Core Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$303M
Signature - Title
Paul Weaver - CCO
Location
Lakeland, FL
Summary
This page shows a list of all the recent 13F filings made by Core Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Core Wealth Advisors, Inc. reported 60 stock holdings with total value $303M as of Q4 2024. Top holdings included IVV, VOO, SPLG, XLG, and IJH.
Holdings Value