Core Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$246M
Signature - Title
Todd Schanel - Principal/CCO
Location
Jupiter, FL
Summary
This page shows a list of all the recent 13F filings made by Core Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Core Wealth Management, Inc. reported 28 stock holdings with total value $246M as of Q3 2024. Top holdings included DFAC, DFAX, DFCF, DFAR, and DFIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 28 $246M $0 $0 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 10/31/2024, 10:24 AM
Q2 2024 28 $246M +$16.2M -$722K +$15.4M DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 7/25/2024, 04:45 PM
Q1 2024 23 $231M +$21.2M -$9.65M +$11.6M DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 4/22/2024, 04:12 PM
Q4 2023 21 $209M +$10.7M -$11.9M -$1.24M DFAC, DFAX, DFCF, AGG, DFAR 13F-HR 2/2/2024, 04:00 PM
Q3 2023 20 $193M +$6.34M -$2.43M +$3.92M DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 10/18/2023, 08:04 PM
Q2 2023 24 $197M +$8.18M -$728K +$7.46M DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 7/17/2023, 02:01 PM
Q1 2023 20 $185M +$1.38M -$1.09M +$293K DFAC, DFAX, DFCF, DFIP, DFAR 13F-HR 4/17/2023, 12:56 PM
Q4 2022 17 $177M $0 $0 DFAC, DFAX, DFCF, DFIP, DFAR Restatement 2/14/2023, 06:00 PM