Core Wealth Partners LLC Diversified Active

CIK: 0001965078 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $171,976 (100.0% shares, 0.0% debt)

Holdings (167)

AAPL APPLE INC 8.3%
Value ($000) $14,259 Shares 64,191 Est. Cost $155.04 Unrealized +48.9%
ROK ROCKWELL AUTOMATION INC 6.3%
Value ($000) $10,799 Shares 41,796 Est. Cost $278.46 Unrealized -1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value ($000) $7,060 Shares 13,257 Est. Cost $329.10 Unrealized +47.7%
MSFT MICROSOFT CORP 3.2%
Value ($000) $5,517 Shares 14,696 Est. Cost $252.92 Unrealized +60.2%
BIL SPDR SER TR 3.0%
Value ($000) $5,152 Shares 56,169 Est. Cost $91.55 Unrealized
SGOV ISHARES TR 2.7%
Value ($000) $4,561 Shares 45,308 Est. Cost $99.45 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $3,548 Shares 18,646 Est. Cost $109.76 Unrealized +97.7%
JAAA JANUS DETROIT STR TR 2.0%
Value ($000) $3,367 Shares 66,389 Est. Cost $50.77 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 1.9%
Value ($000) $3,260 Shares 145,191 Est. Cost $22.80 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $3,245 Shares 30,750 Est. Cost $104.43 Unrealized
AME AMETEK INC 1.8%
Value ($000) $3,099 Shares 18,000 Est. Cost $146.58 Unrealized +23.2%
FTSM FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $2,938 Shares 49,102 Est. Cost $58.97 Unrealized
SHV ISHARES TR 1.6%
Value ($000) $2,713 Shares 24,561 Est. Cost $106.49 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $2,674 Shares 2,828 Est. Cost $517.46 Unrealized +87.6%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $2,592 Shares 23,918 Est. Cost $99.40 Unrealized +27.5%
SWKS SKYWORKS SOLUTIONS INC 1.4%
Value ($000) $2,433 Shares 37,651 Est. Cost $98.93 Unrealized -25.9%
BA BOEING CO 1.4%
Value ($000) $2,432 Shares 14,260 Est. Cost $184.00 Unrealized -5.9%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $2,427 Shares 20,407 Est. Cost $102.84 Unrealized +4.2%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $2,116 Shares 8,627 Est. Cost $147.36 Unrealized +70.3%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $2,071 Shares 18,479 Est. Cost $63.13 Unrealized +59.2%
GOOGL ALPHABET INC 1.1%
Value ($000) $1,977 Shares 12,786 Est. Cost $120.10 Unrealized +50.5%
V VISA INC 1.1%
Value ($000) $1,965 Shares 5,606 Est. Cost $235.03 Unrealized +43.1%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $1,888 Shares 11,076 Est. Cost $145.37 Unrealized +12.8%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $1,839 Shares 3,579 Est. Cost $372.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,837 Shares 7,387 Est. Cost $135.96 Unrealized +76.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,836 Shares 11,070 Est. Cost $155.73 Unrealized -2.1%
MSTR MICROSTRATEGY INC 1.0%
Value ($000) $1,737 Shares 6,025 Est. Cost $159.71 Unrealized +98.8%
RTX RTX CORPORATION 1.0%
Value ($000) $1,707 Shares 12,885 Est. Cost $87.53 Unrealized +42.5%
FTCB FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,623 Shares 77,326 Est. Cost $20.99 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $1,545 Shares 9,227 Est. Cost $155.43 Unrealized +35.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,404 Shares 8,390 Est. Cost $148.59 Unrealized +1.3%
WMT WALMART INC 0.8%
Value ($000) $1,315 Shares 14,982 Est. Cost $63.04 Unrealized +47.4%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,229 Shares 4,023 Est. Cost $228.99 Unrealized +29.0%
KO COCA COLA CO 0.7%
Value ($000) $1,216 Shares 16,979 Est. Cost $56.19 Unrealized +15.6%
USFR WISDOMTREE TR 0.7%
Value ($000) $1,202 Shares 23,884 Est. Cost $50.38 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,192 Shares 2,543 Est. Cost $267.40 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,176 Shares 7,529 Est. Cost $105.37 Unrealized +73.2%
META META PLATFORMS INC 0.7%
Value ($000) $1,143 Shares 1,983 Est. Cost $401.51 Unrealized +60.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,096 Shares 2,093 Est. Cost $492.93 Unrealized +1.3%
HD HOME DEPOT INC 0.6%
