Core Wealth Partners LLC holdings history

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199 is the total number of securities Core Wealth Partners LLC has owned. The longest Core Wealth Partners LLC has owned a single stock is 7 quarters.

Core Wealth Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC773.91%8.04%9.43%Q4 2022Q2 20247
MSFT MICROSOFT CORP771.97%4.99%5.94%Q4 2022Q2 20247
FTSM FIRST TR EXCHANGE-TRAD...772.61%4.03%4.58%Q4 2022Q2 20247
SGOV ISHARES TR772.13%3.35%5.08%Q4 2022Q2 20247
BIL SPDR SER TR772.36%3.10%4.20%Q4 2022Q2 20247
SHV ISHARES TR771.92%2.97%4.35%Q4 2022Q2 20247
BRKB BERKSHIRE HATHAWAY INC...770.61%2.92%3.63%Q4 2022Q2 20247
SWKS SKYWORKS SOLUTIONS INC770.23%2.49%3.47%Q4 2022Q2 20247
CLTL INVESCO EXCH TRADED FD...771.45%2.29%3.04%Q4 2022Q2 20247
AMZN AMAZON COM INC771.60%2.16%2.70%Q4 2022Q2 20247
WISDOMTREE TR771.13%1.93%2.85%Q4 2022Q2 20247
BA BOEING CO770.69%1.92%2.96%Q4 2022Q2 20247
JNJ JOHNSON & JOHNSON771.21%1.84%2.36%Q4 2022Q2 20247
TFLO ISHARES TR770.37%1.73%4.14%Q4 2022Q2 20247
COST COSTCO WHSL CORP NEW771.11%1.39%1.65%Q4 2022Q2 20247
VOO VANGUARD INDEX FDS771.20%1.26%1.33%Q4 2022Q2 20247
PEP PEPSICO INC770.91%1.21%2.33%Q4 2022Q2 20247
CSCO CISCO SYS INC770.32%1.12%5.27%Q4 2022Q2 20247
XOM EXXON MOBIL CORP770.86%1.07%1.27%Q4 2022Q2 20247
GOOGL ALPHABET INC770.65%0.96%1.33%Q4 2022Q2 20247
KO COCA COLA CO770.63%0.95%1.56%Q4 2022Q2 20247
JPM JPMORGAN CHASE & CO.770.75%0.91%1.05%Q4 2022Q2 20247
CVX CHEVRON CORP NEW770.64%0.87%1.23%Q4 2022Q2 20247
MRK MERCK & CO INC770.74%0.84%0.94%Q4 2022Q2 20247
PG PROCTER AND GAMBLE CO770.64%0.83%1.20%Q4 2022Q2 20247
ADP AUTOMATIC DATA PROCESS...770.68%0.82%0.92%Q4 2022Q2 20247
IBM INTERNATIONAL BUSINESS...770.58%0.80%0.93%Q4 2022Q2 20247
FLQL FRANKLIN TEMPLETON ETF TR770.65%0.74%1.12%Q4 2022Q2 20247
UNP UNION PAC CORP770.25%0.71%0.85%Q4 2022Q2 20247
V VISA INC770.30%0.66%0.76%Q4 2022Q2 20247
QQQ INVESCO QQQ TR770.49%0.63%0.75%Q4 2022Q2 20247
SYY SYSCO CORP770.40%0.61%1.53%Q4 2022Q2 20247
MCD MCDONALDS CORP770.43%0.60%1.01%Q4 2022Q2 20247
HD HOME DEPOT INC770.56%0.59%0.62%Q4 2022Q2 20247
PFE PFIZER INC770.33%0.55%0.96%Q4 2022Q2 20247
WMT WALMART INC770.44%0.54%0.79%Q4 2022Q2 20247
FENY FIDELITY COVINGTON TRUST770.42%0.53%0.61%Q4 2022Q2 20247
QCOM QUALCOMM INC770.43%0.51%0.60%Q4 2022Q2 20247
