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Home > Institutional Investor > Core Wealth Partners Llc > Profile

Instuitional Investor - Core Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Core Wealth Partners Llc
Portfolio Value $122,032,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rockwell Automation Inc
 ROK 42,042 $13,053,064 10.69%
2.
Apple Inc.
 AAPL 59,751 $11,503,683 9.42%
3.
Microsoft Corp
 MSFT 18,295 $6,879,861 5.63%
4.
First Tr Exchange-Traded Fd
 89,806 $5,357,836 4.39%
5.
Skyworks Solutions Inc.
 SWKS 37,651 $4,232,726 3.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)