Core Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$312M
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 58 stock holdings with total value $312M as of Q3 2024. Top holdings included IVV, VOO, TLT, SPLG, and XLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $312M +$25.4M -$20.8M +$4.6M IVV, VOO, TLT, SPLG, XLG 13F-HR 11/13/2024, 02:51 PM
Q2 2024 55 $292M +$31.7M -$36.1M -$4.42M IVV, VOO, SPLG, XLG, IEFA 13F-HR 8/15/2024, 09:39 AM
Q1 2024 260 $294M +$33.1M -$18.6M +$14.6M IVV, VOO, MOAT, SPLG, IEFA 13F-HR 5/15/2024, 01:31 PM
Q4 2023 261 $272M +$26.1M -$20.7M +$5.4M IVV, VOO, MOAT, SPLG, IEFA 13F-HR 2/14/2024, 10:01 AM
Q3 2023 239 $244M +$35.4M -$32M +$3.42M IVV, VOO, MOAT, OMFL, IEFA 13F-HR 11/13/2023, 09:45 AM
Q2 2023 235 $249M +$46.2M -$58.8M -$12.6M IVV, VOO, IGSB, EZU, SHY 13F-HR 8/14/2023, 04:04 PM
Q1 2023 259 $251M +$50.8M -$38.2M +$12.6M IVV, VOO, COWZ, EZU, SPLG 13F-HR 4/27/2023, 10:40 AM
Q4 2022 258 $229M +$59.6M -$17.8M +$41.8M IVV, VOO, IEFA, COWZ, ONEY 13F-HR 2/14/2023, 02:00 PM
Q3 2022 216 $172M +$30.2M -$11.4M +$18.8M IVV, IEFA, PALC, COWZ, ALTL 13F-HR 11/10/2022, 05:07 PM
Q2 2022 214 $163M +$42M -$33.6M +$8.37M IVV, IEFA, ALTL, PALC, COWZ 13F-HR 8/12/2022, 03:16 PM
Q1 2022 191 $178M +$56.9M -$39.5M +$17.4M IVV, IEFA, IJH, IJR, ALTL 13F-HR 5/16/2022, 01:14 PM
Q4 2021 206 $167M +$14M -$6.76M +$7.23M IVV, EDOW, FLV, IJH, IJR 13F-HR 2/14/2022, 10:53 AM
Q3 2021 189 $151M +$24.4M -$14M +$10.5M IVV, EDOW, FLV, IJH, IJR 13F-HR 11/9/2021, 02:35 PM
Q2 2021 182 $150M +$43.4M -$13.3M +$30.2M IVV, IJR, IJH, EDOW, FLV 13F-HR 8/3/2021, 09:51 AM
Q1 2021 176 $113M +$22M -$26.6M -$4.59M IVV, IJH, IJR, AAXJ, EDOW 13F-HR 5/4/2021, 12:49 PM
Q4 2020 176 $112M +$10.3M -$14.4M -$4.12M IVV, IJR, IJH, QQQ, SWAN 13F-HR 2/5/2021, 02:23 PM
Q3 2020 160 $107M +$15.4M -$28.2M -$12.8M IVV, QQQ, IJH, IJR, SWAN 13F-HR 11/12/2020, 09:53 AM
Q2 2020 126 $114M +$17.9M -$58.4M -$40.4M IVV, QQQ, IJH, IJR, EFAV 13F-HR 7/31/2020, 03:39 PM
Q1 2020 148 $131M +$29M -$49M -$20M IVV, EFAV, QQQ, IVW, IJH 13F-HR 4/29/2020, 01:55 PM
Q4 2019 130 $174M $0 $0 IVV, EFAV, RSP, QQQ, IJH 13F-HR 2/14/2020, 02:23 PM