Core Wealth Management, Inc. Portfolio Holdings

Core Wealth Management, Inc.

  • $246 Billion
  • Q3 2024

Core Wealth Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $97.8B, Dimensional ETF Tr with a value of $57.5B, Dimensional ETF Tr Core Fxd In with a value of $56.1B, Dimensional ETF Tr Dimensional with a value of $9.97B, and Dimensional ETF Tr Inflation P with a value of $7.61B.

Core Wealth Management, Inc. is based out at Jupiter, FL

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

Portfolio value $246 Billion
ETFs: $180 Billion
Utilities: $2 Billion
Technology: $1.84 Billion
Consumer Cyclical: $1.5 Billion
Communication Services: $819 Million
Consumer Defensive: $223 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$1.78 Billion 0.72% of portfolio
25,075
Q2 2024 Added 66.29%
$214B
$820 Million 0.33% of portfolio
3,219
Q2 2024 Reduced 5.96%
$1.06T
$819 Million 0.33% of portfolio
4,496
Q2 2024 Added 6.26%
$3.11T
$681 Million 0.28% of portfolio
1,524
Q2 2024 Added 12.81%
$2.08T
$644 Million 0.26% of portfolio
3,330
Q2 2024 Added 166.4%
$3.67T
$625 Million 0.25% of portfolio
2,968
Q2 2024 Added 1.71%
$366B
$326 Million 0.13% of portfolio
2,640
Q2 2024 New
$405B
$223 Million 0.09% of portfolio
1,353
Q2 2024 Reduced 3.63%
$2.32B
$220 Million 0.09% of portfolio
2,069
Q4 2022 New
$116B
$204 Million 0.08% of portfolio
602
Q2 2024 New
$384M
$33.1 Million 0.01% of portfolio
21,931
Q1 2024 Added 9.57%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $246 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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