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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Positions held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.7 | $20M | -4% | 41k | 480.70 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 6.6 | $19M | +4% | 215k | 89.90 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 5.9 | $17M | NEW | 283k | 61.53 |
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Ishares Tr Core Msci Eafe (IEFA) | 5.7 | $17M | +3% | 226k | 74.22 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $15M | +447% | 246k | 60.74 |
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American Centy Etf Tr Diversifid Crp (KORP) | 4.7 | $14M | 299k | 46.28 |
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Vanguard Index Fds Mid Cap Etf (VO) | 4.5 | $13M | +10% | 54k | 249.86 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.9 | $8.6M | 168k | 51.28 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.9 | $8.5M | 104k | 81.78 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $6.2M | NEW | 66k | 93.71 |
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Pacer Fds Tr Pacer Us Small (CALF) | 2.0 | $6.0M | NEW | 123k | 49.16 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $5.7M | -55% | 52k | 110.52 |
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Caterpillar (CAT) | 1.1 | $3.2M | -8% | 8.8k | 366.42 |
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salesforce (CRM) | 0.9 | $2.7M | NEW | 9.1k | 301.18 |
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Merck & Co (MRK) | 0.9 | $2.7M | -4% | 20k | 131.96 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.9 | $2.7M | +17% | 52k | 50.74 |
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Apple (AAPL) | 0.8 | $2.2M | +7% | 13k | 171.48 |
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Intel Corporation (INTC) | 0.8 | $2.2M | +8169% | 50k | 44.17 |
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American Centy Etf Tr Diversified Mu (TAXF) | 0.7 | $2.2M | +28% | 43k | 50.55 |
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International Business Machines (IBM) | 0.7 | $2.2M | +31661% | 11k | 190.95 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $2.2M | +25% | 43k | 50.60 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.4M | 2.7k | 523.07 |
|
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Columbia Etf Tr I Multi Sec Muni (MUST) | 0.4 | $1.3M | -22% | 61k | 20.66 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.2M | 15k | 80.63 |
|
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.0M | -7% | 5.6k | 179.11 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $978k | -15% | 4.6k | 210.30 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $906k | 3.8k | 239.76 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.2 | $695k | 14k | 50.46 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $684k | 14k | 50.45 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $681k | 14k | 49.55 |
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Microsoft Corporation (MSFT) | 0.2 | $654k | +100% | 1.6k | 420.78 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $579k | +7% | 3.2k | 182.61 |
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NVIDIA Corporation (NVDA) | 0.2 | $530k | -5% | 587.00 | 903.56 |
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $515k | +17% | 11k | 45.94 |
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Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $510k | 11k | 45.31 |
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Amazon (AMZN) | 0.2 | $488k | +69% | 2.7k | 180.40 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $485k | 6.1k | 79.86 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $466k | 12k | 39.81 |
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Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $459k | 9.1k | 50.12 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $457k | 4.1k | 110.54 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $416k | +27% | 5.3k | 78.56 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $403k | -2% | 6.9k | 58.06 |
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Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $400k | NEW | 15k | 27.01 |
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Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $393k | NEW | 13k | 29.26 |
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Pepsi (PEP) | 0.1 | $383k | 2.2k | 175.01 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $353k | +8% | 2.3k | 152.26 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $348k | +75% | 1.7k | 200.30 |
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Exxon Mobil Corporation (XOM) | 0.1 | $279k | +84% | 2.4k | 116.24 |
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Wal-Mart Stores (WMT) | 0.1 | $276k | +324% | 4.6k | 60.17 |
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $268k | NEW | 8.0k | 33.59 |
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Procter & Gamble Company (PG) | 0.1 | $260k | +79% | 1.6k | 162.29 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $223k | +27% | 531.00 | 420.52 |
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Lockheed Martin Corporation (LMT) | 0.1 | $222k | +166% | 488.00 | 454.87 |
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Chevron Corporation (CVX) | 0.1 | $188k | +595% | 1.2k | 157.74 |
