Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CORE WEALTH ADVISORS INC 11-13-2023 09-30-2023 239 244,439,106
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GENERAL DYNAMICS CORP COM 101 $112,916 511 0.00 0.00 120 30.69 09-30-2023
LOWES COS INC COM 102 $105,375 507 0.00 0.00 0 0.00 09-30-2023
KELLANOVA COM 103 $97,359 1,636 0.00 1,636 +Inf 09-30-2023
DANAHER CORPORATION COM 104 $93,038 375 0.00 0.00 0 0.00 09-30-2023
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