Core Wealth Advisors, Inc. Purchases in Q3 2024

Core Wealth Advisors, Inc.

  • $310 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
201K
New
$89.91 - $101.33 $18.1M - $20.4M
201K $19.7M
IVV
Ishares Core S&P 500 ETF

ETFs
479
+ 0.26%
$520.18 - $576.82 $249K - $276K
184K $106M
KORP
American Centy ETF Tr Diversif

ETFs
12.2K
+ 4.04%
$45.64 - $48.46 $558K - $593K
315K $15.2M
VO
Vanguard Mid Cap ETF

ETFs
616
+ 1.2%
$237.84 - $263.83 $147K - $163K
51.8K $13.7M
IEFA
Ishares Tr

ETFs
1.61K
+ 0.77%
$70.09 - $78.74 $113K - $127K
212K $16.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
99
+ 0.24%
$475.2 - $527.7 $47K - $52.2K
41.5K $21.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.35K
+ 0.94%
$57.32 - $62.65 $135K - $147K
252K $15.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.7K
+ 6.78%
$42.22 - $48.62 $409K - $472K
153K $7.11M
AVUV
American Centy ETF Tr Avantis

ETFs
4.2K
+ 5.61%
$88.24 - $99.7 $371K - $419K
79K $7.58M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 0.38%
$42.54 - $47.97 $61.9K - $69.8K
384K $18.2M
CAT
Caterpillar Inc

Industrials
5
+ 0.06%
$316.8 - $391.12 $1.58K - $1.96K
8.33K $3.26M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.1K
+ 13.66%
$28.1 - $29.89 $341K - $362K
101K $3.01M
BALT
Innovator Etfs Tr
9.58K
+ 11.57%
$29.76 - $30.83 $285K - $295K
92.3K $2.85M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
9.27K
+ 9.95%
$27.17 - $28.74 $252K - $266K
102K $2.94M
CRM
Salesforce, Inc.

Technology
329
+ 4.05%
$238.42 - $276.53 $78.4K - $91K
8.44K $2.31M
NEE
Nextera Energy Inc

Utilities
2.54K
New
$69.9 - $84.97 $177K - $215K
2.54K $214K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
986
+ 6.43%
$77.02 - $85.06 $75.9K - $83.9K
16.3K $1.38M
BRP
Brp Group, Inc.

Financial Services
4.51K
New
$35.8 - $40.92 $161K - $185K
4.51K $180K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.55K
+ 24.97%
$72.52 - $82.35 $113K - $128K
7.78K $636K
FDVV
Fidelity High Dividend ETF

ETFs
1.98K
+ 15.6%
$46.26 - $50.65 $91.5K - $100K
14.7K $742K
QPFF
American Centy ETF Tr Quality
3.45K
+ 45.85%
$36.06 - $38.42 $124K - $132K
11K $417K
IHDG
Wisdomtree Tr

ETFs
2.67K
+ 23.19%
$42.42 - $46.78 $113K - $125K
14.2K $647K
MEAR
Blackrock Short Maturity Munic

ETFs
1.99K
+ 19.61%
$49.99 - $50.34 $99.5K - $100K
12.1K $610K
VIG
Vanguard Dividend Appreciation

ETFs
355
+ 9.95%
$182.15 - $182.15 $64.7K - $64.7K
3.92K $714K
NVDA
Nvidia Corp

Technology
612
+ 8.56%
$98.91 - $134.91 $60.5K - $82.6K
7.77K $942K
USEP
Innovator U.S. Equity Ultra Bu
10.7K
New
N/A
10.7K $0
Innovator Etfs Trust
7.74K
New
N/A
7.74K $0
Innovator Etfs Trust
7.76K
New
N/A
7.76K $0
GOOG
Alphabet Inc.

Communication Services
25
+ 1.08%
$149.54 - $192.66 $3.74K - $4.82K
2.34K $391K
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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