Core Wealth Advisors, Inc. Purchases and Sells in Q3 2024

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	479 + 0.26%	$520.18 - $576.82 $249K - $276K	184K $106M
KORP	12.2K + 4.04%	$45.64 - $48.46 $558K - $593K	315K $15.2M
VO	616 + 1.2%	$237.84 - $263.83 $147K - $163K	51.8K $13.7M
IEFA	1.61K + 0.77%	$70.09 - $78.74 $113K - $127K	212K $16.5M
VOO	99 + 0.24%	$475.2 - $527.7 $47K - $52.2K	41.5K $21.9M
IJH	2.35K + 0.94%	$57.32 - $62.65 $135K - $147K	252K $15.7M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	201K New	$89.91 - $101.33 $18.1M - $20.4M	201K $19.7M
NEE	2.54K New	$69.9 - $84.97 $177K - $215K	2.54K $214K
BRP	4.51K New	$35.8 - $40.92 $161K - $185K	4.51K $180K
INNOVATOR ETFS TRUST	7.76K New	N/A	7.76K $0
INNOVATOR ETFS TRUST	7.74K New	N/A	7.74K $0
USEP	10.7K New	N/A	10.7K $0

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TAXF	-18.8K - 37.15%	$50.16 - $51.43 $943K - $967K	31.8K $1.64M
VTEB	-18.7K - 36.87%	$49.93 - $51.15 $935K - $958K	32.1K $1.64M
JMST	-16.1K - 29.98%	$50.61 - $50.96 $816K - $822K	37.7K $1.92M
MRK	-842 - 4.41%	$111.15 - $128.97 $93.6K - $109K	18.3K $2.07M
AMZN	-133 - 1.2%	$161.02 - $200.0 $21.4K - $26.6K	10.9K $2.04M
MSFT	-19 - 1.03%	$395.15 - $467.56 $7.51K - $8.88K	1.83K $786K

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.