AVGO BROADCOM INC770.34%0.49%0.73%Q4 2022Q2 20247
IBB ISHARES TR770.40%0.47%0.55%Q4 2022Q2 20247
SPY SPDR S&P 500 ETF TR770.29%0.46%0.62%Q4 2022Q2 20247
ABBV ABBVIE INC770.36%0.44%0.69%Q4 2022Q2 20247
CARR CARRIER GLOBAL CORPORA...770.23%0.43%0.64%Q4 2022Q2 20247
NMZ NUVEEN MUN HIGH INCOME...770.12%0.35%0.48%Q4 2022Q2 20247
ABT ABBOTT LABS770.25%0.33%0.54%Q4 2022Q2 20247
PFF ISHARES TR770.26%0.33%0.48%Q4 2022Q2 20247
KMB KIMBERLY-CLARK CORP770.24%0.32%0.40%Q4 2022Q2 20247
VCV INVESCO CALIF VALUE MU...770.20%0.32%0.42%Q4 2022Q2 20247
HTGC HERCULES CAPITAL INC770.20%0.29%0.34%Q4 2022Q2 20247
DVN DEVON ENERGY CORP NEW770.18%0.26%0.40%Q4 2022Q2 20247
ET ENERGY TRANSFER L P770.13%0.24%0.71%Q4 2022Q2 20247
FTGC FIRST TR EXCHANGE TRAD...770.14%0.24%0.33%Q4 2022Q2 20247
ACN ACCENTURE PLC IRELAND770.17%0.23%0.25%Q4 2022Q2 20247
CSWC CAPITAL SOUTHWEST CORP770.20%0.22%0.24%Q4 2022Q2 20247
TSLX SIXTH STREET SPECIALTY...770.17%0.20%0.23%Q4 2022Q2 20247
GBDC GOLUB CAP BDC INC770.16%0.19%0.22%Q4 2022Q2 20247
ARCC ARES CAPITAL CORP770.15%0.18%0.22%Q4 2022Q2 20247
ROK ROCKWELL AUTOMATION INC667.92%9.39%10.90%Q1 2023Q2 20246
AME AMETEK INC661.31%2.01%2.49%Q1 2023Q2 20246
NVDA NVIDIA CORPORATION660.45%0.91%1.68%Q1 2023Q2 20246
NOC NORTHROP GRUMMAN CORP660.61%0.87%1.06%Q1 2023Q2 20246
GOOG ALPHABET INC660.68%0.77%0.91%Q1 2023Q2 20246
APD AIR PRODS & CHEMS INC660.20%0.74%1.61%Q4 2022Q1 20246
PZC PIMCO CALIF MUN INCOME...660.47%0.61%0.75%Q1 2023Q2 20246
PEG PUBLIC SVC ENTERPRISE ...660.56%0.60%0.70%Q1 2023Q2 20246
RTX RTX CORPORATION510.19%0.56%0.88%Q4 2022Q2 20246
TGT TARGET CORP660.44%0.55%0.74%Q1 2023Q2 20246
MEDP MEDPACE HLDGS INC660.38%0.49%0.61%Q1 2023Q2 20246
PCK PIMCO CALIF MUN INCOME...660.36%0.44%0.56%Q1 2023Q2 20246
PFXF VANECK ETF TRUST660.21%0.41%0.55%Q1 2023Q2 20246
FIXD FIRST TR EXCHNG TRADED...660.19%0.40%0.78%Q1 2023Q2 20246
NAC NUVEEN CA QUALTY MUN I...660.30%0.35%0.42%Q1 2023Q2 20246
ORCL ORACLE CORP660.28%0.32%0.39%Q1 2023Q2 20246
SBUX STARBUCKS CORP660.24%0.31%0.40%Q1 2023Q2 20246
CAPITAL GROUP DIVIDEND...660.26%0.31%0.37%Q1 2023Q2 20246
XLV SELECT SECTOR SPDR TR660.26%0.31%0.37%Q1 2023Q2 20246
IVV ISHARES TR660.28%0.30%0.31%Q1 2023Q2 20246
RIO RIO TINTO PLC660.24%0.30%0.34%Q1 2023Q2 20246
MDLZ MONDELEZ INTL INC660.22%0.29%0.46%Q4 2022Q1 20246
