Core Wealth Partners LLC Reduced Holdings in Q1 2025

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.17K
- 6.1%
$209.68 - $247.1 $874K - $1.03M
64.2K $14.3B
CGCP
Capital Group Core Plus Income

ETFs
-100K
- 40.78%
$21.94 - $22.64 $2.19M - $2.26M
145K $3.26B
ROK
Rockwell Automation, Inc

Industrials
-249
- 0.59%
$255.29 - $303.75 $63.6K - $75.6K
41.8K $10.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-259
- 1.37%
$190.26 - $242.06 $49.3K - $62.7K
18.6K $3.55B
FSIG
First Tr ETF Iv LTD Duration I
-29.3K
- 59.12%
$18.74 - $19.04 $550K - $559K
20.3K $384M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.7K
- 44.59%
$50.17 - $51.45 $535K - $548K
13.2K $668M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-26.2K
- 41.41%
$19.8 - $19.97 $518K - $523K
37K $736M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-7.68K
- 28.61%
N/A
19.2K $959M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7K
- 27.14%
$48.31 - $49.23 $338K - $344K
18.8K $923M
JNJ
Johnson & Johnson

Healthcare
-3.4K
- 23.52%
$142.06 - $167.7 $484K - $571K
11.1K $1.84B
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-11.5K
- 45.7%
$20.07 - $20.16 $231K - $232K
13.7K $275M
MRK
Merck & Co., Inc.

Healthcare
-1.33K
- 15.65%
$83.01 - $101.02 $110K - $134K
7.14K $641M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.42K
- 12.53%
$50.29 - $50.5 $172K - $173K
23.9K $1.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-105
- 2.85%
$507.05 - $563.67 $53.2K - $59.2K
3.58K $1.84B
CSCO
Cisco Systems, Inc.

Technology
-3.12K
- 15.84%
$58.74 - $64.87 $183K - $202K
16.6K $1.02B
YPF
Ypf Sociedad Anonima

Energy
-1.5K
- 17.58%
$31.56 - $46.03 $47.3K - $69K
7.03K $246M
BAC
Bank Of America Corp

Financial Services
-2.24K
- 25.35%
$39.61 - $47.74 $88.5K - $107K
6.58K $275M
O
Realty Income Corp

Real Estate
-2.3K
- 30.21%
$51.67 - $58.49 $119K - $135K
5.31K $308M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.25K
- 21.61%
$85.29 - $92.57 $107K - $116K
4.54K $413M
AMGN
Amgen Inc

Healthcare
-516
- 37.69%
$258.59 - $327.36 $133K - $169K
853 $266M
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 2.9%
$551.42 - $612.93 $31.4K - $34.9K
1.91K $1.07B
ABT
Abbott Laboratories

Healthcare
-1.38K
- 26.48%
$111.1 - $140.22 $153K - $193K
3.83K $508M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-756
- 4.64%
$55.58 - $62.24 $42K - $47.1K
15.5K $877M
PFE
Pfizer Inc

Healthcare
-2K
- 10.79%
$25.01 - $27.13 $49.9K - $54.2K
16.5K $418M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-832
- 1.8%
$100.34 - $100.68 $83.5K - $83.8K
45.3K $4.56B
VZ
Verizon Communications Inc

Communication Services
-3.89K
- 18.36%
$37.81 - $46.49 $147K - $181K
17.3K $783M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-4.04K
- 10.77%
$11.17 - $11.61 $45.2K - $47K
33.5K $377M
ABBV
Abb Vie Inc.

Healthcare
-828
- 19.86%
$169.2 - $216.66 $140K - $179K
3.34K $700M
LMT
Lockheed Martin Corp

Industrials
-32
- 5.61%
$423.19 - $506.29 $13.5K - $16.2K
538 $241M
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 4.19%
$271.18 - $303.12 $12.5K - $13.9K
1.05K $289M
WM
Waste Management Inc

Industrials
-500
- 14.25%
$200.54 - $233.78 $100K - $117K
3.01K $697M
FVD
First Tr Value Line Divid Inde

ETFs
-297
- 4.87%
$42.61 - $45.51 $12.7K - $13.5K
5.8K $259M
QCOM
Qualcomm Inc

Technology
-17
- 0.36%
$151.94 - $175.86 $2.58K - $2.99K
4.75K $729M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.29K
- 6.48%
$23.24 - $26.16 $29.9K - $33.6K
18.5K $474M
NFLX
Netflix Inc

Communication Services
-10
- 2.11%
$828.4 - $1058.6 $8.28K - $10.6K
463 $432M
ADP
Automatic Data Processing Inc

Industrials
-122
- 2.94%
$286.85 - $318.64 $35K - $38.9K
4.02K $1.23B
FXU
First Tr Exchange Traded Fd Ut

ETFs
-15
- 0.23%
$37.42 - $41.14 $561 - $617
6.56K $269M
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.17%
$279.74 - $321.29 $839 - $964
1.76K $551M
GLD
Spdr Gold Trust

ETFs
-20
- 1.82%
$243.19 - $288.14 $4.86K - $5.76K
1.08K $311M
MDT
Medtronic PLC

Healthcare
-30
- 0.6%
$79.84 - $94.5 $2.4K - $2.84K
5K $449M
KO
Coca Cola CO

Consumer Defensive
-1.78K
- 9.48%
$60.81 - $72.32 $108K - $129K
17K $1.22B
CVX
Chevron Corp

Energy
-522
- 5.86%
$146.71 - $167.97 $76.6K - $87.7K
8.39K $1.4B
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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