$114 Million is the total value of Core Wealth Advisors, Inc.'s 129 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 44.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $27,607,000 | -8.4% | 89,144 | -23.6% | 24.32% | +5.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $12,706,000 | +25.6% | 51,317 | -3.4% | 11.19% | +45.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $7,908,000 | +6.7% | 44,472 | -13.7% | 6.96% | +23.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $7,836,000 | +13.7% | 114,743 | -6.6% | 6.90% | +31.5% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $7,819,000 | -33.4% | 118,368 | -37.4% | 6.89% | -22.9% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $4,527,000 | -20.4% | 65,449 | -31.2% | 3.99% | -7.9% |
| SWAN | New | AMPLIFY ETF TRblackswan grwt | $4,239,000 | – | 138,165 | +100.0% | 3.73% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,952,000 | -51.8% | 19,047 | -61.7% | 3.48% | -44.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,807,000 | -8.0% | 36,434 | -29.2% | 3.35% | +6.4% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $3,532,000 | -39.2% | 64,562 | -41.9% | 3.11% | -29.7% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $3,506,000 | -45.4% | 26,232 | -45.5% | 3.09% | -36.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,291,000 | +3817.9% | 63,586 | +3300.3% | 2.90% | +4429.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $2,461,000 | +3096.1% | 65,454 | +2656.0% | 2.17% | +3574.6% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,319,000 | +1755.2% | 42,999 | +1679.0% | 2.04% | +2050.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,240,000 | +55900.0% | 18,948 | +48484.6% | 1.97% | +65666.7% |
| USMV | Sell | ISHARES TRmsci min vol etf | $1,690,000 | -70.1% | 27,873 | -73.3% | 1.49% | -65.3% |
| AAPL | Buy | APPLE INC | $1,330,000 | +53.8% | 3,646 | +7.2% | 1.17% | +77.7% |
| UTRN | Buy | EXCHANGE TRADED CONCEPTS TRvspr us lc etf | $1,175,000 | +302.4% | 43,377 | +214.6% | 1.04% | +366.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,095,000 | -46.8% | 7,649 | -57.5% | 0.96% | -38.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $836,000 | -35.4% | 2,711 | -46.0% | 0.74% | -25.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $747,000 | -81.2% | 6,631 | -83.5% | 0.66% | -78.3% |
| MSFT | Buy | MICROSOFT CORP | $599,000 | +61.5% | 2,943 | +25.0% | 0.53% | +87.2% |
| AMZN | Buy | AMAZON COM INC | $571,000 | +99.0% | 207 | +40.8% | 0.50% | +129.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $553,000 | +127.6% | 391 | +87.1% | 0.49% | +163.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $524,000 | +120.2% | 4,384 | +102.9% | 0.46% | +155.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $524,000 | +111.3% | 5,572 | +102.5% | 0.46% | +144.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $489,000 | +102.9% | 3,478 | +89.1% | 0.43% | +135.5% |
| V | Buy | VISA INC | $472,000 | +216.8% | 2,442 | +164.0% | 0.42% | +268.1% |
| FB | Buy | FACEBOOK INCcl a | $461,000 | +191.8% | 2,032 | +113.9% | 0.41% | +238.3% |
| BKN | Buy | BLACKROCK INVT QUALITY MUN T | $451,000 | +27.8% | 29,178 | +25.1% | 0.40% | +47.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $416,000 | +62.5% | 2,332 | +66.5% | 0.37% | +87.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $344,000 | -83.3% | 9,928 | -84.7% | 0.30% | -80.7% |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $249,000 | – | 4,517 | +100.0% | 0.22% | – |
| MUB | Sell | ISHARES TRnational mun etf | $226,000 | -3.4% | 1,960 | -5.3% | 0.20% | +11.8% |
| PEP | PEPSICO INC | $188,000 | +9.9% | 1,421 | 0.0% | 0.17% | +27.7% | |