STIP ISHARES TR660.24%0.29%0.35%Q1 2023Q2 20246
PCQ PIMCO CALIF MUN INCOME FD660.22%0.28%0.35%Q1 2023Q2 20246
XLE SELECT SECTOR SPDR TR660.20%0.25%0.30%Q1 2023Q2 20246
AMGN AMGEN INC660.20%0.22%0.23%Q1 2023Q2 20246
DFJ WISDOMTREE TR660.18%0.21%0.24%Q1 2023Q2 20246
BLACKSTONE SECD LENDIN...660.19%0.21%0.22%Q1 2023Q2 20246
XLI SELECT SECTOR SPDR TR660.19%0.21%0.22%Q1 2023Q2 20246
ORCC OWL ROCK CAPITAL CORPO...420.18%0.21%0.22%Q4 2022Q2 20246
XLF SELECT SECTOR SPDR TR660.19%0.20%0.21%Q1 2023Q2 20246
TXN TEXAS INSTRS INC660.18%0.20%0.24%Q1 2023Q2 20246
MAIN MAIN STR CAP CORP660.19%0.20%0.21%Q1 2023Q2 20246
CLX CLOROX CO DEL660.14%0.19%0.23%Q1 2023Q2 20246
DMAY FIRST TR EXCHNG TRADED...660.16%0.19%0.20%Q1 2023Q2 20246
NKX NUVEEN CALIFORNIA AMT ...660.16%0.18%0.22%Q1 2023Q2 20246
BFZ BLACKROCK CALIF MUN IN...660.12%0.15%0.18%Q1 2023Q2 20246
VGIT VANGUARD SCOTTSDALE FDS550.18%0.45%1.28%Q2 2023Q2 20245
UNH UNITEDHEALTH GROUP INC550.39%0.43%0.47%Q2 2023Q2 20245
FB META PLATFORMS INC550.20%0.31%0.45%Q2 2023Q2 20245
MRVL MARVELL TECHNOLOGY INC550.21%0.23%0.25%Q2 2023Q2 20245
VTI VANGUARD INDEX FDS320.19%0.22%0.23%Q1 2023Q2 20245
GENERAL ELECTRIC CO550.19%0.21%0.25%Q2 2023Q2 20245
TSLA TESLA INC410.16%0.21%0.27%Q4 2022Q2 20245
HYT BLACKROCK CORPOR HI YL...550.10%0.12%0.13%Q2 2023Q2 20245
FLOT ISHARES TR440.38%1.05%1.32%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...310.23%0.36%0.51%Q4 2022Q2 20244
OTIS OTIS WORLDWIDE CORP440.30%0.33%0.34%Q3 2023Q2 20244
GLD SPDR GOLD TR310.17%0.30%0.54%Q2 2023Q2 20244
ROP ROPER TECHNOLOGIES INC440.24%0.27%0.28%Q3 2023Q2 20244
ADBE ADOBE INC440.21%0.23%0.27%Q3 2023Q2 20244
IRM IRON MTN INC DEL440.19%0.22%0.24%Q3 2023Q2 20244
FVD FIRST TR VALUE LINE DI...310.19%0.20%0.23%Q2 2023Q2 20244
BSV VANGUARD BD INDEX FDS220.15%0.20%0.26%Q4 2022Q1 20244
VGSH VANGUARD SCOTTSDALE FDS331.27%1.40%1.63%Q4 2022Q2 20233
SCHO SCHWAB STRATEGIC TR330.35%0.40%0.44%Q4 2023Q2 20243
CAT CATERPILLAR INC210.16%0.37%0.79%Q4 2022Q2 20243
FIRST TR EXCHANGE-TRAD...330.28%0.31%0.38%Q4 2023Q2 20243
LMBS FIRST TR EXCHANGE-TRAD...330.20%0.27%0.30%Q4 2023Q2 20243
SRE SEMPRA330.20%0.24%0.29%Q4 2022Q2 20233
LMT LOCKHEED MARTIN CORP210.18%0.20%0.24%Q4 2022Q2 20243
FTCS FIRST TR EXCHANGE-TRAD...330.17%0.19%0.22%Q4 2023Q2 20243
O REALTY INCOME CORP210.15%0.18%0.23%Q4 2022Q2 20243
