Instuitional Investor - Core Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Core Wealth Partners Llc
Portfolio Value $217,861,379
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 64,657 $16,463,570 7.56%
2. ROK 41,669 $14,564,465 6.69%
3. MSFT 15,536 $8,047,050 3.69%
4. BRK.A 13,821 $6,948,370 3.19%
5.
Capital Grp Fixed Incm Etf T
244,871 $5,563,462 2.55%