Core Wealth Advisors
Latest statistics and disclosures from Core Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VOO, MOAT, SPLG, IEFA, and represent 57.60% of Core Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$17M), IJH (+$12M), AVUV (+$6.2M), CALF (+$6.0M), CRM, INTC, IBM, VO, MOAT, IEFA.
- Started 66 new stock positions in CI, HON, CELH, DUK, PAPR, PFF, BKNG, ROST, HTGC, WAB.
- Reduced shares in these 10 stocks: OMFL (-$15M), IJR (-$7.0M), IVV, KO, UNH, BA, MMIN, VOO, MUST, TACK.
- Sold out of its positions in ABBV, APD, Alteryx, ADI, ARM, BLDP, BMY, Cano Health, TACK, CVNA.
- Core Wealth Advisors was a net buyer of stock by $22M.
- Core Wealth Advisors has $294M in assets under management (AUM), dropping by 20.40%.
- Central Index Key (CIK): 0001770532
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Portfolio Holdings for Core Wealth Advisors
Core Wealth Advisors holds 260 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.7 | $96M | -3% | 183k | 525.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.7 | $20M | -4% | 41k | 480.70 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 6.6 | $19M | +4% | 215k | 89.90 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 5.9 | $17M | NEW | 283k | 61.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.7 | $17M | +3% | 226k | 74.22 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $15M | +447% | 246k | 60.74 |
|
| American Centy Etf Tr Diversifid Crp (KORP) | 4.7 | $14M | 299k | 46.28 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.5 | $13M | +10% | 54k | 249.86 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.9 | $8.6M | 168k | 51.28 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.9 | $8.5M | 104k | 81.78 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $6.2M | NEW | 66k | 93.71 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 2.0 | $6.0M | NEW | 123k | 49.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $5.7M | -55% | 52k | 110.52 |
|
| Caterpillar (CAT) | 1.1 | $3.2M | -8% | 8.8k | 366.42 |
|
| salesforce (CRM) | 0.9 | $2.7M | NEW | 9.1k | 301.18 |
|
| Merck & Co (MRK) | 0.9 | $2.7M | -4% | 20k | 131.96 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.9 | $2.7M | +17% | 52k | 50.74 |
|
| Apple (AAPL) | 0.8 | $2.2M | +7% | 13k | 171.48 |
|
| Intel Corporation (INTC) | 0.8 | $2.2M | +8169% | 50k | 44.17 |
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.7 | $2.2M | +28% | 43k | 50.55 |
|
| International Business Machines (IBM) | 0.7 | $2.2M | +31661% | 11k | 190.95 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $2.2M | +25% | 43k | 50.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.4M | 2.7k | 523.07 |
|
|
| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.4 | $1.3M | -22% | 61k | 20.66 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.2M | 15k | 80.63 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.0M | -7% | 5.6k | 179.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $978k | -15% | 4.6k | 210.30 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $906k | 3.8k | 239.76 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.2 | $695k | 14k | 50.46 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $684k | 14k | 50.45 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $681k | 14k | 49.55 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $654k | +100% | 1.6k | 420.78 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $579k | +7% | 3.2k | 182.61 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $530k | -5% | 587.00 | 903.56 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $515k | +17% | 11k | 45.94 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $510k | 11k | 45.31 |
|
|
| Amazon (AMZN) | 0.2 | $488k | +69% | 2.7k | 180.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $485k | 6.1k | 79.86 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $466k | 12k | 39.81 |
|
|
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $459k | 9.1k | 50.12 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $457k | 4.1k | 110.54 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $416k | +27% | 5.3k | 78.56 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $403k | -2% | 6.9k | 58.06 |
|
| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $400k | NEW | 15k | 27.01 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $393k | NEW | 13k | 29.26 |
|
| Pepsi (PEP) | 0.1 | $383k | 2.2k | 175.01 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $353k | +8% | 2.3k | 152.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $348k | +75% | 1.7k | 200.30 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $279k | +84% | 2.4k | 116.24 |
|
| Wal-Mart Stores (WMT) | 0.1 | $276k | +324% | 4.6k | 60.17 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $268k | NEW | 8.0k | 33.59 |
