Core Wealth Management, Inc. Portfolio Holdings
Core Wealth Management, Inc.
- $246 Billion
- Q3 2024
Core Wealth Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 28 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 $97.8B, Dimensional ETF Tr with a value of $57.5B, Dimensional ETF Tr Core Fxd In with a value of $56.1B, Dimensional ETF Tr Dimensional with a value of $9.97B, and Dimensional ETF Tr Inflation P with a value of $7.61B.
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.
Portfolio value
$246 Billion
ETFs: $180 Billion
Utilities: $2 Billion
Technology: $1.84 Billion
Consumer Cyclical: $1.5 Billion
Communication Services: $819 Million
Consumer Defensive: $223 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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