Core Wealth Partners LLC Incresed Positions in Q1 2025

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
39.2K
+ 143.83%
$50.48 - $51.04 $1.98M - $2M
66.4K $3.37B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
13.1K
+ 73.93%
N/A
30.8K $3.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
576
+ 4.54%
$442.66 - $534.52 $255K - $308K
13.3K $7.06B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.7K
+ 29.32%
$91.45 - $91.75 $1.16M - $1.17M
56.2K $5.15B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.64K
+ 164.99%
$57.44 - $59.4 $554K - $572K
15.5K $919M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.3K
+ 118.63%
$42.4 - $44.11 $481K - $500K
20.9K $916M
UNH
Unitedhealth Group Inc

Healthcare
797
+ 61.5%
$461.52 - $548.18 $368K - $437K
2.09K $1.1B
GILD
Gilead Sciences, Inc.

Healthcare
156
+ 0.85%
$89.14 - $117.41 $13.9K - $18.3K
18.5K $2.07B
V
Visa Inc.

Financial Services
399
+ 7.66%
$306.92 - $362.71 $122K - $145K
5.61K $1.96B
First Tr Exchange Traded Fd
12.5K
+ 53.2%
N/A
36K $747M
XOM
Exxon Mobil Corp

Energy
148
+ 0.73%
$105.44 - $118.93 $15.6K - $17.6K
20.4K $2.43B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.62K
+ 73.78%
$49.22 - $51.73 $227K - $239K
10.9K $549M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 5.96%
$890.62 - $1076.86 $142K - $171K
2.83K $2.67B
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.05%
$114.1 - $135.66 $685 - $814
12.9K $1.71B
SHV
Ishares Tr

ETFs
1.89K
+ 8.32%
$110.11 - $110.51 $208K - $209K
24.6K $2.71B
XLF
Financial Sector Spdr

ETFs
3.4K
+ 25.7%
$47.32 - $52.19 $161K - $178K
16.6K $829M
LLY
Eli Lilly & CO

Healthcare
141
+ 18.22%
$725.72 - $929.72 $102K - $131K
915 $756M
FTHI
First Trust Exchange Traded Fd

ETFs
8.23K
+ 47.14%
$21.62 - $23.74 $178K - $195K
25.7K $561M
MA
Mastercard Inc

Financial Services
228
+ 23.68%
$504.67 - $576.31 $115K - $131K
1.19K $653M
IEF
Ishares Barclays

ETFs
1.13K
+ 26.92%
$91.17 - $95.39 $103K - $108K
5.33K $509M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.02K
+ 38.28%
$97.25 - $104.79 $98.9K - $107K
3.67K $381M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 3.21%
$225.19 - $279.95 $60.4K - $75K
8.63K $2.12B
PG
Procter & Gamble CO

Consumer Defensive
485
+ 4.58%
$158.56 - $176.26 $76.9K - $85.5K
11.1K $1.89B
CGDV
Capital Group Divid Value ETF

ETFs
2.46K
+ 16.32%
$34.95 - $37.36 $86K - $91.9K
17.5K $625M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
673
+ 14.02%
$114.57 - $118.14 $77.1K - $79.5K
5.47K $647M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.26K
+ 5.74%
$20.41 - $21.7 $46.1K - $49.1K
41.7K $896M
QQQ
Invesco Qqq Trust, Series 1

ETFs
343
+ 15.59%
$468.34 - $539.52 $161K - $185K
2.54K $1.19B
TMUS
T Mobile Us, Inc.

Communication Services
60
+ 6.0%
$211.3 - $272.83 $12.7K - $16.4K
1.06K $283M
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.24%
$124.46 - $147.4 $1.37K - $1.62K
4.59K $653M
WMT
Walmart Inc.

Consumer Defensive
941
+ 6.7%
$84.5 - $105.05 $79.5K - $98.9K
15K $1.32B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
711
+ 1.47%
$59.78 - $60.03 $42.5K - $42.7K
49.1K $2.94B
META
Meta Platforms, Inc.

Communication Services
109
+ 5.82%
$576.36 - $736.67 $62.8K - $80.3K
1.98K $1.14B
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 0.17%
$91.75 - $115.81 $918 - $1.16K
5.88K $577M
IWM
Ishares Russell 2000 ETF

ETFs
315
+ 28.61%
$198.1 - $229.79 $62.4K - $72.4K
1.42K $282M
HYLS
First Tr Tactical High Yield L

ETFs
747
+ 5.87%
$40.95 - $41.77 $30.6K - $31.2K
13.5K $553M
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.44%
$53.9 - $63.11 $1.35K - $1.58K
5.65K $344M
XLI
Industrial Sector Spdr

ETFs
188
+ 6.75%
$128.78 - $141.67 $24.2K - $26.6K
2.97K $390M
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.25%
$137.61 - $149.68 $826 - $898
2.38K $347M
MSTR
Microstrategy Inc

Technology
100
+ 1.69%
$239.27 - $396.5 $23.9K - $39.7K
6.03K $1.74B
XLE
Energy Sector Spdr

ETFs
7
+ 0.29%
$85.7 - $93.96 $600 - $658
2.42K $226M
SCHO
Schwab Short Term Us Treasury

ETFs
80
+ 0.37%
$24.1 - $24.34 $1.93K - $1.95K
21.7K $528M
ET
Energy Transfer LP

Energy
1K
+ 6.54%
$17.26 - $21.08 $17.3K - $21.1K
16.3K $303M
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
N/A
1.27K $229M
SYY
Sysco Corp

Consumer Defensive
29
+ 0.27%
$70.0 - $77.13 $2.03K - $2.24K
10.8K $810M
ACN
Accenture PLC

Technology
45
+ 5.63%
$300.91 - $398.25 $13.5K - $17.9K
845 $264M
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.02%
$127.9 - $140.56 $128 - $141
4.28K $547M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$554.06 - $615.85 $554 - $616
769 $432M
SCHA
Schwab Strategic Tr Us Small C

ETFs
23
+ 0.18%
$23.16 - $27.04 $533 - $622
12.7K $297M
SCHG
Schwab Strategic Tr Us Large C

ETFs
678
+ 4.06%
$24.91 - $29.02 $16.9K - $19.7K
17.4K $435M
Activity Summary
Buys All Purchases 75 New Holdings 12 Increased Positions 63 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 3 Puts 0
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