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, AGG, DFAR, and represent 91.63% of Core Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: AGG (+$9.5M), DFGR, DFAR, DFAT, VTI, DFIP, DFEM, CHPT.
- Started 2 new stock positions in DFAT, AGG.
- Reduced shares in these 6 stocks: DFCF (-$8.7M), DFAC, DFNM, DFAX, NEE, Cano Health.
- Sold out of its position in Cano Health.
- Core Wealth Management was a net seller of stock by $-1.2M.
- Core Wealth Management has $209M in assets under management (AUM), dropping by 8.30%.
- Central Index Key (CIK): 0001965150
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Core Wealth Management holds 21 positions in its portfolio as reported in the December 2023 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 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