Core Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Core Wealth Advisors, Inc.

$357 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	247K + 91.81%	$39.59 - $42.21 $9.78M - $10.4M	516K $21.7M
IVV	1.71K + 0.93%	$620.67 - $670.08 $1.06M - $1.15M	185K $124M
XLG	6.79K + 1.88%	$51.78 - $57.89 $351K - $393K	368K $21.2M
SPLG	2.16K + 0.79%	$72.65 - $78.68 $157K - $170K	275K $21.6M
AAPL	2.69K + 17.47%	$202.38 - $256.87 $544K - $690K	18.1K $4.6M
IJH	6.86K + 2.76%	$62.09 - $66.51 $426K - $456K	255K $16.7M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFF	78.7K New	$46.97 - $48.89 $3.7M - $3.85M	78.7K $3.85M
IWF	1.98K New	$420.11 - $472.68 $832K - $936K	1.98K $927K
CVX	3.82K New	$145.57 - $161.83 $556K - $619K	3.82K $593K
NEE	5.59K New	$69.77 - $77.54 $390K - $433K	5.59K $421K
GLD	1.04K New	$300.96 - $355.47 $312K - $368K	1.04K $368K
FPEI	16K New	$18.93 - $19.47 $303K - $312K	16K $309K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BALT	-143K - 88.08%	$32.11 - $32.82 $4.6M - $4.7M	19.4K $636K
PSFF	-36.3K - 21.59%	$30.43 - $31.63 $1.11M - $1.15M	132K $4.17M
BUFR	-33.8K - 20.2%	$31.79 - $33.42 $1.07M - $1.13M	133K $4.46M
CRM	-946 - 17.49%	$231.66 - $273.65 $219K - $259K	4.46K $1.06M
VTEB	-6.01K - 30.78%	$48.5 - $50.19 $292K - $302K	13.5K $676K
TAXF	-6.04K - 24.48%	$48.42 - $50.27 $292K - $304K	18.6K $935K

Activity Summary All Purchases 60 New Holdings 22 Increased Positions 38 All Sells 20 Reductions 20 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.