Core Wealth Partners LLC Sells in Q4 2024

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-4.77K
- 25.07%
$406.35 - $454.46 $1.94M - $2.17M
14.2K $6B
UNH
Unitedhealth Group Inc

Healthcare
-349
- 21.22%
$485.52 - $625.25 $169K - $218K
1.3K $656M
MRK
Merck & Co., Inc.

Healthcare
-1.56K
- 15.55%
$96.31 - $114.76 $150K - $179K
8.47K $842M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.93K
- 7.51%
$59.74 - $60.03 $235K - $236K
48.4K $2.89B
IBM
International Business Machines Corp

Technology
-658
- 8.41%
$204.9 - $238.04 $135K - $157K
7.16K $1.57B
IRM
Iron Mountain Inc

Real Estate
-790
- 20.17%
$101.62 - $128.14 $80.3K - $101K
3.13K $329M
AMGN
Amgen Inc

Healthcare
-132
- 8.79%
$258.78 - $328.31 $34.2K - $43.3K
1.37K $357M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-4.76K
- 19.36%
$23.14 - $26.91 $110K - $128K
19.8K $473M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.31K
- 29.75%
$50.37 - $50.63 $116K - $117K
5.44K $275M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-914
- 4.92%
N/A
17.7K $1.87B
QCOM
Qualcomm Inc

Technology
-7
- 0.15%
$150.4 - $178.04 $1.05K - $1.25K
4.76K $732M
XLV
Select Sector Spdr Fund Health

ETFs
-248
- 9.47%
$136.28 - $154.74 $33.8K - $38.4K
2.37K $326M
LGOV
First Tr ETF Iv Long Duration

ETFs
-580
- 1.45%
$20.75 - $22.49 $12K - $13K
39.4K $821M
XLE
Energy Sector Spdr

ETFs
-785
- 24.56%
$83.32 - $97.27 $65.4K - $76.4K
2.41K $206M
PG
Procter & Gamble CO

Consumer Defensive
-73
- 0.68%
$161.05 - $179.7 $11.8K - $13.1K
10.6K $1.78B
MBB
Ishares Tr

ETFs
-453
- 9.42%
$91.26 - $95.82 $41.3K - $43.4K
4.36K $399M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-568
- 5.61%
$42.84 - $45.38 $24.3K - $25.8K
9.56K $411M
USFR
Wisdomtree Floating Rate Treas

ETFs
-844
- 3.0%
$50.23 - $50.46 $42.4K - $42.6K
27.3K $1.37B
TXN
Texas Instruments Inc

Technology
-14
- 1.09%
N/A
1.27K $238M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-110
- 2.9%
$521.84 - $558.82 $57.4K - $61.5K
3.68K $1.99B
FVD
First Tr Value Line Divid Inde

ETFs
-112
- 1.8%
$43.4 - $46.7 $4.86K - $5.23K
6.1K $266M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-298
- 1.8%
$57.47 - $61.21 $17.1K - $18.2K
16.3K $955M
SHYD
Vaneck Short High Yield Muni E

ETFs
-130
- 0.79%
$22.45 - $22.81 $2.92K - $2.97K
16.2K $365M
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 1.78%
$216.13 - $242.4 $4.32K - $4.85K
1.1K $243M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-76
- 6.0%
$172.07 - $207.36 $13.1K - $15.8K
1.19K $235M
CSCO
Cisco Systems, Inc.

Technology
-4
- 0.02%
$52.45 - $60.02 $210 - $240
19.7K $1.17B
BA
Boeing CO

Industrials
-309
- 2.13%
$138.14 - $180.72 $42.7K - $55.8K
14.2K $2.51B
ROK
Rockwell Automation, Inc

Industrials
-85
- 0.2%
$264.65 - $302.92 $22.5K - $25.7K
42K $12B
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email