Instuitional Investor - Core Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Core Wealth Partners Llc
Portfolio Value $215,073,041
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 62,970 $15,981,227 7.43%
2. ROK 41,789 $14,997,266 6.97%
3. BRK-B 14,273 $6,839,622 3.18%
4.
Capital Grp Fixed Incm Etf T
272,691 $6,091,912 2.83%
5. MSFT 15,789 $5,844,490 2.72%