IEI ISHARES TR210.14%0.18%0.23%Q2 2023Q2 20243
SKYY FIRST TR EXCHANGE TRAD...330.16%0.17%0.18%Q4 2023Q2 20243
DLR DIGITAL RLTY TR INC330.16%0.17%0.18%Q4 2023Q2 20243
RRR RED ROCK RESORTS INC330.15%0.17%0.18%Q4 2023Q2 20243
IWM ISHARES TR330.15%0.17%0.18%Q4 2023Q2 20243
FDX FEDEX CORP110.20%0.81%1.43%Q4 2022Q2 20242
CAPITAL GRP FIXED INCM...220.33%0.53%0.73%Q1 2024Q2 20242
FSMB FIRST TR EXCH TRADED F...220.33%0.33%0.34%Q1 2024Q2 20242
FMB FIRST TR EXCH TRADED F...220.28%0.28%0.28%Q1 2024Q2 20242
GDO WESTERN ASSET GLOBAL C...220.25%0.26%0.26%Q2 2023Q3 20232
MBB ISHARES TR220.21%0.21%0.22%Q1 2024Q2 20242
NFLX NETFLIX INC220.21%0.21%0.21%Q1 2024Q2 20242
IJR ISHARES TR220.19%0.21%0.22%Q1 2024Q2 20242
UPS UNITED PARCEL SERVICE INC110.14%0.20%0.26%Q4 2022Q2 20242
AIQ GLOBAL X FDS220.18%0.18%0.19%Q1 2024Q2 20242
LLY ELI LILLY & CO220.16%0.18%0.21%Q1 2024Q2 20242
FDL FIRST TR MORNINGSTAR D...220.17%0.17%0.18%Q4 2023Q1 20242
AMPLIFY ETF TR220.16%0.17%0.18%Q1 2024Q2 20242
TM TOYOTA MOTOR CORP220.14%0.16%0.19%Q1 2024Q2 20242
LGOV FIRST TR EXCHANGE-TRAD...220.16%0.16%0.16%Q1 2024Q2 20242
BAC BANK AMERICA CORP220.16%0.16%0.16%Q1 2024Q2 20242
FXU FIRST TR EXCHANGE TRAD...220.15%0.16%0.16%Q1 2024Q2 20242
WRAP WRAP TECHNOLOGIES INC220.02%0.02%0.02%Q1 2024Q2 20242
NVO NOVO-NORDISK A S113.28%3.28%3.28%Q4 2022Q4 20221
ALL ALLSTATE CORP111.04%1.04%1.04%Q4 2022Q4 20221
T AT&T INC110.96%0.96%0.96%Q4 2022Q4 20221
DUK DUKE ENERGY CORP NEW110.93%0.93%0.93%Q4 2022Q4 20221
GILD GILEAD SCIENCES INC110.85%0.85%0.85%Q2 2024Q2 20241
ACGL ARCH CAP GROUP LTD110.80%0.80%0.80%Q4 2022Q4 20221
BDX BECTON DICKINSON & CO110.60%0.60%0.60%Q4 2022Q4 20221
ZION ZIONS BANCORPORATION N A110.59%0.59%0.59%Q4 2022Q4 20221
BLK BLACKROCK INC110.54%0.54%0.54%Q4 2022Q4 20221
WARNER BROS DISCOVERY INC110.51%0.51%0.51%Q4 2022Q4 20221
MO ALTRIA GROUP INC110.47%0.47%0.47%Q4 2022Q4 20221
SHELL PLC110.45%0.45%0.45%Q2 2024Q2 20241
MSTR MICROSTRATEGY INC110.44%0.44%0.44%Q2 2024Q2 20241
AMED AMEDISYS INC110.43%0.43%0.43%Q4 2022Q4 20221
SAM BOSTON BEER INC110.41%0.41%0.41%Q4 2022Q4 20221
FLQM FRANKLIN TEMPLETON ETF TR110.40%0.40%0.40%Q4 2022Q4 20221
BMY BRISTOL-MYERS SQUIBB CO110.40%0.40%0.40%Q4 2022Q4 20221
SHOP SHOPIFY INC110.39%0.39%0.39%Q4 2022Q4 20221
BP BP PLC110.38%0.38%0.38%Q4 2022Q4 20221
