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, OMFL, IEFA, and represent 58.49% of Core Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: KORP (+$13M), VO (+$10M), IVV, MRK, MOAT, OMFL, IEFA, IJR, IJH, VOO.
- Started 11 new stock positions in KORP, VO, RH, CART, IJT, NCLH, ARM, TGT, GTY, RSP. DIA.
- Reduced shares in these 10 stocks: EZU (-$15M), IGSB (-$6.8M), SHY (-$6.8M), CVX, AGG, COST, MMIN, HD, REGL, JMST.
- Sold out of its positions in CI, DBX, PFLD, HSBC, EZU, SYY, CB.
- Core Wealth Advisors was a net buyer of stock by $3.4M.
- Core Wealth Advisors has $244M in assets under management (AUM), dropping by -1.90%.
- Central Index Key (CIK): 0001770532
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Download as csv Download as ExcelPortfolio Holdings for Core Wealth Advisors
Core Wealth Advisors holds 239 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 33.2 | $81M | +3% | 189k | 429.44 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.9 | $17M | +2% | 43k | 392.71 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 6.4 | $16M | +10% | 205k | 75.84 |
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 6.2 | $15M | +10% | 333k | 45.84 |
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Ishares Tr Core Msci Eafe (IEFA) | 5.8 | $14M | +6% | 219k | 64.35 |
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American Centy Etf Tr Diversifid Crp (KORP) | 5.5 | $13M | NEW | 302k | 44.49 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 4.6 | $11M | +4% | 45k | 249.35 |
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Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $11M | +4% | 116k | 94.33 |
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Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $10M | NEW | 48k | 208.24 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.4 | $8.4M | -44% | 169k | 49.83 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.4 | $8.4M | -44% | 104k | 80.97 |
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Caterpillar (CAT) | 1.1 | $2.6M | 9.6k | 273.01 |
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UnitedHealth (UNH) | 0.9 | $2.3M | +2% | 4.5k | 504.24 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.9 | $2.2M | -2% | 45k | 50.45 |
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Merck & Co (MRK) | 0.9 | $2.2M | +1822% | 21k | 102.96 |
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Apple (AAPL) | 0.9 | $2.1M | 12k | 171.21 |
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Coca-Cola Company (KO) | 0.8 | $2.0M | +5% | 36k | 55.98 |
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Boeing Company (BA) | 0.8 | $1.9M | +5% | 10k | 191.67 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $1.6M | +7% | 34k | 48.10 |
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American Centy Etf Tr Diversified Mu (TAXF) | 0.7 | $1.6M | +10% | 34k | 47.95 |
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Columbia Etf Tr I Multi Sec Muni (MUST) | 0.6 | $1.5M | +8% | 79k | 19.50 |
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Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 0.5 | $1.1M | -7% | 49k | 22.85 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.1M | 2.6k | 427.48 |
|
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.1M | 15k | 70.76 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $975k | 5.5k | 176.74 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $919k | 6.1k | 151.82 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $740k | 3.8k | 195.69 |
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Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.3 | $687k | +9% | 14k | 49.89 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $680k | +9% | 14k | 50.18 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $673k | +8% | 14k | 49.19 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $458k | +7% | 2.9k | 155.38 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $457k | +9% | 4.1k | 110.47 |
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Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $456k | +9% | 9.1k | 49.81 |
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Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $430k | +2% | 11k | 38.59 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $418k | 6.1k | 68.92 |
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $370k | +4% | 9.6k | 38.74 |
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Pepsi (PEP) | 0.2 | $368k | 2.2k | 169.44 |
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Capitol Ser Tr Fairlead Tactica (TACK) | 0.2 | $367k | +15% | 16k | 22.66 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $356k | 12k | 30.38 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $352k | 7.1k | 49.53 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $281k | 2.1k | 131.85 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $277k | -17% | 4.2k | 66.74 |
