Core Wealth Management, Inc. Portfolio Holdings

Core Wealth Management, Inc.

  • $246 Billion
  • Q2 2024

Core Wealth Management, Inc. has filed its 13F form on July 25, 2024 for Q2 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.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $231B to 246B.

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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.19B
$220 Million 0.09% of portfolio
2,069
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $246 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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