Core Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Core Wealth Advisors, Inc.Investment ActivityCore Wealth Advisors, Inc. has $314.33 million in total holdings as of March 31, 2025.Core Wealth Advisors, Inc. owns shares of 69 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.86% of the portfolio was purchased this quarter.About 5.89% of the portfolio was sold this quarter.This quarter, Core Wealth Advisors, Inc. has purchased 60 new stocks and bought additional shares in 29 stocks.Core Wealth Advisors, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $103,081,146Vanguard S&P 500 ETF $20,605,743SPDR Portfolio S&P 500 ETF $18,028,504Invesco S&P 500 Top 50 ETF $17,325,260iShares Core MSCI EAFE ETF $15,574,758 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $15,315,758 Holding025072794 - American Century Focused Large Cap Value ETF $9,101,548 Holding14020W106 - Capital Group Dividend Value ETF $8,950,095 Holding45782C508 - Innovator U.S. Equity Power Buffer ETF - January $517,338 Holding742718109 - Procter & Gamble $284,316 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 514,642 shares (about $15.32M)American Century Focused Large Cap Value ETF 130,227 shares (about $9.10M)Capital Group Dividend Value ETF 251,125 shares (about $8.95M)Innovator Defined Wealth Shield ETF 25,859 shares (about $811.46K)FT Vest Laddered Buffer ETF 24,173 shares (about $717.70K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,361 shares (about $699.43K)iShares Core S&P Mid-Cap ETF 10,184 shares (about $594.24K)Invesco S&P 500 Top 50 ETF 10,116 shares (about $465.54K)Merck & Co., Inc. 5,106 shares (about $458.35K)SPDR Portfolio S&P 500 ETF 6,191 shares (about $407.12K) 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$103,081,146$59,000 ▼-0.1%183,45132.8%ETFVOOVanguard S&P 500 ETF$20,605,743$699,432 ▼-3.3%40,0966.6%ETFSPLGSPDR Portfolio S&P 500 ETF$18,028,504$407,120 ▼-2.2%274,1565.7%ETFXLGInvesco S&P 500 Top 50 ETF$17,325,260$465,539 ▼-2.6%376,4725.5%ETFIEFAiShares Core MSCI EAFE ETF$15,574,758$59,310 ▲0.4%205,8795.0%ETFFIDELITY COVINGTON TRUST$15,315,758$15,315,758 ▲New Holding514,6424.9%ENHANCED INTLKORPAmerican Century Diversified Corporate Bond ETF$14,897,852$23,183 ▲0.2%318,7394.7%ETFIJHiShares Core S&P Mid-Cap ETF$14,119,172$594,236 ▼-4.0%241,9744.5%ETFVOVanguard Mid-Cap ETF$13,103,839$30,000 ▼-0.2%50,6684.2%ETFFLVAmerican Century Focused Large Cap Value ETF$9,101,548$9,101,548 ▲New Holding130,2272.9%ETFCGDVCapital Group Dividend Value ETF$8,950,095$8,950,095 ▲New Holding251,1252.8%ETFSPHQInvesco S&P 500 Quality ETF$8,553,934$461,527 ▲5.7%128,9412.7%ETFBALTInnovator Defined Wealth Shield ETF$4,262,628$811,455 ▲23.5%135,8391.4%ETFBUFRFT Vest Laddered Buffer ETF$4,227,381$717,696 ▲20.4%142,3841.3%ETFPSFFPacer Swan SOS Fund of Funds ETF$4,089,331$704,500 ▲20.8%143,2341.3%ETFAAPLApple$3,197,728$76,411 ▲2.4%14,3961.0%Computer and TechnologyCATCaterpillar$2,418,336$298,788 ▼-11.0%7,3330.8%IndustrialsAMZNAmazon.com$2,151,124$55,367 ▼-2.5%11,3060.7%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,905,895$1,778 ▼-0.1%18,2260.6%ETFIBMInternational Business Machines$1,859,434$338,418 ▼-15.4%7,4780.6%Computer and TechnologyCRMSalesforce$1,856,030$371,152 ▼-16.7%6,9160.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,722,605$90,310 ▼-5.0%33,8760.5%ETFSCHDSchwab US Dividend Equity ETF$1,659,503$167,144 ▲11.2%59,3530.5%ETFSPYSPDR S&P 500 ETF Trust$1,577,533$559 ▼0.0%2,8200.5%FinanceTAXFAmerican Century Diversified Municipal Bond ETF$1,387,123$91,983 ▼-6.2%28,0340.