Core Wealth Partners LLC Top Holdings and 13F Report (2025) About Core Wealth Partners LLCInvestment ActivityCore Wealth Partners LLC has $174.49 million in total holdings as of December 31, 2024.Core Wealth Partners LLC owns shares of 166 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Core Wealth Partners LLC has purchased 163 new stocks and bought additional shares in 76 stocks.Core Wealth Partners LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $17,118,953Rockwell Automation $12,016,051Microsoft $6,004,491Berkshire Hathaway $5,748,044Capital Group Core Plus Income ETF $5,442,657 Largest New Holdings this Quarter First Trust BuyWrite Income ETF $406,108 HoldingiShares 7-10 Year Treasury Bond ETF $388,475 HoldingYPF Sociedad Anónima $362,610 HoldingWells Fargo & Company $297,607 HoldingLAM RESEARCH CORP $288,920 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 13,027 shares (about $1.31M)Capital Group Core Plus Income ETF 42,987 shares (about $954.31K)US Treasury 3 Month Bill ETF 18,598 shares (about $927.30K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,218 shares (about $568.51K)First Trust BuyWrite Income ETF 17,452 shares (about $406.11K) Largest Sales this Quarter Microsoft 4,767 shares (about $2.01M)First Trust Enhanced Short Maturity ETF 3,930 shares (about $234.90K)UnitedHealth Group 349 shares (about $176.55K)Merck & Co., Inc. 1,559 shares (about $155.09K)International Business Machines 658 shares (about $144.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$17,118,953$122,956 ▲0.7%68,3619.8%Computer and TechnologyROKRockwell Automation$12,016,051$24,292 ▼-0.2%42,0456.9%Computer and TechnologyMSFTMicrosoft$6,004,491$2,009,224 ▼-25.1%14,2463.4%Computer and TechnologyBRK.BBerkshire Hathaway$5,748,044$128,278 ▲2.3%12,6813.3%FinanceCGCPCapital Group Core Plus Income ETF$5,442,657$954,310 ▲21.3%245,1653.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,628,738$1,306,861 ▲39.3%46,1402.7%ETFAMZNAmazon.com$4,147,568$180,119 ▲4.5%18,9052.4%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,971,160$568,510 ▲16.7%43,4342.3%ETFSWKSSkyworks Solutions$3,338,8910.0%37,6511.9%Computer and TechnologyAMEAMETEK$3,244,6800.0%18,0001.9%Computer and TechnologyNVDANVIDIA$2,978,599$115,088 ▲4.0%22,1801.7%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$2,892,330$234,896 ▼-7.5%48,3911.7%ManufacturingBABoeing$2,509,860$54,693 ▼-2.1%14,1801.4%AerospaceSHViShares Short Treasury Bond ETF$2,496,634$34,464 ▲1.4%22,6741.4%ETFCOSTCostco Wholesale$2,445,614$64,141 ▲2.7%2,6691.4%Retail/WholesaleGOOGLAlphabet$2,376,237$151,248 ▲6.8%12,5531.4%Computer and TechnologyXOMExxon Mobil$2,179,258$343,471 ▲18.7%20,2591.2%Oils/EnergyJNJJohnson & Johnson$2,093,241$91,834 ▲4.6%14,4741.2%MedicalAVGOBroadcom$2,027,027$132,848 ▲7.0%8,7431.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,003,833$129,450 ▲6.9%8,3591.1%FinanceVOOVanguard S&P 500 ETF$1,985,128$59,274 ▼-2.9%3,6841.1%ETFTBLLInvesco Short Term Treasury ETF$1,867,057$96,521 ▼-4.9%17,6801.1%ETFPGProcter & Gamble$1,775,504$12,238 ▼-0.7%10,5911.0%Consumer StaplesMSTRMicroStrategy$1,715,999$152,051 ▲9.7%5,9251.0%Computer and TechnologyGILDGilead Sciences$1,692,496$14,687 ▲0.9%18,3231.0%MedicalVVisa$1,645,475$147,262 ▲9.8%5,2070.9%Business ServicesIBMInternational Business Machines$1,574,560$144,641 ▼-8.4%7,1630.9%Computer and TechnologyRTXRTX$1,490,358$3,472 ▲0.2%12,8790.9%AerospaceGOOGAlphabet$1,432,986$45,132 ▲3.3%7,5250.8%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$1,380,726$227,180 ▲19.7%27,2280.8%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,374,026$42,470 ▼-3.0%27,3060.8%FinanceTBILUS Treasury 3 Month Bill ETF$1,338,791$927,296 ▲225.3%26,8510.8%ETFCVXChevron$1,290,813$45,769 ▲3.7%8,9120.7%Oils/EnergyWMTWalmart$1,268,633$192,992 ▲17.9%14,0410.7%Retail/WholesaleFSMBFirst Trust Short Duration Managed Municipal ETF$1,254,424$86,701 ▲7.4%63,2270.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,254,372$80,062 ▲6.8%25,7730.7%ManufacturingPEPPepsiCo$1,236,2520.0%8,1300.7%Consumer StaplesFMBFirst Trust Managed Municipal ETF$1,218,935$110,692 ▲10.0%23,8960.7%ManufacturingADPAutomatic Data Processing$1,213,374$2,342 ▲0.2%4,1450.7%Business ServicesTSLATesla$1,202,636$163,959 ▲15.8%2,9780.7%Auto/Tires/TrucksKOCoca-Cola$1,167,8040.0%18,7570.7%Consumer StaplesCSCOCisco Systems$1,165,885$237 ▼0.0%19,6940.