Core Wealth Partners LLC

CIK

1965078

City

SANTA ROSA

State / Country

CA

Stock

NMZ — Nuveen Municipal High Income Opportunity Fund

Top Portfolio Positions

105 positions · $150,598,063 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	62,970	$15,981,156	10.61%
ROK	Rockwell Automation, Inc Industrials	41,789	$14,997,236	9.96%
BRK-B	Berkshire Hathaway Inc Financial Services	14,273	$6,839,621	4.54%
MSFT	Microsoft Corp Technology	15,789	$5,844,614	3.88%
GOOGL	Alphabet Inc. Communication Services	18,056	$5,192,183	3.45%
AMZN	Amazon Com Inc Consumer Cyclical	22,806	$4,749,805	3.15%
NVDA	Nvidia Corp Technology	26,755	$4,666,072	3.10%
XOM	Exxon Mobil Corp Energy	25,938	$4,400,641	2.92%
COST	Costco Wholesale Corp /New Consumer Defensive	4,027	$4,012,623	2.66%
AME	Ametek Inc/ Industrials	18,000	$3,858,480	2.56%

Portfolio Trend

14 quarters · across all stocks

Holdings in NMZ

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$462,563	44,563	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$453,862	44,540	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$471,191	44,494	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$461,050	44,460	0.0%	Shares	Sole	2025-08-11
2025-03-31	$485,058	44,460	0.0%	Shares	Sole	2025-05-13
2024-12-31	$480,612	44,460	0.0%	Shares	Sole	2025-02-12
2024-09-30	$518,403	44,460	0.0%	Shares	Sole	2024-11-04
2024-06-30	$479,723	44,460	0.0%	Shares	Sole	2024-08-14
2024-03-31	$469,497	44,460	0.0%	Shares	Sole	2024-04-19
2023-12-31	$439,264	44,460	0.0%	Shares	Sole	2024-02-08
2023-09-30	$412,588	44,460	0.0%	Shares	Sole	2023-11-13
2023-06-30	$469,942	44,460	0.0%	Shares	Sole	2023-08-11
2023-03-31	$480,168	44,460	+330.7%	Shares	Sole	2023-05-12
2022-12-31	$106,729	10,322	—	Shares	Sole	2023-02-13
No 13F history on record for this holder in this stock.