HoldingsChannel.com
All Stocks Held By Core Wealth Advisors Inc.
As of  12/31/2023, we find all stocks held by Core Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each Core Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Core Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Core Wealth Advisors Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 189,625 +625 $90,571
     IVV189,625+625$90,571
VANGUARD INDEX FDS (VOO) 43,327 +164 $18,925
     VOO43,327+164$18,925
VANECK ETF TRUST (MOAT) 207,983 +3,310 $17,652
     MOAT207,983+3,310$17,652
SPDR SER TR (SPLG) 297,395 +297,395 $16,624
     SPLG297,395+297,395$16,624
ISHARES TR (IEFA) 221,516 +2,696 $15,584
     IEFA221,516+2,696$15,584
AMERICAN CENTY ETF TR (KORP) 300,294 -1,429 $13,973
     KORP300,294-1,429$13,973
ISHARES TR (IJR) 119,194 +3,555 $12,903
     IJR119,194+3,555$12,903
ISHARES TR (IJH) 46,356 +1,354 $12,847
     IJH46,356+1,354$12,847
VANGUARD INDEX FDS (VO) 50,375 +1,984 $11,719
     VO50,375+1,984$11,719
ISHARES TR (IGSB) 163,267 -5,461 $8,372
     IGSB163,267-5,461$8,372
ISHARES TR (SHY) 101,368 -2,446 $8,316
     SHY101,368-2,446$8,316
CATERPILLAR INC 9,529 -105 $2,817
     CAT9,529-105$2,817
BOEING CO 10,095 -4 $2,631
     BA10,095-4$2,631
SALESFORCE INC 9,724 +9,724 $2,559
     CRM9,724+9,724$2,559
APPLE INC 13,088 +919 $2,520
     AAPL13,088+919$2,520
J P MORGAN EXCHANGE TRADED F (JMST) 48,963 +4,453 $2,485
     JMST48,963+4,453$2,485
UNITEDHEALTH GROUP INC 4,485 +13 $2,361
     UNH4,485+13$2,361
MERCK & CO INC 21,206 -39 $2,312
     MRK21,206-39$2,312
AMERICAN CENTY ETF TR (TAXF) 39,300 +5,516 $2,003
     TAXF39,300+5,516$2,003
VANGUARD MUN BD FDS (VTEB) 38,464 +4,211 $1,964
     VTEB38,464+4,211$1,964
COLUMBIA ETF TR I (MUST) 85,751 +6,708 $1,790
     MUST85,751+6,708$1,790
SPDR S&P 500 ETF TR (SPY) 2,613 UNCH $1,242
     SPY2,613UNCH$1,242
SCHWAB STRATEGIC TR 14,917 -304 $1,136
     SCHD14,917-304$1,136
ISHARES TR (IWM) 5,530 +15 $1,110
     IWM5,530+15$1,110
ISHARES TR (IWD) 5,599 -452 $925
     IWD5,599-452$925
VANGUARD INDEX FDS (VV) 3,780 UNCH $825
     VV3,780UNCH$825
ISHARES U S ETF TR (NEAR) 13,767 UNCH $696
     NEAR13,767UNCH$696
J P MORGAN EXCHANGE TRADED F (JPST) 13,552 UNCH $681
     JPST13,552UNCH$681
VANGUARD BD INDEX FDS (VUSB) 13,735 +57 $679
     VUSB13,735+57$679
VANGUARD SPECIALIZED FUNDS (VIG) 3,166 +221 $539
     VIG3,166+221$539
MICROSOFT CORP 1,416 +641 $532
