Core Wealth Advisors, Inc. Purchases in Q4 2024

Core Wealth Advisors, Inc.

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
122K
New
$65.67 - $69.79 $8.01M - $8.51M
122K $8.18M
VB
Vanguard Small Cap ETF

ETFs
25.6K
New
$233.76 - $261.58 $5.98M - $6.7M
25.6K $6.15M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.96K
+ 0.77%
$46.94 - $51.62 $139K - $153K
387K $19.3M
BALT
Innovator Etfs Tr
17.6K
+ 19.09%
$30.76 - $31.55 $542K - $556K
110K $3.46M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.4K
+ 17.22%
$29.73 - $30.81 $516K - $535K
118K $3.6M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
16.1K
+ 15.72%
$28.48 - $29.56 $459K - $476K
119K $3.47M
AMZN
Amazon Com Inc

Consumer Cyclical
649
+ 5.93%
$180.88 - $232.93 $117K - $151K
11.6K $2.54M
AAPL
Apple Inc.

Technology
313
+ 2.28%
$221.69 - $259.02 $69.4K - $81.1K
14.1K $3.52M
TSLA
Tesla, Inc.

Consumer Cyclical
692
New
$213.65 - $479.86 $148K - $332K
692 $279K
LOW
Lowes Companies Inc

Consumer Cyclical
1.05K
New
$244.52 - $284.07 $257K - $298K
1.05K $259K
AVUV
American Centy ETF Tr Avantis

ETFs
1.27K
+ 1.6%
$94.37 - $106.41 $119K - $135K
80.3K $7.75M
NVDA
Nvidia Corp

Technology
46
+ 0.59%
$117.0 - $148.88 $5.38K - $6.85K
7.81K $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.98K
+ 14.42%
$50.37 - $50.6 $99.7K - $100K
15.7K $791K
MEAR
Blackrock Short Maturity Munic

ETFs
1.99K
+ 16.41%
$49.94 - $50.28 $99.5K - $100K
14.1K $705K
NEAR
Blackrock Short Maturity Bond

ETFs
1.97K
+ 13.35%
$50.28 - $51.08 $99.1K - $101K
16.7K $845K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.1K
+ 227.19%
$26.93 - $84.95 $998K - $3.15M
53.4K $1.46M
VIG
Vanguard Dividend Appreciation

ETFs
396
+ 10.1%
N/A
4.32K $786K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
955
+ 12.28%
$80.18 - $88.79 $76.6K - $84.8K
8.73K $704K
FDVV
Fidelity High Dividend ETF

ETFs
1.53K
+ 10.42%
$49.66 - $52.63 $75.8K - $80.4K
16.2K $808K
GOOG
Alphabet Inc.

Communication Services
28
+ 1.2%
$163.08 - $198.16 $4.57K - $5.55K
2.37K $451K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 1.22%
$205.18 - $250.29 $4.31K - $5.26K
1.75K $419K
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 0.97%
$567.81 - $607.81 $15.3K - $16.4K
2.82K $1.65M
IHDG
Wisdomtree Tr

ETFs
1.75K
+ 12.32%
$43.38 - $46.0 $75.7K - $80.3K
15.9K $691K
SAIA
Saia Inc

Industrials
26
+ 3.86%
$411.44 - $569.08 $10.7K - $14.8K
700 $319K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
340
+ 0.14%
$61.68 - $67.87 $21K - $23.1K
252K $15.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 5.65%
$442.29 - $483.08 $13.3K - $14.5K
561 $254K
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 0.78%
$216.13 - $242.4 $7.78K - $8.73K
4.67K $1.03M
VUSB
Vanguard Bd Index Fds
2.01K
+ 13.16%
N/A
17.3K $0
Vanguard Wellington Fd
2.98K
New
N/A
2.98K $0
MSFT
Microsoft Corp

Technology
27
+ 1.48%
$406.35 - $454.46 $11K - $12.3K
1.86K $782K
DGRO
Ishares Core Dividend Growth E

ETFs
73
+ 1.06%
$60.73 - $64.94 $4.43K - $4.74K
6.99K $428K
IWD
Ishares Russell 1000 Val ETF

ETFs
93
+ 1.77%
$183.23 - $199.79 $17K - $18.6K
5.34K $988K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.51%
$151.29 - $176.1 $1.66K - $1.94K
2.19K $332K
LMT
Lockheed Martin Corp

Industrials
9
+ 1.83%
$479.66 - $614.62 $4.32K - $5.53K
500 $242K
KORP
American Centy ETF Tr Diversif

ETFs
3.51K
+ 1.12%
$45.76 - $48.27 $161K - $170K
318K $14.6M
Activity Summary
Buys All Purchases 36 New Holdings 6 Increased Positions 30 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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