Core Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lakeland, FL
CIK
0001770532
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 261 272,182 IVV, VOO, MOAT, SPLG 13F-HR 2/14/2024 000177053224000001
Q3 2023 239 244,439 IVV, VOO, MOAT, OMFL 13F-HR 11/13/2023 000177053223000005
Q2 2023 235 249,165 IVV, VOO, IGSB, EZU 13F-HR 8/14/2023 000177053223000004
Q1 2023 259 250,706 IVV, VOO, COWZ, EZU 13F-HR 4/27/2023 000177053223000003
Q4 2022 258 228,628 IVV, VOO, IEFA, COWZ 13F-HR 2/14/2023 000177053223000002
Q3 2022 223 171,563 IVV, IEFA, PALC, COWZ 13F-HR 11/10/2022 000177053222000005
Q2 2022 221 162,596 IVV, IEFA, ALTL, PALC 13F-HR 8/12/2022 000177053222000004
Q1 2022 195 178,278 IVV, IEFA, IJH, IJR 13F-HR 5/16/2022 000177053222000003
Q4 2021 210 167,445 IVV, EDOW, FLV, IJH 13F-HR 2/14/2022 000177053222000001
Q3 2021 191 150,771 IVV, EDOW, FLV, IJH 13F-HR 11/9/2021 000177053221000005
Q2 2021 184 149,928 IVV, IJR, IJH, EDOW 13F-HR 8/3/2021 000177053221000004
Q1 2021 187 113,406 IVV, IJH, IJR, AAXJ 13F-HR 5/4/2021 000177053221000003
Q4 2020 178 111,938 IVV, IJR, IJH, QQQ 13F-HR 2/5/2021 000177053221000002
Q3 2020 167 106,837 IVV, QQQ, IJH, IJR 13F-HR 11/12/2020 000177053220000009
Q2 2020 129 113,537 IVV, QQQ, IJH, IJR 13F-HR 7/31/2020 000177053220000006
Q1 2020 153 131,336 IVV, EFAV, QQQ, IVW 13F-HR 4/29/2020 000177053220000005
Q4 2019 135 174,120 IVV, EFAV, RSP, QQQ 13F-HR 2/14/2020 000177053220000002