     MSFT1,416+641$532
FIDELITY COVINGTON TRUST 11,425 +272 $483
     FDVV11,425+272$483
WISDOMTREE TR 11,051 +1,497 $464
     IHDG11,051+1,497$464
ISHARES TR (EFA) 6,070 UNCH $457
     EFA6,070UNCH$457
ISHARES U S ETF TR (MEAR) 9,148 UNCH $457
     MEAR9,148UNCH$457
ISHARES TR (SHV) 4,133 UNCH $455
     SHV4,133UNCH$455
AMAZON COM INC 2,768 +1,174 $421
     AMZN2,768+1,174$421
GLOBAL X FDS 11,712 UNCH $404
     PAVE11,712UNCH$404
PEPSICO INC 2,349 +176 $399
     PEP2,349+176$399
ISHARES TR (DGRO) 7,103 UNCH $382
     DGRO7,103UNCH$382
ALPHABET INC 2,360 +230 $333
     GOOG2,360+230$333
NVIDIA CORPORATION 640 +16 $317
     NVDA640+16$317
PROSHARES TR (REGL) 4,201 +47 $309
     REGL4,201+47$309
JPMORGAN CHASE & CO 1,714 +722 $292
     JPM1,714+722$292
PROCTER AND GAMBLE CO 1,705 +816 $250
     PG1,705+816$250
WALMART INC 1,501 +420 $237
     WMT1,501+420$237
LOCKHEED MARTIN CORP 483 +300 $219
     LMT483+300$219
BERKSHIRE HATHAWAY INC DEL      $187
     BRK.B523+106$187
EXXON MOBIL CORP 1,846 +547 $185
     XOM1,846+547$185
UNION PAC CORP 750 +750 $184
     UNP750+750$184
CHEVRON CORP NEW 1,190 +1,019 $178
     CVX1,190+1,019$178
VANGUARD INDEX FDS (VTI) 717 UNCH $170
     VTI717UNCH$170
LOWES COS INC 688 +181 $153
     LOW688+181$153
NEXTERA ENERGY INC 2,483 +2,223 $151
     NEE2,483+2,223$151
PACER FDS TR 5,810 +5,810 $150
     PSFF5,810+5,810$150
INNOVATOR ETFS TR (BALT) 5,230 +5,230 $149
     BALT5,230+5,230$149
PACER FDS TR 4,063 -1,603 $134
     QDPL4,063-1,603$134
JOHNSON & JOHNSON 808 -81 $127
     JNJ808-81$127
J P MORGAN EXCHANGE TRADED F (JEPI) 2,297 -161 $126
     JEPI2,297-161$126
AMERICAN CENTY ETF TR (QPFF) 3,147 +990 $113
     QPFF3,147+990$113
DISNEY WALT CO 1,231 -413 $111
     DIS1,231-413$111
ISHARES TR (LQDW) 3,662 +3,296 $109
     LQDW3,662+3,296$109
TESLA INC 434 +146 $108
     TSLA434+146$108
VISA INC 392 -399 $102
     V392-399$102
GLOBAL X FDS 2,510 +705 $99
     XYLD2,510+705$99
ISHARES TR (IVW) 1,292 UNCH $97
     IVW1,292UNCH$97
ISHARES TR (IWF) 315 +137 $95
     IWF315+137$95
AMERICAN EXPRESS CO 497 -44 $93
     AXP497-44$93
KROGER CO 1,956 +500 $89
     KR1,956+500$89
DANAHER CORPORATION 375 UNCH $87
     DHR375UNCH$87
META PLATFORMS INC 246 +240 $87
     META246+240$87
MOSAIC CO NEW 2,383 UNCH $85
     MOS2,383UNCH$85
CUMMINS INC 350 +350 $84
     CMI350+350$84
CISCO SYS INC 1,605 UNCH $81
     CSCO1,605UNCH$81
