Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 9.2% |
MICROSOFT CORP | 4 | Q3 2023 | 5.5% |
ISHARES TR | 4 | Q3 2023 | 5.1% |
FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.5% |
ISHARES TR | 4 | Q3 2023 | 4.4% |
SPDR SER TR | 4 | Q3 2023 | 4.2% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 3.0% |
ISHARES TR | 4 | Q3 2023 | 4.1% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 3.3% |
WISDOMTREE TR | 4 | Q3 2023 | 2.8% |
View Core Wealth Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
View Core Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.