Core Wealth Advisors, Inc. New Holdings 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
NEE
Nextera Energy Inc

Utilities
2.54K
New
$69.9 - $84.97 $177K - $215K
2.54K $214K
BRP
Brp Group, Inc.

Financial Services
4.51K
New
$35.8 - $40.92 $161K - $185K
4.51K $180K
Innovator Etfs Trust
7.76K
New
N/A
7.76K $0
Innovator Etfs Trust
7.74K
New
N/A
7.74K $0
USEP
Innovator U.S. Equity Ultra Bu
10.7K
New
N/A
10.7K $0
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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