ORACLE CORP 750 UNCH $79
     ORCL750UNCH$79
UNITED PARCEL SERVICE INC 495 +358 $78
     UPS495+358$78
INVESCO EXCH TRADED FD TR II (QQQM) 432 +89 $73
     QQQM432+89$73
BOOKING HOLDINGS INC 20 +20 $71
     BKNG20+20$71
ALPHABET INC 500 +500 $70
     GOOGL500+500$70
HONEYWELL INTL INC 325 +325 $68
     HON325+325$68
CABOT CORP 803 UNCH $67
     CBT803UNCH$67
GENERAL DYNAMICS CORP 257 -254 $67
     GD257-254$67
PHILLIPS 66 500 +500 $67
     PSX500+500$67
ISHARES TR (SHYG) 1,593 -39 $67
     SHYG1,593-39$67
HOME DEPOT INC 189 +37 $65
     HD189+37$65
INTEL CORP 1,296 +691 $65
     INTC1,296+691$65
STARBUCKS CORP 681 +451 $65
     SBUX681+451$65
WABTEC 500 +500 $63
     WAB500+500$63
SELECT SECTOR SPDR TR (XLK) 327 UNCH $63
     XLK327UNCH$63
SHERWIN WILLIAMS CO 199 +150 $62
     SHW199+150$62
INVESCO QQQ TR 149 +29 $61
     QQQ149+29$61
NETFLIX INC 116 UNCH $56
     NFLX116UNCH$56
RH 193 UNCH $56
     RH193UNCH$56
BROADCOM INC 49 UNCH $55
     AVGO49UNCH$55
ISHARES TR (HDV) 493 UNCH $50
     HDV493UNCH$50
TEXAS INSTRS INC 267 +52 $46
     TXN267+52$46
CARNIVAL CORP 2,435 UNCH $45
     CCL2,435UNCH$45
PAYCHEX INC 381 +381 $45
     PAYX381+381$45
ANSYS INC 110 +110 $40
     ANSS110+110$40
MARRIOTT INTL INC NEW 178 UNCH $40
     MAR178UNCH$40
AMPLIFY ETF TR (IBUY) 724 UNCH $39
     IBUY724UNCH$39
YUM BRANDS INC 302 UNCH $39
     YUM302UNCH$39
ISHARES TR (DVY) 325 UNCH $38
     DVY325UNCH$38
GLOBAL X FDS 747 UNCH $38
     LIT747UNCH$38
SELECT SECTOR SPDR TR (XLE) 431 +346 $36
     XLE431+346$36
BLACKSTONE INC 265 UNCH $35
     BX265UNCH$35
DEERE & CO 85 +70 $34
     DE85+70$34
BANK AMERICA CORP 993 UNCH $33
     BAC993UNCH$33
COCA COLA CO 559 -35,263 $33
     KO559-35,263$33
NIKE INC 300 +241 $33
     NKE300+241$33
COLGATE PALMOLIVE CO 404 +146 $32
     CL404+146$32
GLOBAL X FDS 724 UNCH $32
     MLPX724UNCH$32
SAIA INC 74 +74 $32
     SAIA74+74$32
STARWOOD PPTY TR INC 1,500 +1,500 $32
     STWD1,500+1,500$32
PNC FINL SVCS GROUP INC 202 +202 $31
     PNC202+202$31
MCDONALDS CORP 100 +9 $30
     MCD100+9$30
PUBLIC STORAGE 100 +100 $30
     PSA100+100$30
CLOROX CO DEL 201 +201 $29
     CLX201+201$29
CAMPBELL SOUP CO 665 UNCH $29
     CPB665UNCH$29
ELI LILLY & CO 49 +32 $29
     LLY49+32$29
VANECK ETF TRUST (SMH) 164 UNCH $29
     SMH164UNCH$29
ANNALY CAPITAL MANAGEMENT IN 1,450 +1,000 $28
     NLY1,450+1,000$28
FIRST TR EXCHANGE TRADED FD (NXTG) 369 UNCH $28