| VZ | VERIZON COMMUNICATIONS INC | $167,000 | +2.5% | 3,038 | 0.0% | 0.15% | +18.5% | |
| HDV | Sell | ISHARES TRcore high dv etf | $158,000 | -91.5% | 1,949 | -92.5% | 0.14% | -90.2% |
| WMT | Buy | WALMART INC | $135,000 | +10.7% | 1,125 | +4.7% | 0.12% | +28.0% |
| FDVV | Sell | FIDELITY COVINGTON TRhigh divid etf | $128,000 | -91.4% | 4,739 | -92.7% | 0.11% | -90.0% |
| CVS | CVS HEALTH CORP | $123,000 | +9.8% | 1,888 | 0.0% | 0.11% | +27.1% | |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $113,000 | 0.0% | 1,869 | -20.9% | 0.10% | +16.3% |
| MRK | Sell | MERCK & CO. INC | $109,000 | -5.2% | 1,411 | -5.7% | 0.10% | +9.1% |
| CINF | Buy | CINCINNATI FINL CORP | $109,000 | -10.7% | 1,708 | +5.4% | 0.10% | +3.2% |
| NVDA | NVIDIA CORPORATION | $94,000 | +44.6% | 248 | 0.0% | 0.08% | +69.4% | |
| DVY | Sell | ISHARES TRselect divid etf | $92,000 | -96.2% | 1,139 | -96.6% | 0.08% | -95.6% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $79,000 | +558.3% | 5,966 | +358.2% | 0.07% | +677.8% |
| CSCO | Sell | CISCO SYS INC | $78,000 | -7.1% | 1,675 | -21.8% | 0.07% | +7.8% |
| ARKG | New | ARK ETF TRgenomic rev etf | $77,000 | – | 1,475 | +100.0% | 0.07% | – |
| LOW | Sell | LOWES COS INC | $71,000 | +44.9% | 522 | -7.9% | 0.06% | +70.3% |
| LQD | ISHARES TRiboxx inv cp etf | $71,000 | +9.2% | 529 | 0.0% | 0.06% | +28.6% | |
| FBT | New | FIRST TR NASDAQ-100 TECH INDny arca biotech | $69,000 | – | 409 | +100.0% | 0.06% | – |
| IBUY | AMPLIFY ETF TRonlin retl etf | $63,000 | +70.3% | 900 | 0.0% | 0.06% | +96.4% | |
| AYX | Buy | ALTERYX INC | $54,000 | +184.2% | 326 | +63.0% | 0.05% | +242.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $53,000 | +6.0% | 720 | -5.0% | 0.05% | +23.7% |
| PFE | Sell | PFIZER INC | $50,000 | -7.4% | 1,530 | -7.8% | 0.04% | +7.3% |
| KR | KROGER CO | $49,000 | +11.4% | 1,456 | 0.0% | 0.04% | +26.5% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $44,000 | +528.6% | 1,394 | +343.9% | 0.04% | +680.0% |
| ORCL | Sell | ORACLE CORP | $41,000 | -2.4% | 750 | -14.4% | 0.04% | +12.5% |
| SHV | New | ISHARES TRshort treas bd | $38,000 | – | 340 | +100.0% | 0.03% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $37,000 | +54.2% | 5,670 | +17.9% | 0.03% | +83.3% |
| SHY | New | ISHARES TR1 3 yr treas bd | $38,000 | – | 435 | +100.0% | 0.03% | – |
| ICVT | Sell | ISHARES TRconv bd etf | $36,000 | -86.9% | 504 | -90.0% | 0.03% | -84.7% |
| IWF | ISHARES TRrus 1000 grw etf | $34,000 | +25.9% | 178 | 0.0% | 0.03% | +42.9% | |
| BKLN | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $34,000 | +6.2% | 1,580 | 0.0% | 0.03% | +25.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $31,000 | -84.3% | 512 | -86.1% | 0.03% | -82.0% |
| BAC | BK OF AMERICA CORP | $28,000 | +12.0% | 1,184 | 0.0% | 0.02% | +31.6% | |
| MMIN | New | INDEXIQ ACTIVE ETF TRiq mackay insred | $28,000 | – | 1,053 | +100.0% | 0.02% | – |
| EEMV | Sell | ISHARES INCmin vol emrg mkt | $26,000 | -99.2% | 492 | -99.3% | 0.02% | -99.1% |
| DIS | DISNEY WALT CO | $24,000 | +14.3% | 219 | 0.0% | 0.02% | +31.2% | |
| BA | Sell | BOEING CO | $23,000 | -32.4% | 125 | -44.7% | 0.02% | -23.1% |
| CCI | CROWN CASTLE INTL CORP NEW | $21,000 | +16.7% | 125 | 0.0% | 0.02% | +28.6% | |
| TSLA | Sell | TESLA INC | $21,000 | +10.5% | 19 | -48.6% | 0.02% | +28.6% |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $19,000 | +216.7% | 372 | +86.0% | 0.02% | +240.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $18,000 | +63.6% | 515 | +62.5% | 0.02% | +100.0% |
| VRP | INVESCO EXCHANGE-TRADED FD Tvar rate pfd | $18,000 | +12.5% | 750 | 0.0% | 0.02% | +33.3% | |
| ABT | ABBOTT LABS | $18,000 | +12.5% | 200 | 0.0% | 0.02% | +33.3% | |
| ITW | ILLINOIS TOOL WKS INC | $17,000 | +21.4% | 100 | 0.0% | 0.02% | +36.4% | |
