Core Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Core Wealth Advisors, Inc.Investment ActivityCore Wealth Advisors, Inc. has $303.29 million in total holdings as of December 31, 2024.Core Wealth Advisors, Inc. owns shares of 60 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.41% of the portfolio was purchased this quarter.About 9.68% of the portfolio was sold this quarter.This quarter, Core Wealth Advisors, Inc. has purchased 58 new stocks and bought additional shares in 30 stocks.Core Wealth Advisors, Inc. sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $108,055,502Vanguard S&P 500 ETF $22,337,491SPDR Portfolio S&P 500 ETF $19,327,147Invesco S&P 500 Top 50 ETF $19,313,937iShares Core S&P Mid-Cap ETF $15,711,973 Largest New Holdings this Quarter Invesco S&P 500 Quality ETF $8,176,562 HoldingVanguard Small-Cap ETF $6,151,081 HoldingVanguard Short-Term Tax-Exempt Bond ETF $298,244 HoldingTesla $279,457 HoldingLowe's Companies $259,140 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 121,984 shares (about $8.18M)Vanguard Small-Cap ETF 25,600 shares (about $6.15M)Schwab US Dividend Equity ETF 37,062 shares (about $1.01M)Innovator Defined Wealth Shield ETF 17,632 shares (about $554.00K)FT Vest Laddered Buffer ETF 17,368 shares (about $529.20K) Largest Sales this Quarter Merck & Co., Inc. 6,302 shares (about $626.91K)iShares Core MSCI EAFE ETF 6,629 shares (about $465.89K)Vanguard Mid-Cap ETF 1,050 shares (about $277.34K)Vanguard Tax-Exempt Bond ETF 2,618 shares (about $131.24K)iShares Core S&P 500 ETF 217 shares (about $127.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$108,055,502$127,743 ▼-0.1%183,55635.6%ETFVOOVanguard S&P 500 ETF$22,337,491$36,639 ▼-0.2%41,4577.4%ETFSPLGSPDR Portfolio S&P 500 ETF$19,327,147$53,291 ▼-0.3%280,3476.4%ETFXLGInvesco S&P 500 Top 50 ETF$19,313,937$147,982 ▲0.8%386,5886.4%ETFIJHiShares Core S&P Mid-Cap ETF$15,711,973$21,185 ▲0.1%252,1585.2%ETFKORPAmerican Century Diversified Corporate Bond ETF$14,620,079$161,387 ▲1.1%318,2434.8%ETFIEFAiShares Core MSCI EAFE ETF$14,414,087$465,886 ▼-3.1%205,0954.8%ETFVOVanguard Mid-Cap ETF$13,413,577$277,336 ▼-2.0%50,7844.4%ETFSPHQInvesco S&P 500 Quality ETF$8,176,562$8,176,562 ▲New Holding121,9842.7%ETFAVUVAvantis U.S. Small Cap Value ETF$7,747,242$122,208 ▲1.6%80,2572.6%ETFVBVanguard Small-Cap ETF$6,151,081$6,151,081 ▲New Holding25,6002.0%ETFBUFRFT Vest Laddered Buffer ETF$3,601,889$529,203 ▲17.2%118,2111.2%ETFAAPLApple$3,518,997$78,384 ▲2.3%14,0521.2%Computer and TechnologyPSFFPacer Swan SOS Fund of Funds ETF$3,472,564$471,686 ▲15.7%118,5581.1%ETFBALTInnovator Defined Wealth Shield ETF$3,455,572$553,998 ▲19.1%109,9801.1%ETFCATCaterpillar$2,988,817$33,737 ▼-1.1%8,2391.0%Industrial ProductsCRMSalesforce$2,774,655$48,479 ▼-1.7%8,2990.9%Computer and TechnologyAMZNAmazon.com$2,544,317$142,387 ▲5.9%11,5970.8%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,101,961$1,267 ▼-0.1%18,2430.7%ETFIBMInternational Business Machines$1,943,111$20,225 ▼-1.0%8,8390.