Core Wealth Management, Inc. Portfolio Holdings
Core Wealth Management, Inc.
- $231 Billion
- Q1 2024
Core Wealth Management, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $94.7B, Dimensional ETF Tr with a value of $55.1B, Dimensional ETF Tr Core Fxd In with a value of $51.4B, Dimensional ETF Tr Dimensional with a value of $9B, and Dimensional ETF Tr Inflation P with a value of $7.19B.
Examining the 13F form we can see an increase of $21.1B in the current position value, from $209B to 231B.
Core Wealth Management, Inc. is based out at Jupiter, FL
Below you can find more details about Core Wealth Management, Inc. portfolio as well as his latest detailed transactions.