Core Wealth Advisors, Inc. Portfolio Holdings

Core Wealth Advisors, Inc.

  • $297 Million
  • Q1 2025

Core Wealth Advisors, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $103M, Vanguard Index Fds S&P 500 ETF with a value of $20.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18M, Invesco Exchange Traded Fd Tr with a value of $17.3M, and Ishares Tr with a value of $15.6M.

Examining the 13F form we can see an decrease of $4.41M in the current position value, from $301M to 297M.

Core Wealth Advisors, Inc. is based out at Lakeland, FL

Below you can find more details about Core Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
ETFs: $273 Million
Technology: $8.86 Million
Industrials: $2.89 Million
Consumer Cyclical: $2.59 Million
Financial Services: $1.49 Million
Consumer Defensive: $1.27 Million
Healthcare: $849,000
Communication Services: $619,000
Other: $529,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$2.42 Million 0.81% of portfolio
7,333
Q1 2025 Reduced 11.0%
$179B
$336,000 0.11% of portfolio
2,247
Q1 2025 Added 2.84%
$126B
$226,000 0.08% of portfolio
506
Q1 2025 Added 1.2%
$139B
$232,000 0.08% of portfolio
995
Q1 2025 Reduced 5.24%
$98.9B
$204,000 0.07% of portfolio
1,221
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $297 Million
  • Prior Value $301 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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