The Analysis of Core Wealth Advisors, Inc.'s Holdings
Currently, Core Wealth Advisors, Inc. holds 92 types of securities in its portfolio with a total value $383.5M. In the most recent quarter, they have increased their positions in CGDV (+247.1K shares, valued at $10.4M), BUFF (+78.7K shares, valued at $3.8M), SPBU (+136.8K shares, valued at $3.8M); decreased their positions in BALT (-143.4K shares, valued at $4.7M), PSFF (-36.3K shares, valued at $1.1M), BUFR (-33.8K shares, valued at $1.1M); initiated new positions in BUFF (+78.7K shares, valued at $3.8M), SPBU (+136.8K shares, valued at $3.8M), VGUS (+13.2K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR185.4K shares0.93%2025-09-302025-11-14
VOO VANGUARD INDEX FDS39.8K shares-0.06%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE516.2K shares91.81%2025-09-302025-11-14 SPYM SPDR SERIES TRUST275.4K shares0.79%2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T368.3K shares1.88%2025-09-302025-11-14 FENI FIDELITY COVINGTON TRUST523.1K shares1.23%2025-09-302025-11-14 IEFA ISHARES TR205.5K shares-0.43%2025-09-302025-11-14 IJH ISHARES TR255.1K shares2.76%2025-09-302025-11-14 KORP AMERICAN CENTY ETF TR323.6K shares0.72%2025-09-302025-11-14 VO VANGUARD INDEX FDS52.1K shares1.58%2025-09-302025-11-14 SPHQ INVESCO EXCHANGE TRADED FD T146.2K shares5.64%2025-09-302025-11-14 AAPL APPLE INC18.1K shares17.47%2025-09-302025-11-14 BUFR FIRST TR EXCHNG TRADED FD VI133.5K shares-20.20%2025-09-302025-11-14 PSFF PACER FDS TR131.9K shares-21.59%2025-09-302025-11-14 BUFF INNOVATOR ETFS TRUST78.7K sharesnew addition2025-09-302025-11-14 SPBU AIM ETF PRODUCTS TRUST136.8K sharesnew addition2025-09-302025-11-14 CAT CATERPILLAR INC5.2K shares-2.54%2025-09-302025-11-14 AMZN AMAZON COM INC10.0K shares-2.67%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR3.3K shares7.02%2025-09-302025-11-14 IJR ISHARES TR17.6K shares-2.45%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS6.9K shares-3.06%2025-09-302025-11-14 NVDA NVIDIA CORPORATION10.3K shares7.82%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR67.0K shares6.17%2025-09-302025-11-14 MSFT MICROSOFT CORP3.3K shares30.39%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F25.8K shares-13.00%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS5.8K shares0.40%2025-09-302025-11-14 EFA ISHARES TR13.1K shares16.21%2025-09-302025-11-14 FDVV FIDELITY COVINGTON TRUST22.0K shares2.97%2025-09-302025-11-14 VV VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-11-14 IWM ISHARES TR4.5K shares-0.66%2025-09-302025-11-14 IWD ISHARES TR5.4K shares0.77%2025-09-302025-11-14 REGL PROSHARES TR12.7K shares4.23%2025-09-302025-11-14 VUSB VANGUARD BD INDEX FDS21.2K shares0.03%2025-09-302025-11-14 CRM SALESFORCE INC4.5K shares-17.49%2025-09-302025-11-14 IHDG WISDOMTREE TR22.7K shares4.07%2025-09-302025-11-14 VGUS VANGUARD INSTL INDEX FD13.2K sharesnew addition2025-09-302025-11-14 SHV ISHARES TR8.6K shares0.00%2025-09-302025-11-14 TAXF AMERICAN CENTY ETF TR18.6K shares-24.48%2025-09-302025-11-14 IWF ISHARES TR2.0K sharesnew addition2025-09-302025-11-14 NEAR ISHARES U S ETF TR17.2K shares0.00%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F16.1K shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP6.7K shares61.70%2025-09-302025-11-14 AVGO BROADCOM INC2.3K shares7.77%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.2.4K shares35.16%2025-09-302025-11-14 MEAR ISHARES U S ETF TR13.8K shares0.00%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS13.5K shares-30.78%2025-09-302025-11-14 BALT INNOVATOR ETFS TRUST19.4K shares-88.08%2025-09-302025-11-14 GOOG ALPHABET INC2.5K shares-1.72%2025-09-302025-11-14 IIGD INVESCO EXCH TRD SLF IDX FD23.9K shares68.52%2025-09-302025-11-14 CVX CHEVRON CORP NEW3.8K sharesnew addition2025-09-302025-11-14 V VISA INC1.7K shares28.67%2025-09-302025-11-14 FIGB FIDELITY MERRIMACK STR TR13.4K shares63.85%2025-09-302025-11-14 PJAN INNOVATOR ETFS TRUST12.5K shares0.00%2025-09-302025-11-14 PAVE GLOBAL X FDS11.7K shares0.00%2025-09-302025-11-14 TLT ISHARES TR6.0K shares37.45%2025-09-302025-11-14 TSLA TESLA INC1.2K shares30.92%2025-09-302025-11-14 GRNY TIDAL TRUST I20.6K shares28.11%2025-09-302025-11-14 NFLX NETFLIX INC407 shares5.44%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW515 shares12.69%2025-09-302025-11-14 DGRO ISHARES TR7.0K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON2.5K shares-0.51%2025-09-302025-11-14 WMT WALMART INC4.5K shares2.72%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.9K shares15.21%2025-09-302025-11-14 ADBE ADOBE INC1.2K shares62.33%2025-09-302025-11-14 NEE NEXTERA ENERGY INC5.6K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL790 shares-6.06%2025-09-302025-11-14 GLD SPDR GOLD TR1.0K sharesnew addition2025-09-302025-11-14 MA MASTERCARD INCORPORATED626 shares6.10%2025-09-302025-11-14 PEP PEPSICO INC2.3K shares-1.07%2025-09-302025-11-14 FPEI FIRST TR EXCH TRADED FD III16.0K sharesnew addition2025-09-302025-11-14 MRK MERCK & CO INC3.6K shares-18.03%2025-09-302025-11-14 USEP INNOVATOR ETFS TRUST7.7K shares0.00%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS3.1K sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC1.1K shares9.12%2025-09-302025-11-14 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-11-14 SDSI AMERICAN CENTY ETF TR5.2K sharesnew addition2025-09-302025-11-14 AXP AMERICAN EXPRESS CO812 shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP949 shares0.00%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP510 shares2.00%2025-09-302025-11-14 GE GE AEROSPACE822 sharesnew addition2025-09-302025-11-14 VGT VANGUARD WORLD FD331 sharesnew addition2025-09-302025-11-14 IEMG ISHARES INC3.7K sharesnew addition2025-09-302025-11-14 VTI VANGUARD INDEX FDS727 shares-11.12%2025-09-302025-11-14 EVSD MORGAN STANLEY ETF TRUST4.5K sharesnew addition2025-09-302025-11-14 UNP UNION PAC CORP970 sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC565 sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC306 sharesnew addition2025-09-302025-11-14 BUFD FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-09-302025-11-14 MMM 3M CO1.4K sharesnew addition2025-09-302025-11-14 VTES VANGUARD WELLINGTON FD2.0K sharesnew addition2025-09-302025-11-14 ET ENERGY TRANSFER L P10.4K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available