$88.9 Million is the total value of Core Wealth Partners LLC's 110 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.