Core Wealth Advisors, Inc. Purchases and Sells in Q1 2025

Core Wealth Advisors, Inc.

$297 Million
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	784 + 0.38%	$69.57 - $78.65 $54.5K - $61.7K	206K $15.6M
BALT	25.9K + 23.51%	$31.31 - $31.89 $810K - $825K	136K $4.26M
BUFR	24.2K + 20.45%	$29.34 - $31.31 $709K - $757K	142K $4.23M
PSFF	24.7K + 20.81%	$28.22 - $30.06 $696K - $742K	143K $4.09M
SPHQ	6.96K + 5.7%	$65.27 - $71.18 $454K - $495K	129K $8.55M
KORP	496 + 0.16%	$45.26 - $47.12 $22.4K - $23.4K	319K $14.9M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLV	130K New	$65.71 - $70.81 $8.56M - $9.22M	130K $9.1M
CGDV	251K New	$34.95 - $37.36 $8.78M - $9.38M	251K $8.95M
PJAN	12.5K New	$41.09 - $43.24 $513K - $539K	12.5K $517K
PG	1.67K New	$158.56 - $176.26 $264K - $294K	1.67K $284K
V	802 New	$306.92 - $362.71 $246K - $291K	802 $281K
COST	287 New	$890.62 - $1076.86 $256K - $309K	287 $271K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-105 - 0.06%	$554.06 - $615.85 $58.2K - $64.7K	183K $103M
XLG	-10.1K - 2.62%	$45.72 - $51.73 $463K - $523K	376K $17.3M
VOO	-1.36K - 3.28%	$507.05 - $563.67 $690K - $767K	40.1K $20.6M
IJH	-10.2K - 4.04%	$57.21 - $65.8 $583K - $670K	242K $14.1M
SPLG	-6.19K - 2.21%	$64.88 - $72.1 $402K - $446K	274K $18M
CRM	-1.38K - 16.66%	$268.36 - $359.95 $371K - $498K	6.92K $1.86M

Activity Summary All Purchases 42 New Holdings 13 Increased Positions 29 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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