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  Name: Core Wealth Management Inc.
  City: Jupiter
  State: FL
  Zip: 33458
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $230,554,000
  Total Value Change : $21,119,000
  Securities Held Change : 2
   
All Securities Held : 23
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 3

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Holdings Found : 3     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
   (DUSB)1 Year Chart         DUSB Dimensional Ultrashort Fixe... 10 New $0.00 $709,000 14,016 0.31% 709,000 14,016 0.156    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 19 New $168.56 $228,000 1,404 0.1% 228,000 1,404 0    Cleaning Products
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 20 New $182.81 $225,000 1,250 0.1% 225,000 1,250 0    Internet Software & S...

      3 Records Found
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