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
4.95K
New
$40.28 - $42.14 $199K - $209K
4.95K $209M
DHI
Horton D R Inc

Consumer Cyclical
1.23K
New
$129.82 - $184.04 $159K - $226K
1.23K $208M
Ark 21 Shares Bitcoin ETF
5.44K
New
N/A
5.44K $207M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
3.98K
New
$47.96 - $50.54 $191K - $201K
3.98K $201M
WELL
Welltower Inc.

Real Estate
1.13K
New
$150.71 - $178.14 $170K - $201K
1.13K $201M
LLY
Eli Lilly & CO

Healthcare
275
+ 18.9%
$625.65 - $812.69 $172K - $223K
1.73K $1.32B
V
Visa Inc.

Financial Services
766
+ 11.52%
$332.09 - $358.86 $254K - $275K
7.42K $2.53B
CVX
Chevron Corp

Energy
251
+ 2.82%
$145.57 - $161.83 $36.5K - $40.6K
9.15K $1.42B
MA
Mastercard Inc

Financial Services
224
+ 10.91%
$550.18 - $598.96 $123K - $134K
2.28K $1.3B
First Tr Exchange Traded Fd
3.26K
+ 21.87%
N/A
18.2K $521M
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 3 Puts 0
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