CW

Core Wealth Advisors, Inc.

13F
Core Wealth Advisors, Inc.
Last update 2024-11-13 57 Stocks (6 new)
Value $309.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(34.32%)VOO(7.09%)TLT(6.39%)SPLG(6.14%)XLG(5.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Core Wealth Advisors, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
183,773
106003.960
+0.26%
34.320
+0.09%
0.020
+2.10%
+1.12%
593252.673
 
VOO 		Vanguard S&P 500 ETF
41,525
21911.350
+0.24%
7.090
+0.02%
0.000
+2.11%
+1.11%
549953.337
 
TLT 		iShares 20+ Year Treasury Bond ETF
201,135
19731.310
New Holding
6.390
+6.39%
0.030
-8.10%
-0.77%
50934.951
 
SPLG 		SPDR Portfolio S&P 500 ETF
281,120
18978.420
-0.76%
6.140
-0.05%
0.040
+2.10%
+1.09%
54652.545
 
XLG 		Invesco S&P 500 Top 50 ETF
383,626
18233.750
+0.38%
5.900
+0.02%
0.260
+4.44%
+0.37%
7858.745
 
IEFA 		iShares Core MSCI EAFE ETF
211,724
16525.030
+0.77%
5.350
+0.04%
0.010
-5.15%
+0.88%
119114.096
 
IJH 		iShares Core S&P Mid-Cap ETF
251,818
15693.290
+0.94%
5.080
+0.05%
0.020
+0.87%
+2.88%
97871.612
 
KORP 		American Century Diversified Corporate Bond ETF
314,730
15204.600
+4.04%
4.920
+0.19%
4.110
-2.68%
-0.22%
379.260
 
VO 		Vanguard Mid-Cap ETF
51,834
13675.340
+1.20%
4.430
+0.05%
0.020
+0.83%
+2.55%
72631.332
 
AVUV 		Avantis U.S. Small Cap Value ETF
78,991
7579.220
+5.61%
2.450
+0.13%
0.060
+0.33%
+2.11%
15705.215
 

Core Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Core Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MOAT 		VanEck Morningstar Wide Moat ETF2024-06-30Sold Out
-6.56%
●
83.97 ($86.89) 89.72
$93.42
7.52%
Sold Out
0
-214,502
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30New Buy
+6.39%
●
89.91 ($96.43) 101.33
$86.98
-9.80%
New holding
201,135
201,135
VOO 		Vanguard S&P 500 ETF2023-06-30Reduce
-6.30%
●
369.99 ($384.18) 407.28
$545.23
41.92%
Reduce -49.88%
42,184
-41,985
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2023-12-31Sold Out
-6.24%
●
43.21 ($47.18) 51.71
$54.86
16.28%
Sold Out
0
-332,616
ONEY 		SPDR Russell 1000 Yield Focus ETF2023-03-31Reduce
-6.18%
●
89.15 ($96.05) 101.61
$110.74
15.29%
Reduce -99.9%
154
-150,915
SPLG 		SPDR Portfolio S&P 500 ETF2023-12-31New Buy
+6.11%
●
48.29 ($52.39) 56.08
$69.80
33.23%
New holding
297,395
297,395
EZU 		iShares MSCI EMU ETF2023-09-30Sold Out
-6.10%
●
41.66 ($44.81) 47.16
$48.59
8.44%
Sold Out
0
-331,912
ALTL 		Pacer Lunt Large Cap Alternator ETF2023-03-31Reduce
-6.09%
●
35.6 ($38.96) 41.67
$38.26
-1.80%
Reduce -99.77%
794
-343,852
XLG 		Invesco S&P 500 Top 50 ETF2024-06-30New Buy
+6.05%
●
39.84 ($42.92) 46.12
$50.11
16.75%
New holding
382,170
382,170
MOAT 		VanEck Morningstar Wide Moat ETF2023-06-30New Buy
+5.93%
●
72.17 ($75.24) 80.16
$93.42
24.16%
New holding
185,078
185,078

Core Wealth Advisors, Inc. Total Holding History ($B)

To

Core Wealth Advisors, Inc.'s Asset Allocation

To

Core Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Core Wealth Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Core Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Core Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Core Wealth Advisors, Inc.'s Holdings Bubble Chart

Core Wealth Advisors, Inc. News

  • 1

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