Core Wealth Advisors, Inc. Reduced Holdings in Q3 2024

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
TAXF American Centy ETF Tr Diversif ETFs	-18.8K - 37.15%	$50.16 - $51.43 $943K - $967K	31.8K $1.64M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	-18.7K - 36.87%	$49.93 - $51.15 $935K - $958K	32.1K $1.64M
JMST Jp Morgan Ultra Short Mun Inco ETFs	-16.1K - 29.98%	$50.61 - $50.96 $816K - $822K	37.7K $1.92M
MRK Merck & Co., Inc. Healthcare	-842 - 4.41%	$111.15 - $128.97 $93.6K - $109K	18.3K $2.07M
AMZN Amazon Com Inc Consumer Cyclical	-133 - 1.2%	$161.02 - $200.0 $21.4K - $26.6K	10.9K $2.04M
MSFT Microsoft Corp Technology	-19 - 1.03%	$395.15 - $467.56 $7.51K - $8.88K	1.83K $786K
JPM Jpmorgan Chase & CO Financial Services	-119 - 6.44%	$194.9 - $224.8 $23.2K - $26.8K	1.73K $364K
PEP Pepsico Inc Consumer Defensive	-61 - 2.73%	$161.9 - $179.3 $9.88K - $10.9K	2.17K $369K
XOM Exxon Mobil Corp Energy	-6 - 0.23%	$109.72 - $119.0 $658 - $714	2.62K $307K
IWD Ishares Russell 1000 Val ETF ETFs	-353 - 6.3%	$173.36 - $189.8 $61.2K - $67K	5.25K $995K
DGRO Ishares Core Dividend Growth E ETFs	-24 - 0.35%	$57.47 - $62.76 $1.38K - $1.51K	6.92K $433K
WMT Walmart Inc. Consumer Defensive	-162 - 3.49%	$66.91 - $81.4 $10.8K - $13.2K	4.48K $361K
IWM Ishares Russell 2000 ETF ETFs	-55 - 1.17%	$200.87 - $224.6 $11K - $12.4K	4.64K $1.02M
IJR Ishares Core S&P Sm Cap ETF ETFs	-22 - 0.12%	$105.53 - $118.34 $2.32K - $2.6K	18.3K $2.13M
IBM International Business Machines Corp Technology	-247 - 2.69%	$175.1 - $223.38 $43.2K - $55.2K	8.93K $1.97M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	-2.17K - 0.76%	$60.84 - $67.51 $132K - $146K	281K $19M

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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