Long-term investor
Core Wealth Advisors, Inc. @corewealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001770532).
Record
- Tracked since 2025-06-30 (446 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +12.2% · 6 months n/a · 1 year +19.2% · all +19.2%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 29.1% · long · since 2025-06-30
- 922908363 · 5.7% · long · since 2025-06-30
- 14020W106 · 5.7% · long · since 2025-06-30
- 78464A854 · 5.0% · long · since 2025-06-30
- 46137V233 · 5.0% · long · since 2025-06-30
- 31609A404 · 4.3% · long · since 2025-06-30
- 464287507 · 4.3% · long · since 2025-06-30
- 46432F842 · 4.2% · long · since 2025-06-30
- 922908629 · 3.5% · long · since 2025-06-30
- 46137V241 · 3.2% · long · since 2025-06-30
- 025072406 · 2.2% · long · since 2026-03-31
- 025072703 · 2.2% · long · since 2026-03-31