|
| Procter & Gamble Company (PG) | 0.1 | $260k | +79% | 1.6k | 162.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $223k | +27% | 531.00 | 420.52 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $222k | +166% | 488.00 | 454.87 |
|
| Chevron Corporation (CVX) | 0.1 | $188k | +595% | 1.2k | 157.74 |
|
| Union Pacific Corporation (UNP) | 0.1 | $184k | NEW | 750.00 | 245.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $183k | 704.00 | 259.90 |
|
|
| Lowe's Companies (LOW) | 0.1 | $175k | +35% | 688.00 | 254.73 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $165k | -18% | 4.6k | 35.80 |
|
| Nextera Energy (NEE) | 0.1 | $159k | +855% | 2.5k | 63.91 |
|
| Walt Disney Company (DIS) | 0.1 | $152k | -24% | 1.2k | 122.32 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $146k | +2% | 2.5k | 57.86 |
|
| American Centy Etf Tr Quality Prefer (QPFF) | 0.0 | $139k | +73% | 3.7k | 37.10 |
|
| Brp Group Com Cl A (BRP) | 0.0 | $131k | NEW | 4.5k | 28.94 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $129k | +75% | 3.2k | 40.79 |
|
| Johnson & Johnson (JNJ) | 0.0 | $128k | -9% | 808.00 | 158.19 |
|
| Meta Platforms Cl A (META) | 0.0 | $120k | +4000% | 246.00 | 485.58 |
|
| Visa Com Cl A (V) | 0.0 | $114k | -48% | 407.00 | 279.08 |
|
| American Express Company (AXP) | 0.0 | $113k | -8% | 497.00 | 227.69 |
|
| Kroger (KR) | 0.0 | $112k | +34% | 2.0k | 57.13 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $106k | +76% | 315.00 | 336.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $104k | -4% | 1.2k | 84.44 |
|
| Cummins (CMI) | 0.0 | $103k | NEW | 350.00 | 294.65 |
|
| Boeing Company (BA) | 0.0 | $100k | -94% | 517.00 | 192.81 |
|
| UnitedHealth (UNH) | 0.0 | $97k | -95% | 196.00 | 493.56 |
|
| Oracle Corporation (ORCL) | 0.0 | $94k | 750.00 | 125.61 |
|
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| Danaher Corporation (DHR) | 0.0 | $94k | 375.00 | 249.72 |
|
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| Phillips 66 (PSX) | 0.0 | $82k | NEW | 500.00 | 163.34 |
|
| Cisco Systems (CSCO) | 0.0 | $80k | 1.6k | 49.91 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $79k | +25% | 432.00 | 182.69 |
|
| Tesla Motors (TSLA) | 0.0 | $78k | +54% | 446.00 | 175.69 |
|
| Home Depot (HD) | 0.0 | $78k | +34% | 204.00 | 383.60 |
|
| United Parcel Service CL B (UPS) | 0.0 | $77k | +275% | 515.00 | 148.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $76k | NEW | 500.00 | 150.93 |
|
| General Dynamics Corporation (GD) | 0.0 | $75k | -47% | 267.00 | 282.49 |
|
| Cabot Corporation (CBT) | 0.0 | $74k | 803.00 | 92.20 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $73k | NEW | 500.00 | 145.68 |
|
| Booking Holdings (BKNG) | 0.0 | $73k | NEW | 20.00 | 3627.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $71k | +32% | 159.00 | 444.21 |
|
| Netflix (NFLX) | 0.0 | $71k | 116.00 | 607.34 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $69k | +306% | 199.00 | 347.33 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $68k | 327.00 | 208.27 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $68k | -2% | 1.6k | 42.55 |
|
| Rh (RH) | 0.0 | $67k | 193.00 | 348.26 |
|
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| Broadcom (AVGO) | 0.0 | $65k | 49.00 | 1325.43 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $60k | +645% | 634.00 | 94.41 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $54k | 493.00 | 110.25 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $52k | +146% | 566.00 | 91.39 |
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| Honeywell International (HON) | 0.0 | $51k | NEW | 250.00 | 205.25 |
|
| Paychex (PAYX) | 0.0 | $47k | NEW | 381.00 | 122.80 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $47k | +24% | 267.00 | 174.21 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $45k | 178.00 | 252.31 |
|
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $44k | NEW | 712.00 | 62.04 |
|
| Saia (SAIA) | 0.0 | $43k | NEW | 74.00 | 585.00 |
|
| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.0 | $42k | 724.00 | 58.06 |
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| Starwood Property Trust (STWD) | 0.0 | $42k | NEW | 2.1k | 20.33 |
|
| Yum! Brands (YUM) | 0.0 | $42k | 302.00 | 138.65 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $40k | 325.00 | 123.01 |
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| Ansys (ANSS) | 0.0 | $38k | NEW | 110.00 | 347.16 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $38k | +99% | 401.00 | 94.62 |
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| Bank of America Corporation (BAC) | 0.0 | $38k | 994.00 | 37.91 |
|
