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Market Vectors Etf Tr Pfd Sec shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Market Vectors Etf Tr Pfd Sec (PFXF) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Market Vectors Etf Tr Pfd Sec

Tip: Access up to 7 years of quarterly data

All positions including Market Vectors Etf Tr Pfd Sec held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Market Vectors Etf Tr Pfd Sec by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 18k 18.26
2024-03-31 $506k 29k 17.69
2023-12-31 $488k 28k 17.18
2023-09-30 $474k 28k 16.81
2023-06-30 $495k 28k 17.67
2023-03-31 $551k 31k 17.65

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Market Vectors Etf Tr Pfd Sec

Bank of America Corporation
Morgan Stanley
Raymond James Financial
Comprehensive Wealth Management
LPL Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
State of Wisconsin - Board of Commissioners of Public Lands
Rs Crum
Tanager Wealth Management
Mml Investors Services
Ameriprise Financial
Raymond James & Associates
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding Market Vectors Etf Tr Pfd Sec