Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 08-15-2024 | 06-30-2024 | 55 | 291,809,284 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 51 | $976,858 | 5,599 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 52 | $952,143 | 4,693 | 0.00 | 0.00 | 45 | 0.97 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 53 | $943,564 | 3,780 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 54 | $883,683 | 7,153 | 0.00 | 0.00 | 6,566 | 1118.57 | 06-30-2024 |
