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| Name: |
Core Wealth Management Inc. |
| City: |
Jupiter |
| State: |
FL |
| Zip: |
33458 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Unchanged Positions |
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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 |
|
MCD |
McDonalds Corp |
8 |
- |
$250.79 |
$965,000 |
3,423 |
0.42% |
-50,000 |
0 |
0 |
Restaurants |
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IVW |
ishares tr S&P 500 BARRA GR |
18 |
- |
$93.31 |
$262,000 |
3,099 |
0.11% |
29,000 |
0 |
0.001 |
Closed - End Fund - E... |
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CPK |
Chesapeake Utilities Corp |
21 |
- |
$103.54 |
$222,000 |
2,069 |
0.1% |
3,000 |
0 |
0.01 |
Gas Utilities |
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DFAT |
Dimensional U S Targeted Va... |
22 |
- |
$51.42 |
$219,000 |
4,025 |
0.09% |
8,000 |
0 |
0 |
N/A |
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