Value ($000) $1,071 Shares 2,923 Est. Cost $305.54 Unrealized +24.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,067 Shares 1,907 Est. Cost $373.60 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $1,023 Shares 16,575 Est. Cost $43.96 Unrealized +36.7%
PEP PEPSICO INC 0.6%
Value ($000) $997 Shares 6,649 Est. Cost $160.83 Unrealized -10.8%
UNP UNION PAC CORP 0.6%
Value ($000) $987 Shares 4,180 Est. Cost $190.91 Unrealized +23.4%
ORCL ORACLE CORP 0.6%
Value ($000) $968 Shares 6,925 Est. Cost $119.32 Unrealized +35.4%
TBIL RBB FD INC 0.6%
Value ($000) $959 Shares 19,170 Est. Cost $49.92 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $957 Shares 3,693 Est. Cost $253.26 Unrealized +31.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $923 Shares 18,778 Est. Cost $48.96 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $919 Shares 15,478 Est. Cost $59.07 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $916 Shares 20,901 Est. Cost $44.04 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $896 Shares 41,671 Est. Cost $22.07 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $877 Shares 15,534 Est. Cost $43.15 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $829 Shares 16,640 Est. Cost $42.14 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $810 Shares 10,793 Est. Cost $72.91 Unrealized -2.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $783 Shares 17,271 Est. Cost $36.96 Unrealized +7.1%
LLY ELI LILLY & CO 0.4%
Value ($000) $756 Shares 915 Est. Cost $800.79 Unrealized +3.2%
FIIG FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $747 Shares 35,982 Est. Cost $21.09 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $736 Shares 37,045 Est. Cost $19.93 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $729 Shares 4,746 Est. Cost $114.78 Unrealized +39.1%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $724 Shares 11,418 Est. Cost $47.72 Unrealized +37.8%
ABBV ABBVIE INC 0.4%
Value ($000) $700 Shares 3,342 Est. Cost $148.94 Unrealized +27.2%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $697 Shares 3,010 Est. Cost $204.28 Unrealized +6.9%
FMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $668 Shares 13,240 Est. Cost $51.66 Unrealized
SHEL SHELL PLC 0.4%
Value ($000) $663 Shares 9,050 Est. Cost $72.18 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $653 Shares 1,191 Est. Cost $488.25 Unrealized +11.0%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $653 Shares 4,588 Est. Cost $118.84 Unrealized +9.2%
IEI ISHARES TR 0.4%
Value ($000) $647 Shares 5,473 Est. Cost $116.39 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $641 Shares 7,143 Est. Cost $100.25 Unrealized -10.1%
XPZCX PIMCO CALIF MUN INCOME FD II 0.4%
Value ($000) $629 Shares 96,446 Est. Cost $7.76 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value ($000) $625 Shares 17,535 Est. Cost $28.20 Unrealized
MEDP MEDPACE HLDGS INC 0.4%
Value ($000) $609 Shares 2,000 Est. Cost $206.82 Unrealized +62.6%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $587 Shares 12,547 Est. Cost $46.81 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $577 Shares 5,884 Est. Cost $91.90 Unrealized +9.9%
FTHI FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $561 Shares 25,679 Est. Cost $22.82 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $553 Shares 13,473 Est. Cost $41.79 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $551 Shares 1,764 Est. Cost $247.24 Unrealized +18.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $549 Shares 10,870 Est. Cost $52.48 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $547 Shares 4,278 Est. Cost $136.36 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $528 Shares 21,703 Est. Cost $36.14 Unrealized
XPCKX PIMCO CALIF MUN INCOME FD II 0.3%
Value ($000) $512 Shares 90,768 Est. Cost $6.20 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $509 Shares 5,333 Est. Cost $93.07 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $508 Shares 3,829 Est. Cost $101.32 Unrealized +23.8%