BXP BOSTON PROPERTIES INC110.37%0.37%0.37%Q4 2022Q4 20221
WFC WELLS FARGO CO NEW110.36%0.36%0.36%Q4 2022Q4 20221
TDF TEMPLETON DRAGON FD INC110.35%0.35%0.35%Q4 2022Q4 20221
DIS DISNEY WALT CO110.34%0.34%0.34%Q4 2022Q4 20221
ABNB AIRBNB INC110.32%0.32%0.32%Q4 2022Q4 20221
AXP AMERICAN EXPRESS CO110.30%0.30%0.30%Q4 2022Q4 20221
LRCX LAM RESEARCH CORP110.29%0.29%0.29%Q2 2024Q2 20241
ARRY ARRAY TECHNOLOGIES INC110.29%0.29%0.29%Q4 2022Q4 20221
MDT MEDTRONIC PLC110.29%0.29%0.29%Q2 2024Q2 20241
AIG AMERICAN INTL GROUP INC110.28%0.28%0.28%Q4 2022Q4 20221
ENVIVA INC110.28%0.28%0.28%Q4 2022Q4 20221
ANNALY CAPITAL MANAGEM...110.27%0.27%0.27%Q4 2022Q4 20221
AFL AFLAC INC110.27%0.27%0.27%Q4 2022Q4 20221
EFV ISHARES TR110.26%0.26%0.26%Q4 2022Q4 20221
ETN EATON CORP PLC110.26%0.26%0.26%Q2 2024Q2 20241
WMB WILLIAMS COS INC110.26%0.26%0.26%Q4 2022Q4 20221
AZN ASTRAZENECA PLC110.24%0.24%0.24%Q4 2022Q4 20221
VICI VICI PPTYS INC110.24%0.24%0.24%Q4 2022Q4 20221
WM WASTE MGMT INC DEL110.23%0.23%0.23%Q4 2022Q4 20221
ALC ALCON AG110.23%0.23%0.23%Q4 2022Q4 20221
GNL GLOBAL NET LEASE INC110.23%0.23%0.23%Q4 2022Q4 20221
INTC INTEL CORP110.21%0.21%0.21%Q2 2024Q2 20241
USB US BANCORP DEL110.21%0.21%0.21%Q2 2024Q2 20241
GENELUX CORPORATION110.20%0.20%0.20%Q3 2023Q3 20231
SHY ISHARES TR110.19%0.19%0.19%Q2 2023Q2 20231
TRV TRAVELERS COMPANIES INC110.18%0.18%0.18%Q4 2022Q4 20221
FTA FIRST TR LRG CP VL ALP...110.16%0.16%0.16%Q1 2024Q1 20241
VBR VANGUARD INDEX FDS110.16%0.16%0.16%Q1 2024Q1 20241
LSI LIFE STORAGE INC110.15%0.15%0.15%Q4 2022Q4 20221
TSM TAIWAN SEMICONDUCTOR M...110.15%0.15%0.15%Q2 2024Q2 20241
GOVT ISHARES TR110.14%0.14%0.14%Q2 2024Q2 20241
AVB AVALONBAY CMNTYS INC110.13%0.13%0.13%Q4 2022Q4 20221
FTRI FIRST TR EXCHANGE TRAD...110.10%0.10%0.10%Q2 2024Q2 20241
EGY VAALCO ENERGY INC110.05%0.05%0.05%Q4 2022Q4 20221
OCC OPTICAL CABLE CORP110.04%0.04%0.04%Q1 2023Q1 20231
SELF GLOBAL SELF STORAGE INC110.03%0.03%0.03%Q1 2024Q1 20241
BFLY BUTTERFLY NETWORK INC110.01%0.01%0.01%Q2 2024Q2 20241
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and FIRST TR EXCHANGE-TRADED FD, are the highest-conviction holdings of Core Wealth Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Core Wealth Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Core Wealth Partners LLC owns currently or has owned in the past.