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NVIDIA Corporation (NVDA) | 0.1 | $271k | 624.00 | 434.99 |
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Microsoft Corporation (MSFT) | 0.1 | $245k | +2% | 775.00 | 315.75 |
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Amazon (AMZN) | 0.1 | $203k | 1.6k | 127.12 |
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Visa Com Cl A (V) | 0.1 | $182k | 791.00 | 230.01 |
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Ishares Tr 20+ Year Tr Bd (TLTW) | 0.1 | $176k | +90% | 6.1k | 28.89 |
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Wal-Mart Stores (WMT) | 0.1 | $173k | 1.1k | 159.93 |
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Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $172k | +44% | 5.7k | 30.43 |
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Exxon Mobil Corporation (XOM) | 0.1 | $153k | 1.3k | 117.58 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $152k | -16% | 717.00 | 212.41 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $146k | 417.00 | 350.30 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $144k | 992.00 | 145.02 |
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Johnson & Johnson (JNJ) | 0.1 | $139k | 889.00 | 155.75 |
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Walt Disney Company (DIS) | 0.1 | $133k | +236% | 1.6k | 81.05 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $132k | -14% | 2.5k | 53.56 |
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Procter & Gamble Company (PG) | 0.1 | $130k | 889.00 | 145.86 |
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Dow (DOW) | 0.0 | $115k | +27% | 2.2k | 51.56 |
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General Dynamics Corporation (GD) | 0.0 | $113k | 511.00 | 220.97 |
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Lowe's Companies (LOW) | 0.0 | $105k | 507.00 | 207.84 |
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Kellogg Company (K) | 0.0 | $97k | +2672% | 1.6k | 59.51 |
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Danaher Corporation (DHR) | 0.0 | $93k | 375.00 | 248.10 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $88k | 1.3k | 68.42 |
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Cisco Systems (CSCO) | 0.0 | $86k | 1.6k | 53.76 |
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Mosaic (MOS) | 0.0 | $85k | 2.4k | 35.60 |
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American Express Company (AXP) | 0.0 | $81k | 541.00 | 149.19 |
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Oracle Corporation (ORCL) | 0.0 | $79k | 750.00 | 105.92 |
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American Centy Etf Tr Quality Prefer (QPFF) | 0.0 | $75k | -27% | 2.2k | 34.96 |
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Lockheed Martin Corporation (LMT) | 0.0 | $75k | 183.00 | 408.96 |
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Tesla Motors (TSLA) | 0.0 | $72k | +13% | 288.00 | 250.22 |
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Global X Fds S&p 500 Covered (XYLD) | 0.0 | $70k | -19% | 1.8k | 38.89 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $67k | 1.6k | 41.03 |
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Kroger (KR) | 0.0 | $65k | 1.5k | 44.75 |
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Cabot Corporation (CBT) | 0.0 | $56k | 803.00 | 69.27 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $54k | 327.00 | 163.93 |
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Abbvie (ABBV) | 0.0 | $52k | +459% | 347.00 | 149.06 |
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Rh (RH) | 0.0 | $51k | NEW | 193.00 | 264.36 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $51k | 343.00 | 147.60 |
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Ishares Tr Core High Dv Etf (HDV) | 0.0 | $49k | 493.00 | 98.92 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $47k | 178.00 | 266.44 |
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Home Depot (HD) | 0.0 | $46k | -60% | 152.00 | 302.16 |
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Netflix (NFLX) | 0.0 | $44k | +20% | 116.00 | 377.60 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $43k | +33% | 120.00 | 358.27 |
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Raytheon Technologies Corp (RTX) | 0.0 | $41k | +312% | 573.00 | 71.97 |
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Global X Fds Lithium Btry Etf (LIT) | 0.0 | $41k | 747.00 | 55.17 |
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Broadcom (AVGO) | 0.0 | $41k | 49.00 | 830.59 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $38k | NEW | 269.00 | 141.69 |
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Yum! Brands (YUM) | 0.0 | $38k | 302.00 | 124.94 |
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Pfizer (PFE) | 0.0 | $36k | -15% | 1.1k | 33.17 |