     NXTG369UNCH$28
ILLINOIS TOOL WKS INC 100 UNCH $26
     ITW100UNCH$26
ROYAL CARIBBEAN GROUP 200 UNCH $26
     RCL200UNCH$26
SCHWAB STRATEGIC TR 445 UNCH $25
     SCHB445UNCH$25
WELLS FARGO CO NEW 500 +500 $25
     WFC500+500$25
COSTCO WHSL CORP NEW 36 +16 $24
     COST36+16$24
LISTED FD TR 2,082 UNCH $24
     METV2,082UNCH$24
CROWDSTRIKE HLDGS INC 90 +90 $23
     CRWD90+90$23
FORD MTR CO DEL 1,862 -830 $23
     F1,862-830$23
SCHWAB STRATEGIC TR 375 UNCH $23
     FNDB375UNCH$23
ROSS STORES INC 169 +169 $23
     ROST169+169$23
VERIZON COMMUNICATIONS INC 617 +500 $23
     VZ617+500$23
ABBOTT LABS 200 -65 $22
     ABT200-65$22
AMETEK INC 129 +129 $21
     AME129+129$21
SOUTHERN CO 300 +300 $21
     SO300+300$21
ETF SER SOLUTIONS (FIVG) 556 UNCH $20
     FIVG556UNCH$20
FIDELITY COVINGTON TRUST 140 UNCH $20
     FTEC140UNCH$20
TARGET CORP 140 +25 $20
     TGT140+25$20
ISHARES TR (TLT) 201 UNCH $20
     TLT201UNCH$20
ISHARES TR (IJT) 150 UNCH $19
     IJT150UNCH$19
NOVO NORDISK A S 182 +182 $19
     NVO182+182$19
SYNOPSYS INC 36 +36 $19
     SNPS36+36$19
COMCAST CORP NEW 400 +400 $18
     CMCSA400+400$18
SPDR SER TR (CWB) 250 UNCH $18
     CWB250UNCH$18
ISHARES TR (ITOT) 175 UNCH $18
     ITOT175UNCH$18
PACCAR INC 183 UNCH $18
     PCAR183UNCH$18
SPDR DOW JONES INDL AVERAGE (DIA) 44 +15 $17
     DIA44+15$17
AMGEN INC 54 +54 $16
     AMGN54+54$16
INVESCO EXCH TRADED FD TR II (TAN) 298 UNCH $16
     TAN298UNCH$16
ADOBE INC 25 +25 $15
     ADBE25+25$15
ALTERYX INC 326 UNCH $15
     AYX326UNCH$15
D R HORTON INC 100 UNCH $15
     DHI100UNCH$15
ETF MANAGERS TR (IPAY) 324 UNCH $15
     IPAY324UNCH$15
LYONDELLBASELL INDUSTRIES N 156 +74 $15
     LYB156+74$15
OLD DOMINION FREIGHT LINE IN 37 +37 $15
     ODFL37+37$15
ISHARES TR (PFF) 467 +467 $15
     PFF467+467$15
PROSPECT CAP CORP 2,494 +79 $15
     PSEC2,494+79$15
VANGUARD WORLD FDS (VGT) 31 UNCH $15
     VGT31UNCH$15
VANGUARD WHITEHALL FDS (VYM) 136 UNCH $15
     VYM136UNCH$15
WP CAREY INC 225 UNCH $15
     WPC225UNCH$15
XCEL ENERGY INC 246 +246 $15
     XEL246+246$15
J P MORGAN EXCHANGE TRADED F (JEPQ) 281 +53 $14
     JEPQ281+53$14
BOISE CASCADE CO DEL 100 UNCH $13
     BCC100UNCH$13
HOULIHAN LOKEY INC 111 +111 $13
     HLI111+111$13
ISHARES TR (IJJ) 111 UNCH $13
     IJJ111UNCH$13
NNN REIT INC 293 +71 $13
     NNN293+71$13
REALTY INCOME CORP 228 +49 $13
     O228+49$13
AMERICAN CENTY ETF TR (ESGA) 200 UNCH $12
