Holdings
Core Wealth Advisors, Inc.
As of Jun 30, 2026, Core Wealth Advisors, Inc. reported 43 positions worth US$42.2M. Largest: Apple Inc, Caterpillar, Inc. and International Business Machines Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,412 | US$6.2M | +2,894 | Jun 30, 2026 |
| Caterpillar, Inc. | 5,133 | US$5.47M | −20 | Jun 30, 2026 |
| International Business Machines Corporation | 11,394 | US$3.2M | +4,500 | Jun 30, 2026 |
| Nvidia Corporation | 12,957 | US$2.59M | +533 | Jun 30, 2026 |
| Amazon.com, Inc. | 10,653 | US$2.54M | +598 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,044 | US$2.16M | +1,912 | Jun 30, 2026 |
| Microsoft Corp. | 4,663 | US$1.74M | +1,497 | Jun 30, 2026 |
| Nextera Energy, Inc. | 18,069 | US$1.59M | +11,549 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,215 | US$1.38M | +1,598 | Jun 30, 2026 |
| Broadcom Inc. | 2,570 | US$971K | +143 | Jun 30, 2026 |