Core Wealth Management
Latest statistics and disclosures from Core Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAX, DFCF, DFAR, DFIP, and represent 94.31% of Core Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFCF (+$12M), DFAX, DFAC, DFNM, DFAR, DUSB, DFIP, PG, AMZN, AAPL.
- Started 3 new stock positions in DUSB, AMZN, PG.
- Reduced shares in these 4 stocks: AGG (-$9.5M), VTI, SDY, DFGR.
- Sold out of its position in AGG.
- Core Wealth Management was a net buyer of stock by $12M.
- Core Wealth Management has $231M in assets under management (AUM), dropping by 10.08%.
- Central Index Key (CIK): 0001965150
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Core Wealth Management holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Core Wealth Management
SEC 13F filings are viewable for Core Wealth Management going back to 2022
- Core Wealth Management 2024 Q1 filed April 22, 2024
- Core Wealth Management 2023 Q4 filed Feb. 2, 2024
- Core Wealth Management 2023 Q3 filed Oct. 19, 2023
- Core Wealth Management 2023 Q2 filed July 17, 2023
- Core Wealth Management 2023 Q1 filed April 17, 2023
- Core Wealth Management 2022 Q4 restated filed Feb. 15, 2023
- Core Wealth Management 2022 Q4 filed Feb. 13, 2023