NUVEEN MUN HIGH INCOME OPPOR 0.3%
Value ($000) $485 Shares 44,460 Est. Cost $10.63 Unrealized
RIO RIO TINTO PLC 0.3%
Value ($000) $481 Shares 8,000 Est. Cost $66.71 Unrealized
LFVN LIFEVANTAGE CORP 0.3%
Value ($000) $480 Shares 32,943 Est. Cost $18.86 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $474 Shares 18,547 Est. Cost $26.18 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $472 Shares 4,570 Est. Cost $82.19 Unrealized +17.0%
HTGC HERCULES CAPITAL INC 0.3%
Value ($000) $464 Shares 24,153 Est. Cost $13.91 Unrealized +45.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $449 Shares 5,000 Est. Cost $78.07 Unrealized +12.0%
TGT TARGET CORP 0.3%
Value ($000) $449 Shares 4,300 Est. Cost $148.63 Unrealized -19.1%
FTQI FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $438 Shares 23,217 Est. Cost $18.85 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $435 Shares 17,358 Est. Cost $43.98 Unrealized
INVESCO CALIF VALUE MUN INCO 0.3%
Value ($000) $434 Shares 40,866 Est. Cost $11.70 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $432 Shares 769 Est. Cost $413.49 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $432 Shares 463 Est. Cost $57.26 Unrealized +66.1%
PFE PFIZER INC 0.2%
Value ($000) $418 Shares 16,509 Est. Cost $35.38 Unrealized -30.2%
GE GE AEROSPACE 0.2%
Value ($000) $414 Shares 2,066 Est. Cost $85.62 Unrealized +128.6%
TLT ISHARES TR 0.2%
Value ($000) $413 Shares 4,539 Est. Cost $94.68 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $394 Shares 4,140 Est. Cost $95.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $390 Shares 2,973 Est. Cost $108.64 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $384 Shares 20,286 Est. Cost $19.04 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $384 Shares 20,196 Est. Cost $19.00 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $381 Shares 3,674 Est. Cost $100.71 Unrealized
PFXF VANECK ETF TRUST 0.2%
Value ($000) $377 Shares 22,480 Est. Cost $17.57 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.2%
Value ($000) $377 Shares 33,499 Est. Cost $11.01 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $370 Shares 627 Est. Cost $482.70 Unrealized +15.5%
PFF ISHARES TR 0.2%
Value ($000) $363 Shares 11,824 Est. Cost $43.95 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $359 Shares 3,468 Est. Cost $99.23 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $347 Shares 2,378 Est. Cost $129.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $344 Shares 5,645 Est. Cost $45.35 Unrealized +22.3%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $342 Shares 14,436 Est. Cost $23.72 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $338 Shares 8,000 Est. Cost $37.87 Unrealized +16.7%
ETN EATON CORP PLC 0.2%
Value ($000) $326 Shares 1,200 Est. Cost $317.31 Unrealized -2.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $311 Shares 1,078 Est. Cost $196.13 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $308 Shares 5,314 Est. Cost $51.48 Unrealized +2.1%
PIMCO CALIF MUN INCOME FD 0.2%
Value ($000) $307 Shares 34,695 Est. Cost $10.08 Unrealized
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $306 Shares 5,408 Est. Cost $39.42 Unrealized +50.8%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $303 Shares 16,288 Est. Cost $37.53 Unrealized
AIQ GLOBAL X FDS 0.2%
Value ($000) $301 Shares 8,285 Est. Cost $34.38 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $297 Shares 12,685 Est. Cost $36.44 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $293 Shares 4,752 Est. Cost $50.41 Unrealized +91.8%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $291 Shares 4,000 Est. Cost $74.98 Unrealized +4.2%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $289 Shares 1,053 Est. Cost $239.31 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $288 Shares 8,892 Est. Cost $17.93 Unrealized +65.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $283 Shares 1,060 Est. Cost $190.56 Unrealized +27.5%
IWM ISHARES TR 0.2%
