Core Wealth Management, Inc. Purchases and Sells in Q3 2025

Core Wealth Management, Inc.

$311 Billion
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	48.8K + 1.63%	$36.04 - $38.78 $1.76M - $1.89M	3.04M $117B
DFCF	115K + 7.6%	$41.8 - $43.15 $4.82M - $4.97M	1.63M $69.8B
DFAX	19.6K + 0.82%	$29.25 - $31.56 $574K - $619K	2.42M $75.9B
DFNM	28K + 25.43%	$47.18 - $48.17 $1.32M - $1.35M	138K $6.63B
NEE	11.3K + 46.32%	$69.77 - $77.54 $789K - $877K	35.7K $2.7B
DFIP	8.37K + 3.76%	$41.6 - $42.66 $348K - $357K	231K $9.76B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	12.3K New	$30.76 - $33.01 $378K - $406K	12.3K $403M
VOO	457 New	$567.77 - $614.76 $259K - $281K	457 $280M
GE	761 New	$244.75 - $305.63 $186K - $233K	761 $229M
JNJ	1.22K New	$155.17 - $185.42 $189K - $226K	1.22K $226M
VUG	435 New	$433.97 - $484.08 $189K - $211K	435 $209M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-1.82K - 6.83%	$97.75 - $100.75 $178K - $184K	24.9K $2.49B
DFSD	-1.79K - 13.45%	$47.86 - $48.43 $85.6K - $86.6K	11.5K $555M
BRK-B	-50 - 3.08%	$459.11 - $506.91 $23K - $25.3K	1.57K $790M
DFAT	-73 - 1.78%	$53.36 - $59.69 $3.9K - $4.36K	4.03K $234M
VTI	-9 - 1.33%	$303.93 - $329.86 $2.74K - $2.97K	667 $219M
DFAI	-80 - 0.75%	$34.05 - $36.55 $2.72K - $2.92K	10.6K $385M

Activity Summary All Purchases 22 New Holdings 5 Increased Positions 17 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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