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Marriott Intl Cl A (MAR) | 0.0 | $35k | 178.00 | 196.56 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $35k | 325.00 | 107.49 |
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Texas Instruments Incorporated (TXN) | 0.0 | $34k | 215.00 | 159.01 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $34k | -41% | 689.00 | 48.88 |
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Ford Motor Company (F) | 0.0 | $33k | -19% | 2.7k | 12.42 |
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Carnival Corp Common Stock (CCL) | 0.0 | $33k | +7% | 2.4k | 13.72 |
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Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.0 | $32k | 724.00 | 44.29 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $31k | 724.00 | 42.38 |
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Chevron Corporation (CVX) | 0.0 | $29k | -98% | 171.00 | 168.63 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | 265.00 | 107.14 |
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Campbell Soup Company (CPB) | 0.0 | $27k | 665.00 | 41.08 |
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Bank of America Corporation (BAC) | 0.0 | $27k | 993.00 | 27.37 |
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Abbott Laboratories (ABT) | 0.0 | $26k | 265.00 | 96.85 |
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $25k | 369.00 | 67.86 |
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McDonald's Corporation (MCD) | 0.0 | $24k | 91.00 | 263.45 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $24k | 164.00 | 144.98 |
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Illinois Tool Works (ITW) | 0.0 | $23k | 100.00 | 230.31 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $22k | 445.00 | 49.85 |
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Intel Corporation (INTC) | 0.0 | $22k | 605.00 | 35.56 |
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United Parcel Service CL B (UPS) | 0.0 | $21k | 137.00 | 155.88 |
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Starbucks Corporation (SBUX) | 0.0 | $21k | 230.00 | 91.27 |
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $21k | 375.00 | 55.10 |
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Listed Fd Tr Roundhill Ball (METV) | 0.0 | $20k | 2.1k | 9.48 |
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Royal Caribbean Cruises (RCL) | 0.0 | $18k | 200.00 | 92.14 |
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Colgate-Palmolive Company (CL) | 0.0 | $18k | 258.00 | 71.11 |
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ConocoPhillips (COP) | 0.0 | $18k | 150.00 | 119.80 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $18k | +28% | 201.00 | 88.69 |
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Etf Ser Solutions Defiance Next (FIVG) | 0.0 | $17k | 556.00 | 31.26 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $17k | 396.00 | 43.72 |
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Corning Incorporated (GLW) | 0.0 | $17k | 567.00 | 30.47 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $17k | 140.00 | 122.94 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $17k | +365% | 465.00 | 37.00 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $17k | 250.00 | 67.80 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $17k | 175.00 | 94.19 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $17k | NEW | 150.00 | 109.68 |
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CVS Caremark Corporation (CVS) | 0.0 | $16k | 234.00 | 69.82 |
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Paccar (PCAR) | 0.0 | $16k | 183.00 | 85.02 |
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $15k | 298.00 | 51.79 |
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Inmode SHS (INMD) | 0.0 | $15k | 500.00 | 30.46 |
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Plug Power Com New (PLUG) | 0.0 | $15k | 2.0k | 7.60 |
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Luminar Technologies Com Cl A (LAZR) | 0.0 | $15k | -23% | 3.3k | 4.55 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $15k | -96% | 161.00 | 94.04 |
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Nextera Energy (NEE) | 0.0 | $15k | 260.00 | 57.29 |
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Prospect Capital Corporation (PSEC) | 0.0 | $15k | +3% | 2.4k | 6.05 |
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Yum China Holdings (YUMC) | 0.0 | $15k | 260.00 | 55.72 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $14k | 136.00 | 103.32 |
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Philip Morris International (PM) | 0.0 | $13k | 145.00 | 92.59 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $13k | 31.00 | 414.90 |
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Target Corporation (TGT) | 0.0 | $13k | NEW | 115.00 | 110.57 |