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $37k | 164.00 | 224.99 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $36k | +56% | 404.00 | 90.05 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $36k | 724.00 | 48.99 |
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| Deere & Company (DE) | 0.0 | $35k | +466% | 85.00 | 410.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $35k | 265.00 | 131.37 |
|
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| Coca-Cola Company (KO) | 0.0 | $34k | -98% | 557.00 | 61.18 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $34k | 747.00 | 45.29 |
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| PNC Financial Services (PNC) | 0.0 | $33k | NEW | 202.00 | 161.60 |
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| McDonald's Corporation (MCD) | 0.0 | $32k | +26% | 115.00 | 281.96 |
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| Clorox Company (CLX) | 0.0 | $31k | NEW | 201.00 | 153.11 |
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| Campbell Soup Company (CPB) | 0.0 | $30k | 665.00 | 44.45 |
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| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $29k | 369.00 | 79.26 |
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| Public Storage (PSA) | 0.0 | $29k | NEW | 100.00 | 290.06 |
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| Wells Fargo & Company (WFC) | 0.0 | $29k | NEW | 500.00 | 57.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $29k | NEW | 90.00 | 320.60 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $29k | +222% | 1.5k | 19.69 |
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| Nike CL B (NKE) | 0.0 | $28k | +408% | 300.00 | 93.98 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $28k | 200.00 | 139.01 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $27k | 445.00 | 61.05 |
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| Illinois Tool Works (ITW) | 0.0 | $27k | 100.00 | 268.33 |
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| Costco Wholesale Corporation (COST) | 0.0 | $26k | +80% | 36.00 | 732.64 |
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| Verizon Communications (VZ) | 0.0 | $26k | +427% | 617.00 | 41.96 |
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| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $26k | 2.1k | 12.43 |
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| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $25k | 375.00 | 66.26 |
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| Target Corporation (TGT) | 0.0 | $25k | +21% | 140.00 | 177.21 |
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| Ross Stores (ROST) | 0.0 | $25k | NEW | 169.00 | 146.76 |
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| Ford Motor Company (F) | 0.0 | $24k | -32% | 1.8k | 13.28 |
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| Ametek (AME) | 0.0 | $24k | NEW | 129.00 | 182.91 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $23k | NEW | 182.00 | 128.40 |
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| Abbott Laboratories (ABT) | 0.0 | $23k | -24% | 200.00 | 113.66 |
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| Paccar (PCAR) | 0.0 | $23k | 183.00 | 123.89 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $22k | 140.00 | 155.84 |
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| Southern Company (SO) | 0.0 | $22k | NEW | 300.00 | 71.74 |
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| Synopsys (SNPS) | 0.0 | $21k | NEW | 36.00 | 571.50 |
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| Super Micro Computer (SMCI) | 0.0 | $20k | NEW | 20.00 | 1010.05 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $20k | 175.00 | 115.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $20k | 150.00 | 130.73 |
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| Etf Ser Solutions Defiance Next (FIVG) | 0.0 | $19k | -10% | 495.00 | 39.08 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $18k | 250.00 | 73.04 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $18k | +51% | 44.00 | 399.11 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $17k | NEW | 400.00 | 43.35 |
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| Ishares Tr Invt Grd Corp Bd (LQDW) | 0.0 | $17k | +56% | 573.00 | 29.30 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $17k | 136.00 | 120.99 |
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| D.R. Horton (DHI) | 0.0 | $17k | 100.00 | 164.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $16k | 31.00 | 524.35 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $16k | NEW | 74.00 | 219.31 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $16k | +90% | 156.00 | 102.28 |
