Core Wealth Partners LLC
Core Wealth Partners LLC is a Registered Investment Adviser headquartered in Santa Rosa, California. The firm is located in the San Francisco North Bay Area and is comprised of a team with decades of advisory experience. Founded in 2023, Core Wealth Partners serves individual investors, families, and businesses by providing ongoing financial advice and wealth management solutions. The firm focuses on personalized investment strategies and has an undisclosed number of employees.
Investment Strategy
Core Wealth Partners LLC employs a customized approach to portfolio management and financial planning for individuals, families, and businesses. Their investment philosophy emphasizes long-term growth through diversified portfolios, risk management, and alignment with client goals. As a Registered Investment Adviser, Core Wealth Partners applies experience and research to deliver ongoing advisory solutions tailored to each client's unique circumstances.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R ROK | ROCKWELL AUTOMATION INC | 7.01% | $13.8M | 41,605 | $291.16 | $332.17 | +$3.0M |
A AAPL | APPLE INC | 6.71% | $13.2M | 64,449 | $152.42 | $205.17 | -$1.0M |
M MSFT | MICROSOFT CORP | 3.83% | $7.5M | 15,168 | $274.05 | $497.41 | +$2.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.46% | $6.8M | 14,056 | $345.99 | $485.77 | -$232.4K |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 2.63% | $5.2M | 230,007 | $22.68 | $22.50 | +$1.9M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | Bought | Call | $77.1K | 35 | $61.21 | $55.45 | +21 | +$55.6K |
T TQQQ | PROSHARES TR | New | Call | $20.3K | 11 | $83.00 | $83.00 | +11 | +$20.3K |
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $16.3K | 33 | $617.85 | $559.39 | -23 | +$7.0K |
Q QQQ | INVESCO QQQ TR | Sold | Call | $15.5K | 2 | $551.64 | $468.92 | -4 | +$9.2K |