Fund Update: Core Wealth Advisors, Inc. Just Disclosed New Holdings

Core Wealth Advisors, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 37,062 shares of $SCHD (~$79,251). This was a increase of ~227.19% from their previous position.
• An increase of 17,632 shares of $BALT (~$608,483). This was a increase of ~19.09% from their previous position.
• A decrease of 6,302 shares of $MRK (~$884,153). This was a increase of ~-34.50% from their previous position.
• A decrease of 1,909 shares of $TAXF (~$136,415). This was a increase of ~-6.00% from their previous position.
• An increase of 1,992 shares of $MEAR (~$95,071). This was a increase of ~16.41% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Core Wealth Advisors, Inc. for more details.