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  Name: Core Wealth Advisors Inc.
  City: LAKELAND
  State: FL
  Zip: 33801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $294,304,000
  Total Value Change : $22,116,000
  Securities Held Change : -1
   
All Securities Held : 260
  New Positions : 14
  Closed Positions : 16
  Increased Positions : 44
  Unchanged Positions : 169
  Decreased Positions : 33

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 11 New $93.35 $6,202,000 66,186 2.11% 6,202,000 66,186 0.074    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 12 New $0.00 $6,022,000 122,501 2.05% 6,022,000 122,501 0.118    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 51 New $0.00 $268,000 7,964 0.09% 268,000 7,964 0.052    N/A
   (BRP)1 Year Chart         BRP BRP Group Ord Shs Class A 64 New $35.19 $130,000 4,509 0.04% 130,000 4,509 0.007    N/A
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 103 New $0.00 $44,000 712 0.01% 44,000 712 0.008    N/A
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 174 New $21.46 $12,000 573 0% 12,000 573 0.002    Closed - End Fund - Debt
   (HTGC)1 Year Chart         HTGC Hercules Technology Growth ... 178 New $19.64 $12,000 645 0% 12,000 645 0    Asset Management
   (GSBD)1 Year Chart         GSBD Goldman Sachs Bdc, Inc. 177 New $15.23 $12,000 772 0% 12,000 772 0    N/A
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 215 New $4.20 $6,000 312 0% 6,000 312 0    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 229 New $265.00 $4,000 15 0% 4,000 15 0    Property & Casualty I...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 236 New $39.47 $3,000 70 0% 3,000 70 0    N/A
   (WHR)1 Year Chart         WHR Whirlpool Corp 244 New $104.67 $2,000 20 0% 2,000 20 0    Appliances
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 246 New $86.13 $1,000 7 0% 1,000 7 0    N/A
   (SAVE)1 Year Chart         SAVE Spirit Airlines, Inc. 274 New $3.78 $0 38 0% 0 38 0    Major Airlines
      14 Records Found
  1    
Page 1 of 1
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