Core Wealth Advisors, Inc. Portfolio Holdings

Core Wealth Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Million distributed in 60 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 $108M, Vanguard Index Fds S&P 500 ETF with a value of $22.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3M, Invesco Exchange Traded Fd Tr with a value of $19.3M, and Ishares Core S&P Mid Cap ETF with a value of $15.7M.

Examining the 13F form we can see an decrease of $8.9M in the current position value, from $310M to 301M.

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.