Core Wealth Advisors

Latest statistics and disclosures from Core Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio 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
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.9k NEW 176.00 16.48
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General Electric Com New (GE) 0.0 $2.9k 26.00 110.58
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At&t (T) 0.0 $2.8k 185.00 15.02
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Getty Realty (GTY) 0.0 $2.8k NEW 100.00 27.73
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Fuelcell Energy (FCEL) 0.0 $2.6k 2.0k 1.28
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MDU Resources (MDU) 0.0 $2.5k 128.00 19.59
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Coinbase Global Com Cl A (COIN) 0.0 $2.3k 31.00 75.10
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Ishares Tr Cybersecurity (IHAK) 0.0 $2.1k 55.00 38.53
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Dollar General (DG) 0.0 $2.1k 20.00 105.80
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Meta Platforms Cl A (META) 0.0 $1.8k 6.00 300.33
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Ishares Tr Robotics Artif (IRBO) 0.0 $1.7k +237% 54.00 30.56
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Zoetis Cl A (ZTS) 0.0 $1.6k 9.00 174.00
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Knife River Corp Common Stock (KNF) 0.0 $1.6k 32.00 48.84
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Carvana Cl A (CVNA) 0.0 $1.3k 30.00 42.00
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South State Corporation (SSB) 0.0 $1.0k 15.00 67.40
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Kayne Anderson MLP Investment (KYN) 0.0 $841.000000 100.00 8.41
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Arm Holdings Sponsored Adr (ARM) 0.0 $589.000500 NEW 11.00 53.55
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Marathon Oil Corporation (MRO) 0.0 $561.999900 21.00 26.76
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $545.000000 8.00 68.12
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Warner Bros Discovery Com Ser A (WBD) 0.0 $477.998400 44.00 10.86
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Asa Gold And Precious Mtls L SHS (ASA) 0.0 $399.999000 30.00 13.33
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Cano Health Com Cl A 0.0 $381.000000 1.5k 0.25
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Maplebear (CART) 0.0 $297.000000 NEW 10.00 29.70
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Aurora Innovation Class A Com (AUR) 0.0 $235.000000 100.00 2.35
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Palantir Technologies Cl A (PLTR) 0.0 $160.000000 10.00 16.00
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United States Steel Corporation (X) 0.0 $65.000000 2.00 32.50
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Kinder Morgan (KMI) 0.0 $50.000100 3.00 16.67
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Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) 0.0 $44.000000 2.00 22.00
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Gap (GPS) 0.0 $32.000100 3.00 10.67
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Past Filings by Core Wealth Advisors

SEC 13F filings are viewable for Core Wealth Advisors going back to 2019