Core Wealth Advisors, Inc. Purchases in Q1 2025

Core Wealth Advisors, Inc.

  • $297 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLV
American Centy ETF Tr Focused

ETFs
130K
New
$65.71 - $70.81 $8.56M - $9.22M
130K $9.1M
CGDV
Capital Group Divid Value ETF

ETFs
251K
New
$34.95 - $37.36 $8.78M - $9.38M
251K $8.95M
IEFA
Ishares Tr

ETFs
784
+ 0.38%
$69.57 - $78.65 $54.5K - $61.7K
206K $15.6M
BALT
Innovator Etfs Tr
25.9K
+ 23.51%
$31.31 - $31.89 $810K - $825K
136K $4.26M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.2K
+ 20.45%
$29.34 - $31.31 $709K - $757K
142K $4.23M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
24.7K
+ 20.81%
$28.22 - $30.06 $696K - $742K
143K $4.09M
PJAN
Innovator U.S. Equity Power Bu

ETFs
12.5K
New
$41.09 - $43.24 $513K - $539K
12.5K $517K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.96K
+ 5.7%
$65.27 - $71.18 $454K - $495K
129K $8.55M
PG
Procter & Gamble CO

Consumer Defensive
1.67K
New
$158.56 - $176.26 $264K - $294K
1.67K $284K
KORP
American Centy ETF Tr Diversif

ETFs
496
+ 0.16%
$45.26 - $47.12 $22.4K - $23.4K
319K $14.9M
COST
Costco Wholesale Corp

Consumer Defensive
287
New
$890.62 - $1076.86 $256K - $309K
287 $271K
JNJ
Johnson & Johnson

Healthcare
1.42K
New
$142.06 - $167.7 $201K - $238K
1.42K $234K
NFLX
Netflix Inc

Communication Services
237
New
$828.4 - $1058.6 $196K - $251K
237 $221K
AXP
American Express CO

Financial Services
812
New
$255.39 - $325.87 $207K - $265K
812 $218K
CVX
Chevron Corp

Energy
1.27K
New
$146.71 - $167.97 $186K - $213K
1.27K $211K
AVGO
Broadcom Inc.

Technology
1.22K
New
$167.43 - $244.7 $204K - $299K
1.22K $204K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.98K
+ 11.2%
$27.01 - $28.54 $161K - $171K
59.4K $1.66M
BRP
Brp Group, Inc.

Financial Services
4.51K
New
N/A
4.51K $180K
VIG
Vanguard Dividend Appreciation

ETFs
892
+ 20.66%
N/A
5.21K $949K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.97K
+ 22.5%
$78.12 - $83.7 $154K - $164K
10.7K $862K
IHDG
Wisdomtree Tr

ETFs
3.68K
+ 23.13%
$43.4 - $47.51 $160K - $175K
19.6K $849K
FDVV
Fidelity High Dividend ETF

ETFs
3.31K
+ 20.46%
$48.86 - $52.28 $162K - $173K
19.5K $966K
QPFF
American Centy ETF Tr Quality
4.64K
+ 42.33%
$35.38 - $36.78 $164K - $171K
15.6K $551K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 26.74%
$442.66 - $534.52 $66.4K - $80.2K
711 $378K
EFA
Ishares Tr Msci Eafe ETF

ETFs
295
+ 4.86%
$74.85 - $84.89 $22.1K - $25K
6.37K $520K
XOM
Exxon Mobil Corp

Energy
55
+ 2.1%
$105.44 - $118.93 $5.8K - $6.54K
2.68K $318K
SHV
Ishares Tr

ETFs
272
+ 3.45%
$110.11 - $110.51 $29.9K - $30.1K
8.15K $899K
NEAR
Blackrock Short Maturity Bond

ETFs
425
+ 2.54%
$50.4 - $50.89 $21.4K - $21.6K
17.2K $872K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
432
+ 2.75%
$50.39 - $50.66 $21.8K - $21.9K
16.1K $817K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$182.82 - $196.21 $183 - $196
5.34K $1M
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 1.32%
$225.19 - $279.95 $5.18K - $6.44K
1.77K $434K
MSFT
Microsoft Corp

Technology
253
+ 13.63%
$375.39 - $447.2 $95K - $113K
2.11K $791K
PEP
Pepsico Inc

Consumer Defensive
62
+ 2.84%
$142.64 - $156.42 $8.84K - $9.7K
2.25K $336K
VUSB
Vanguard Bd Index Fds
381
+ 2.2%
N/A
17.7K $0
Fidelity Covington Trust
515K
New
N/A
515K $0
Vanguard Wellington Fd
994
+ 33.41%
N/A
3.97K $0
LMT
Lockheed Martin Corp

Industrials
6
+ 1.2%
$423.19 - $506.29 $2.54K - $3.04K
506 $226K
GOOG
Alphabet Inc.

Communication Services
181
+ 7.64%
$156.06 - $207.71 $28.2K - $37.6K
2.55K $398K
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 17.49%
$222.15 - $428.22 $26.9K - $51.8K
813 $210K
NVDA
Nvidia Corp

Technology
998
+ 12.78%
$106.98 - $149.43 $107K - $149K
8.81K $954K
AAPL
Apple Inc.

Technology
344
+ 2.45%
$209.68 - $247.1 $72.1K - $85K
14.4K $3.2M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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