Core Wealth Partners LLC Incresed Positions in Q2 2025

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
472
+ 3.21%
$354.56 - $497.45 $167K - $235K
15.2K $7.54B
CGCP
Capital Group Core Plus Income

ETFs
84.8K
+ 58.42%
$21.92 - $22.56 $1.86M - $1.91M
230K $5.18B
NVDA
Nvidia Corp

Technology
3.49K
+ 14.58%
$94.31 - $157.99 $329K - $551K
27.4K $4.33B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
31K
+ 148.28%
$42.72 - $44.24 $1.32M - $1.37M
51.9K $2.28B
AVGO
Broadcom Inc.

Technology
1.29K
+ 13.96%
$146.29 - $275.65 $188K - $355K
10.5K $2.9B
AMZN
Amazon Com Inc

Consumer Cyclical
2.39K
+ 12.81%
$167.32 - $223.3 $400K - $533K
21K $4.61B
ORCL
Oracle Corp

Technology
2.11K
+ 30.43%
$122.82 - $218.63 $259K - $461K
9.03K $1.97B
GOOGL
Alphabet Inc.

Communication Services
3.53K
+ 27.58%
$144.7 - $178.6 $510K - $630K
16.3K $2.87B
JPM
Jpmorgan Chase & CO

Financial Services
1.6K
+ 18.5%
$210.28 - $289.91 $336K - $463K
10.2K $2.96B
META
Meta Platforms, Inc.

Communication Services
633
+ 31.92%
$484.66 - $738.09 $307K - $467K
2.62K $1.93B
COST
Costco Wholesale Corp

Consumer Defensive
606
+ 21.43%
$908.13 - $1056.85 $550K - $640K
3.43K $3.4B
TSLA
Tesla, Inc.

Consumer Cyclical
1.54K
+ 41.78%
$221.86 - $362.89 $342K - $560K
5.24K $1.66B
ABBV
Abb Vie Inc.

Healthcare
4.22K
+ 126.21%
$170.16 - $206.27 $718K - $870K
7.56K $1.4B
Ishares Bitcoin Trust ETF
7.13K
+ 56.83%
N/A
19.7K $1.2B
MA
Mastercard Inc

Financial Services
863
+ 72.46%
$479.92 - $590.74 $414K - $510K
2.05K $1.15B
WMT
Walmart Inc.

Consumer Defensive
3.54K
+ 23.65%
$81.79 - $99.98 $290K - $354K
18.5K $1.81B
IEF
Ishares Barclays

ETFs
5.02K
+ 94.21%
$93.15 - $96.56 $468K - $485K
10.4K $992M
IBM
International Business Machines Corp

Technology
355
+ 4.81%
$221.03 - $294.78 $78.5K - $105K
7.74K $2.28B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.05K
+ 110.21%
$97.29 - $105.63 $394K - $428K
7.72K $785M
V
Visa Inc.

Financial Services
1.05K
+ 18.66%
$308.27 - $373.31 $322K - $390K
6.65K $2.36B
LLY
Eli Lilly & CO

Healthcare
540
+ 59.02%
$713.71 - $898.95 $385K - $485K
1.46K $1.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 11.48%
$416.06 - $551.64 $121K - $161K
2.84K $1.56B
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 34.25%
$335.24 - $380.78 $336K - $381K
3.92K $1.44B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.72K
+ 49.74%
$116.93 - $119.39 $318K - $325K
8.2K $976M
PG
Procter & Gamble CO

Consumer Defensive
2.75K
+ 24.78%
$157.66 - $172.39 $433K - $473K
13.8K $2.2B
FTQI
First Trust ETF Vi First Trust

ETFs
14.9K
+ 64.16%
$16.83 - $19.58 $251K - $292K
38.1K $746M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 74.97%
N/A
25.3K $624M
NFLX
Netflix Inc

Communication Services
53
+ 11.45%
$855.86 - $1339.13 $45.4K - $71K
516 $691M
SPY
Spdr S&P 500 ETF Trust

ETFs
224
+ 11.75%
$496.48 - $617.85 $111K - $138K
2.13K $1.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.31K
+ 5.09%
$100.35 - $100.71 $232K - $232K
47.6K $4.79B
FTHI
First Trust Exchange Traded Fd

ETFs
8.62K
+ 33.58%
$19.66 - $22.85 $170K - $197K
34.3K $784M
XOM
Exxon Mobil Corp

Energy
4.12K
+ 20.2%
$99.93 - $119.04 $412K - $491K
24.5K $2.64B
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
MRVL
Marvell Technology, Inc.

Technology
202
+ 4.25%
$49.38 - $79.97 $9.97K - $16.2K
4.95K $383M
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
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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