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,151,245$87,340 ▲8.2%1,9640.7%FinanceQQQInvesco QQQ$1,124,459$39,867 ▲3.7%2,2000.6%FinanceHDHome Depot$1,107,147$165,333 ▲17.6%2,8460.6%Retail/WholesaleMETAMeta Platforms$1,096,972$149,268 ▲15.8%1,8740.6%Computer and TechnologyORCLOracle$1,009,095$101,309 ▲11.2%6,0560.6%Computer and TechnologyFLQLFranklin U.S. Large Cap Multifactor Index ETF$955,244$17,475 ▼-1.8%16,2900.5%ETFUNPUnion Pacific$953,2070.0%4,1800.5%TransportationFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$936,311$72,027 ▲8.3%49,6190.5%ETFVZVerizon Communications$846,028$47,308 ▲5.9%21,1560.5%Computer and TechnologyMRKMerck & Co., Inc.$842,421$155,094 ▼-15.5%8,4680.5%MedicalSYYSysco$822,992$2,217 ▲0.3%10,7640.5%Consumer StaplesLGOVFirst Trust Long Duration Opportunities ETF$821,304$12,087 ▼-1.5%39,4100.5%ETFCARRCarrier Global$778,875$341 ▲0.0%11,4100.4%Computer and TechnologyABBVAbbVie$741,026$50,823 ▲7.4%4,1700.4%MedicalQCOMQUALCOMM$731,674$1,075 ▼-0.1%4,7630.4%Computer and TechnologyWMWaste Management$708,2830.0%3,5100.4%Business ServicesMEDPMedpace$664,4600.0%2,0000.4%MedicalPZCPIMCO California Municipal Income Fund III$662,5840.0%96,4460.4%Financial ServicesUNHUnitedHealth Group$655,595$176,545 ▼-21.2%1,2960.4%MedicalXLFFinancial Select Sector SPDR Fund$639,769$317,081 ▲98.3%13,2380.4%ETFKMBKimberly-Clark$599,815$66,966 ▲12.6%4,5770.3%Consumer StaplesLLYEli Lilly and Company$597,528$176,788 ▲42.0%7740.3%MedicalABTAbbott Laboratories$589,038$28,389 ▲5.1%5,2080.3%MedicalTGTTarget$581,2740.0%4,3000.3%Retail/WholesaleSHELShell$566,9830.0%9,0500.3%Oils/EnergyIBBiShares Biotechnology ETF$565,456$132 ▲0.0%4,2770.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$554,629$278,354 ▲100.8%4,8000.3%ETFSBUXStarbucks$535,985$1,004 ▲0.2%5,8740.3%Retail/WholesaleCGDVCapital Group Dividend Value ETF$531,536$71 ▲0.0%15,0750.3%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$525,966$109,318 ▲26.2%12,7260.3%ManufacturingMRVLMarvell Technology$524,691$110 ▲0.0%4,7500.3%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$520,260$261,923 ▲101.4%21,6230.3%ETFPCKPIMCO California Municipal Income Fund II$519,1930.0%90,7680.3%Financial ServicesMCDMcDonald's$512,260$2,609 ▲0.5%1,7670.3%Retail/WholesaleMAMastercard$507,087$132,169 ▲35.3%9630.3%Business ServicesFUMBFirst Trust Ultra Short Duration Municipal ETF$506,891$24,108 ▲5.0%25,2310.3%ETFTLTiShares 20+ Year Treasury Bond ETF$505,655$160,692 ▲46.6%5,7900.3%ETFPFEPfizer$490,945$29,581 ▲6.4%18,5050.3%MedicalHTGCHercules Capital$485,2340.0%24,1530.3%FinanceNMZNuveen Municipal High Income Opportunity Fund$480,6130.0%44,4600.3%Financial ServicesFIRST TR EXCHANGE-TRADED FD$480,309$51,698 ▲12.1%23,4870.3%INTERMEDIATE DURFENYFidelity MSCI Energy Index ETF$472,795$113,478 ▼-19.4%19,8320.3%ETFRIORio Tinto Group$470,480$58,810 ▲14.3%8,0000.3%Basic MaterialsSCHGSchwab U.S. Large-Cap Growth ETF$464,871$362,031 ▲352.0%16,6800.3%ETFIVViShares Core S&P 500 ETF$452,279$6,478 ▲1.5%7680.3%ETFVCVInvesco California Value Municipal Income Trust$447,0740.0%40,8660.3%FinanceNACNuveen California Quality Municipal Income Fund$423,8600.0%37,5430.2%Financial ServicesOTISOtis Worldwide$423,2280.0%4,5700.2%ConstructionNFLXNetflix$421,594$14,261 ▲3.5%4730.2%Consumer DiscretionaryFIXDFirst Trust TCW Opportunistic Fixed Income ETF$410,802$24,407 ▼-5.6%9,5600.2%ManufacturingORealty Income$406,664$55,440 ▲15.8%7,6140.2%FinanceFTHIFirst Trust BuyWrite Income ETF$406,108$406,108 ▲New Holding17,4520.2%ETFMDTMedtronic$401,7960.0%5,0300.2%MedicalMBBiShares MBS ETF$399,358$41,531 ▼-9.4%4,3560.2%ETFETNEaton$398,2440.0%1,2000.2%Industrial ProductsIEFiShares 7-10 Year Treasury Bond ETF$388,475$388,475 ▲New Holding4,2020.2%ETFPFXFVanEck Preferred Securities ex Financials ETF$387,780$76,366 ▲24.5%22,4800.2%ETFBACBank of America$387,541$36,434 ▲10.4%8,8180.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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