Instuitional Investor - Core Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Core Wealth Partners Llc
Portfolio Value $222,129,624
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 64,091 $17,423,779 7.84%
2. ROK 41,727 $16,234,682 7.31%
3. MSFT 15,711 $7,598,037 3.42%
4. BRK.A 14,449 $7,262,790 3.27%
5.
Capital Grp Fixed Incm Etf T
272,517 $6,169,781 2.78%