     ESGA200UNCH$12
SPDR GOLD TR (GLD) 62 UNCH $12
     GLD62UNCH$12
SOUTHWEST AIRLS CO 415 UNCH $12
     LUV415UNCH$12
CHIPOTLE MEXICAN GRILL INC 5 UNCH $11
     CMG5UNCH$11
CORNING INC 373 -194 $11
     GLW373-194$11
GRAINGER W W INC 13 +13 $11
     GWW13+13$11
INMODE LTD 500 UNCH $11
     INMD500UNCH$11
FIDELITY COMWLTH TR 180 UNCH $11
     ONEQ180UNCH$11
PFIZER INC 370 -700 $11
     PFE370-700$11
USANA HEALTH SCIENCES INC 200 UNCH $11
     USNA200UNCH$11
VANGUARD INDEX FDS (VTV) 73 UNCH $11
     VTV73UNCH$11
SELECT SECTOR SPDR TR (XLF) 300 UNCH $11
     XLF300UNCH$11
YUM CHINA HLDGS INC 260 UNCH $11
     YUMC260UNCH$11
AXCELIS TECHNOLOGIES INC 77 UNCH $10
     ACLS77UNCH$10
DUKE ENERGY CORP NEW 101 +101 $10
     DUK101+101$10
ENTERPRISE BANCORP INC MASS 300 UNCH $10
     EBTC300UNCH$10
ISHARES TR (EEM) 253 UNCH $10
     EEM253UNCH$10
VERALTO CORP 125 +125 $10
     VLTO125+125$10
SELECT SECTOR SPDR TR (XLU) 150 UNCH $10
     XLU150UNCH$10
THE CIGNA GROUP 31 +31 $9
     CI31+31$9
GETTY RLTY CORP NEW 300 +200 $9
     GTY300+200$9
LUMINAR TECHNOLOGIES INC 2,582 -750 $9
     LAZR2,582-750$9
PLUG POWER INC 2,000 UNCH $9
     PLUG2,000UNCH$9
DOW INC 139 -2,097 $8
     DOW139-2,097$8
ISHARES TR (EFAV) 110 UNCH $8
     EFAV110UNCH$8
GABELLI DIVID & INCOME TR 371 +32 $8
     GDV371+32$8
ETF SER SOLUTIONS (HDRO) 1,189 UNCH $8
     HDRO1,189UNCH$8
FERRARI N V 23 +23 $8
     RACE23+23$8
TJX COS INC NEW 84 -32 $8
     TJX84-32$8
ULTA BEAUTY INC 16 UNCH $8
     ULTA16UNCH$8
SELECT SECTOR SPDR TR (XLV) 60 UNCH $8
     XLV60UNCH$8
BALLARD PWR SYS INC NEW 2,000 UNCH $7
     BLDP2,000UNCH$7
ALTRIA GROUP INC 170 +59 $7
     MO170+59$7
REGENCY CTRS CORP 100 UNCH $7
     REG100UNCH$7
SUPER MICRO COMPUTER INC 25 +25 $7
     SMCI25+25$7
CITIGROUP INC 120 UNCH $6
     C120UNCH$6
CELSIUS HLDGS INC 105 +105 $6
     CELH105+105$6
CF INDS HLDGS INC 75 UNCH $6
     CF75UNCH$6
DUPONT DE NEMOURS INC 79 UNCH $6
     DD79UNCH$6
DOLLAR GEN CORP NEW 45 +25 $6
     DG45+25$6
MEDTRONIC PLC 75 UNCH $6
     MDT75UNCH$6
PALO ALTO NETWORKS INC 20 +20 $6
     PANW20+20$6
PRUDENTIAL FINL INC 57 UNCH $6
     PRU57UNCH$6
ISHARES TR (REM) 250 +250 $6
     REM250+250$6
UBER TECHNOLOGIES INC 90 UNCH $6
     UBER90UNCH$6
V F CORP 323 +323 $6
     VFC323+323$6
ACADEMY SPORTS & OUTDOORS IN 75 UNCH $5
     ASO75UNCH$5
COINBASE GLOBAL INC 31 UNCH $5
     COIN31UNCH$5
CVS HEALTH CORP 60 -174 $5
