Core Wealth Advisors, Inc.
Top Portfolio Positions
43 positions ·
$32,443,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
18,518 | $4,699,683 | 14.49% | |
| CAT |
Caterpillar Inc
Industrials
|
5,153 | $3,650,694 | 11.25% | |
| NVDA |
Nvidia Corp
Technology
|
12,424 | $2,166,745 | 6.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,293 | $2,141,569 | 6.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,055 | $2,094,154 | 6.45% | |
| IBM |
International Business Machines Corp
Technology
|
6,894 | $1,671,036 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
3,166 | $1,171,958 | 3.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,805 | $1,154,536 | 3.56% | |
| CVX |
Chevron Corp
Energy
|
4,228 | $874,773 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,617 | $769,816 | 2.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GAB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,783 | 36,747 | Shares | Sole | 2026-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||