Core Wealth Partners LLC Purchases in Q2 2025

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$162.76 - $195.77 $175K - $210K
1.07K $209M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
4K
New
$37.6 - $52.03 $150K - $208K
4K $208M
IWF
Ishares Russell 1000 Gr ETF

ETFs
484
New
$320.42 - $424.58 $155K - $205K
484 $205M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.02%
$113.75 - $148.48 $228 - $297
12.9K $1.88B
GOOG
Alphabet Inc.

Communication Services
6
+ 0.08%
$146.58 - $180.01 $879 - $1.08K
7.54K $1.34B
First Tr Exch Traded Fd Iii
5.45K
+ 27.0%
N/A
25.6K $526M
IWM
Ishares Russell 2000 ETF

ETFs
538
+ 37.99%
$174.82 - $215.79 $94.1K - $116K
1.95K $422M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.88K
+ 26.51%
$45.3 - $50.64 $131K - $146K
13.8K $675M
CARR
Carrier Global Corp

Industrials
7
+ 0.06%
$55.55 - $75.83 $389 - $531
11.4K $836M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.3K
+ 28.57%
$83.97 - $92.85 $109K - $120K
5.84K $515M
CGDV
Capital Group Divid Value ETF

ETFs
307
+ 1.75%
$31.93 - $39.49 $9.8K - $12.1K
17.8K $705M
LMT
Lockheed Martin Corp

Industrials
141
+ 26.21%
$430.82 - $486.45 $60.7K - $68.6K
679 $314M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.01%
$22.27 - $29.21 $44.5 - $58.4
17.4K $507M
AIQ
Global X Funds Global X Artifi

ETFs
7
+ 0.08%
$31.5 - $43.69 $221 - $306
8.29K $362M
NU
Nu Holdings Ltd.

Financial Services
1K
+ 8.7%
$9.6 - $13.72 $9.6K - $13.7K
12.5K $172M
SHV
Ishares Tr

ETFs
473
+ 1.93%
$110.06 - $110.46 $52.1K - $52.2K
25K $2.76B
XLI
Industrial Sector Spdr

ETFs
9
+ 0.3%
$116.42 - $147.52 $1.05K - $1.33K
2.98K $440M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$498.8 - $620.9 $499 - $621
770 $478M
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
N/A
1.27K $264M
GLD
Spdr Gold Trust

ETFs
20
+ 1.86%
$273.71 - $316.29 $5.47K - $6.33K
1.1K $335M
ADP
Automatic Data Processing Inc

Industrials
26
+ 0.65%
$276.76 - $326.81 $7.2K - $8.5K
4.05K $1.25B
SYY
Sysco Corp

Consumer Defensive
31
+ 0.29%
$68.0 - $75.91 $2.11K - $2.35K
10.8K $820M
GILD
Gilead Sciences, Inc.

Healthcare
242
+ 1.31%
$96.91 - $113.0 $23.5K - $27.3K
18.7K $2.08B
KO
Coca Cola CO

Consumer Defensive
275
+ 1.62%
$68.37 - $73.9 $18.8K - $20.3K
17.3K $1.22B
SCHO
Schwab Short Term Us Treasury

ETFs
116
+ 0.53%
$24.19 - $24.45 $2.81K - $2.84K
21.8K $532M
FVD
First Tr Value Line Divid Inde

ETFs
3
+ 0.05%
$40.62 - $45.12 $122 - $135
5.8K $259M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
572
+ 4.38%
$3.97 - $5.84 $2.27K - $3.34K
13.6K $69M
ACN
Accenture PLC

Technology
25
+ 2.96%
$279.23 - $323.21 $6.98K - $8.08K
870 $260M
FDX
Fedex Corp

Industrials
3
+ 0.3%
$198.07 - $245.17 $594 - $736
990 $225M
UNP
Union Pacific Corp

Industrials
22
+ 0.53%
$208.27 - $238.46 $4.58K - $5.25K
4.2K $967M
TMUS
T Mobile Us, Inc.

Communication Services
29
+ 2.74%
$220.99 - $268.54 $6.41K - $7.79K
1.09K $259M
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.29%
$128.77 - $144.3 $901 - $1.01K
2.39K $321M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.57%
$285.55 - $321.23 $2.86K - $3.21K
1.77K $518M
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 0.24%
$79.69 - $99.41 $1.12K - $1.39K
5.9K $540M
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.26%
$128.02 - $151.37 $2.18K - $2.57K
6.67K $880M
CVX
Chevron Corp

Energy
504
+ 6.01%
$133.73 - $168.51 $67.4K - $84.9K
8.89K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
799
+ 6.03%
$483.48 - $539.8 $386K - $431K
14.1K $6.83B
AAPL
Apple Inc.

Technology
258
+ 0.4%
$172.42 - $223.89 $44.5K - $57.8K
64.4K $13.2B
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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