• 13F History

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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 60 $303M +$19.4M -$29.4M -$9.92M IVV, VOO, SPLG, XLG, IJH 13F-HR 2/14/2025, 12:43 PM
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 +$5.42M IVV, VOO, MOAT, SPLG, IEFA 13F-HR 2/14/2024, 10:01 AM
Q3 2023 245 $244M +$35.4M -$32M +$3.42M IVV, VOO, MOAT, OMFL, IEFA 13F-HR 11/13/2023, 09:45 AM
Q2 2023 280 $249M +$46.2M -$58.8M -$12.6M IVV, VOO, IGSB, EZU, SHY 13F-HR 8/14/2023, 05:04 PM
Q1 2023 258 $251M +$50.8M -$37.6M +$13.2M IVV, VOO, COWZ, EZU, SPLG 13F-HR 4/27/2023, 10:40 AM
Q4 2022 258 $229M +$59.6M -$17.5M +$42.1M IVV, VOO, IEFA, COWZ, ONEY 13F-HR 2/14/2023, 01:00 PM
Q3 2022 211 $171M +$30.2M -$6.48M +$23.7M IVV, IEFA, PALC, COWZ, ALTL 13F-HR 11/10/2022, 04:07 PM
Q2 2022 208 $163M +$42M -$21.2M +$20.8M IVV, IEFA, ALTL, PALC, COWZ 13F-HR 8/12/2022, 03:16 PM
Q1 2022 185 $178M +$56.9M -$3.74M +$53.2M IVV, IEFA, IJH, IJR, ALTL 13F-HR 5/16/2022, 01:14 PM
Q4 2021 199 $167M +$14M -$3.33M +$10.7M IVV, EDOW, FLV, IJH, IJR 13F-HR 2/14/2022, 09:53 AM
Q3 2021 186 $151M +$24.4M -$14M +$10.4M IVV, EDOW, FLV, IJH, IJR 13F-HR 11/9/2021, 02:35 PM
Q2 2021 180 $150M +$43.4M -$13.3M +$30.2M IVV, IJR, IJH, EDOW, FLV 13F-HR 8/3/2021, 09:51 AM
Q1 2021 173 $113M +$22M -$26.6M -$4.58M IVV, IJH, IJR, AAXJ, EDOW 13F-HR 5/4/2021, 12:49 PM
Q4 2020 171 $112M +$10.3M -$8.2M +$2.05M IVV, IJR, IJH, QQQ, SWAN 13F-HR 2/5/2021, 01:23 PM
Q3 2020 142 $107M +$15.4M -$22.4M -$6.96M IVV, QQQ, IJH, IJR, SWAN 13F-HR 11/12/2020, 08:53 AM
Q2 2020 119 $114M +$18M -$57.4M -$39.4M IVV, QQQ, IJH, IJR, EFAV 13F-HR 7/31/2020, 03:39 PM
Q1 2020 142 $131M +$29M -$440K +$28.6M IVV, EFAV, QQQ, IVW, IJH 13F-HR 4/29/2020, 01:55 PM
Q4 2019 123 $174M IVV, EFAV, RSP, QQQ, IJH 13F-HR 2/14/2020, 01:23 PM