Core Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Core Wealth Advisors, Inc.

$329 Million
Q2 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	268 + 0.15%	$498.8 - $620.9 $134K - $166K	184K $114M
CGDV	18K + 7.17%	$31.93 - $39.49 $575K - $711K	269K $10.6M
IEFA	497 + 0.24%	$67.83 - $84.09 $33.7K - $41.8K	206K $17.2M
SPHQ	9.42K + 7.3%	$59.24 - $71.39 $558K - $672K	138K $9.86M
IJH	6.31K + 2.61%	$51.16 - $62.02 $323K - $391K	248K $15.4M
VO	595 + 1.17%	$228.54 - $279.83 $136K - $166K	51.3K $14.3M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	4.39K New	$83.97 - $92.85 $369K - $408K	4.39K $387K
IIGD	14.2K New	$24.24 - $24.69 $344K - $350K	14.2K $350K
MA	590 New	$479.92 - $590.74 $283K - $349K	590 $331K
ADBE	738 New	$340.0 - $420.68 $251K - $310K	738 $285K
VTI	818 New	$243.75 - $303.93 $199K - $249K	818 $248K
BUFD	8.11K New	$23.45 - $26.56 $190K - $215K	8.11K $215K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-8.04K - 29.17%	$48.13 - $49.85 $387K - $401K	19.5K $957K
CRM	-1.51K - 21.8%	$236.26 - $291.15 $356K - $439K	5.41K $1.47M
CAT	-1.98K - 26.97%	$273.94 - $388.21 $542K - $768K	5.36K $2.08M
MRK	-2.46K - 35.86%	$73.47 - $87.12 $181K - $214K	4.4K $348K
JMST	-4.22K - 12.47%	$50.52 - $50.92 $213K - $215K	29.7K $1.51M
TAXF	-3.37K - 12.02%	$47.8 - $49.79 $161K - $168K	24.7K $1.21M

Activity Summary All Purchases 48 New Holdings 9 Increased Positions 39 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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