Core Wealth Advisors, Inc. Purchases in Q3 2025

Core Wealth Advisors, Inc.

  • $357 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
247K
+ 91.81%
$39.59 - $42.21 $9.78M - $10.4M
516K $21.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
+ 0.93%
$620.67 - $670.08 $1.06M - $1.15M
185K $124M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
78.7K
New
$46.97 - $48.89 $3.7M - $3.85M
78.7K $3.85M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.79K
+ 1.88%
$51.78 - $57.89 $351K - $393K
368K $21.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.16K
+ 0.79%
$72.65 - $78.68 $157K - $170K
275K $21.6M
AAPL
Apple Inc.

Technology
2.69K
+ 17.47%
$202.38 - $256.87 $544K - $690K
18.1K $4.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.86K
+ 2.76%
$62.09 - $66.51 $426K - $456K
255K $16.7M
VO
Vanguard Mid Cap ETF

ETFs
810
+ 1.58%
$279.83 - $293.74 $227K - $238K
52.1K $15.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.98K
New
$420.11 - $472.68 $832K - $936K
1.98K $927K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.8K
+ 5.64%
$70.77 - $73.59 $552K - $574K
146K $10.7M
MSFT
Microsoft Corp

Technology
765
+ 30.39%
$491.09 - $535.64 $376K - $410K
3.28K $1.7M
NEE
Nextera Energy Inc

Utilities
5.59K
New
$69.77 - $77.54 $390K - $433K
5.59K $421K
NVDA
Nvidia Corp

Technology
747
+ 7.82%
$153.3 - $186.58 $115K - $139K
10.3K $1.92M
GLD
Spdr Gold Trust

ETFs
1.04K
New
$300.96 - $355.47 $312K - $368K
1.04K $368K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
16K
New
$18.93 - $19.47 $303K - $312K
16K $309K
XOM
Exxon Mobil Corp

Energy
2.54K
+ 61.7%
$105.83 - $117.22 $269K - $298K
6.66K $750K
SPY
Spdr S&P 500 ETF Trust

ETFs
214
+ 7.02%
$617.65 - $666.84 $132K - $143K
3.26K $2.17M
VNQ
Vanguard Specialized Funds Van

ETFs
3.1K
New
$88.47 - $93.24 $274K - $289K
3.1K $283K
KORP
American Centy ETF Tr Diversif

ETFs
2.31K
+ 0.72%
$46.36 - $47.95 $107K - $111K
324K $15.4M
GOOGL
Alphabet Inc.

Communication Services
1.14K
New
$174.36 - $254.72 $199K - $290K
1.14K $276K
VGT
Vanguard Information Technolog

ETFs
331
New
$656.44 - $753.15 $217K - $249K
331 $247K
GE
General Electric CO

Industrials
822
New
$244.75 - $305.63 $201K - $251K
822 $247K
IIGD
Invesco Exch Trd Self Indexed

ETFs
9.73K
+ 68.52%
$24.56 - $24.99 $239K - $243K
23.9K $593K
TSLA
Tesla, Inc.

Consumer Cyclical
278
+ 30.92%
$293.94 - $444.72 $81.7K - $124K
1.18K $523K
JPM
Jpmorgan Chase & CO

Financial Services
615
+ 35.16%
$282.78 - $316.06 $174K - $194K
2.36K $745K
UNP
Union Pacific Corp

Industrials
970
New
$214.91 - $237.16 $208K - $230K
970 $229K
HD
Home Depot, Inc.

Consumer Cyclical
565
New
$357.4 - $423.42 $202K - $239K
565 $228K
META
Meta Platforms, Inc.

Communication Services
306
New
$695.21 - $791.73 $213K - $242K
306 $224K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.08K
New
$185.88 - $207.44 $201K - $225K
1.08K $217K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.83K
+ 16.21%
$87.29 - $93.61 $160K - $171K
13.1K $1.23M
MMM
3 M CO

Industrials
1.37K
New
$144.41 - $160.2 $198K - $219K
1.37K $212K
IEMG
Ishares Inc

ETFs
3.69K
New
N/A
3.69K $198K
ET
Energy Transfer LP

Energy
10.4K
New
$17.11 - $18.16 $178K - $189K
10.4K $178K
AVGO
Broadcom Inc.

Technology
163
+ 7.77%
$264.74 - $369.57 $43.2K - $60.2K
2.26K $746K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.9K
+ 6.17%
$26.38 - $27.95 $103K - $109K
67K $1.83M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.65K
+ 37.45%
$85.01 - $90.35 $140K - $149K
6.04K $539K
ADBE
Adobe Inc.

Technology
460
+ 62.33%
$333.65 - $392.1 $153K - $180K
1.2K $422K
FDVV
Fidelity High Dividend ETF

ETFs
634
+ 2.97%
$52.42 - $55.71 $33.2K - $35.3K
22K $1.22M
V
Visa Inc.

Financial Services
385
+ 28.67%
$332.09 - $358.86 $128K - $138K
1.73K $589K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
515
+ 4.23%
$81.61 - $86.58 $42K - $44.6K
12.7K $1.08M
IHDG
Wisdomtree Tr

ETFs
888
+ 4.07%
$43.81 - $46.31 $38.9K - $41.1K
22.7K $1.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 0.77%
$192.76 - $203.86 $7.9K - $8.36K
5.38K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
93
+ 9.12%
$215.01 - $273.02 $20K - $25.4K
1.11K $279K
PG
Procter & Gamble CO

Consumer Defensive
387
+ 15.21%
$150.47 - $161.22 $58.2K - $62.4K
2.93K $450K
WMT
Walmart Inc.

Consumer Defensive
118
+ 2.72%
$94.4 - $104.27 $11.1K - $12.3K
4.46K $459K
MA
Mastercard Inc

Financial Services
36
+ 6.1%
$550.18 - $598.96 $19.8K - $21.6K
626 $356K
COST
Costco Wholesale Corp

Consumer Defensive
58
+ 12.69%
$915.95 - $994.57 $53.1K - $57.7K
515 $476K
LMT
Lockheed Martin Corp

Industrials
10
+ 2.0%
$410.74 - $499.21 $4.11K - $4.99K
510 $254K
VIG
Vanguard Dividend Appreciation

ETFs
23
+ 0.4%
N/A
5.83K $1.06M
Activity Summary
Buys All Purchases 60 New Holdings 22 Increased Positions 38 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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