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CIK: 0001965078
Total reported value
$234.7M
$234.7M
164 檔
18.2%
According to the latest 13F quarterly dataset, Core Wealth Partners LLC managed an equity portfolio of $234.7M at the end of Q1 2025, spanning 164 distinct U.S. exchange-listed positions.
During Q1 2025, Core Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.29% | +0.13% | -6.10% | |
| 2 | ROK | Rockwell Automation Inc | Stock-Industrials | 6.28% | +1.86% | -0.59% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.11% | -0.35% | +4.54% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.21% | +3.16% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.00% | -0.22% | +29.32% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.65% | -0.29% | -1.80% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.03% | -1.37% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.96% | +0.37% | +143.83% | |
| 9 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.90% | -0.66% | -40.78% | |
| 10 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.89% | -0.10% | +73.93% | |
| 11 | AME | Ametek Inc | Stock-Industrials | 1.80% | +0.07% | — | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.71% | — | +1.47% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.58% | -0.14% | +8.32% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.42% | +5.96% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.20% | +7.84% | |
| 16 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.41% | +0.15% | — | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 1.41% | -0.01% | +0.56% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.68% | +0.73% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.13% | +3.21% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.20% | -0.18% | +0.85% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.24% | +1.86% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.08% | +7.66% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.10% | +4.58% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.37% | -2.85% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.03% | +3.13% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.12% | -23.52% | |
| 27 | MSTR | Strategy Inc | Stock-Tech | 1.01% | -0.12% | +1.69% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.12% | +0.05% | |
| 29 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.94% | — | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | -0.09% | +5.54% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.21% | -5.86% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.33% | +6.70% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.71% | — | -2.94% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.01% | -9.48% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.70% | -0.06% | -12.53% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.02% | +42.86% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.13% | +0.05% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.20% | +5.82% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | — | +61.50% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +282.23% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.04% | +2.71% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.19% | -15.84% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.07% | -18.22% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | +0.02% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.16% | +14.35% | |
| 46 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.56% | -0.03% | -28.61% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.10% | +24.01% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.54% | — | -27.14% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.53% | -0.02% | +164.99% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.53% | +0.25% | +118.63% |
According to official SEC Form 13F filings, Core Wealth Partners LLC reported a total U.S. public equity portfolio value of $234.7M across 164 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, ROK, BRK-B) accounted for 18.2% of total reported equity market value during Q1 2025.
During Q1 2025, Core Wealth Partners LLC's top holdings by market value included AAPL (8.3%)、ROK (6.3%)、BRK-B (4.1%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q1 2025, Core Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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