Core Wealth Partners LLC Incresed Positions in Q1 2024

Core Wealth Partners LLC

  • $132 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
373
+ 2.04%
$367.75 - $429.37 $137K - $160K
18.7K $7.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
298
+ 2.68%
$359.29 - $420.52 $107K - $125K
11.4K $4.8B
NVDA
Nvidia Corp

Technology
21
+ 1.11%
$475.69 - $950.02 $9.99K - $20K
1.91K $1.72B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
11.8K
+ 13.11%
$59.62 - $59.91 $702K - $706K
102K $6.06B
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 1.73%
$144.57 - $180.38 $43.4K - $54.1K
17.6K $3.18B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.2K
+ 75.23%
$43.25 - $44.65 $441K - $456K
23.8K $1.04B
XOM
Exxon Mobil Corp

Energy
1.04K
+ 9.93%
$96.8 - $116.24 $100K - $121K
11.5K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
299
+ 5.15%
$167.09 - $200.3 $50K - $59.9K
6.11K $1.22B
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 0.89%
$644.69 - $785.59 $16.1K - $19.6K
2.85K $2.09B
MRK
Merck & Co., Inc.

Healthcare
226
+ 2.72%
$113.24 - $131.95 $25.6K - $29.8K
8.55K $1.13B
AVGO
Broadcom Inc.

Technology
49
+ 8.48%
$1049.01 - $1407.01 $51.4K - $68.9K
627 $831M
V
Visa Inc.

Financial Services
384
+ 11.9%
$257.98 - $290.37 $99.1K - $112K
3.61K $1.01B
GOOGL
Alphabet Inc.

Communication Services
451
+ 5.13%
$131.4 - $153.51 $59.3K - $69.2K
9.25K $1.4B
FSIG
First Tr ETF Iv LTD Duration I
8.88K
+ 49.82%
$18.72 - $19.01 $166K - $169K
26.7K $501M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.35K
+ 67.55%
$47.95 - $48.49 $161K - $162K
8.31K $401M
TGT
Target Corp

Consumer Defensive
1
+ 0.02%
$137.4 - $177.21 $137 - $177
4.44K $786M
SCHO
Schwab Short Term Us Treasury

ETFs
3.15K
+ 35.35%
$48.05 - $48.63 $151K - $153K
12K $581M
QQQ
Invesco Qqq Trust, Series 1

ETFs
176
+ 9.38%
$396.28 - $446.38 $69.7K - $78.6K
2.05K $911M
QCOM
Qualcomm Inc

Technology
198
+ 4.68%
$136.17 - $175.72 $27K - $34.8K
4.43K $749M
CGDV
Capital Group Divid Value ETF

ETFs
3.27K
+ 28.11%
$29.33 - $32.58 $95.8K - $106K
14.9K $484M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
820
+ 4.91%
$46.87 - $53.26 $38.4K - $43.7K
17.5K $934M
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.22K
+ 8.06%
$21.97 - $25.87 $48.8K - $57.5K
29.8K $771M
PG
Procter & Gamble CO

Consumer Defensive
313
+ 5.86%
$147.42 - $162.61 $46.1K - $50.9K
5.65K $917M
SPY
Spdr S&P 500 ETF Trust

ETFs
119
+ 8.61%
$467.28 - $523.17 $55.6K - $62.3K
1.5K $785M
GLD
Spdr Gold Trust

ETFs
437
+ 39.33%
$184.42 - $205.72 $80.6K - $89.9K
1.55K $318M
WMT
Walmart Inc.

Consumer Defensive
7.42K
+ 205.37%
$58.61 - $175.86 $435K - $1.31M
11K $664M
ABBV
Abb Vie Inc.

Healthcare
48
+ 1.64%
$159.82 - $182.1 $7.67K - $8.74K
2.98K $543M
MRVL
Marvell Technology, Inc.

Technology
544
+ 12.95%
$56.76 - $85.09 $30.9K - $46.3K
4.75K $336M
FTCS
First Trust Capital Strength E

ETFs
740
+ 28.18%
$79.51 - $85.66 $58.8K - $63.4K
3.37K $288M
CVX
Chevron Corp

Energy
122
+ 1.79%
$141.82 - $157.74 $17.3K - $19.2K
6.93K $1.09B
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.24%
$232.51 - $255.87 $2.33K - $2.56K
4.13K $1.03B
ORCL
Oracle Corp

Technology
17
+ 0.52%
$102.46 - $129.24 $1.74K - $2.2K
3.26K $410M
PEP
Pepsico Inc

Consumer Defensive
165
+ 2.44%
$162.04 - $175.01 $26.7K - $28.9K
6.94K $1.21B
SYY
Sysco Corp

Consumer Defensive
27
+ 0.4%
$74.42 - $82.36 $2.01K - $2.22K
6.77K $549M
FVD
First Tr Value Line Divid Inde

ETFs
1.08K
+ 17.66%
$39.94 - $42.23 $43K - $45.4K
7.17K $303M
IRM
Iron Mountain Inc

Real Estate
96
+ 2.53%
$65.34 - $81.37 $6.27K - $7.81K
3.89K $312M
JNJ
Johnson & Johnson

Healthcare
167
+ 1.36%
$155.22 - $162.74 $25.9K - $27.2K
12.5K $1.97B
ET
Energy Transfer LP

Energy
1K
+ 7.0%
$13.72 - $15.73 $13.7K - $15.7K
15.3K $240M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$469.56 - $525.73 $470 - $526
755 $397M
KO
Coca Cola CO

Consumer Defensive
100
+ 0.74%
$58.91 - $61.24 $5.89K - $6.12K
13.7K $838M
DVN
Devon Energy Corp

Energy
108
+ 1.96%
$40.69 - $50.18 $4.39K - $5.42K
5.61K $282M
FDL
First Tr Morningstar Dividend

ETFs
415
+ 7.24%
$35.29 - $38.48 $14.6K - $16K
6.15K $237M
XLF
Financial Sector Spdr

ETFs
18
+ 0.27%
$37.27 - $42.12 $671 - $758
6.64K $280M
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.23%
$138.48 - $147.86 $831 - $887
2.61K $385M
KMB
Kimberly Clark Corp

Consumer Defensive
88
+ 3.58%
$118.04 - $129.35 $10.4K - $11.4K
2.55K $329M
UNP
Union Pacific Corp

Industrials
118
+ 2.8%
$235.81 - $256.91 $27.8K - $30.3K
4.33K $1.06B
XLI
Industrial Sector Spdr

ETFs
7
+ 0.32%
$110.23 - $125.96 $772 - $882
2.23K $281M
TXN
Texas Instruments Inc

Technology
123
+ 9.52%
$156.85 - $175.27 $19.3K - $21.6K
1.42K $246M
AMGN
Amgen Inc

Healthcare
78
+ 8.0%
$268.87 - $324.56 $21K - $25.3K
1.05K $299M
Activity Summary
Buys All Purchases 84 New Holdings 21 Increased Positions 63 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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