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| Amgen (AMGN) | 0.0 | $15k | NEW | 54.00 | 284.33 |
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| Boise Cascade (BCC) | 0.0 | $15k | 100.00 | 153.37 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $15k | +23% | 281.00 | 54.24 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $15k | NEW | 467.00 | 32.23 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $15k | 5.00 | 2906.80 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $14k | NEW | 111.00 | 128.20 |
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| Prospect Capital Corporation (PSEC) | 0.0 | $14k | +6% | 2.6k | 5.52 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $14k | 298.00 | 45.37 |
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| W.W. Grainger (GWW) | 0.0 | $13k | NEW | 13.00 | 1017.31 |
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| American Centy Etf Tr Sustainable Eqty (ESGA) | 0.0 | $13k | 200.00 | 65.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $13k | 62.00 | 205.73 |
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| Wp Carey (WPC) | 0.0 | $13k | 225.00 | 56.44 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $13k | 300.00 | 42.12 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $13k | NEW | 25.00 | 504.60 |
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| National Retail Properties (NNN) | 0.0 | $13k | +31% | 293.00 | 42.74 |
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| Mosaic (MOS) | 0.0 | $12k | -83% | 383.00 | 32.46 |
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| Realty Income (O) | 0.0 | $12k | +27% | 228.00 | 54.10 |
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| Corning Incorporated (GLW) | 0.0 | $12k | -34% | 373.00 | 32.96 |
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| Southwest Airlines (LUV) | 0.0 | $12k | 415.00 | 29.19 |
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| Ares Capital Corporation (ARCC) | 0.0 | $12k | NEW | 573.00 | 20.82 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $12k | NEW | 645.00 | 18.45 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $12k | 73.00 | 162.86 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $12k | 180.00 | 64.40 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $12k | NEW | 772.00 | 14.98 |
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| Cigna Corp (CI) | 0.0 | $11k | NEW | 31.00 | 363.19 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $11k | NEW | 125.00 | 88.66 |
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| Inmode SHS (INMD) | 0.0 | $11k | 500.00 | 21.61 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $10k | 253.00 | 41.08 |
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| Yum China Holdings (YUMC) | 0.0 | $10k | 260.00 | 39.79 |
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| Pfizer (PFE) | 0.0 | $10k | -65% | 370.00 | 27.75 |
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| Ferrari Nv Ord (RACE) | 0.0 | $10k | NEW | 23.00 | 435.96 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $9.9k | NEW | 102.00 | 96.84 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $9.8k | 150.00 | 65.65 |
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| USANA Health Sciences (USNA) | 0.0 | $9.7k | 200.00 | 48.50 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $8.9k | 60.00 | 147.73 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $8.7k | NEW | 105.00 | 82.92 |
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| Axcelis Technologies Com New (ACLS) | 0.0 | $8.6k | 77.00 | 111.53 |
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| Gabelli Dividend & Income Trust (GDV) | 0.0 | $8.5k | +9% | 371.00 | 22.98 |
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| TJX Companies (TJX) | 0.0 | $8.5k | -27% | 84.00 | 101.43 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $8.4k | 16.00 | 522.94 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $8.2k | 31.00 | 265.13 |
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| Getty Realty (GTY) | 0.0 | $8.2k | +200% | 300.00 | 27.35 |
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| Dow (DOW) | 0.0 | $8.1k | -93% | 139.00 | 57.94 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $7.8k | 110.00 | 71.15 |
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| Enterprise Ban (EBTC) | 0.0 | $7.8k | 300.00 | 25.97 |
|
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| Citigroup Com New (C) | 0.0 | $7.6k | 120.00 | 63.24 |
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| Altria (MO) | 0.0 | $7.4k | +53% | 170.00 | 43.62 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $7.1k | -82% | 435.00 | 16.34 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $7.1k | -45% | 60.00 | 118.30 |