Value ($000) $282 Shares 1,416 Est. Cost $200.88 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $279 Shares 2,664 Est. Cost $110.45 Unrealized
DFJ WISDOMTREE TR 0.2%
Value ($000) $277 Shares 3,500 Est. Cost $66.84 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $275 Shares 13,700 Est. Cost $20.11 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $275 Shares 6,583 Est. Cost $35.27 Unrealized +23.7%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $269 Shares 6,560 Est. Cost $32.46 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $266 Shares 853 Est. Cost $253.22 Unrealized +13.4%
HACK AMPLIFY ETF TR 0.2%
Value ($000) $264 Shares 3,683 Est. Cost $64.11 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $264 Shares 845 Est. Cost $268.62 Unrealized +30.1%
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $262 Shares 4,553 Est. Cost $57.61 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.2%
Value ($000) $261 Shares 11,668 Est. Cost $17.93 Unrealized +24.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $260 Shares 2,547 Est. Cost $89.03 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.2%
Value ($000) $260 Shares 2,639 Est. Cost $101.38 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $259 Shares 5,800 Est. Cost $40.81 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.1%
Value ($000) $257 Shares 11,520 Est. Cost $12.19 Unrealized +62.9%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $253 Shares 17,256 Est. Cost $10.41 Unrealized +28.9%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $247 Shares 6,250 Est. Cost $32.66 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.1%
Value ($000) $246 Shares 7,030 Est. Cost $42.51 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $241 Shares 987 Est. Cost $251.77 Unrealized +0.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $241 Shares 538 Est. Cost $420.32 Unrealized +6.7%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $237 Shares 10,678 Est. Cost $13.85 Unrealized +50.5%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $233 Shares 1,627 Est. Cost $122.33 Unrealized +29.2%
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $232 Shares 18,425 Est. Cost $11.64 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $231 Shares 700 Est. Cost $314.96 Unrealized +11.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $229 Shares 1,272 Est. Cost $161.05 Unrealized +13.1%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $228 Shares 15,060 Est. Cost $9.25 Unrealized +50.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $228 Shares 1,000 Est. Cost $211.90 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $227 Shares 1,430 Est. Cost $136.99 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $226 Shares 2,418 Est. Cost $83.22 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $222 Shares 1,700 Est. Cost $109.03 Unrealized +24.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $222 Shares 752 Est. Cost $263.17 Unrealized +14.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $210 Shares 1,083 Est. Cost $198.06 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value ($000) $171 Shares 10,979 Est. Cost $15.26 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME T 0.1%
Value ($000) $168 Shares 15,320 Est. Cost $11.70 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $149 Shares 15,514 Est. Cost $8.92 Unrealized
NU NU HLDGS LTD 0.1%
Value ($000) $118 Shares 11,500 Est. Cost $11.82 Unrealized 0.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $69 Shares 13,063 Est. Cost $7.29 Unrealized 0.0%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $31 Shares 13,400 Est. Cost $0.93 Unrealized +282.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $22 Shares 1,400 Est. Cost $46.81 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 11,400 Est. Cost $3.37 Unrealized -38.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $9 Shares 5,600 Est. Cost $373.60 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $6 Shares 600 Est. Cost $267.40 Unrealized