     CVS60-174$5
KKR & CO INC 63 +63 $5
     KKR63+63$5
MICRON TECHNOLOGY INC 60 UNCH $5
     MU60UNCH$5
APPLIED MATLS INC 23 +23 $4
     AMAT23+23$4
CROWN CASTLE INC 39 UNCH $4
     CCI39UNCH$4
DELTA AIR LINES INC DEL 100 -365 $4
     DAL100-365$4
NORWEGIAN CRUISE LINE HLDG L 176 UNCH $4
     NCLH176UNCH$4
VANGUARD INDEX FDS (VOT) 20 +20 $4
     VOT20+20$4
WASTE MGMT INC DEL 22 UNCH $4
     WM22UNCH$4
SPDR SER TR (XBI) 49 UNCH $4
     XBI49UNCH$4
BLACKROCK INC 4 +4 $3
     BLK4+4$3
BLOOMIN BRANDS INC 92 +92 $3
     BLMN92+92$3
FUELCELL ENERGY INC 2,000 UNCH $3
     FCEL2,000UNCH$3
GENERAL ELECTRIC CO 26 UNCH $3
     GE26UNCH$3
IRON MTN INC DEL 43 +43 $3
     IRM43+43$3
MDU RES GROUP INC 128 UNCH $3
     MDU128UNCH$3
MARATHON PETE CORP 22 UNCH $3
     MPC22UNCH$3
PHILIP MORRIS INTL INC 37 -108 $3
     PM37-108$3
AT&T INC 185 UNCH $3
     T185UNCH$3
CAPITOL SER TR 106 -16,076 $3
     TACK106-16,076$3
AMERICAN WTR WKS CO INC NEW 14 +14 $2
     AWK14+14$2
HASBRO INC 41 +41 $2
     HAS41+41$2
ISHARES TR (IHAK) 55 UNCH $2
     IHAK55UNCH$2
ISHARES TR (IRBO) 54 UNCH $2
     IRBO54UNCH$2
KNIFE RIVER CORP 32 UNCH $2
     KNF32UNCH$2
NIKOLA CORP 2,000 UNCH $2
     NKLA2,000UNCH$2
ZOETIS INC 9 UNCH $2
     ZTS9UNCH$2
ARM HOLDINGS PLC 11 UNCH $1
     ARM11UNCH$1
GE HEALTHCARE TECHNOLOGIES I 8 UNCH $1
     GEHC8UNCH$1
MARATHON OIL CORP 21 UNCH $1
     MRO21UNCH$1
SOUTHSTATE CORPORATION 15 UNCH $1
     SSB15UNCH$1
WARNER BROS DISCOVERY INC 54 +10 $1
     WBD54+10$1
ASA GOLD AND PRECIOUS MTLS L 30 UNCH <$1
     ASA30UNCH$0
AURORA INNOVATION INC 100 UNCH <$1
     AUR100UNCH$0
MAPLEBEAR INC 20 +10 <$1
     CART20+10$0
INVESCO EXCHANGE TRADED FD T (CVY) 2 UNCH <$1
     CVY2UNCH$0
GAP INC 3 UNCH <$1
     GPS3UNCH$0
KINDER MORGAN INC DEL 3 UNCH <$1
     KMI3UNCH$0
KONTOOR BRANDS INC 2 +2 <$1
     KTB2+2$0
NET LEASE OFFICE PROPERTIES 15 +15 <$1
     NLOP15+15$0
PALANTIR TECHNOLOGIES INC 10 UNCH <$1
     PLTR10UNCH$0
ISHARES TR (SCZ) 8 +8 <$1
     SCZ8+8$0
BLOCK INC 4 +4 <$1
     SQ4+4$0
UNITED STATES STL CORP NEW 2 +0 $0
     X2UNCH$0
ABBVIE INC $0 (exited)
     ABBV0-347$0
ANALOG DEVICES INC $0 (exited)
     ADI0-64$0
ISHARES TR $0 (exited)
     AGG0-161$0
AIR PRODS & CHEMS INC $0 (exited)
     APD0-40$0
BRISTOL MYERS SQUIBB CO $0 (exited)
     BMY0-193$0
CANO HEALTH INC $0 (exited)
     CANO0-1,500$0
CHARGEPOINT HOLDINGS INC $0 (exited)
     CHPT0-1,000$0