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| Micron Technology (MU) | 0.0 | $7.1k | 60.00 | 117.90 |
|
|
| Dollar General (DG) | 0.0 | $7.0k | +125% | 45.00 | 156.07 |
|
| Uber Technologies (UBER) | 0.0 | $6.9k | 90.00 | 77.00 |
|
|
| Prudential Financial (PRU) | 0.0 | $6.7k | 57.00 | 117.40 |
|
|
| Medtronic SHS (MDT) | 0.0 | $6.5k | 75.00 | 87.16 |
|
|
| Kkr & Co (KKR) | 0.0 | $6.3k | NEW | 63.00 | 100.59 |
|
| Etf Ser Solutions Defiance Next (HDRO) | 0.0 | $6.3k | 1.2k | 5.27 |
|
|
| CF Industries Holdings (CF) | 0.0 | $6.2k | 75.00 | 83.21 |
|
|
| Regency Centers Corporation (REG) | 0.0 | $6.1k | 100.00 | 60.56 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $5.9k | NEW | 312.00 | 19.07 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $5.8k | NEW | 250.00 | 23.24 |
|
| Palo Alto Networks (PANW) | 0.0 | $5.7k | NEW | 20.00 | 284.15 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $5.1k | -22% | 2.6k | 1.97 |
|
| Academy Sports & Outdoor (ASO) | 0.0 | $5.1k | 75.00 | 67.55 |
|
|
| V.F. Corporation (VFC) | 0.0 | $5.0k | NEW | 323.00 | 15.36 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $4.8k | -78% | 100.00 | 47.87 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $4.8k | -74% | 60.00 | 79.77 |
|
| Applied Materials (AMAT) | 0.0 | $4.8k | NEW | 23.00 | 207.00 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $4.7k | NEW | 20.00 | 236.85 |
|
| Waste Management (WM) | 0.0 | $4.7k | 22.00 | 213.18 |
|
|
| General Electric Com New (GE) | 0.0 | $4.6k | 26.00 | 175.54 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.4k | 22.00 | 201.50 |
|
|
| Chubb (CB) | 0.0 | $3.9k | NEW | 15.00 | 259.13 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $3.7k | 176.00 | 20.93 |
|
|
| Iron Mountain (IRM) | 0.0 | $3.5k | NEW | 43.00 | 80.23 |
|
| BlackRock (BLK) | 0.0 | $3.4k | NEW | 4.00 | 844.25 |
|
| At&t (T) | 0.0 | $3.3k | 185.00 | 17.60 |
|
|
| MDU Resources (MDU) | 0.0 | $3.2k | 128.00 | 25.20 |
|
|
| Ishares Bitcoin Tr SHS | 0.0 | $2.8k | NEW | 70.00 | 40.40 |
|
| Bloomin Brands (BLMN) | 0.0 | $2.7k | NEW | 93.00 | 28.59 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $2.6k | 32.00 | 81.09 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $2.6k | 55.00 | 46.85 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $2.5k | -46% | 26.00 | 94.92 |
|
| Whirlpool Corporation (WHR) | 0.0 | $2.4k | NEW | 20.00 | 119.65 |
|
| Hasbro (HAS) | 0.0 | $2.3k | NEW | 41.00 | 56.85 |
|
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $1.9k | 54.00 | 34.35 |
|
|
| American Water Works (AWK) | 0.0 | $1.7k | NEW | 14.00 | 123.64 |
|
| Zoetis Cl A (ZTS) | 0.0 | $1.5k | 9.00 | 169.22 |
|
|
| South State Corporation (SSB) | 0.0 | $1.3k | 15.00 | 85.07 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $728.000000 | 8.00 | 91.00 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $596.001000 | 21.00 | 28.38 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $507.000200 | NEW | 7.00 | 72.43 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $471.997800 | +22% | 54.00 | 8.74 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $461.001000 | 30.00 | 15.37 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $363.000000 | NEW | 15.00 | 24.20 |
|
| Block Cl A (SQ) | 0.0 | $339.000000 | NEW | 4.00 | 84.75 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $282.000000 | 100.00 | 2.82 |
|
|
| Spirit Airlines (SAVE) | 0.0 | $183.999800 | NEW | 38.00 | 4.84 |
|
| Kontoor Brands (KTB) | 0.0 | $123.000000 | NEW | 2.00 | 61.50 |
|
| Gap (GPS) | 0.0 | $83.000100 | 3.00 | 27.67 |
|
|
| United States Steel Corporation (X) | 0.0 | $82.000000 | 2.00 | 41.00 |
|
|
| Kinder Morgan (KMI) | 0.0 | $56.000100 | 3.00 | 18.67 |
|
|
| Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.0 | $52.000000 | 2.00 | 26.00 |
|
Past Filings by Core Wealth Advisors
SEC 13F filings are viewable for Core Wealth Advisors going back to 2019
- Core Wealth Advisors 2024 Q1 filed May 15, 2024
- Core Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Core Wealth Advisors 2023 Q2 filed Aug. 14, 2023
- Core Wealth Advisors 2023 Q1 filed April 27, 2023
- Core Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- Core Wealth Advisors 2022 Q3 filed Nov. 10, 2022
- Core Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- Core Wealth Advisors 2022 Q1 filed May 16, 2022
- Core Wealth Advisors 2021 Q4 filed Feb. 14, 2022
- Core Wealth Advisors 2021 Q3 filed Nov. 9, 2021
- Core Wealth Advisors 2021 Q2 filed Aug. 3, 2021
- Core Wealth Advisors 2021 Q1 filed May 4, 2021
- Core Wealth Advisors 2020 Q4 filed Feb. 5, 2021
- Core Wealth Advisors 2020 Q3 filed Nov. 12, 2020
- Core Wealth Advisors 2020 Q2 filed July 31, 2020
- Core Wealth Advisors 2020 Q1 filed April 29, 2020