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iShares S&P NA Tec. Semi. Idx shares owned by Core Wealth Partners

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $336k 524 640.78

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
NVIDIA Corporation (NVDA)
Ametek (AME)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 0-3 Mth Treasury (SGOV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Spdr Series Trust St Str Blo 1 Etf (BIL)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Core Wealth Partners

Top funds holding iShares S&P NA Tec. Semi. Idx

Goldman Sachs Group
Bank of America Corporation
Jane Street
Susquehanna International
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Finepoint Capital
UBS Group
LPL Financial
Bank of Nova Scotia
Wells Fargo & Company
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Citigroup
CloudAlpha Capital Management Limited/Hong Kong

View all funds holding iShares S&P NA Tec. Semi. Idx