| KO | Sell | COCA COLA CO | $17,000 | -5.6% | 381 | -7.1% | 0.02% | +7.1% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $16,000 | 0.0% | 992 | -19.7% | 0.01% | +16.7% |
| IPAY | ETF MANAGERS TRprime mobile pay | $16,000 | +33.3% | 324 | 0.0% | 0.01% | +55.6% | |
| SBS | Buy | COMPANHIA DE SANEAMENTO BASIsponsored adr | $16,000 | +700.0% | 1,510 | +619.0% | 0.01% | +600.0% |
| BAR | New | GRANITESHARES GOLD TR | $16,000 | – | 878 | +100.0% | 0.01% | – |
| NFLX | NETFLIX INC | $15,000 | +25.0% | 32 | 0.0% | 0.01% | +44.4% | |
| USNA | USANA HEALTH SCIENCES INC | $15,000 | +25.0% | 200 | 0.0% | 0.01% | +44.4% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $13,000 | +30.0% | 157 | +18.9% | 0.01% | +37.5% |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $12,000 | – | 140 | +100.0% | 0.01% | – |
| SRVR | PACER FDS TRbnchmrk infra | $12,000 | +20.0% | 325 | 0.0% | 0.01% | +37.5% | |
| GLW | CORNING INC | $10,000 | +25.0% | 373 | 0.0% | 0.01% | +50.0% | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,000 | – | 99 | +100.0% | 0.01% | – |
| ALK | New | ALASKA AIR GROUP INC | $9,000 | – | 256 | +100.0% | 0.01% | – |
| PSEC | PROSPECT CAP CORP | $9,000 | +28.6% | 1,700 | 0.0% | 0.01% | +60.0% | |
| WYNN | New | WYNN RESORTS LTD | $9,000 | – | 125 | +100.0% | 0.01% | – |
| INTC | Buy | INTEL CORP | $8,000 | +14.3% | 135 | +0.7% | 0.01% | +40.0% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $7,000 | +16.7% | 95 | 0.0% | 0.01% | +20.0% | |
| REGN | REGENERON PHARMACEUTICALS | $7,000 | +16.7% | 12 | 0.0% | 0.01% | +20.0% | |
| NKLA | New | NIKOLA CORP | $7,000 | – | 100 | +100.0% | 0.01% | – |
| SBUX | STARBUCKS CORP | $7,000 | +16.7% | 89 | 0.0% | 0.01% | +20.0% | |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $7,000 | +40.0% | 18 | 0.0% | 0.01% | +50.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,000 | +66.7% | 5 | 0.0% | 0.00% | +100.0% | |
| C | Buy | CITIGROUP INC | $5,000 | +66.7% | 95 | +43.9% | 0.00% | +100.0% |
| DXLG | New | DESTINATION XL GROUP INC | $4,000 | – | 5,500 | +100.0% | 0.00% | – |
| EBTC | ENTERPRISE BANCORP INC MASS | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XOM | Sell | EXXON MOBIL CORP | $5,000 | -97.7% | 110 | -98.1% | 0.00% | -97.6% |
| SYY | Buy | SYSCO CORP | $4,000 | +33.3% | 77 | +1.3% | 0.00% | +100.0% |
| TGT | Sell | TARGET CORP | $4,000 | -20.0% | 33 | -40.0% | 0.00% | 0.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $5,000 | -99.8% | 130 | -99.8% | 0.00% | -99.8% |
| ATVI | New | ACTIVISION BLIZZARD INC | $5,000 | – | 69 | +100.0% | 0.00% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $3,000 | -75.0% | 100 | -76.4% | 0.00% | -66.7% |
| PRU | PRUDENTIAL FINL INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | +50.0% | |
| T | Sell | AT&T INC | $2,000 | -93.3% | 75 | -92.8% | 0.00% | -91.3% |
| MGM | New | MGM RESORTS INTERNATIONAL | $2,000 | – | 125 | +100.0% | 0.00% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,000 | -66.7% | 45 | -63.4% | 0.00% | -60.0% |
| EPR | EPR PPTYS | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $2,000 | -66.7% | 16 | -72.4% | 0.00% | -60.0% |
| MU | MICRON TECHNOLOGY INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $1,000 | -50.0% | 215 | 0.0% | 0.00% | -50.0% | |
| SSB | New | SOUTH ST CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SMRTQ | New | STEIN MART INC | $1,000 | – | 2,000 | +100.0% | 0.00% | – |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| ULTA | New | ULTA BEAUTY INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,000 | -75.0% | 5 | -88.4% | 0.00% | -66.7% |
