Instuitional Investor - Core Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Core Wealth Partners Llc
Portfolio Value $197,095,410
Filing Period:
No. Security Ticker Shares Value % Port
1. ROK 41,605 $13,819,933 7.01%
2. AAPL 64,449 $13,222,923 6.71%
3. MSFT 15,168 $7,544,667 3.83%
4. BRK.A 14,056 $6,827,983 3.46%
5.
Capital Grp Fixed Incm Etf T
230,007 $5,175,164 2.63%