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Etf Managers Tr Prime Mobile Pay (IPAY) | 0.0 | $13k | 324.00 | 39.10 |
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Axcelis Technologies Com New (ACLS) | 0.0 | $13k | 77.00 | 163.05 |
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Sherwin-Williams Company (SHW) | 0.0 | $13k | 49.00 | 255.06 |
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Alteryx Com Cl A (AYX) | 0.0 | $12k | 326.00 | 37.69 |
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Wp Carey (WPC) | 0.0 | $12k | 225.00 | 54.08 |
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USANA Health Sciences (USNA) | 0.0 | $12k | 200.00 | 58.61 |
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Ishares Tr Invt Grd Corp Bd (LQDW) | 0.0 | $12k | +175% | 366.00 | 31.52 |
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Air Products & Chemicals (APD) | 0.0 | $11k | 40.00 | 283.40 |
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Costco Wholesale Corporation (COST) | 0.0 | $11k | -96% | 20.00 | 565.00 |
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Southwest Airlines (LUV) | 0.0 | $11k | -19% | 415.00 | 27.07 |
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Analog Devices (ADI) | 0.0 | $11k | 64.00 | 175.09 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $11k | 111.00 | 100.94 |
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Bristol Myers Squibb (BMY) | 0.0 | $11k | 193.00 | 58.04 |
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D.R. Horton (DHI) | 0.0 | $11k | 100.00 | 107.47 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $11k | 228.00 | 46.93 |
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American Centy Etf Tr Sustainable Eqty (ESGA) | 0.0 | $11k | 200.00 | 53.22 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $11k | 62.00 | 171.45 |
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TJX Companies (TJX) | 0.0 | $10k | 116.00 | 88.89 |
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Boise Cascade (BCC) | 0.0 | $10k | 100.00 | 103.04 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $10k | 73.00 | 137.93 |
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Select Sector Spdr Tr Financial (XLF) | 0.0 | $10k | 300.00 | 33.17 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $9.8k | NEW | 29.00 | 336.69 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $9.6k | 253.00 | 37.95 |
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $9.4k | 180.00 | 51.99 |
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Ishares Tr Core Msci Euro (IEUR) | 0.0 | $9.3k | 187.00 | 49.66 |
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Eaton Corp SHS (ETN) | 0.0 | $9.2k | 43.00 | 213.30 |
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Chipotle Mexican Grill (CMG) | 0.0 | $9.2k | 5.00 | 1832.00 |
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Eli Lilly & Co. (LLY) | 0.0 | $9.1k | 17.00 | 537.18 |
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Realty Income (O) | 0.0 | $8.9k | 179.00 | 49.94 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $8.8k | 150.00 | 58.93 |
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PPG Industries (PPG) | 0.0 | $8.7k | 67.00 | 129.81 |
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Ishares Tr Msci China Etf (MCHI) | 0.0 | $8.7k | 200.00 | 43.29 |
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Annaly Capital Management In Com New (NLY) | 0.0 | $8.5k | 450.00 | 18.81 |
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Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $8.4k | 325.00 | 25.89 |
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Enterprise Ban (EBTC) | 0.0 | $8.2k | 300.00 | 27.38 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $8.1k | 117.00 | 69.40 |
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Etf Ser Solutions Defiance Next (HDRO) | 0.0 | $7.9k | 1.2k | 6.62 |
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National Retail Properties (NNN) | 0.0 | $7.8k | 222.00 | 35.34 |
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Dover Corporation (DOV) | 0.0 | $7.8k | 56.00 | 139.52 |
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Parker-Hannifin Corporation (PH) | 0.0 | $7.8k | 20.00 | 389.55 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $7.8k | 82.00 | 94.71 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.7k | 60.00 | 128.75 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $7.7k | 85.00 | 90.40 |
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Ballard Pwr Sys (BLDP) | 0.0 | $7.3k | 2.0k | 3.67 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $7.2k | 110.00 | 65.46 |
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Nxp Semiconductors N V (NXPI) | 0.0 | $6.8k | 34.00 | 199.94 |
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Gabelli Dividend & Income Trust (GDV) | 0.0 | $6.6k | 339.00 | 19.44 |