| MPC | MARATHON PETE CORP | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRusa momentum fct | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $0 | – | 49 | 0.0% | 0.00% | – | |
| TR | Exit | TOOTSIE ROLL INDS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP | $0 | – | 21 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -64 | -100.0% | -0.00% | – |
| CSFL | Exit | CENTERSTATE BK CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -81 | -100.0% | -0.00% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -8 | -100.0% | -0.00% | – |
| VAR | Exit | VARIAN MED SYS INC | $0 | – | -12 | -100.0% | -0.00% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -48 | -100.0% | -0.00% | – |
| DE | Exit | DEERE & CO | $0 | – | -22 | -100.0% | -0.00% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -9 | -100.0% | -0.00% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -51 | -100.0% | -0.00% | – |
| SEIC | Exit | SEI INVESTMENTS CO | $0 | – | -54 | -100.0% | -0.00% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -12 | -100.0% | -0.00% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -25 | -100.0% | -0.00% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -16 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -107 | -100.0% | -0.00% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3 | -100.0% | -0.00% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -42 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -112 | -100.0% | -0.00% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -56 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP | $0 | – | -44 | -100.0% | -0.00% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -51 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -36 | -100.0% | -0.00% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -73 | -100.0% | -0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -19 | -100.0% | -0.00% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -28 | -100.0% | -0.00% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -146 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -63 | -100.0% | -0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -81 | -100.0% | -0.00% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -62 | -100.0% | -0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -37 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -43 | -100.0% | -0.01% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -109 | -100.0% | -0.01% | – |
| IFGL | Exit | ISHARES TRintl dev re etf | $0 | – | -889 | -100.0% | -0.01% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -210 | -100.0% | -0.01% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -501 | -100.0% | -0.02% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -456 | -100.0% | -0.02% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -3,556 | -100.0% | -0.02% | – |
| MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -398 | -100.0% | -0.02% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -1,242 | -100.0% | -0.02% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -530 | -100.0% | -0.03% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -5,306 | -100.0% | -0.18% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -4,570 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 37.4% |
| ISHARES TR | 16 | Q3 2023 | 10.9% |
| ISHARES TR | 16 | Q3 2023 | 10.8% |
| ISHARES TR | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 8.9% |
| ISHARES TR | 16 | Q3 2023 | 6.2% |
| APPLE INC | 16 | Q3 2023 | 1.4% |
| ISHARES TR | 16 | Q3 2023 | 3.2% |
| ISHARES TR | 16 | Q3 2023 | 1.7% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 1.0% |
View Core Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Core Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.