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The Analysis of CORE WEALTH ADVISORS, LLC's Holdings & P&L

Currently, CORE WEALTH ADVISORS, LLC holds 33 types of securities in its portfolio with a total value $130.1M. In the most recent quarter, they have increased their positions in JCPB (+341.8K shares, valued at $16.1M), IVV (+21.1K shares, valued at $13.8M), VTV (+49.5K shares, valued at $9.7M); decreased their positions in N/A (-556 shares, valued at $332.3K), XLK (-1.2K shares, valued at $158.8K), SCHV (-1.8K shares, valued at $55.0K); initiated new positions in JCPB (+341.8K shares, valued at $16.1M), VTV (+49.5K shares, valued at $9.7M), MBB (+53.7K shares, valued at $5.1M).

1M P&L

-1.2M-0.87%

3M P&L

+2.9M+2.09%

HY P&L

+7.2M+5.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.8M

100.0%

Top Industries by Stock Count

1N/A32 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F341.8K sharesnew addition2026-03-312026-04-28

IVV ISHARES TR21.5K shares5476.10%2026-03-312026-04-28

VTV VANGUARD INDEX FDS49.5K sharesnew addition2026-03-312026-04-28

DYNF BLACKROCK ETF TRUST148.3K shares5969.23%2026-03-312026-04-28

IVW ISHARES TR70.3K shares1009.46%2026-03-312026-04-28

IEMG ISHARES INC111.8K shares8779.03%2026-03-312026-04-28

EFV ISHARES TR100.1K shares4746.95%2026-03-312026-04-28

TLH ISHARES TR57.5K shares302352.63%2026-03-312026-04-28

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MBB ISHARES TR53.7K sharesnew addition2026-03-312026-04-28

QUAL ISHARES TR26.3K shares2819.98%2026-03-312026-04-28

EFG ISHARES TR43.2K shares7908.70%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS78.9K sharesnew addition2026-03-312026-04-28

BAI BLACKROCK ETF TRUST131.5K shares24481.50%2026-03-312026-04-28

THRO BLACKROCK ETF TRUST114.5K shares11461.52%2026-03-312026-04-28

MTUM ISHARES TR15.8K shares8835.59%2026-03-312026-04-28

IAGG ISHARES TR64.3K shares229539.29%2026-03-312026-04-28

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HFSI HARTFORD FDS EXCHANGE TRADED84.6K sharesnew addition2026-03-312026-04-28

FFLC FIDELITY COVINGTON TRUST56.9K sharesnew addition2026-03-312026-04-28

IDEF BLACKROCK ETF TRUST78.3K sharesnew addition2026-03-312026-04-28

MUB ISHARES TR15.8K sharesnew addition2026-03-312026-04-28

BAR GRANITESHARES GOLD TR32.2K sharesnew addition2026-03-312026-04-28

SCMB SCHWAB STRATEGIC TR50.3K sharesnew addition2026-03-312026-04-28

LMUB ISHARES TR20.1K sharesnew addition2026-03-312026-04-28

SPYG SPDR SERIES TRUST8.6K sharesnew addition2026-03-312026-04-28

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ESGU ISHARES TR3.4K sharesnew addition2026-03-312026-04-28

SYSB ISHARES TR4.9K sharesnew addition2026-03-312026-04-28

OEF ISHARES TR1.1K shares505.65%2026-03-312026-04-28

EMXC ISHARES INC3.9K shares994.44%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS443 shares-55.66%2026-03-312026-04-28

HIMU BLACKROCK ETF TRUST II5.1K sharesnew addition2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR1.8K shares-39.97%2026-03-312026-04-28

XAR SPDR SERIES TRUST927 sharesnew addition2026-03-312026-04-28

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SCHV SCHWAB STRATEGIC TR7.1K shares-20.28%2026-03-312026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares341.8K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

5476.10%

Shares21.5K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

New

Shares49.5K

Event2026-03-31

Filed2026-04-28

DYNF

BLACKROCK ETF TRUST

5969.23%

Shares148.3K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

1009.46%

Shares70.3K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

8779.03%

Shares111.8K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

4746.95%

Shares100.1K

Event2026-03-31

Filed2026-04-28

TLH

ISHARES TR

302352.63%

Shares57.5K

Event2026-03-31

Filed2026-04-28

MBB

ISHARES TR

New

Shares53.7K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

2819.98%

Shares26.3K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

7908.70%

Shares43.2K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares78.9K

Event2026-03-31

Filed2026-04-28

BAI

BLACKROCK ETF TRUST

24481.50%

Shares131.5K

Event2026-03-31

Filed2026-04-28

THRO

BLACKROCK ETF TRUST

11461.52%

Shares114.5K

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES TR

8835.59%

Shares15.8K

Event2026-03-31

Filed2026-04-28

IAGG

ISHARES TR

229539.29%

Shares64.3K

Event2026-03-31

Filed2026-04-28

HFSI

HARTFORD FDS EXCHANGE TRADED

New

Shares84.6K

Event2026-03-31

Filed2026-04-28

FFLC

FIDELITY COVINGTON TRUST

New

Shares56.9K

Event2026-03-31

Filed2026-04-28

IDEF

BLACKROCK ETF TRUST

New

Shares78.3K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

New

Shares15.8K

Event2026-03-31

Filed2026-04-28

BAR

GRANITESHARES GOLD TR

New

Shares32.2K

Event2026-03-31

Filed2026-04-28

SCMB

SCHWAB STRATEGIC TR

New

Shares50.3K

Event2026-03-31

Filed2026-04-28

LMUB

ISHARES TR

New

Shares20.1K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

New

Shares8.6K

Event2026-03-31

Filed2026-04-28

ESGU

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-28

SYSB

ISHARES TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-28

OEF

ISHARES TR

505.65%

Shares1.1K

Event2026-03-31

Filed2026-04-28

EMXC

ISHARES INC

994.44%

Shares3.9K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-55.66%

Shares443

Event2026-03-31

Filed2026-04-28

HIMU

BLACKROCK ETF TRUST II

New

Shares5.1K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-39.97%

Shares1.8K

Event2026-03-31

Filed2026-04-28

XAR

SPDR SERIES TRUST

New

Shares927

Event2026-03-31

Filed2026-04-28

SCHV

SCHWAB STRATEGIC TR

-20.28%

Shares7.1K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available