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,368,163$92,392 ▼-6.3%27,5730.4%ETFVIGVanguard Dividend Appreciation ETF$1,010,639$173,031 ▲20.7%5,2100.3%ETFIWDiShares Russell 1000 Value ETF$1,004,850$188 ▲0.0%5,3400.3%ETFFDVVFidelity High Dividend ETF$966,782$164,222 ▲20.5%19,4920.3%ETFNVDANVIDIA$954,724$108,164 ▲12.8%8,8090.3%Computer and TechnologyVVVanguard Large-Cap ETF$920,1670.0%3,5800.3%ETFIWMiShares Russell 2000 ETF$919,319$13,167 ▼-1.4%4,6080.3%FinanceSHViShares Short Treasury Bond ETF$899,807$30,045 ▲3.5%8,1460.3%ETFVUSBVanguard Ultra-Short Bond ETF$880,738$18,995 ▲2.2%17,6660.3%ETFNEARiShares Short Duration Bond Active ETF$872,827$21,620 ▲2.5%17,1580.3%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$862,744$158,483 ▲22.5%10,6970.3%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$849,986$159,668 ▲23.1%19,5850.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$817,118$21,872 ▲2.8%16,1390.3%ETFMSFTMicrosoft$791,759$94,981 ▲13.6%2,1090.3%Computer and TechnologyMEARiShares Short Maturity Municipal Bond Active ETF$693,714$16,177 ▼-2.3%13,8080.2%ETFMRKMerck & Co., Inc.$615,618$458,347 ▼-42.7%6,8580.2%MedicalQPFFAmerican Century Quality Preferred ETF$551,963$164,163 ▲42.3%15,6010.2%ETFEFAiShares MSCI EAFE ETF$520,211$24,110 ▲4.9%6,3650.2%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$517,338$517,338 ▲New Holding12,4750.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$441,8940.0%11,7120.1%ETFJPMJPMorgan Chase & Co.$434,672$5,642 ▲1.3%1,7720.1%FinanceDGROiShares Core Dividend Growth ETF$431,8200.0%6,9900.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$398,924$99,907 ▲33.4%3,9690.1%ETFGOOGAlphabet$398,387$28,278 ▲7.6%2,5500.1%Computer and TechnologyBRK.BBerkshire Hathaway$378,664$79,887 ▲26.7%7110.1%FinanceWMTWalmart$374,210$13,869 ▼-3.6%4,2630.1%Retail/WholesaleUSEPInnovator U.S. Equity Ultra Buffer ETF - September$366,8240.0%10,6600.1%ETFPEPPepsiCo$336,915$9,296 ▲2.8%2,2470.1%Consumer StaplesXOMExxon Mobil$318,257$6,541 ▲2.1%2,6760.1%EnergyPGProcter & Gamble$284,316$284,316 ▲New Holding1,6680.1%Consumer StaplesVVisa$281,069$281,069 ▲New Holding8020.1%Business ServicesCOSTCostco Wholesale$271,877$271,877 ▲New Holding2870.1%Retail/WholesaleSAIASaia$244,6010.0%7000.1%TransportationJNJJohnson & Johnson$234,995$234,995 ▲New Holding1,4170.1%MedicalLOWLowe's Companies$232,064$12,828 ▼-5.2%9950.1%Retail/WholesaleLMTLockheed Martin$226,035$2,680 ▲1.2%5060.1%AerospaceNFLXNetflix$221,010$221,010 ▲New Holding2370.1%Consumer DiscretionaryAXPAmerican Express$218,469$218,469 ▲New Holding8120.1%FinanceCVXChevron$211,838$211,838 ▲New Holding1,2660.1%EnergyTSLATesla$210,697$31,358 ▲17.5%8130.1%Auto/Tires/TrucksINNOVATOR ETFS TRUST$210,3500.0%7,7420.1%EQUITY DEFINED PINNOVATOR ETFS TRUST$207,6820.0%7,7580.1%EQUITY DEFINED PAVGOBroadcom$204,447$204,447 ▲New Holding1,2210.1%Computer and TechnologyBRPThe Baldwin Insurance Group$201,541$201,541 ▲New Holding4,5100.1%FinanceAVUVAvantis U.S. Small Cap Value ETF$0$7,747,242 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$6,151,081 ▼-100.0%00.0%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$0$292,309 ▼-100.0%00.0%ETFGOOGLAlphabet$0$221,481 ▼-100.0%00.0%Computer and TechnologyShowing 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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