Core Wealth Partners LLC

Q1 2025 13F Holdings

Location
Santa Rosa, CA
Holdings as of
3/31/2025
Value
$172M
Value excl. options
$172M
Num holdings
167
Date filed
5/12/2025
Form type
13F-HR
Prev filing
2/11/2025
Next filing
8/11/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type