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Waters Corporation (WAT) | 0.0 | $6.6k | +60% | 24.00 | 274.25 |
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CF Industries Holdings (CF) | 0.0 | $6.4k | 75.00 | 85.75 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $6.4k | 16.00 | 399.50 |
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Gilead Sciences (GILD) | 0.0 | $6.3k | +61% | 84.00 | 74.94 |
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Norfolk Southern (NSC) | 0.0 | $6.1k | 31.00 | 196.94 |
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Regency Centers Corporation (REG) | 0.0 | $5.9k | 100.00 | 59.44 |
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Dupont De Nemours (DD) | 0.0 | $5.9k | 79.00 | 74.59 |
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Medtronic SHS (MDT) | 0.0 | $5.9k | 75.00 | 78.36 |
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Deere & Company (DE) | 0.0 | $5.7k | 15.00 | 377.40 |
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Nike CL B (NKE) | 0.0 | $5.6k | +63% | 59.00 | 95.63 |
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Prudential Financial (PRU) | 0.0 | $5.4k | 57.00 | 94.89 |
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International Business Machines (IBM) | 0.0 | $5.1k | 36.00 | 140.31 |
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Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $5.0k | 1.0k | 4.97 |
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Citigroup Com New (C) | 0.0 | $4.9k | 120.00 | 41.13 |
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Hartford Financial Services (HIG) | 0.0 | $4.7k | 66.00 | 70.92 |
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Altria (MO) | 0.0 | $4.7k | 111.00 | 42.05 |
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Uber Technologies (UBER) | 0.0 | $4.1k | 90.00 | 46.00 |
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Micron Technology (MU) | 0.0 | $4.1k | 60.00 | 68.03 |
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Verizon Communications (VZ) | 0.0 | $3.8k | -80% | 117.00 | 32.41 |
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Crown Castle Intl (CCI) | 0.0 | $3.6k | 39.00 | 92.05 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $3.6k | 49.00 | 73.02 |
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Academy Sports & Outdoor (ASO) | 0.0 | $3.5k | 75.00 | 47.28 |
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Waste Management (WM) | 0.0 | $3.4k | 22.00 | 152.45 |
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Marathon Petroleum Corp (MPC) | 0.0 | $3.3k | 22.00 | 151.36 |
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Nikola Corp (NKLA) | 0.0 | $3.1k | 2.0k | 1.57 |
|
|
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.9k | NEW | 176.00 | 16.48 |
|
General Electric Com New (GE) | 0.0 | $2.9k | 26.00 | 110.58 |
|
|
At&t (T) | 0.0 | $2.8k | 185.00 | 15.02 |
|
|
Getty Realty (GTY) | 0.0 | $2.8k | NEW | 100.00 | 27.73 |
|
Fuelcell Energy (FCEL) | 0.0 | $2.6k | 2.0k | 1.28 |
|
|
MDU Resources (MDU) | 0.0 | $2.5k | 128.00 | 19.59 |
|
|
Coinbase Global Com Cl A (COIN) | 0.0 | $2.3k | 31.00 | 75.10 |
|
|
Ishares Tr Cybersecurity (IHAK) | 0.0 | $2.1k | 55.00 | 38.53 |
|
|
Dollar General (DG) | 0.0 | $2.1k | 20.00 | 105.80 |
|
|
Meta Platforms Cl A (META) | 0.0 | $1.8k | 6.00 | 300.33 |
|
|
Ishares Tr Robotics Artif (IRBO) | 0.0 | $1.7k | +237% | 54.00 | 30.56 |
|
Zoetis Cl A (ZTS) | 0.0 | $1.6k | 9.00 | 174.00 |
|
|
Knife River Corp Common Stock (KNF) | 0.0 | $1.6k | 32.00 | 48.84 |
|
|
Carvana Cl A (CVNA) | 0.0 | $1.3k | 30.00 | 42.00 |
|
|
South State Corporation (SSB) | 0.0 | $1.0k | 15.00 | 67.40 |
|
|
Kayne Anderson MLP Investment (KYN) | 0.0 | $841.000000 | 100.00 | 8.41 |
|
|
Arm Holdings Sponsored Adr (ARM) | 0.0 | $589.000500 | NEW | 11.00 | 53.55 |
|
Marathon Oil Corporation (MRO) | 0.0 | $561.999900 | 21.00 | 26.76 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $545.000000 | 8.00 | 68.12 |
|
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $477.998400 | 44.00 | 10.86 |
|
|
Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $399.999000 | 30.00 | 13.33 |
|
|
Cano Health Com Cl A | 0.0 | $381.000000 | 1.5k | 0.25 |
|
|
Maplebear (CART) | 0.0 | $297.000000 | NEW | 10.00 | 29.70 |
|
Aurora Innovation Class A Com (AUR) | 0.0 | $235.000000 | 100.00 | 2.35 |
|
|
Palantir Technologies Cl A (PLTR) | 0.0 | $160.000000 | 10.00 | 16.00 |
|
|
United States Steel Corporation (X) | 0.0 | $65.000000 | 2.00 | 32.50 |
|
|
Kinder Morgan (KMI) | 0.0 | $50.000100 | 3.00 | 16.67 |
|
|
Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.0 | $44.000000 | 2.00 | 22.00 |
|
|
Gap (GPS) | 0.0 | $32.000100 | 3.00 | 10.67 |
|
Past Filings by Core Wealth Advisors
SEC 13F filings are viewable for Core Wealth Advisors going back to 2019
- 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
- Core Wealth Advisors 2019 Q4 filed Feb. 14, 2020