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Union Pacific Corporation (UNP) | 0.1 | $184k | NEW | 750.00 | 245.93 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $183k | 704.00 | 259.90 |
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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 |
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Nextera Energy (NEE) | 0.1 | $159k | +855% | 2.5k | 63.91 |
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Walt Disney Company (DIS) | 0.1 | $152k | -24% | 1.2k | 122.32 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $146k | +2% | 2.5k | 57.86 |
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American Centy Etf Tr Quality Prefer (QPFF) | 0.0 | $139k | +73% | 3.7k | 37.10 |
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Brp Group Com Cl A (BRP) | 0.0 | $131k | NEW | 4.5k | 28.94 |
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Global X Fds S&p 500 Covered (XYLD) | 0.0 | $129k | +75% | 3.2k | 40.79 |
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Johnson & Johnson (JNJ) | 0.0 | $128k | -9% | 808.00 | 158.19 |
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Meta Platforms Cl A (META) | 0.0 | $120k | +4000% | 246.00 | 485.58 |
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Visa Com Cl A (V) | 0.0 | $114k | -48% | 407.00 | 279.08 |
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American Express Company (AXP) | 0.0 | $113k | -8% | 497.00 | 227.69 |
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Kroger (KR) | 0.0 | $112k | +34% | 2.0k | 57.13 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $106k | +76% | 315.00 | 336.79 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $104k | -4% | 1.2k | 84.44 |
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Cummins (CMI) | 0.0 | $103k | NEW | 350.00 | 294.65 |
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Boeing Company (BA) | 0.0 | $100k | -94% | 517.00 | 192.81 |
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UnitedHealth (UNH) | 0.0 | $97k | -95% | 196.00 | 493.56 |
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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 |
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Cisco Systems (CSCO) | 0.0 | $80k | 1.6k | 49.91 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $79k | +25% | 432.00 | 182.69 |
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Tesla Motors (TSLA) | 0.0 | $78k | +54% | 446.00 | 175.69 |
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Home Depot (HD) | 0.0 | $78k | +34% | 204.00 | 383.60 |
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United Parcel Service CL B (UPS) | 0.0 | $77k | +275% | 515.00 | 148.63 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $76k | NEW | 500.00 | 150.93 |
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General Dynamics Corporation (GD) | 0.0 | $75k | -47% | 267.00 | 282.49 |
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Cabot Corporation (CBT) | 0.0 | $74k | 803.00 | 92.20 |
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Wabtec Corporation (WAB) | 0.0 | $73k | NEW | 500.00 | 145.68 |
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Booking Holdings (BKNG) | 0.0 | $73k | NEW | 20.00 | 3627.90 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $71k | +32% | 159.00 | 444.21 |
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Netflix (NFLX) | 0.0 | $71k | 116.00 | 607.34 |
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Sherwin-Williams Company (SHW) | 0.0 | $69k | +306% | 199.00 | 347.33 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $68k | 327.00 | 208.27 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $68k | -2% | 1.6k | 42.55 |
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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 |
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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 |
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Paychex (PAYX) | 0.0 | $47k | NEW | 381.00 | 122.80 |
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Texas Instruments Incorporated (TXN) | 0.0 | $47k | +24% | 267.00 | 174.21 |
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Marriott Intl Cl A (MAR) | 0.0 | $45k | 178.00 | 252.31 |
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Fidelity Wise Origin Bitcoin SHS | 0.0 | $44k | NEW | 712.00 | 62.04 |
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Saia (SAIA) | 0.0 | $43k | NEW | 74.00 | 585.00 |
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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 |
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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 |
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Colgate-Palmolive Company (CL) | 0.0 | $36k | +56% | 404.00 | 90.05 |
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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 |
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Dollar General (DG) | 0.0 | $7.0k | +125% | 45.00 | 156.07 |
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Uber Technologies (UBER) | 0.0 | $6.9k | 90.00 | 77.00 |
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Prudential Financial (PRU) | 0.0 | $6.7k | 57.00 | 117.40 |
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Medtronic SHS (MDT) | 0.0 | $6.5k | 75.00 | 87.16 |
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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