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,807,888$102,382 ▼-5.4%35,6520.6%ETFSPYSPDR S&P 500 ETF Trust$1,653,530$15,826 ▲1.0%2,8210.5%FinanceTAXFAmerican Century Diversified Municipal Bond ETF$1,498,844$95,718 ▼-6.0%29,8930.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,475,581$131,241 ▼-8.2%29,4350.5%ETFSCHDSchwab US Dividend Equity ETF$1,458,213$1,012,539 ▲227.2%53,3750.5%ETFMRKMerck & Co., Inc.$1,190,160$626,913 ▼-34.5%11,9640.4%MedicalNVDANVIDIA$1,048,942$6,177 ▲0.6%7,8110.3%Computer and TechnologyIWMiShares Russell 2000 ETF$1,032,711$7,954 ▲0.8%4,6740.3%FinanceIWDiShares Russell 1000 Value ETF$988,470$17,218 ▲1.8%5,3390.3%ETFVVVanguard Large-Cap ETF$965,526$53,940 ▼-5.3%3,5800.3%ETFSHViShares Short Treasury Bond ETF$867,0060.0%7,8740.3%ETFVUSBVanguard Ultra-Short Bond ETF$857,682$99,736 ▲13.2%17,2850.3%ETFVIGVanguard Dividend Appreciation ETF$845,523$77,542 ▲10.1%4,3180.3%ETFNEARiShares Short Duration Bond Active ETF$845,017$99,536 ▲13.4%16,7330.3%ETFFDVVFidelity High Dividend ETF$808,070$76,258 ▲10.4%16,1810.3%ETFJPSTJPMorgan Ultra-Short Income ETF$791,162$99,682 ▲14.4%15,7070.3%ETFMSFTMicrosoft$782,259$11,380 ▲1.5%1,8560.3%Computer and TechnologyMEARiShares Short Maturity Municipal Bond Active ETF$705,794$99,500 ▲16.4%14,1300.2%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$704,354$77,034 ▲12.3%8,7320.2%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$691,420$75,854 ▲12.3%15,9060.2%FinancePAVEGlobal X U.S. Infrastructure Development ETF$473,2820.0%11,7120.2%ETFEFAiShares MSCI EAFE ETF$458,9530.0%6,0700.2%FinanceGOOGAlphabet$451,152$5,332 ▲1.2%2,3690.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$428,745$4,478 ▲1.1%6,9900.1%ETFJPMJPMorgan Chase & Co.$419,253$5,034 ▲1.2%1,7490.1%FinanceWMTWalmart$399,446$4,969 ▼-1.2%4,4210.1%Retail/WholesaleQPFFAmerican Century Quality Preferred ETF$394,2520.0%10,9610.1%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$375,1880.0%10,6600.1%ETFPEPPepsiCo$332,251$1,673 ▲0.5%2,1850.1%Consumer StaplesSAIASaia$319,011$11,849 ▲3.9%7000.1%TransportationVTESVanguard Short-Term Tax-Exempt Bond ETF$298,244$298,244 ▲New Holding2,9750.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$292,3090.0%7,9640.1%ETFXOMExxon Mobil$281,9410.0%2,6210.1%Oils/EnergyTSLATesla$279,457$279,457 ▲New Holding6920.1%Auto/Tires/TrucksLOWLowe's Companies$259,140$259,140 ▲New Holding1,0500.1%Retail/WholesaleBRK.BBerkshire Hathaway$254,290$13,598 ▲5.6%5610.1%FinanceLMTLockheed Martin$242,970$4,373 ▲1.8%5000.1%AerospaceGOOGLAlphabet$221,481$221,481 ▲New Holding1,1700.1%Computer and TechnologyINNOVATOR ETFS TRUST$211,1240.0%7,7420.1%EQUITY DEFINED PINNOVATOR ETFS TRUST$209,8210.0%7,7580.1%EQUITY DEFINED PTLTiShares 20+ Year Treasury Bond ETF$0$19,731,312 ▼-100.0%00.0%ETFCALFPacer US Small Cap Cash Cows ETF$0$7,106,908 ▼-100.0%00.0%ETFBRPThe Baldwin Insurance Group$0$224,548 ▼-100.0%00.0%FinanceNEENextEra Energy$0$214,368 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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