Core Wealth Advisors, Inc. Purchases and Sells in Q4 2024

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	2.96K + 0.77%	$46.94 - $51.62 $139K - $153K	387K $19.3M
BALT	17.6K + 19.09%	$30.76 - $31.55 $542K - $556K	110K $3.46M
BUFR	17.4K + 17.22%	$29.73 - $30.81 $516K - $535K	118K $3.6M
PSFF	16.1K + 15.72%	$28.48 - $29.56 $459K - $476K	119K $3.47M
AMZN	649 + 5.93%	$180.88 - $232.93 $117K - $151K	11.6K $2.54M
AAPL	313 + 2.28%	$221.69 - $259.02 $69.4K - $81.1K	14.1K $3.52M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHQ	122K New	$65.67 - $69.79 $8.01M - $8.51M	122K $8.18M
VB	25.6K New	$233.76 - $261.58 $5.98M - $6.7M	25.6K $6.15M
TSLA	692 New	$213.65 - $479.86 $148K - $332K	692 $279K
LOW	1.05K New	$244.52 - $284.07 $257K - $298K	1.05K $259K
GOOGL	1.17K New	$161.86 - $196.66 $189K - $230K	1.17K $221K
VANGUARD WELLINGTON FD	2.98K New	N/A	2.98K $0

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-6.63K - 3.13%	$70.06 - $77.43 $464K - $513K	205K $14.4M
MRK	-6.3K - 34.5%	$96.31 - $114.76 $607K - $723K	12K $1.19M
CAT	-93 - 1.12%	$360.37 - $416.88 $33.5K - $38.8K	8.24K $2.99M
VO	-1.05K - 2.03%	$261.5 - $284.63 $275K - $299K	50.8K $13.4M
VTEB	-2.62K - 8.17%	$49.79 - $51.14 $130K - $134K	29.4K $1.48M
TAXF	-1.91K - 6.0%	$49.94 - $51.44 $95.3K - $98.2K	29.9K $1.5M

Activity Summary All Purchases 36 New Holdings 6 Increased Positions 30 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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