CONOCOPHILLIPS $0 (exited)
     COP0-150$0
CARVANA CO $0 (exited)
     CVNA0-30$0
DOVER CORP $0 (exited)
     DOV0-56$0
EATON CORP PLC $0 (exited)
     ETN0-43$0
FIRST TR EXCH TRADED FD III $0 (exited)
     FMB0-689$0
GILEAD SCIENCES INC $0 (exited)
     GILD0-84$0
HARTFORD FINL SVCS GROUP INC $0 (exited)
     HIG0-66$0
INTERNATIONAL BUSINESS MACHS $0 (exited)
     IBM0-36$0
ISHARES TR $0 (exited)
     IEUR0-187$0
KELLANOVA $0 (exited)
     K0-1,636$0
KAYNE ANDERSON ENERGY INFRST $0 (exited)
     KYN0-100$0
ISHARES TR $0 (exited)
     MCHI0-200$0
MONDELEZ INTL INC $0 (exited)
     MDLZ0-117$0
INDEXIQ ACTIVE ETF TR $0 (exited)
     MMIN0-49,205$0
NORFOLK SOUTHN CORP $0 (exited)
     NSC0-31$0
NXP SEMICONDUCTORS N V $0 (exited)
     NXPI0-34$0
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     OMFL0-332,616$0
PARKER HANNIFIN CORP $0 (exited)
     PH0-20$0
PPG INDS INC $0 (exited)
     PPG0-67$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RSP0-269$0
RTX CORPORATION $0 (exited)
     RTX0-573$0
PACER FDS TR $0 (exited)
     SRVR0-325$0
ISHARES TR $0 (exited)
     TLTW0-6,095$0
VANGUARD TAX MANAGED FDS $0 (exited)
     VEA0-396$0
WATERS CORP $0 (exited)
     WAT0-24$0

See Summary: Core Wealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Core Wealth Advisors Inc.

EntityShares/Amount
Change
Position Value
Change
SPLG +297,395+$16,624
CRM +9,724+$2,559
UNP +750+$184
PSFF +5,810+$150
BALT +5,230+$149
CMI +350+$84
BKNG +20+$71
GOOGL +500+$70
HON +325+$68
PSX +500+$67
EntityShares/Amount
Change
Position Value
Change
OMFL -332,616-$15,247
MMIN -49,205-$1,124
TLTW -6,095-$176
K -1,636-$97
ABBV -347-$52
RTX -573-$41
RSP -269-$38
FMB -689-$34
COP -150-$18
VEA -396-$17
EntityShares/Amount
Change
Position Value
Change
MUST +6,708+$249
TAXF +5,516+$383
JMST +4,453+$239
VTEB +4,211+$316
IJR +3,555+$1,995
MOAT +3,310+$2,130
LQDW +3,296+$97
IEFA +2,696+$1,503
NEE +2,223+$136
VO +1,984+$1,642
EntityShares/Amount
Change
Position Value
Change
KO -35,263-$1,972
TACK -16,076-$364
IGSB -5,461-$36
SHY -2,446-$90
DOW -2,097-$107
QDPL -1,603-$38
KORP -1,429+$549
F -830-$10
LAZR -750-$6
Size ($ in 1000's)
At 12/31/2023: $272,187
At 09/30/2023: $244,437

Core Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Core Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Core Wealth Advisors Inc. | www.HoldingsChannel.com

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