Core Wealth Advisors, Inc. Portfolio Holdings

Core Wealth Advisors, Inc.

  • $310 Million
  • Q3 2024

Core Wealth Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $310 Million distributed in 58 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 $106M, Vanguard Index Fds S&P 500 ETF with a value of $21.9M, Ishares Barclays 20+ Year Trea with a value of $19.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19M, and Invesco Exchange Traded Fd Tr with a value of $18.2M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $291M to 310M.

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 $310 Million
ETFs: $287 Million
Technology: $9.21 Million
Industrials: $3.84 Million
Healthcare: $2.07 Million
Consumer Cyclical: $2.04 Million
Financial Services: $788,000
Consumer Defensive: $730,000
Communication Services: $391,000
Other: $521,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.41B
$180,000 0.06% of portfolio
4,509
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $310 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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