Core Wealth Advisors, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    lakeland, FL
  • CIK
    0001770532
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

60

$303.29M
IVV, VOO, KRE, XLG
13F-HR
Feb 14, 2025
000177053225000001

58

$311.83M
IVV, VOO, TLT, KRE
13F-HR
Nov 13, 2024
000177053224000006

55

$291.81M
IVV, VOO, KRE, XLG
13F-HR
Aug 15, 2024
000177053224000004

260

$294.30M
IVV, VOO, MOAT, KRE
13F-HR
May 15, 2024
000177053224000003

261

$272.18M
IVV, VOO, MOAT, KRE
13F-HR
Feb 14, 2024
000177053224000001

239

$244.44M
IVV, VOO, MOAT, OMFL
13F-HR
Nov 13, 2023
000177053223000005

235

$249.17M
IVV, VOO, IGSB, EZU
13F-HR
Aug 14, 2023
000177053223000004

259

$250.71M
IVV, VOO, COWZ, EZU
13F-HR
Apr 27, 2023
000177053223000003

258

$228.63M
IVV, VOO, IEFA, COWZ
13F-HR
Feb 14, 2023
000177053223000002

223

$171.56M
IVV, IEFA, PALC, COWZ
13F-HR
Nov 10, 2022
000177053222000005

221

$162.60M
IVV, IEFA, ALTL, PALC
13F-HR
Aug 12, 2022
000177053222000004

195

$178.28M
IVV, IEFA, IJH, IJR
13F-HR
May 16, 2022
000177053222000003

210

$167.44M
IVV, EDOW, FLV, IJH
13F-HR
Feb 14, 2022
000177053222000001

191

$150.77M
IVV, EDOW, FLV, IJH
13F-HR
Nov 9, 2021
000177053221000005

184

$149.93M
IVV, IJR, IJH, EDOW
13F-HR
Aug 3, 2021
000177053221000004

187

$113.41M
IVV, IJH, IJR, AAXJ
13F-HR
May 4, 2021
000177053221000003

178

$111.94M
IVV, IJR, IJH, NDQ
13F-HR
Feb 5, 2021
000177053221000002

167

$106.84M
IVV, NDQ, IJH, IJR
13F-HR
Nov 12, 2020
000177053220000009

129

$113.54M
IVV, NDQ, IJH, IJR
13F-HR
Jul 31, 2020
000177053220000006

153

$131.34M
IVV, EFAV, NDQ, IVW
13F-HR
Apr 29, 2020
000177053220000005

135

$174.12M
IVV, EFAV, RSP, NDQ
13F-HR
Feb 14, 2020
000177053220000002